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*Disseminated on Behalf of A2Z Cust2Mate Solutions Corp. A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) Is In Focus
This Morning—Wednesday, August 19, 2026
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Get A Closer Look At (AZ) While It’s Still Early August 19, 2026 Dear Reader, This morning, (NASDAQ: AZ) is at the very top of our radar as we head toward the opening bell in less than 90 minutes. After the developments we highlighted last night, this is one name we’ll be watching especially closely when the session gets underway. The physical retail world is changing faster than most people realize… For years, the in-store shopping experience has been largely static — aisles, checkout lanes, loyalty cards, paper circulars. The formula worked well enough when consumers had nothing to compare it to. But something fundamental has shifted. Today's shoppers walk into a grocery store carrying the same expectations they've built from years of seamless online experiences — real-time visibility, personalized recommendations, instant checkout. And right now, many physical stores still aren't delivering on those expectations. That gap between what consumers want and what retailers currently offer is creating a compelling opening in retail technology. And one company aiming directly at that gap is A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ). 
There is already analyst attention surrounding (NASDAQ: AZ). Northland Securities maintains a Bullish view on AZ with a $15 target, while Benchmark Co.'s Daniel Kurnos raised his target to $30 from $20 earlier this year, also maintaining a Bullish outlook. With AZ near its recent range at the time of this writing, those two targets sit well above recent levels. And the recent momentum has already given readers another reason to pay attention. Over the last month, AZ moved approximately 58%, from roughly $5.16 on July 23 to $8.20 on August 13, according to Barchart. That combination of analyst coverage and sharp recent movement makes the timing especially noteworthy as we look more closely at what is happening inside the business. Here's what makes this so interesting. AZ isn't building another app or another loyalty program. The company is turning ordinary shopping carts — the most ubiquitous and overlooked piece of hardware in every grocery store — into AI-powered, connected commerce platforms. And the Q2 2026 results the company just posted suggest the transition from pilot programs to commercial-scale deployment is firmly underway. The numbers are moving. The backlog is building. And the retailer roster keeps getting deeper. The Cart That Became a Platform
The Cust2Mate Smart Cart does more than scan items… It tracks basket contents in real time, delivers personalized promotions at the exact moment a shopper is making a decision, enables skip-the-line checkout, and feeds granular behavioral data back to the retailer. Each cart is essentially a mobile point of engagement — connecting retailers, brands, and shoppers in a way that has never been possible inside a physical store. And the results are already measurable. According to data from the company's Q1 2026 earnings call, retailers using Cust2Mate carts are seeing approximately five additional items per transaction and roughly a 15% lift in basket value. Smart Cart baskets are reaching 165% of manned checkout baskets and 275% of self-checkout baskets. Those aren't theoretical projections… Those are real-world performance metrics from live deployments. The platform also opens up a new revenue layer through retail media — turning each Smart Cart into a digital engagement surface that delivers targeted promotions at the point of purchase. Management has noted that retail media revenue has already begun contributing and could become a significant recurring-revenue driver as the installed base scales. During Q2, the company also unveiled its next-generation Connected In-Store Commerce Platform, which represents a major evolution from a product-centric offering to a unified enterprise system for modern retail. The platform connects shopper engagement, store operations, retail media, and in-store intelligence through a scalable architecture designed for chain-wide deployment. That kind of platform evolution matters — because it turns a hardware sale into a long-term recurring-revenue relationship. Execution That Speaks for Itself
The financial trajectory tells a clear story… According to the company's most recent Q2 2026 earnings release, A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ)reported revenue of $5.9M for the quarter — a roughly five-fold increase from $1.2M in the year-ago period. Smart Cart revenue alone came in at $4.41M, up 80% sequentially from Q1. Gross margin expanded to 42.6%, compared to 23.3% a year earlier — the kind of scale-driven improvement that comes when a manufacturing operation starts hitting its stride. The company delivered 950 units in Q2, nearly doubling the 500 shipped in Q1, bringing cumulative deliveries to 3,350 as of June 30, 2026. And the ramp is accelerating. A dedicated Chinese mass manufacturing facility came online during the quarter, significantly increasing delivery capacity. A $30M credit line with Bank Leumi was closed to fund inventory at scale. A corporate realignment underway is expected to reduce operating expenses by approximately $7M on an annualized basis. And newly appointed CFO Gadi Levin — who brings decades of financial management experience — is leading the effort. The contracted backlog tells an even larger story. It now exceeds $195M, covering more than 19,000 Smart Carts, with deployments scheduled through 2027. Just one day before the Q2 report, A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) announced a follow-on order from Sapir Group for 4,000 additional smart carts, expanding Sapir's total commitment to 7,000 units valued at approximately $84M over the life of the agreements. Sapir Group — which operates more than 70 stores under the Super Sapir and Neto Discount banners — had previously acquired roughly 20 former Carrefour Israel locations, deepening its network and its integration with the Cust2Mate system. That's the pattern here… Existing customers aren't just reordering. They're scaling up alongside their own growth. The company also began delivering to HaStock during Q2 — a leading home goods retailer with over 50 stores that contracted for 2,000 Smart Carts. Additional retailers in the pipeline include Yochananof, Toys "R" Us Israel, The Red Pirate, and a leading Central American retailer — giving the company a diversifying client base across multiple retail formats and geographies. Management has set a target of 10,000 cumulative deliveries by year-end 2026, increasing to 19,000 scheduled deliveries by end of 2027 — all based on existing purchase orders and contracted commitments, with additional order activity representing potential upside. The projected second-half Smart Cart revenue figure of $25M, weighted toward the fourth quarter, underscores the magnitude of the ramp ahead. To put that in perspective, the company generated $9.2M in revenue across the entire first half of 2026. A $25M second half would represent a dramatic acceleration — and management believes the infrastructure is now in place to support it. That's a company building operational muscle to match commercial momentum. Half of Consumers Already Want What This Company
Already Makes
The macro context adds another dimension… According to MarketsandMarkets, the global smart shopping cart sector is projected to grow from $326M in 2025 to over $1.42B by 2030, representing a CAGR of 34.3%. 
