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Technology Stocks : Impinj, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Soumaila who wrote (350)	2/6/2025 8:18:53 AM
From: Cooters	Respond to of 473

Kroger is the freshness/perishable grocer and since they are already creating in-store labels for those types of items adding RFID is something that can happen at a fairly quick pace. So that is the opportunity that could start to see volumes in 2H25. Impinj is working directly with them but there really isn't much to solve here. They told us about being able to read stacked items was a challenge but other than that we are just talking about taking inventory. The second grocer is talking self-checkout, the holy grail. That involves a lot of challenges and would need direct involvement from Impinj, much like the European retailer. I've seen it live in Barcelona and London with Decathlon. Works like a charm, but they need to solve getting tags on all the varying food items, the varying packaging. Hopefully we can get some investigative reporting to discover who this is, but the fact a major grocer is pursuing this is monumental!!! Coot

To: Soumaila who wrote (350)	2/6/2025 8:32:19 AM
From: Cooters	1 Recommendation Recommended By Savant Respond to of 473

As to WalMart, they are sure heading in that direction. Retail RFID Labels and the Walmart RFID Mandate What is the Walmart RFID Mandate?In 2020, Walmart began to require its apparel suppliers to apply RFID labels to items. The mandate soon expanded to include electronics, toys and various types of home goods in 2022. In 2023 and 2024, the mandate grew to include everything from sporting goods to automotive supplies. Most other categories of merchandise found in a Walmart store now fall within the mandate as of 2025. The implication for suppliers is clear. No RFID label? Your product can no longer be sold in a Walmart store. This mandate has helped accelerate widespread use of RFID tags in retail and among manufacturers.