Hello dear Getquin Community,
today I would like to give you an update about $CA1 (-7.8%) Circus SE. I already introduced the company here about two months ago, focusing at the time on the first pilot deployments at REWE. Since then, the company seems to have made some progress, especially thanks to the cooperation with Meta, which is further expanding Circus' technological area. Meta provides the artificial intelligence that Circus integrates into its own system. The result is an interesting combination of robotics and AI that goes far beyond simple kitchen automation.
The heart of Circus is the CA1 cooking robot. This system can prepare, portion and hygienically serve meals completely autonomously. Circus develops the robotics and its own operating system, CircusOS, while $META (-5.02%) the AI provides models. Together, this results in an intelligent kitchen system that optimizes itself, adapts recipes and efficiently controls the use of energy and resources.
According to a recent report by BILD, the CA1 has now been installed and successfully tested at the Meta Kantine in Munich. The system combines robotics, AI and storage systems. Ingredients are automatically removed from refrigerated compartments, heated in bowls on induction hobs and processed into ready meals within a few minutes. After each preparation, the pot is automatically rinsed and the robot prepares itself for the next order. The dishes can then be conveniently collected using a QR code.
The menu currently includes salads, lentil curry and penne arabiata. According to the BILD reporter who tested the system, the lentil curry tasted fresh, balanced and aromatic. The penne arabiata could have been a little firmer to the bite, but overall the concept impressed with its quality, speed and cleanliness.
The CA1 can prepare up to 100 meals per hour and can be operated around the clock. The cost per meal is around 5 to 6 euros. An appliance costs around 250,000 euros, plus around 10,000 euros per month for software and AI licenses. Circus promises a reduction in personnel costs of up to 95%, as the robot only needs to be filled and cleaned once a day.
It is particularly exciting to see where the CA1 is already being used or will soon be used. In addition to REWE and Meta, partners include the HEM petrol station chain, the construction company Strabag and Mercedes. Further locations in canteens, supermarkets, canteens and care facilities are planned. Circus is also working on a mobile version called CA M, which is being developed for field kitchens and large-scale projects. https://getqu.in/XvqncE/
Takeaway: Circus combines robotics, artificial intelligence and system catering to create a scalable business model with great future potential. If this technology continues to gain acceptance, it could fundamentally change the world of large-scale catering and company catering, from labor costs to logistics and quality assurance. It will be exciting to see which industry will be the first to adopt this development and who will be the smartest to take advantage of the technological lead.
@Multibagger Are you still invested?
@Tenbagger2024 maybe something for you too?
Source: Tagesschau, FAZ, BILD, Circus SE, BL Gastro
Picture: Circus, mwb research
Here you can find a detailed report about the company Circus SE
https://downloads.research-hub.de/2025%2002%2006%20DE%20Circus%20roundtable___z27selmb.pdf
