MySize Issues CEO Letter to Shareholders

Rhea-AI Summary

MySize (Nasdaq: MYSZ) CEO Ronen Luzon outlined the company's transition to a multi‑business AI sizing and retail platform and provided 2025/2026 financial context.

Key facts: four operating businesses; expected ~$10 million revenue in 2025; estimated $4 million cash on hand at end‑2025; plan to target ~$15 million revenue in 2026 via expansion, integrations and cross‑selling. Management emphasizes execution, capital discipline, selective strategic options, and that prior corporate difficulties are behind the company.

Positive

• Operates four active businesses under one platform
• Estimated $10M revenue for 2025
• Projected $15M revenue for 2026
• Estimated $4M cash balance at end‑2025

Negative

• End‑2025 cash of $4M implies limited near‑term runway
• Future growth explicitly depends on execution and market conditions
• Company experienced past dilution and reverse splits

Key Figures

2025 revenue outlook approximately $10 million Expected full-year 2025 revenue based on current run-rate and contracts

2025 year-end cash estimated $4 million Projected cash on balance sheet at end of 2025

2026 revenue trajectory estimated $15 million Management’s revenue trajectory as MySize moves into 2026

Current share price $0.8226 Price prior to this news, modestly above 52-week low

52-week range $0.73 – $9.40 Pre-news 52-week low and high for MYSZ

Q3 2025 revenue $2.6M Reported in Nov 14, 2025 earnings release; +26% sequential

Q3 2025 operating loss $3.0M Reported operating loss for Q3 2025

Q2 2025 revenue $2.0M Reported in Aug 15, 2025 earnings release

Market Reality Check

$0.7819 Last Close

Volume Volume 67,536 vs 20-day average 324,709 (relative volume 0.21x). low

Technical Price 0.8226 trades below 200-day MA at 1.2, well under 52-week high 9.4 and closer to 52-week low 0.73.

Peers on Argus 1 Up

MYSZ edged up 0.34% while peers were mixed: FRGT -4.67%, ULY -4.12%, YAAS +3.88%. Only SOPA appeared on momentum screens, up 20.32% without news, suggesting today’s setup is stock-specific rather than a broad sector move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 24	Conference appearance	Positive	+11.5%	CEO presentation at NobleCon21 emerging growth equity conference.
Nov 14	Quarterly earnings	Positive	-3.6%	Q3 2025 revenue growth and margin expansion with narrowed net loss.
Sep 11	Acquisition	Positive	-15.5%	Acquisition of ShoeSize.Me to expand Naiz Fit AI footwear sizing platform.
Aug 15	Quarterly earnings	Positive	-4.8%	Q2 2025 results with revenue growth and substantially reduced operating loss.
Aug 07	Shareholder letter	Positive	+5.0%	Mid-year 2025 CEO letter detailing transformation into retail intelligence platform.

Pattern Detected

Recent history shows more divergences than alignments: several positive operational updates (earnings, acquisition) were followed by negative 24h moves, while conference/strategic letters have sometimes aligned with gains.

Recent Company History

Over the last several months, MySize has reported expanding operations and platform-building. Q2 and Q3 2025 earnings showed revenue growth and narrower losses, yet shares fell after those releases. The September 2025 ShoeSize.Me acquisition added AI footwear sizing and data assets but also saw a negative price reaction. In contrast, shareholder letters and conference participation in August and November 2025 coincided with positive moves. Today’s year-end CEO letter continues the narrative of platform integration, revenue growth, and capital discipline on top of those milestones.

Market Pulse Summary

This announcement reiterates MySize’s shift into a multi-business platform, highlighting an expected $10 million in 2025 revenue, projected year-end cash of $4 million, and a 2026 trajectory toward $15 million. It stresses operating breakeven progress and disciplined capital allocation following prior acquisitions and integration work. Investors may watch upcoming earnings, cash trends, and evidence of operating leverage across units to assess whether the stated growth and profitability path materializes.

Key Terms

run-rate financial

"Based on our current run-rate, contracted customers, and visibility..."

Run-rate is an estimate of a company’s future annual performance created by multiplying recent results (such as a month or quarter) to project a full year, like using current speed to guess how far you’ll travel in a year. Investors use it as a quick way to gauge growth, size and momentum and to compare firms, but it can be misleading if recent results include one-time events or seasonal swings, so it’s a rough, not definitive, forecast.

operating scale financial

"...and are executing on a clear path toward operating scale."

