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Technology Stocks : Impinj, Inc.
PI 157.76+2.7%12:54 PM EST
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To: Soumaila who wrote (468)11/5/2025 1:24:00 PM
From: Cooters1 Recommendation

Recommended By
Soumaila

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Size of the freshness opportunity is still muddy at best, and muddy for them - depends on the SKUs involved, what are they actually tagging? Numbers were thrown around but I need to listen again.

Only thing to add here, the number an analyst tossed out for freshness was 5B/yr at WMT and 2.5B at Kroger, but even those estimates are muddied by not knowing what to include. Clearly food as a whole is many orders of magnitude larger.

Chris also said they are well positioned in many, if not all, grocery pilots and deployments. The business is pretty much theirs to lose.

Cooters
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