Would you read Chris’ final comments again and tell me what you think (pasted below first two lines of the 2nd paragraph)? 1st Kroger is working with Avery and Dennison and is ramping over the next 6 quarters per the Oct. 22 press release. He states that will ramp in the back half of the year, but he eludes to two of them…It is possible that AD is working with Kroger, and Impinj is working directly with someone else on perishable. Then there is the self checkout opportunity. Chris drops breadcrumbs all the time but is very careful what and how he says it. Maybe I am just speculating, wanting this to be even better. I also would not be surprised if WalMart was the self checkout opportunity…
——earning call snip——-
Yes. So Harsh, I'll take that one. The answer to the first part of the question is large customer about -- anytime you talk food, it's large. So we're actually -- but to be specific, it's in grocery. It's not in fast food or those kind of things. So it is grocery at the item level and then the time frame. Because when you think about the size of the opportunities, the opportunities are so large. The larger an opportunity is, the more measure the pace you just have to accept that. We anticipate some endpoint IC volumes in the back half of the year. Obviously, a lot depends on the pace at which the customers go and things like that. We expect some volume in the back half of the year.
And ideally, one or both of those will ramp into 2026. Now that said, the one that we're not deciding right now since it is a self-checkout opportunity, we have a lot of work to do to get it fully up and running and working. So we're in early days. And in the same way as it took us some time to do the self-checkout of loss prevention opportunity with the visionary European retailer. We really need to roll up our sleeves and get this one working for this particular grocer. It's not a loss prevention opportunity at self-checkout, but self-checkout at item level grocery is going to take some work on our side. I believe we're the best company to do it. We're best positioned to do it. And if anybody can do what we can. We're going to give it our best shot, and I believe we will make it go, but I can't give you the timing yet. |