Operating scale is the size and scope of a company's day-to-day business — how many products or services it delivers, how many customers it serves, and how much capacity (plants, staff, systems) it uses to do that. It matters to investors because scale affects costs and profitability: spreading fixed costs over more sales can boost margins like buying in bulk, while being too large or expanding too fast can add complexity and risk, so scale signals efficiency and growth potential.

operating breakeven financial

"...we expect to demonstrate meaningful progress toward operating breakeven..."

Operating breakeven is the point at which a company’s regular revenues just cover its everyday operating costs — wages, rent, materials and other expenses needed to run the business — before interest and taxes. For investors it signals when the core business becomes self-sustaining (like a household whose paychecks cover monthly bills), helping assess risk, cash needs and whether profits are likely once sales grow beyond that threshold.

unit economics financial

"...with improving unit economics and operating leverage becoming increasingly visible..."

Unit economics analyzes the profitability of a single product or service by comparing the revenue it generates to the costs involved in producing and delivering it. It helps determine whether each sale contributes to overall profit, much like assessing if selling one item covers its production costs and leaves money left over. Investors use this to judge if a business model is sustainable and capable of growth.

operating leverage financial

"...unit economics and operating leverage becoming increasingly visible across the platform."

Operating leverage measures how much a company's profits are affected by changes in sales volume. When a business has high operating leverage, small increases in sales can lead to much larger increases in profit, much like a lever amplifies force. It matters to investors because it indicates how sensitive a company's earnings are to fluctuations in sales, affecting risk and potential returns.

reverse splits financial

"...including navigating dilution, reverse splits, and a prolonged hostile takeover attempt."

A reverse split is when a company combines multiple existing shares into a smaller number of higher-priced shares — for example, turning ten $1 shares into one $10 share — so the total value of your holdings stays roughly the same. Investors watch reverse splits because they can signal efforts to meet stock-exchange rules or improve market perception, but they often reduce share liquidity and can change how easy it is to buy or sell the stock.

hostile takeover financial

"...including navigating dilution, reverse splits, and a prolonged hostile takeover attempt."

An attempt by an outside party to gain control of a company without the consent of its current leaders, usually by buying a large number of shares from investors or persuading shareholders to replace the board. It matters to investors because it can rapidly change management, strategy and risk profile, often causing sharp swings in the stock price and creating potential for a takeover premium or costly disruptions—like someone trying to take over a club by convincing members to change its leadership.

AI-driven technical

"...a global provider of AI-driven sizing solutions, footwear fit-tech, and retail innovation..."

AI-driven describes products, services, processes or decisions that rely on artificial intelligence—software that detects patterns in data and makes predictions or choices without step-by-step human direction. For investors it signals potential for faster growth, lower operating costs or new revenue, but also new risks (model errors, data problems, regulatory limits); think of it like a smart thermostat that can save energy and money but can also misbehave if fed bad information.

AI-generated analysis. Not financial advice.

AIRPORT CITY, Israel, Dec. 29, 2025 /PRNewswire/ -- MySize inc. (Nasdaq: MYSZ) ("MySize" or the "Company"), a global provider of AI-driven sizing solutions, footwear fit-tech, and retail innovation, today issued a Letter to Shareholders from Ronen Luzon, Chief Executive Officer.

Dear Shareholders,

MySize today is fundamentally different from the company the market may remember. We operate four active businesses generating real revenue, serve customers globally, and are executing on a clear path toward operating scale.

Where We Stand Today

MySize operates four businesses under a unified platform strategy, focused on solving structural challenges in the global fashion industry through AI-driven sizing, commerce enablement, resale infrastructure, and data intelligence.

Based on our current run-rate, contracted customers, and visibility across our operating units, we expect to close 2025 with approximately $10 million in revenue. We do so with an estimated $4 million in cash on the balance sheet at the end of 2025, providing operational runway and flexibility.

Our current operating plan is funded by existing resources. Our focus today is execution, integration, and disciplined scaling-not survival.

