Impinj, Inc. Message Board

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Technology Stocks : Impinj, Inc.

PI 239.31

+1.5%

2:37 PM EDT

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From: Soumaila	10/22/2025 7:31:32 AM
	2 Recommendations of 467

AD reporting another major grocer to rollout in bakery, deli, and protein - great to see all three from the start of the rollout Slide 13 Enterprise-wide Intelligent Labels Key Points Q3 sales apparel/general up low single digits vs prior year Q3 sales other categories up mid single digits vs prior year Food: significant growth continues; first bakery rollout processing well, with strong pipeline momentum Another large US grocer moving forward with rollout in baker, meat, and deli Logistics modest decline…continue to see strong pipeline opportunities Forward view - tariff uncertainty will continue, planned rollouts remain largely on track; targeting to maintain/expand share My take - excited to see another major grocer adopt and go with all three freshness categories, hopefully Kroger is moving that way also. The new word for uncertain is dynamic.

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