AZ
A2Z Cust2Mate (NASDAQ: AZ): Momentum Building Into Q2 Earnings
Hello Everyone,
We have a catalyst driven profile for you to look at for the rest of today.
Pull up A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) right now.
Q1: The Foundation
Back on May 15th, Q1 results showed contracted backlog had grown to roughly $195 million — over 19,000 carts scheduled for deployment through the end of 2027 — with about 2,500 carts already delivered globally, retail media revenue kicking in for the first time (Lego, Toys"R"Us, and Under Armour among the brands advertising on the carts), a 15% basket uplift and utilization rates above 95% at deployed sites, a new $30 million non-dilutive credit facility to fund the scale-up, and new operational hubs in Panama and Bulgaria.
The Buildup
Since then the pieces have kept falling into place. On June 11th, the company confirmed its China manufacturing facilities were fully operational and shipping at scale, giving it the capacity to actually deliver against that backlog. After market close is the Q2 release, with a call at 5pm ET.
Back on the 6th of this month, the board extended the $20 million share buyback through year-end, with about $13.8 million still available after repurchasing roughly $6.2 million in shares to date.
The Big One: Sapir Expands
Most recently, on the 11th, Sapir Group — an existing customer that's been rapidly expanding via acquired Carrefour Israel stores — placed a follow-on order for 4,000 more carts, taking its total commitment to 7,000 carts and about $84 million in lifetime value. That's exactly the kind of expand-with-existing-customers pattern that would validate the recurring-revenue story.
The Honest Caveat: Carrefour
The same August 11th release disclosed A2Z is renegotiating terms on its previously announced, separate Carrefour Israel purchase order — a larger deal than Sapir's. That introduces real uncertainty heading into earnings and is worth watching for an update on tomorrow's call.
Bottom Line
The bar for Wednesday is for A2Z to show the backlog growth, delivery pace, and retail media traction from Q1 continued into Q2, while management clarifies where things stand with Carrefour.
Recent Business Highlights
- Expanded contracted backlog to ~$195 million, representing more than 19,000 smart carts to be deployed by the end of 2027, underscoring strong global demand and long-term rollout visibility.
- Transitioned from pilot to scaled deployment phase, delivering ~500 smart carts in Q1 2026 and reaching approximately 2,500 units delivered globally across leading retail partners
- Advanced retail media monetization, beginning revenue generation in Q1 2026 and establishing in-store advertising as a new recurring revenue stream. Current Retail Media Brands include Lego, ToysRUs, and Under Armour
- Demonstrated strong retailer ROI and shopper adoption, including ~15% basket uplift, higher items per transaction and utilization rates above 95%
- Strengthened global operational and deployment infrastructure by expanding manufacturing capacity and establishing international hubs in Panama and Bulgaria to support scaled rollout execution
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
TORONTO, Aug. 11, 2026 /PRNewswire/ -- A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ), a global leader in smart retail technology, today announced a follow-on purchase order from Sapir Group, a fast-growing Israeli supermarket group, for an additional 4,000 Cust2Mate smart shopping carts, expanding Sapir Group's total commitment to 7,000 smart carts. The follow-on order brings the total value of Sapir Group's orders to approximately $84 million over the life of the agreements.
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.
The increased commitment from Sapir Group further strengthens A2Z Cust2Mate's contracted deployment pipeline and reflects the Company's strategy of expanding with retail partners as they scale their store networks and deepen adoption of the Cust2Mate platform.
"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."
In addition, the Company announces that it is currently renegotiating with Carrefour Israel the terms and conditions of its previously announced Carrefour Israel purchase order.
NEWS
A2Z Cust2Mate Secures a Follow-On Order for 4,000 Additional Smart Carts from Sapir Group
12 hours ago
A2Z Cust2Mate Announces Timing of Second Quarter 2026 Earnings Release and Conference Call
Jul 27, 2026
Jul 13, 2026
A2Z Extends Share Repurchase Program
Jul 6, 2026
Jun 30, 2026
A2Z Cust2Mate Mass Production Facilities in China Are Fully Operational Ramping Up Cart Deliveries
Jun 11, 2026
Sidoti Events, LLC's May Micro-Cap Virtual Conference
May 20, 2026
A2Z Provides Update to Financial Results for First Quarter 2026
May 15, 2026
A2Z Announces Financial Results for First Quarter 2026
May 15, 2026
May 14, 2026
Sincerely,
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