Cust2Mate (AZ) Investor presentation summary

Market opportunity

• Smart-cart market projected at $10B+ by 2030, with ~27% CAGR; retail media reached $175B in global spend in 2025; retail data monetization projected at $20.3B by 2033, with 19.2% CAGR.

Platform and recurring model

• ShopMate retrofit carts use a detachable SmartPanel for guided shopping, personalization, on-cart checkout, and loss prevention; basket size up to 150% higher than standard carts, based on deployed-cart data.

• MediaMate enables targeted in-store advertising with sales attribution; InsightMate provides shopper analytics for retailer, brand, and CPG decisions.

• Revenue streams include multi-year per-cart subscriptions, retail media revenue share, and data and insights subscriptions or projects; growing deployment expands engagement and monetization per cart.

• Retrofit architecture upgrades existing cart fleets without replacement; a store can be retrofitted in a day.

Security and deployment capacity

• Computer vision checks scanned items against cart contents; weight sensors validate baskets, AI anomaly detection flags suspicious behavior, and on-cart checkout includes payment validation.

• Dedicated China manufacturing facility came online in Q2 2026, increasing delivery capacity and supporting the year-end 10,000-cart target.

• 3,350+ carts delivered as of June 30, 2026; targets call for 10,000 cumulative deliveries by YE 2026 and 19,000+ scheduled through YE 2027.