Carrefour Israel and A2Z Cust2Mate to Deploy 4,000 Smart Shopping Carts Nationwide

Rhea-AI Summary

A2Z Cust2Mate (NASDAQ: AZ) and Carrefour Israel entered a five-year, approximately $50 million strategic agreement to deploy 4,000 smart shopping carts and related charging, software, implementation, training and support.

Rollout begins Q3 2026 across six flagship stores; a Service Level Agreement will be finalized by May 30, 2026. The deal grants A2Z exclusive retail media and data monetization rights on the platform and is built on a recurring revenue model.

Positive

• $50M five-year strategic agreement
• Deployment of 4,000 smart carts starting Q3 2026
• Exclusive retail media and data monetization rights
• Company projects $35M profit for Carrefour Israel

Negative

• Initial rollout limited to six flagship stores
• Revenue concentrated in a five-year $50M contract

News Market Reaction – AZ

+4.41%

15 alerts

+4.41% Session close to close

+5.9% Peak in 24 min

$376.85M Market Cap

0.5x Rel. Volume

In the Apr 6 session, AZ gained 4.41%, reflecting a moderate positive market reaction. Argus tracked a peak move of +5.9% during that session. Our momentum scanner triggered 15 alerts that day, indicating notable trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement details a five-year, $50 million agreement to deploy 4,000 smart carts across Carr...

Analysis

This announcement details a five-year, $50 million agreement to deploy 4,000 smart carts across Carrefour Israel, with rollout starting in Q3 2026 and an SLA due by May 30, 2026. It reinforces A2Z’s strategy to build recurring, retail media and data monetization revenue on top of hardware deployments. In context of recent audited 2025 results and disclosed losses of $39.8M, investors would likely watch contract execution, margin profile, and follow-on agreements as key metrics.

Key Figures

Agreement value: $50 million Smart carts deployed: 4,000 carts Agreement term: 5 years +5 more

8 metrics

Agreement value $50 million Five-year strategic agreement with Carrefour Israel

Smart carts deployed 4,000 carts Nationwide rollout across Carrefour Israel stores

Agreement term 5 years Duration of strategic agreement

Initial rollout stores 6 flagship stores Q3 2026 rollout across Carrefour Israel flagships

SLA deadline May 30, 2026 Deadline to finalize Service Level Agreement and KPIs

Retail media market size $170 billion Global retail media market referenced in agreement

Data monetization market $20.3 billion Projected retail data monetization market by 2033

Expected Carrefour profit $35 million Profits Carrefour Israel expects from the agreement

Historical Context

5 past events · Latest: Apr 01 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Apr 01	Audited 2025 earnings	Positive	+12.1%	Audited 2025 results showing higher Q4 and full-year revenues.
Mar 27	Buyback extension	Positive	-0.8%	Extended share repurchase authorization up to $20M through July 6, 2026.
Feb 23	Prelim revenue update	Positive	-2.2%	Preliminary Q4 and FY 2025 revenues and 2,000 smart carts delivered.
Jan 20	Annual meeting call	Neutral	-5.0%	Announcement of March 31, 2026 annual and special shareholder meeting.
Jan 16	Nasdaq deficiency	Negative	-5.0%	Nasdaq notice for failing to hold timely annual meeting and compliance plan.

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

Pattern Detected

Recent news has produced mixed reactions: earnings and capital return news sometimes lifted the stock, while governance and compliance items leaned negative. Positive revenue-related updates have not always led to sustained gains.

Recent Company History

Over the last few months, AZ has alternated between growth and risk signals. Preliminary and then audited 2025 results highlighted rising revenues, with Q4 2025 at $3.6M and FY 2025 at $7.9M. The company extended a share repurchase authorization of up to $20M, but also disclosed continued heavy losses and going-concern style risks in its 20-F. Governance issues surfaced via a Nasdaq deficiency notice and subsequent scheduling of the March 31, 2026 annual and special meeting. Today’s large-scale smart cart deployment agreement fits into the revenue-growth narrative against a backdrop of prior losses and risk disclosures.

Key Terms

service level agreement, key performance indicators, recurring revenue model, retail media, +1 more

5 terms

service level agreement technical

"a detailed Service Level Agreement will be finalized, including the key performance indicators"

A service level agreement (SLA) is a contract that spells out the measurable promises a service provider makes to its customers—such as uptime, response times, and standards of support—and the remedies or penalties if those promises aren’t met. Investors care because SLAs affect how reliable revenue will be, the risk of refunds or penalties, customer retention and brand reputation; think of an SLA like a landlord’s guarantee that heat will be on, with financial consequences if it isn’t.

key performance indicators technical

"including the key performance indicators that the smart carts are required to meet"

Key performance indicators are specific measurements used to track how well a person, team, or organization is achieving its goals. They act like report cards, providing clear signs of progress or areas needing improvement. For investors, KPIs help assess the health and future potential of a business by highlighting its most important strengths and challenges.

recurring revenue model financial

"Built on a recurring revenue model, the agreement extends beyond the deployment of smart carts"

A recurring revenue model is a way businesses earn money by providing products or services on a regular, ongoing basis, rather than through one-time sales. It’s similar to a subscription or membership that customers pay for repeatedly, creating a steady stream of income. This model is important to investors because it can indicate stable, predictable earnings and long-term growth potential.

retail media technical

"capture value from two of retail's fastest growing segments: the $170 billion global retail media market"

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.

data monetization technical

"and the retail data monetization sector projected to reach $20.3 billion by 2033"

Converting a company’s raw information—customer behavior, operations, sensor outputs—into revenue by selling access, licensing insights, improving products, or targeting ads; think of turning a harvested crop into packaged goods that sell. Investors care because it can create new, often high-margin income streams and competitive advantages, but its value depends on scale, cost to collect and analyze data, and legal or privacy risks that can affect long-term profitability.

