A Client More Than Doubled Downed On (Nasdaq: AZ) And Its Smart Cart Platform

For years the debate around smart shopping carts

Any content you receive is for information purposes only. Always conduct your own research. *Disseminated on behalf of A2Z Cust2Mate Solutions Corp. A Client More Than Doubled Downed On (Nasdaq: AZ) And Its Smart Cart Platform *Get Our Updates Faster—Tap Here To Receive SMS Alerts* August 19th Greetings, Friend! For years the debate around smart shopping carts was about demand. Would retailers actually pay? Signed contracts answered that. The harder question was quieter: who would build the things? A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ) answered by standing up a dedicated manufacturing facility in China, and second quarter results published on August 12th show what changed. Gross margin reached 42.6% against 4.2% three months earlier, with Company CFO, Gadi Levin, pointing at higher volumes and the new plant's cost structure, per the earnings call recap. Volume followed. The company delivered 950 carts in the quarter versus 500 in the first, taking cumulative deliveries to 3,350 as of June 30th. Revenue reached $5.9Mn from $1.2Mn a year earlier. Management then put a number on the back half. At least $25Mn of Smart Cart revenue is expected across the third and fourth quarters, with a goal of 10,000 units targeted for delivery by year end and a goal of more than 19,000 scheduled through 2027, figures reiterated on the call. Funding sits alongside it. In May the company secured approval for a $30Mn non dilutive credit line, backed by purchase orders already received, designed to fund manufacturing without selling shares. Only $2.2Mn had been drawn as of the August call, against roughly $43Mn in treasury and $55Mn of working capital. Cost discipline completes the picture. Levin outlined roughly $7Mn of annualized savings through organizational realignment by the fourth quarter, as recapped by MarketBeat. On Our Radar: A Call About Logistics, Not Vision What stood out on the August call was how little time went to the pitch. "Our team executed well in the second quarter, resulting in sequential revenue growth of 78%," Company CEO Gadi Graus said, before moving to delivery cadence, in remarks recorded in the call transcript. Graus described a meaningful sequential increase in third quarter deliveries and a larger step in the fourth, and confirmed completion of the connected in-store commerce platform with upgraded hardware and fraud detection. He flagged expected deployments across the Americas and Europe within six months. About A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ) Founded in 2018 and renamed from A2Z Smart Technologies Corp. in August 2024, A2Z Cust2Mate Solutions Corp. employs roughly 201 people and reports through Smart Carts, Precision Metal Parts and Advanced Engineering segments, according to its company profile. Cust2Mate turns a standard trolley into a point of sale terminal, pairing a 13.3 inch touchscreen and detachable smart panel with on cart payment, an AI based management system and an open architecture for retail media, as described in the December meeting deck. Contracts typically run 36 to 60 months, which converts a hardware sale into recurring monthly revenue and creates a second line in advertising and a third in shopper data. Assembly moved into a dedicated facility in China, support hubs opened in Bulgaria and Panama, and reporting converted from IFRS to US GAAP earlier this year. Seven (7) Potential Catalysts Putting (Nasdaq: AZ) On Our Watchlist 1. A Purpose Built Plant Now Carries The Delivery Plan. Manufacturing capacity in China moved gross margin at AZ from 4.2% to 42.6% in one quarter, per management's own attribution. 2. Second Half Revenue Guidance Sits Above The Full First Half. Management expects at least $25Mn of Smart Cart revenue for AZ across the back half of 2026, against $6.9Mn booked in the first two quarters combined, per the second quarter call. 3. Bank Financing Backed By Orders Rather Than Equity. A $30Mn line approved against existing purchase orders funds production at AZ without selling new shares, as announced in May. 4. Eight Of Thirteen Technical Studies Were Flashing Bullish Signals. The technical page at Barchart.com showed 8 of 13 indicators triggered for AZ at around 2:30PM EST Tuesday, with every long term moving average study flashing bullish signals. 5. Multiple Analyst Targets Sit Clearly Above Current Chart Valuation. Benchmark Equity Research has pinned a $30 target on AZ while Northland Capital Markets has suggested a $15 target. Both represent a triple-digit potential upside from its 2:30PM EST valuation Tuesday. 6. A Smart Cart Market Compounding Nearly 25% Year A Year. Grand View Research projects the smart cart market to reach $3.29Bn by 2033, a 24.6% compound growth rate, the backdrop against which AZ is scaling. 7. Cost Reductions Of Roughly $7Mn Annually Are Underway. Organizational realignment is expected to remove about $7Mn of annualized expense at AZ by the fourth quarter, per the earnings recap. Before You Go Physical retail is being rebuilt around data, and the cart is one of the last unwired surfaces in the store. A2Z spent the past year turning that observation into contracts, a factory and a funding structure that does not depend on selling shares into weakness. Third quarter deliveries will be on watch. Mark it on your calendar. Coverage is officially underway on A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ). We'll be back to you with updates soon. Keep your eyes peeled. All the best, Dane James Editor Market Pulse Today (Remember: St-ock Prices Could Be Significantly Lower Now From The Original Dates I Provided.) *MarketPulseToday.com (“MarketPulseToday” or “MPT” ) is owned by Thousand Sun Media LLC, MPT is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile MPT brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. A2Z Cust2Mate Solutions Corp. (AZ:US) previously changed their company name and symbols from A2Z Smart Technologies Corp. (AZ:US) (AZ:CA) Pursuant to an agreement between Thousand Sun Media LLC and TD Media LLC, Thousand Sun Media LLC has been hired for a period beginning on 08/18/2026 and ending on 08/19/2026 to publicly disseminate information about (AZ:US) via digital communications. Under this agreement, TD Media LLC has paid Thousand Sun Media LLC seven thousand five hundred USD ("Funds"). These Funds were part of the one hundred fifteen thousand USD funds that TD Media LLC received from a third party named Awareness Consulting Network LLC who did not receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither Thousand Sun Media LLC, TD Media LLC and their member own shares of (AZ:US). 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