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A2Z Cust2Mate Strengthens Retail Media Position as Advertisers Tap Smart Carts for In-Store Reach

(Moderate)
(Positive)
Tags

A2Z Cust2Mate (NASDAQ: AZ) announced new retail media agreements with Under Armor, Santa Barbara Polo Club, Slazenger, Rollox and SwissBrand to run ads on its smart cart platform in supermarkets deployed in Israel.

The company says it began generating retail media revenue in Q1 2026, has commercial rights to monetize smart cart media assets, and recently hired a retail media sales executive to scale inventory and advertiser relationships.

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Positive

  • Five brand agreements signed to advertise on smart cart platform
  • Monetization began with retail media revenue in Q1 2026
  • Commercial rights secured to monetize smart cart media assets with retail partners
  • Sales hire added to scale retail media inventory and advertiser reach

Negative

  • Geo concentration: retail media deployments and advertisers cited are limited to Israel
  • No disclosed revenue figures for retail media or expected contribution to total revenue

News Market Reaction – AZ

+1.57%
1 alert
+1.57% Session close to close
$299.79M Market Cap
0.2x Rel. Volume

In the May 5 session, AZ gained 1.57%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights expansion of AZ’s retail media business as leading brands commit to adv...
Analysis

This announcement highlights expansion of AZ’s retail media business as leading brands commit to advertising on its smart cart platform, building on the start of retail media revenues in Q1 2026. It sits alongside recent large deployment agreements and growing cart footprints. From a risk perspective, investors must also consider the substantial accumulated losses disclosed in filings and the $200,000,000 Form F-3 shelf that enables future capital raises via multiple security types.

Key Figures

Retail media revenue start: Q1 2026
1 metrics
Retail media revenue start Q1 2026 Company began generating retail media revenue in the first quarter of 2026

Historical Context

5 past events · Latest: Apr 30 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Apr 30 Smart cart deployment Positive -1.9% Five-year HaStock deal for 2,000 smart carts and >$21M revenue.
Apr 15 Business update Positive +8.3% Record smart cart orders >$175M and deployments over 17,000 carts.
Apr 07 Nasdaq compliance Positive +5.6% Regained compliance with Nasdaq annual meeting listing requirement.
Apr 06 Strategic agreement Positive +4.4% Five-year ~$50M Carrefour Israel deal for 4,000 smart carts.
Apr 01 Earnings results Positive +12.1% FY2025 revenue growth to $7.9M and Q4 revenue of $3.6M.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent commercial and financial updates have more often seen positive price alignment, with only one notable divergence on seemingly positive deployment news.

Recent Company History

Over the last month, AZ reported several milestones: a five-year Carrefour Israel deal for 4,000 smart carts and about $50M in value, HaStock deployments of 2,000 carts with projected revenues above $21M, and record smart cart orders over $175M with more than 17,000 carts deployed. Earnings showed FY2025 revenue of $7.9M versus $5.4M in FY2024. Most of these announcements saw positive 24-hour reactions, framing today’s retail media brand wins against a backdrop of expanding commercial traction.

Key Terms

retail media
1 terms
retail media technical
"further accelerating the expansion of its Retail Media business."
Retail media is the practice of retailers selling advertising space and promotional placements on their websites, apps, in-store screens and checkout areas, using their customer shopping data to target ads. It matters to investors because it creates a high-margin, recurring revenue stream for retailers—like a grocery store renting its endcap for featured products—and can boost profit and valuation by turning customer traffic into advertising sales.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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TORONTO, May 5, 2026 /PRNewswire/ - A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ), a global leader in smart retail technology, today announced new retail media agreements to advertise leading brands Under Armor, Santa Barbara Polo Club, Slazenger, Rollox and SwissBrand on its smart cart shopping platform, further accelerating the expansion of its Retail Media business.

Under the agreements, brands such as Under Armor, Santa Barbara Polo Club, Slazenger, Rollox and SwissBrand will use A2Z Cust2Mate's in-store retail media platform to engage shoppers directly at the point of purchase across supermarkets where A2Z Cust2Mate smart carts are deployed in Israel.

The agreements underscore the attractiveness of A2Z Cust2Mate's retail media offering to advertisers and reinforce its business model and market position, reflecting the growing momentum behind the company's Retail Media Division. Established to monetize the smart cart platform by connecting retailers, brands, and shoppers at the point of decision, the division continues to expand. As part of this growth, A2Z Cust2Mate recently appointed an experienced Retail Media Sales Executive to scale its media inventory across retailers and advertisers.

As previously announced, A2Z has secured the commercial rights to monetize media assets across its smart cart deployments with several retail partners and began generating retail media revenue in the first quarter of 2026, marking an important milestone in the commercialization of its platform and the evolution of its business model. In addition, the newly signed agreements are expected to further expand these capabilities and contribute to the Company's retail media revenue going forward.

"Retail media is becoming a critical growth channel for retailers and advertisers, and we believe the greatest opportunity lies where purchase decisions are made inside the store," said Gadi Graus, CEO of A2Z Cust2Mate. "Our smart cart platform enables advertisers to engage shoppers in real time, at the point of decision, through targeted and measurable campaigns. The addition of Under Armor, Santa Barbara Polo Club, Slazenger, Rollox and SwissBrand reflects the increasing demand from leading brands for in-store retail media and reinforces our strategy to scale a high-impact advertising channel that delivers value to retailers, advertisers, and shoppers alike."

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.

Cision View original content:https://www.prnewswire.com/news-releases/a2z-cust2mate-strengthens-retail-media-position-as-advertisers-tap-smart-carts-for-in-store-reach-302762686.html

SOURCE A2Z Cust2Mate Solutions Corp.

FAQ

What did A2Z (AZ) announce on May 5, 2026 about retail media deals?

A2Z announced new in-store retail media agreements with five brands to advertise on smart carts in Israel. According to the company, the deals add advertisers Under Armor, Santa Barbara Polo Club, Slazenger, Rollox and SwissBrand to its platform.

Has A2Z started generating retail media revenue and when did it begin?

Yes. A2Z began generating retail media revenue in Q1 2026. According to the company, commercial monetization of smart cart media assets started that quarter as part of platform commercialization.

Which retailers or regions will A2Z's smart cart ads run for these brand agreements?

The announced brand campaigns will run in supermarkets where A2Z smart carts are deployed in Israel. According to the company, the agreements target in-store shoppers at the point of purchase.

How will the new agreements affect A2Z's retail media growth strategy (AZ)?

The agreements expand advertiser demand and media inventory for A2Z's Retail Media Division. According to the company, they support scaling ad campaigns and monetization across its deployed smart carts.

Did A2Z hire staff to support retail media expansion and what role was added?

Yes. A2Z appointed an experienced Retail Media Sales Executive to scale media inventory across retailers and advertisers. According to the company, the hire is intended to grow advertiser relationships and inventory monetization.