MySize CEO Letter to Shareholders - Mid-Year 2025

Rhea-AI Summary

MySize (NASDAQ: MYSZ), an AI-powered retail solutions company, has issued a mid-year shareholder update outlining its transformation from a sizing company to a comprehensive Retail Intelligence Engine. The company has strategically acquired and integrated three companies: Naiz Fit, Orgad, and Percentil, each contributing to its expanded capabilities in retail analytics, e-commerce, and circular economy solutions.

The company's platform leverages extensive datasets and a new LLM-powered assistant to provide actionable insights for fashion retailers. Despite current negative margins, MySize maintains a strong financial runway through 2027 and focuses on disciplined capital allocation. The company plans to release detailed Q2 2025 financial statements, including revenue updates across all business units.

Positive

• Strategic acquisitions of Naiz Fit, Orgad, and Percentil expanding company capabilities
• Development of LLM-powered assistant for advanced retail analytics
• Secured financial runway through 2027
• Rich dataset including millions of user profiles and product measurements
• Expanding from sizing to comprehensive retail intelligence platform

Negative

• Currently operating with negative margins
• Heavy ongoing investment requirements in AI and integration
• Significant cash burn for technology and automation investments

AIRPORT CITY, Israel, Aug. 7, 2025 /PRNewswire/ -- MySize, Inc. (NASDAQ: MYSZ) ("MySize" or the "Company"), an AI-powered retail solutions company, today issued a shareholder update from its Founder and CEO, Ronen Luzon.

Dear Shareholders, Partners, and Future Believers,

2024 was the year we laid the groundwork for our shift in business strategy. 2025 is the year we are executing. But make no mistake - building on our proven foundation, we're accelerating toward becoming the intelligence layer for fashion retail.

What We're Building

MySize is not just a "sizing company" anymore. That's where we started.

Today, we are building the Retail Intelligence Engine for fashion-a connected ecosystem that empowers brands to:

- Recommend the right size the first time
- Understand why products succeed or fail at the SKU level
- Monetize overstock and returns through circular resale
- Comply with emerging regulations while optimizing logistics
- And do it all profitably, sustainably, and automatically

Through our SaaS platforms-Naiz Fit (including MySizeID), Orgad, and now Percentil-we're turning fragmented data into intelligent action. We're helping top-tier brands make smarter decisions across the entire product lifecycle.

This is the infrastructure the next era of fashion retail demands. And it didn't exist-until now.

M&A as a Catalyst for Long-Term Growth

Our growth isn't just organic-it's engineered.

Over the past few years, we've acquired and integrated Naiz Fit, Orgad, and most recently, Percentil. Each was chosen deliberately: an underleveraged asset, a clear fit with our platform, and an opportunity to create exponential value through integration.

- Naiz Fit gave us enterprise-grade SaaS infrastructure and unlocked deep data insights. 
- Orgad gave us eCommerce scale, logistics capability, and a retail engine. 
- Percentil added circular economy leadership, resale infrastructure, and regulatory upside.

This is our M&A thesis in action: buy smart, integrate deeply, grow efficiently.

The Compounding Advantage

What makes our platform different? The data.

We've quietly accumulated one of the industry's richest datasets: millions of user profiles, product measurements, purchase behaviors, return reasons, and fit preferences.

And now, with our new LLM-powered assistant, we're putting this intelligence into the hands of our clients-letting them ask, "What's driving returns?" or "Which fits perform best in Germany?" and get real answers. No dashboards. No data teams. Just insight.

This creates a flywheel:
Better data → smarter decisions → lower returns → more usage → better data.

Burning Wisely, Scaling Efficiently

Yes-we are investing. Heavily. In AI. In integration. In automation.
But we're doing it with discipline.

Yes-we're deeply reinvesting-and yes, margins remain negative today-but we're doing so with capital discipline, financial runway through 2027, and a strategy built on technology, integration, and recurring client value. We're not just building revenue. We are building a platform.

