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October 6, 2026 | Unsubscribe
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New Alert: A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ)
AZ is our brand new NASDAQ high growth alert.
AZ could be at a major inflection point – positioned for big upside.
This is a hidden gem that not many have found, and we are amongst the first to bring it to your attention.
The company has a history of significant volatility, and it sits at the intersection of three enormous markets at once: smart retail technology, retail media advertising, and shopper data monetization.
AZ is a NASDAQ listed “global leader in smart retail technology”.
AZ “makes in-store retail smarter by connecting retailers, brands, and shoppers at the Smart Cart.”
The company “transforms everyday shopping carts into AI-powered, connected commerce platforms that elevate the in-store experience, turning each visit into a seamless, personalized, and rewarding journey”.
“The Smart Cart platform helps retailers and brands grow revenue through targeted retail media and real-time shopper engagement at the moment purchase decisions are made.”
It delivers actionable, real-time data that provides full visibility into in-store shopper behavior and decision-making.
With its modular, state-of-the-art technology, AZ “enables retailers to increase revenue, optimize store operations, and mitigate loss across their chains at scale.”
The opportunity the company is addressing is genuinely large, and it stacks:
Smart Shopping Carts: "$10B+ by 2030, CAGR ~27%"
Retail Media Advertising: "$175B Global Spend in 2025, CAGR ~10%"
Retail Data Monetization: "$20B by 2033, CAGR ~19%"
That is the key insight most investors miss. The cart is not the product. The cart is the distribution channel for two much larger businesses sitting on top of it.
AZ operates what it calls "A Recurring-Revenue Model With a Flywheel Effect" across three streams:
"Smart Cart Subscription: Multi-year, per-cart recurring fee covering hardware, software, updates, deployment and support"
"Retail Media Revenue Share: Share of in-store advertising income sold to brands and third-party advertisers via the cart network"
"Data & Insights Licensing: Subscription and project-based access to anonymized shopper analytics for retailers, brands and partners"
As the company describes it:
“Every new deployment expands A2Z's connected footprint — more carts drive more shopper engagement and data, which increases retail media and insights monetization per cart, funding further deployment and reinforcing the backlog-to-revenue conversion described further on in the presentation.”
The platform itself has three components.
ShopMate is the "Retrofit smart cart replacing self-checkout with guided navigation, personalization and loss-prevention," with "Basket size up to 150% higher than standard carts."
MediaMate "Turns the smart cart into a measurable advertising channel - targeted campaigns at the point of decision, with closed-loop attribution to sales."
InsightMate "Converts in-store shopper behavior into licensable analytics for retailers, brands and CPGs."
“The Retrofit Advantage” is the structural edge – “upgrades existing cart fleets without replacing carts, enabling fast, capital-light chain-wide rollout (a store can be retrofitted in a day).”
The hardware is a "13.3 inch detachable SmartPanel" that "Clips onto existing cart fleets - no new carts to purchase or store to redesign.
The company describes this retrofit, detachable smart-panel approach as "currently largely unmatched among full-cart competitors."
On loss prevention, which is the number one reason retailers resist self-checkout, the system layers "Computer vision" that validates "what is scanned against what is placed in the cart," "Weight-sensor validation," and "Multi-sensor data fusion + AI anomaly detection" that "flags suspicious behavior instantly, without slowing the shopper down."
AZ is at a “growth inflection” point – “Backed by a Large Order Book”:
">$195M Total contracted orders, ~19,000 carts scheduled for delivery through 2027"
"Up to 250 Smart carts per store; contract terms typically 36-60 months"
"~$84M Sapir Group order value alone, after an August 2026 follow-on order expanded its commitment from 3,000 to 7,000 carts"
The delivery ramp is steep: 1,500 carts through 2025, 2,500 by Q1 2026, 3,350 by Q2 2026, a target of 10,000 by year-end 2026 and 19,000 scheduled for 2027.
Earlier this year AZ announced that “its Board of Directors has extended its previously approved share repurchase plan authorizing the Company to repurchase up to $20 million of its outstanding shares for an additional six months, through to December 31, 2026”
As the company further explained in this press release:
“The Company believes that the market price of its common shares does not adequately reflect the Company’s underlying value and prospects and that the repurchase of the Company’s common shares represents an appropriate use of the Company’s financial resources and will enhance shareholder value.”
Since August, the company has announced multiple developments.
On August 11, the company announced:
“A2Z Cust2Mate Secures a Follow-On Order for 4,000 Additional Smart Carts from Sapir Group”
“Follow-on order expands Sapir Group's commitment to 7,000 smart carts, on the same terms as the original agreement”
“The expanded order follows significant growth in Sapir Group's retail footprint. Over the past two years, the group has acquired approximately 20 stores previously operated by Carrefour Israel, substantially expanding its store network and increasing the potential scale of the Cust2Mate deployment.”
Here are some of the company’s comments from this press release:
"Sapir Group's decision to expand its commitment to Cust2Mate is particularly significant because it demonstrates how our relationships can grow alongside our retail partners," said Gadi Graus, CEO of A2Z Cust2Mate Solutions Corp. "Sapir Group has expanded rapidly, and this additional order reflects both that growth and its continued confidence in our Smart Cart platform. For A2Z Cust2Mate, the expansion increases the scale of an existing deployment and reinforces our recurring-revenue model, while creating a larger installed base through which we can generate additional retail media and digital-services revenue."
