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Technology Stocks : Impinj, Inc.
PI 206.40-14.6%3:59 PM EDT
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To: Cooters who wrote (408)7/24/2025 9:15:29 AM
From: Soumaila2 Recommendations

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Cooters
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The Avery Dennison earnings transcript is a good read. 700 Kroger stores installed for bakery, ROI is exceeding expectations which is accelerating talks about next categories like protein. They have a “strong” grocery pipeline, ROI in pilots is exceeding expectations. First customer is a go….hopefully they will convert more. They also mentioned logistics growth…I did not see any specifics. General me h and apparel are the big % of the business and expects that to grow again when the tariff and tariff caused price changes kick in. The ordering is inconsistent and growth is slow in these two areas. After doing a quick read, the share price increase for Impinj makes a lot of sense.
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