We operate lean. Our strong financial runway through 2027 based on the current plans and our disciplined capital allocation. And we've built a group structure that lets each unit-Naiz Fit, Orgad, Percentil-contribute revenue, learn from each other, and grow as a system.

We're not chasing vanity metrics. We're building something enduring.

Where It's All Going

The apparel industry stands at the brink of significant transformation.

Regulation, returns, resale, and relevance are shaping the future-and brands are actively seeking solutions.

MySize is uniquely positioned to play a pivotal role in this evolution by enabling brands to navigate these shifts intelligently, sustainably, and profitably.

We believe this represents a significant long-term opportunity for both the industry and MySize.

Because once you control the intelligence layer in retail, you control the flow.

To those of you who've believed in us early: thank you. 
To those just discovering MySize: welcome. 
We are just getting started.

This month, we plan on publishing our financial statements for Q2 2025, including detailed updates on revenues, growth across each unit, and plans for the second half of the year.

With focus, 
Ronen Luzon 
Chief Executive Officer

MySize Inc. (NASDAQ: MYSZ)

About MySize Inc.

MySize, Inc. (NASDAQ: MYSZ) is a global leader in omnichannel e-commerce platforms and AI-driven sizing solutions, including MySizeID and Naiz Fit. The Company's solutions are designed to drive revenue growth, reduce operational costs, and enhance customer experiences for business clients worldwide.

We routinely post information that may be important to investors in the Investor Relations section of our website. Follow us on Facebook, LinkedIn, Instagram, and X (formerly known as Twitter).

For more information, visit www.mysizeid.com.

Cautionary Statement Regarding Forward-Looking Statements

This press release contains certain forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements related to potential acquisitions and potential profitability. These statements are identified by the use of the words "could," "believe," "anticipate," "intend," "estimate," "expect," "may," "continue," "predict," "potential," "project" and similar expressions that are intended to identify forward-looking statements. All forward-looking statements speak only as of the date of this press release. You should not place undue reliance on these forward-looking statements. Although we believe that our plans, objectives, expectations and intentions reflected in or suggested by the forward-looking statements are reasonable, we can give no assurance that these plans, objectives, expectations or intentions will be achieved. Forward-looking statements involve significant risks and uncertainties (some of which are beyond our control) and assumptions that could cause actual results to differ materially from historical experience and present expectations or projections. Actual results may differ materially from those in the forward-looking statements and the trading price for our common stock may fluctuate significantly. Forward-looking statements also are affected by the risk factors described in the Company's filings with the U.S. Securities and Exchange Commission. Except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events.

Investor Contacts: 
Oren Elmaliah, CFO 
ir@mysizeid.com

Logo: https://mma.prnewswire.com/media/689689/3320229/MySize_Logo.jpg

 

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SOURCE My Size Inc.

FAQ

What are the main acquisitions made by MySize (NASDAQ: MYSZ)?

MySize has strategically acquired three companies: Naiz Fit (providing SaaS infrastructure and data insights), Orgad (adding eCommerce and logistics capabilities), and Percentil (contributing circular economy and resale infrastructure).

How long is MySize's financial runway as of 2025?

MySize reports having a strong financial runway through 2027 based on current plans and disciplined capital allocation.

What is MySize's new business strategy in 2025?

MySize is transforming from a sizing company to a comprehensive Retail Intelligence Engine for fashion, offering solutions for size recommendation, product performance analysis, overstock management, and regulatory compliance through AI-powered platforms.

How is MySize implementing AI in its business operations?

MySize has developed an LLM-powered assistant that analyzes their extensive dataset of user profiles, product measurements, and purchase behaviors to provide real-time insights to clients about returns, fit performance, and other retail metrics.

What are the current financial challenges for MySize (MYSZ)?

The company is currently operating with negative margins while heavily investing in AI, integration, and automation technologies, though maintaining disciplined capital allocation with runway through 2027.