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Ultimate Guide to SBW, page-74

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verce

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19/09/20

09:42

Post #: 47468936
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Originally posted by verce ↑

Now if you read all this - links included- I commend you for your diligence. It should be obvious now that the Capsule (in partnership with Hitachi) is the “crown jewel” or “holy grail” of retail disruption technology plays (look at the success of Amazon GO for example).

So you are probably thinking: "This sounds great @verce but it’s all just aspirational and hypothetical. When will it be put into operation?" Well I’m glad you asked. The answer might surprise you. And it may be sooner than you think.

The SBW Half Year Report from 31 August 2020 had a little snippet that I think a lot of people missed. Specifically, the following text:

“Flagship micro-market project Capsule is in an advanced stage of pilot in Europe, and expected to be open to the public for trial in the second half of 2020.”

Now you are probably wondering: "That’s great but what if it’s just some obscure insignificant corner store somewhere?" Again, the answer may surprise you, and requires a little digging.

Enter Groupe Casino. A historic player in French retailing since 1898, the Casino Group is one of the world leaders in food retailing with more than 12,200 stores worldwide, located in France, Latin America and the Indian Ocean and a turnover of 37.8 billion euro.

In their Annual Report this year, they mentioned an exciting new disruptive project they were working on with a relatively obscure company.

https://www.groupe-casino.fr/wp-content/uploads/2020/06/RapportActivite_Casino_2019_EN.pdf

View attachment 2472395
View attachment 2472392

And we have some commentary from SBW featured on Page 42-43 of their Annual Report plugging "the first fully autonomous store in Europe". I'll leave it to readers to determine the significance of being mentioned in the Annual Report of a leading mass-market retail group with billions of Euro in revenue.

The same group who claim to be the source of many innovations such as the first distributor's brand in 1901, the first self-service store in 1948 or even the display of a sell-by date on consumer products in 1959. They are always pushing the boundaries of innovation, and it's an exciting partner to have.

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On the subject of Groupe Casino, here's an example of the size of the contracts we are talking about:

https://www.freightwaves.com/news/e...groupe-casino-for-supply-chain-digitalization
Everoad bags a €100 million contract with Groupe Casino for supply chain digitalization

So SBW have been selected for the first fully autonomous store in Europe - which could potentially yield millions of Euro in contracts awarded if the pilot goes well in the 2nd of of this year.

SBW Price at posting: 22.0¢ Sentiment: Buy Disclosure: Held
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Ultimate Guide to SBW, page-74

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