A Platform, Not a Point Solution

MySize is no longer a single-product company. Our competitive advantage is not any one technology, but the integration layer across our platform. By combining sizing AI, commerce infrastructure, and resale logistics, we address problems that fragmented point solutions cannot solve.

This integrated approach creates meaningful switching costs, improves customer economics, and generates data network effects that strengthen as adoption grows.

Revenue Trajectory and Operating Leverage

As we move into 2026, our execution plan supports a trajectory toward an estimated $15 million in revenue, driven primarily by expansion within existing customer relationships and full-year contributions from recent integrations, and the cross-selling opportunities across our synergistic businesses.

As revenue scales toward these levels, we expect to demonstrate meaningful progress toward operating breakeven, with improving unit economics and operating leverage becoming increasingly visible across the platform.

Looking further ahead, we believe our platform architecture and data assets create a credible path to materially higher scale. While longer-term outcomes depend on execution and market conditions, we see the potential to exceed the current annual revenue over time as these elements compound.

Why Now?

We believe 2025 represents an inflection year for MySize-where years of platform-building begin to translate into visible financial progress. The technology has been built. The customers are live. The revenue is real and growing.

Capital Discipline and Strategic Optionality

We approach capital allocation with discipline and care, informed by the significant investment already made to build this platform.

Our immediate focus is execution within our existing business lines. As the platform matures and we demonstrate consistent revenue growth, we plan to evaluate strategic opportunities-including selective partnerships or acquisitions-only where they strengthen our competitive position and create clear shareholder value. We intend that any such decisions will be approached selectively, transparently, and with strong alignment to shareholder interests.

Closing Perspective

When MySize was founded, it began life as a public company without a product, without revenue, and without customers. The early years required significant investment, resilience, and persistence, including navigating dilution, reverse splits, and a prolonged hostile takeover attempt. Those challenges were real and costly-but they are behind us.

The technology has been built. The platform is operating. The customers are live. The revenue is real.

What we expect lies ahead is not reinvention, but execution.

Thank you for your continued trust and support.

Sincerely,

Ronen Luzon
Chief Executive Officer
MySize, Inc.

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).

Estimated Preliminary Results for the Year Ending December 31, 2025 (Unaudited)

Set forth above are certain estimated preliminary financial results for the year ended December 31, 2025. These estimates are based on the information available to us at this time. Our actual results may differ materially from the estimated preliminary results presented due to the completion of our financial closing and accounting procedures, including final adjustments, the completion of the preparation and audit of the Company's financial statements and the subsequent occurrence or identification of events prior to the filing of the audited consolidated financial statements for the fiscal year ending December 31, 2025, in the Company's Annual Report on Form 10-K. The estimated preliminary financial results have not been audited or reviewed by our independent registered public accounting firm. These estimates should not be viewed as a substitute for our full interim or annual financial statements. Accordingly, you should not place undue reliance on this preliminary data. In addition, any such statements regarding the Company's financial performance are not necessarily indicative of the Company's financial performance that may be expected to occur for the fiscal year ending December 31, 2025, or for any future fiscal period.

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 its strategic and business plans, technology, relationships, objectives, expectations for its business, growth, expected revenue guidance and potential merger and acquisition opportunities. 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.

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

Investor Contact
Oren Elmaliah
CFO
ir@mysizeid.com

View original content:https://www.prnewswire.com/news-releases/mysize-issues-ceo-letter-to-shareholders-302650117.html

SOURCE My Size Inc.

FAQ

What revenue does MySize (MYSZ) expect for full‑year 2025?

Management expects approximately $10 million in revenue for 2025.

How much cash does MySize (MYSZ) estimate on its balance sheet at end‑2025?

MySize estimates about $4 million in cash at the end of 2025.

What revenue target did MySize (MYSZ) set for 2026?

The company projects a trajectory toward approximately $15 million in revenue in 2026.

What businesses make up MySize's platform mentioned in the CEO letter?

The platform includes sizing AI, commerce enablement, resale infrastructure, and data intelligence.

Does MySize (MYSZ) plan to pursue M&A or partnerships after 2025?

Management says it will evaluate selective partnerships or acquisitions only if they strengthen competitive position and shareholder value.

What are the main near‑term risks noted for MySize (MYSZ)?

The CEO highlights reliance on execution, market conditions, and limited cash as near‑term constraints.