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

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TORONTO and TEL AVIV, Israel, April 6, 2026 /PRNewswire/ - Global Retail, a leading franchisee of the Global Carrefour group (Carrefour Israel) and A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) have entered a five-year strategic agreement, valued at approximately $50 million, to deploy 4000 smart carts across Carrefour Israel stores, alongside a comprehensive data, retail media and digital services collaboration. This landmark agreement positions Carrefour Israel as one of the first retailers in the world to implement smart cart technology at this scale, establishing a model for future deployments across international markets.

The rollout is set to begin in the third quarter of 2026 across six Carrefour Israel flagship stores and includes end to end delivery of smart carts, charging infrastructure, advanced software systems, as well as full implementation, training, and long-term support. No later than May 30, 2026 a detailed Service Level Agreement will be finalized, including the key performance indicators that the smart carts are required to meet.

Built on a recurring revenue model, the agreement extends beyond the deployment of smart carts to elevate the in-store shopping journey. The agreement positions the companies to capture value from two of retail's fastest growing segments: the $170 billion global retail media market and the retail data monetization sector projected to reach $20.3 billion by 2033. Under the agreement, Carrefour Israel grants A2Z Cust2Mate exclusive retail media and data monetization capabilities across its smart cart platform deployed throughout the Carrefour Israel chain for the duration of the smart cart deployment.

"At Carrefour Israel, we are proud to lead by pioneering smart cart technology at this unprecedented commercial scale," said Michael Luboschitz, CEO of Carrefour Israel. "The agreement signed is expected to generate for Carrefour Israel profits of approximately $35 million dollars. Deployment of the Cust2mate Smart Carts in our stores will grant our shoppers an improved shopper experience, enabling them to enjoy personalized and targeted promotions and a quicker checkout, increasing the same store year on year sales, and improving our operational efficiency, resulting in profits estimated at an additional tens of millions of dollars. The future of retail is fundamentally technological, and we are proud to be the leaders driving that evolution. This agreement is a strategic signal of our commitment to digital transformation. By deploying the A2Z Cust2Mate platform, we are establishing a new global standard for connected, data driven, and personalized shopping experiences that are engineered for scale."

"The nationwide deployment of our smart carts with Carrefour Israel marks a defining moment for the industry and reflects a strong level of trust in our platform, technology, and long-term vision," said Gadi Graus, CEO of A2Z Cust2Mate. "By transforming existing retail infrastructure into a high-performance digital ecosystem, we are not only enhancing the shopping experience, but also converting in-store traffic into scalable, recurring retail media and data monetization revenue, establishing a powerful new profit engine and positioning A2Z Cust2Mate at the forefront of the next era of global in-store retail."

About Carrefour Israel

Carrefour Israel is one of the largest food retailers in Israel, operating 150 stores nationwide under a range of modern retail formats. The company is a local franchise member of the global Carrefour Group, one of the world's largest retail organizations, with thousands of stores across Europe, Asia, Latin America, and the Middle East. Carrefour Israel brings Carrefour's internationally recognized retail formats, private-label brands, and global standards of retail innovation to the Israeli market, with a strong focus on value, quality, and digitally enabled shopping experiences. For more information, visit https://www.carrefour.co.il/.

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.

View original content:https://www.prnewswire.com/news-releases/carrefour-israel-and-a2z-cust2mate-to-deploy-4-000-smart-shopping-carts-nationwide-302734361.html

SOURCE A2Z Cust2Mate Solutions Corp.

FAQ

What are the key financial terms of the AZ and Carrefour Israel agreement?

The agreement is approximately $50 million over five years, built on recurring revenue. According to the company, it covers smart carts, charging, software, implementation, training and long-term support.

When will A2Z Cust2Mate (AZ) begin deploying the 4,000 smart carts with Carrefour Israel?

Deployment is scheduled to begin in Q3 2026 across six flagship stores. According to the company, rollout includes hardware, charging infrastructure, software and full implementation support.

What exclusive rights did Carrefour Israel grant A2Z Cust2Mate under the AZ deal?

Carrefour Israel granted A2Z exclusive retail media and data monetization capabilities on the deployed smart cart platform. According to the company, exclusivity lasts for the duration of the smart cart deployment.

How much profit does Carrefour Israel expect from the smart cart deployment announced with AZ?

Carrefour Israel expects approximately $35 million in profits tied to the agreement. According to the company, additional operational efficiencies and sales gains will contribute to this estimate.

What is the timeline for finalizing the Service Level Agreement between AZ and Carrefour Israel?

A detailed Service Level Agreement will be finalized no later than May 30, 2026. According to the company, the SLA will define key performance indicators for the smart carts.