The supermarkets segment alone is expected to grow at a 35.0% CAGR during that span. And Cust2Mate is specifically named as a notable participant alongside Amazon and Caper. What makes this especially relevant for (AZ) is the company's own consumer research, released in June 2026, which surveyed 1,600 adults across the U.S., France, and Italy. The findings are striking. Sixty percent of consumers said fast, hassle-free shopping is highly important — but only 36% believe supermarkets consistently deliver it. Nearly half (46%) said they've missed promotions they were eligible for. And 32% reported abandoning a purchase because of long checkout lines. Here's the real signal: 52% of American consumers and 47% of European consumers said they would be very or extremely likely to use a smart cart that helps track spending, locate products, receive discounts, and speed up checkout. When half of consumers in the world's two largest retail markets are telling researchers they want a product that already exists and is already deployed at scale in one market… that's a signal worth respecting. And think about what it means on the retailer side. The same research found that 50% of consumers said they would return more often to a store with a better in-store experience, while 38% said they would choose that store over competitors. For retailers operating on thin margins and battling e-commerce headwinds, those are the kinds of engagement metrics that justify a technology deployment. That kind of demand data supports the company's push into international markets. CEO Gadi Graus stated in the Q2 earnings release that the company expects smart carts to appear in at least two retailers outside of Israel within the next six months, with active sales initiatives targeting Europe and the Americas. The convergence is hard to miss… a sector growing at 34.3%, a technology already delivering measurable lift at the cart level, and a company with over $195M in contracted backlog and a manufacturing base now capable of scaling to meet it. Here’s 9 Reasons Why We're Watching (AZ) This Morning—Wednesday, August 19, 2026…
1. Recent Momentum: Over roughly one month, AZ moved approximately 58%, climbing from about $5.16 on July 23 to $8.20 on August 13. 2. Analyst Targets: With Northland citing $15 and Benchmark's Daniel Kurnos citing $30, AZ has published analyst targets sitting well above the recent range. 3. Revenue Surge: Q2 revenue reached $5.9M versus $1.2M a year earlier, giving researchers following AZ a sharp year-over-year acceleration to examine. 4. Backlog Strength: Contracted backlog exceeding $195M and covering more than 19,000 Smart Carts gives AZ a substantial base of scheduled deployments extending through 2027. 5. Major Customer: Sapir Group expanded its commitment to 7,000 Smart Carts valued at approximately $84M across the agreements, making the relationship an important commercial indicator for AZ. 6. Margin Expansion: Gross margin increased to 42.6% from 23.3% a year earlier, giving anyone researching AZ another measurable sign of how the business is developing as deployments increase. 7. Delivery Acceleration: After delivering 500 carts in Q1 and 950 in Q2, AZ reached 3,350 cumulative deliveries by June 30 while management targeted 10,000 by year-end 2026. 8. Consumer Interest: Research showing 52% of U.S. respondents and 47% of European respondents were very or extremely likely to use a smart cart gives AZ relevant demand data as it expands internationally. 9. Sector Expansion: With the smart shopping cart sector projected to rise from $326M in 2025 to more than $1.42B by 2030 at a 34.3% CAGR, AZ operates in a category expected to expand rapidly through the end of the decade. Get A Closer Look At (AZ) While It’s Still Early… 
The story here comes down to execution… A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) is transitioning from early-stage deployment to commercial-scale operations in a sector growing at 34.3% annually, according to MarketsandMarkets. The backlog is deep. The customers are expanding. The manufacturing is scaling. And the technology is delivering measurable results — more items per cart, higher basket values, and checkout throughput that outpaces traditional lanes. With $25M in projected second-half Smart Cart revenue, a newly manufacturing facility brought online, a $30M credit facility in place, and international expansion on the horizon… This is a company entering a phase where the fundamentals could start compounding. For anyone watching where smart retail technology is heading, AZ is a name that deserves a much closer look. AZ will be at the top of our screen this morning, Wednesday, August 19th, 2026. Sincerely,
Jeff Ackerman
Managing Editor
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