A2Z Cust2Mate Research Reveals Gap Between Digital Age Consumer Expectations and Physical Retail Experience
Rhea-AI Summary
A2Z Cust2Mate Solutions (NASDAQ:AZ) released May 2026 research on supermarket shopping expectations in the digital age. The survey of 1,600 U.S., French, and Italian consumers finds large gaps between desired in-store experiences and what supermarkets deliver, especially in seamless checkout, pricing transparency, timely rewards, and connected digital-to-store journeys.
Key gaps include fast, hassle-free shopping (60% value vs 36% see it delivered), clear real-time pricing (68% vs 48%), and avoiding missed discounts (50% vs 31%). Nearly half would likely use smart shopping carts that track spending, locate products, surface discounts, and speed checkout.
AI-generated analysis. Not financial advice.
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Key Figures
Peers on Argus
AZ was up about 4% with mixed peer action: some software names (e.g., TRAK, EGHT) were down while others (LAW, MTLS, BZAI) were modestly higher, suggesting a more company-specific move than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jun 11 | Production ramp update | Positive | +0.3% | China mass production facilities fully operational, ramping smart cart deliveries. |
| May 15 | Earnings update tables | Neutral | -12.5% | Technical update correcting Q1 2026 financial tables without changing key figures. |
| May 15 | Q1 2026 earnings | Positive | -12.5% | Strong revenue growth and large smart cart backlog but stock fell sharply. |
| May 14 | Credit line approval | Positive | +3.9% | $30M non-dilutive credit line to scale smart cart manufacturing and deployment. |
| May 05 | Retail media deals | Positive | +1.6% | New retail media agreements to run ads on smart cart platform in Israel. |
AZ’s news flow has generally seen price moves align with news tone, except for a sharp selloff on strong Q1 earnings.
Regulatory & Risk Context
Short interest is at an elevated level, indicating meaningful bearish positioning and the potential for amplified volatility if sentiment shifts or liquidity tightens.
An effective Form F-3 shelf lets the company issue up to $200,000,000 of securities over time, creating flexibility for future capital raises that could be dilutive if utilized.
Market Pulse Summary
This announcement underscores a sizable gap between consumer expectations and current supermarket experiences, with multiple figures above 30% highlighting friction. It supports AZ’s smart cart thesis, but investors must weigh execution risks and capital-raising flexibility under its shelf registration.
Key Terms
retail media financial
AI-generated analysis. Not financial advice.
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The report, The Expectation Gap in Physical Retail: Six Digital Age Consumer Expectations Reshaping the In Store Experience, examines how expectations shaped by digital commerce are influencing physical retail. The study focuses on six areas: seamless shopping, pricing transparency, timely rewards, product guidance, connected digital to store experiences, and personalized, context aware engagement. It distinguishes between expectations already central to physical retail and newer expectations that are gaining importance as consumers bring digital shopping habits into stores, creating opportunities for retailers to differentiate, influence purchases, and strengthen loyalty.
Across both categories, consumers consistently rated the importance of these experiences higher than supermarkets' current ability to deliver them. Key findings include:
60% say fast, hassle-free shopping is highly important, yet only36% believe supermarkets consistently meet this expectation.68% say real time visibility into pricing, discounts, and basket totals is important, while only48% believe supermarkets deliver it effectively.50% say avoiding missed discounts, promotions, and rewards is very important, yet only31% say supermarkets perform effectively with timely offers.
The gaps have commercial consequences. Nearly half of consumers said they have missed promotions they were eligible for (
The findings also suggest consumers are open to technology that makes the store experience faster, clearer, and more connected. Nearly half of consumers surveyed said they would be very or extremely likely to use a smart shopping cart that helps track spending, find products, receive discounts, and speed up checkout, including
The findings also highlight the opportunity for retailers that successfully engage consumers at the moment of decision. Nearly four in ten consumers (
When asked how a better in store experience would affect future behavior,
"For decades, physical retail asked consumers to adapt to the store. Today, consumers expect the store to adapt to them. They want the same convenience, transparency, and responsiveness they experience online, and increasingly expect those benefits to continue seamlessly in-store." said Yaniv Zukerman, CMO at Cust2Mate. "Our research shows that retailers who fail to meet these expectations risk losing sales and loyalty, while those who deliver faster, clearer, and more connected shopping experiences have an opportunity to strengthen customer relationships and drive growth. The future of physical retail will belong to retailers that bring digital-age experiences into the store."
The full report, The Expectation Gap in Physical Retail: Six Digital Age Consumer Expectations Reshaping the In Store Experience, is available for download at:https://cust2mate.com/lp/the-expectation-gap-in-physical-retail/.
For more information, visit www.cust2mate.com.
Research Methodology
The findings presented are based on an original consumer survey conducted in May 2026 among 1,600 adult consumers across
About A2Z Cust2Mate Solutions Corp.
A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) makes in-store retail smarter by connecting retailers, brands, and shoppers at the Smart Cart.Cust2Mate 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, Cust2Mate enables retailers to increase revenue, optimize store operations, and mitigate loss across their chains at scale.
For more information on A2Z Cust2Mate Solutions Corp. and its subsidiary, Cust2Mate Ltd., please visit www.cust2mate.com.
Forward-Looking Statements
Matters discussed in this press release contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When used in this press release, the words "anticipate," "believe," "estimate," "may," "intend," "expect," "will" and similar expressions identify such forward-looking statements. Actual results, performance or achievements could differ materially from those contemplated, expressed or implied by the forward-looking statements contained herein. These forward-looking statements are based largely on the expectations of the Company and are subject to a number of risks and uncertainties. These include, but are not limited to, risks and uncertainties associated with the market for our products, the impact of geopolitical, economic, competitive and other factors affecting the Company and its operations, and other matters detailed in reports filed by the Company with the SEC. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
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SOURCE A2Z Cust2Mate Solutions Corp.