- The company’s technology is monetized through two primary pillars: a subscription-based smart-cart model and a retail media platform.
- Rather than relying on one-time hardware sales, A2Z generates revenue through a minimal upfront fee combined with recurring monthly per-cart subscriptions under multiyear agreements.
- Cust2Mate’s retail media platform is positioned as a second complementary growth engine.
Retailers are increasingly looking beyond point-of-sale transactions to find new ways to generate recurring revenue and deeper insight from every in-store visit. As shopping carts evolve into connected digital touchpoints, they are becoming platforms for subscription services, targeted media and real-time data monetization rather than simple tools for moving products through aisles. With this in mind, A2Z Cust2Mate Solutions (NASDAQ: AZ) is advancing a business model that combines smart-cart subscriptions with retail media and advertising revenue.
A2Z Cust2Mate is a retail technology company focused on digitizing the in-store shopping experience through its Cust2Mate smart-cart platform. The company’s solution retrofits existing shopping carts with interactive hardware and software, enabling in-cart checkout, personalized engagement and data collection. The company’s corporate presentation outlines how this technology is monetized through two primary pillars: a subscription-based smart-cart model and a retail media platform that turns shopping journeys into monetizable digital channels.
The presentation describes Cust2Mate’s smart-cart business model as a subscription, or Cart-as-a-Service, approach. Rather than relying on one-time hardware sales, A2Z generates revenue through a minimal upfront fee combined with recurring monthly per-cart subscriptions under multiyear agreements. These subscriptions cover hardware, software, updates, deployment and full ongoing support, creating predictable, recurring revenue streams. The model also allows for additional professional services revenue through planning, supervision, optimization and software customization. This approach aligns with broader trends in enterprise technology, where recurring revenue models are increasingly favored for their visibility and scalability.
The presentation also provides quantitative context for this model by highlighting recent purchase orders and agreements. According to the presentation, A2Z has secured total deal amounts exceeding $110 million, representing approximately 11,000 smart carts ordered across multiple geographies, including Israel and Latin America. Deployments began in 2025 and are expected to continue throughout 2026, with up to 250 smart carts deployed per store. These agreements typically include upfront payments followed by monthly per-cart fees over contract terms ranging from 36 to 60 months, reinforcing the company’s emphasis on long-term, recurring revenue.
The presentation also notes Cust2Mate’s retail media platform, which is positioned as a second complementary growth engine. This platform is designed to monetize the shopping journey by enabling personalized shopping engagements driven by live shopper behavior, cart contents and in-store location. The system supports dynamic targeting, closed-loop measurement that attributes campaigns from impression to sale and multiple monetization layers, including cost-per-thousand impressions, cost-per-click models and commissions on conversions. A2Z notes partnerships with recognized brands such as LEGO and Toys “R” Us, demonstrating early traction for this media-focused offering.
Retail media has become a fast-growing segment within retail technology, as brands increasingly seek measurable, high-intent advertising opportunities closer to the point of purchase. Cust2Mate’s approach embeds these capabilities directly into the physical shopping cart, allowing retailers and advertisers to engage shoppers at the exact moment of decision. By combining real-time data with in-cart digital real estate, the platform aims to create a new, high-margin revenue stream that extends beyond traditional retail operations.
The company has outlined its plans to expand on the retail media business model. Cust2Mate operates both as a retail media enablement provider, selling activation capabilities to retail chains, and as a retail media network, selling advertising inventory on its smart carts to third-party advertisers. Revenue is generated through shared advertising income with retailers, recurring media inventory sales and long-term agreements that include guaranteed minimums. Additional monetization opportunities include sponsored content, private-label promotions and third-party marketplace integrations, further diversifying revenue sources tied to each deployed cart.
A2Z Cust2Mate is building a layered revenue strategy around its smart-cart ecosystem. The subscription-based Cart-as-a-Service model establishes a foundation of recurring revenue, while the retail media platform and revenue-sharing arrangements offer incremental, high-margin upside as cart deployments scale. This dual approach allows the company to participate not only in retail hardware and software adoption but also in the rapidly expanding retail media and data monetization markets.
These strategies align closely with broader retail industry trends, where retailers are increasingly seeking technologies that improve shopper experience, reduce friction and unlock new revenue streams from existing store traffic. By embedding commerce, media and data capabilities directly into the shopping cart, Cust2Mate positions itself at the intersection of physical retail and digital monetization.
For more information, visit www.Cust2Mate.com.
NOTE TO INVESTORS: The latest news and updates relating to A2Z are available in the company’s newsroom at https://ibn.fm/A2Z
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