On August 12, the company announced:
“A2Z Reports Second Quarter 2026 Revenue of $5.9 Million”
Here are some of the highlights from this press release:
“Delivery of Carts Nearly Doubled Sequentially
Commenced Deliveries to New Supermarket Customer During the Second Quarter
Successful Execution Underscores Confidence in 2026 Year-End Target of 10,000 Carts; 3,350 Total Units Delivered to Customers as of June 30, 2026
Projected H2 2026 Smart Cart Revenues of $25 Million, Weighted to the Fourth Quarter
Dedicated Manufacturing Facility Brought Online in Q2 Significantly Increases Delivery Capacity
Financing Facility Initiated with Bank Leumi for a $30 Million Credit Line
Cost Management Initiatives to be Completed in the Third Quarter will Reduce Operating Expenses by Approximately $7 Million Annually”
Management Commentary
"Second quarter results demonstrated strong execution from both an operational and financial perspective," noted Gadi Graus, Chief Executive Officer of A2Z Cust2Mate. "We nearly doubled unit deliveries from first quarter levels, including to an important new customer. We also introduced our next-generation Connected In-Store Commerce Platform, representing a significant evolution of our technology architecture and positioning the Company to support enterprise-scale deployments, retail media and in-store intelligence. In addition, we closed a $30 million line of credit with Bank Leumi, which provides funding to support the company's growth.
"The new customer, HaStock, a leading home goods retail chain in Israel with over 50 stores nationwide, took delivery of roughly half of the 2,000 units they contracted, and we are pleased to add this well-known retailer to our client roster. In addition, we recently announced an increased order from Super Sapir, a large food retailer in Israel with over 70 stores, for 4,000 additional units.
"In the second half of the year, we expect to accelerate shipments to several customers as a result of our dedicated Chinese mass manufacturing facility, which went online in the second quarter. In addition, there are several sales and marketing initiatives in process that provide considerable opportunities for expansion to Europe and the Americas. As we increase deliveries, we are gaining the capability to capitalize on retail media, which we expect to be a long-term growth and profit driver for the Company.
"During the quarter, we unveiled our next-generation Connected In-Store Commerce Platform, marking a significant evolution from a product-centric offering to a unified enterprise platform for modern retail. The platform connects shopper engagement, store operations, retail media and in-store intelligence through a scalable architecture designed for efficient manufacturing, large-scale deployment and chain-wide operations. The platform is designed to support retailers' digital transformation while creating new recurring revenue opportunities.
"We also are pleased to welcome Gadi Levin, our newly announced CFO, to the executive team. Gadi has decades of financial management experience and will be a huge asset as we scale the business. With his support, we are executing a corporate realignment, which is expected to reduce operating expenses by approximately $7 million on an annual basis when completed. The initiative is designed to enhance our commercial expansion opportunities and sales efforts, while preserving our delivery capabilities.
"The $30 million credit line we closed with Bank Leumi will help fund inventory as we continue to scale our business and will support our future growth. It is also recognition of the substantial progress we are making in cart deliveries.
"Looking ahead, the Company continues to work overseas with potential new clients, and we expect to see our smart carts in at least two retailers outside of Israel in the next six months.
"During the second half of the year, we expect to deliver new carts to a number of customers and anticipate a meaningful sequential increase in deliveries in the third quarter, taking into consideration the September holiday calendar in Israel, followed by a major uptick in the fourth quarter. We also expect to grow our retail media revenues as we accelerate cart deliveries.
"Our year-to-date performance, backlog, and visibility support our confidence in achieving our target of 10,000 deliveries by year-end 2026, increasing to 19,000 scheduled deliveries by the end of 2027. These metrics are based on existing purchase orders and contracted backlog, with additional order activity representing potential upside."
On August 19, the company announced:
“A2Z Cust2Mate Secures Follow-On Order for 1,050 Additional Smart Carts from HaStock”
“Follow-on order expands HaStock's commitment to 3,050 smart carts, on the same terms as the original five-year agreement”
Here are some of the company’s comments from this press release:
"HaStock's decision to expand its commitment with an additional 1,050 Smart Carts is a strong validation of our partnership and the value of the Cust2Mate platform," said Gadi Graus, CEO of A2Z Cust2Mate Solutions Corp. "This follow-on order increases the scale of our deployment with HaStock and further expands the installed base through which we can generate recurring Smart Cart revenue as well as additional retail media and digital services revenue."
Most recently, the company announced:
“A2Z Cust2Mate Signs In-Store Retail Media Agreement with HaStock, Expanding Ongoing Partnership”
“Agreement Marks Another Step in the Growth of A2Z Cust2Mate's Retail Media Business”
Here are some of the company’s comments from this press release:
"Retail media is an important growth opportunity for AZ and a natural extension of the infrastructure and shopper engagement we are building inside physical stores," said Gadi Graus, CEO of AZ. "This agreement deepens our partnership with HaStock and gives us additional opportunities to connect brands with shoppers during the in-store journey. Most importantly, it is another concrete step in building and commercializing our retail media business alongside the continued expansion of our connected in-store commerce platform."
We believe AZ could be positioned for a big breakout higher.
Make sure to do your own due diligence.
Happy Trading!
SmallCapStocks Team
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