A2Z Cust2Mate Solutions Corp. (NASDAQ:AZ) announced a new purchase order for 3,000 smart shopping carts from the Israeli supermarket chain Super Sapir, valuing the deal at $30 million. The order accounts for roughly 38% of Cust2Mate’s total global order book of $80 million, underscoring the deal’s importance relative to the company’s existing backlog.
The contract includes a 60‑month monthly fee for each cart, creating a predictable, recurring revenue stream that will begin generating cash in the first half of 2026. Cust2Mate also secured exclusive rights to commercialize digital services within Super Sapir stores, including advertising, media services, and shopper‑data collection, which will further monetize the platform and generate additional revenue through a revenue‑sharing model with the retailer.
The new order will accelerate Cust2Mate’s mass‑manufacturing and deployment plans, allowing the company to scale production capacity and strengthen its retail‑media platform. The expansion into Israel marks the company’s first major presence in the Middle East and positions it to capture a broader share of the global smart‑cart market, which is increasingly driven by AI‑powered personalization and data monetization.
Financially, Cust2Mate has reported net losses and declining revenue in recent quarters—Q3 2025 sales were $1.55 million with a net loss of $1.31 million, and nine‑month sales to September 30, 2025 were $4.25 million. Despite these losses, the company holds $70.4 million in cash, a strong current ratio of 8.57, and a high beta of 1.74, indicating volatility. The $30 million order adds a long‑term, recurring revenue stream that could help offset current profitability challenges and support future growth initiatives, including a recent $45 million equity financing round and the launch of a new AI and Business Insights Division.
Super Sapir CEO Oren Sapir said, “At Super Sapir, innovation is part of our DNA. Deploying Cust2Mate’s smart carts across our network reflects our commitment to becoming one of Israel’s most technologically advanced retailers.” The partnership also places Cust2Mate in direct competition with other smart‑cart providers such as Caper, Standard Cognition, and Tracxpoint, but the exclusive digital‑services rights and data‑monetization model give it a competitive edge in the Israeli market.
Overall, the $30 million deal represents a significant milestone for Cust2Mate, adding a substantial recurring revenue stream, expanding its geographic reach, and reinforcing its data‑driven retail‑media strategy. While the company continues to face profitability headwinds, the order’s long‑term cash flow potential and strategic positioning in a high‑growth market could improve its financial outlook over the next several years.
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