MySize Projects $15M Revenue Trajectory, Declaring Past Struggles Over

AIRPORT CITY, Israel – December 29, 2025 – MySize Inc. (Nasdaq: MYSZ) has painted a picture of radical transformation, moving from a company once defined by its struggles to a multi-faceted retail technology platform it claims is poised for significant growth. In a detailed letter to shareholders, CEO Ronen Luzon declared that the company is “fundamentally different,” projecting approximately $10 million in revenue for 2025 and a clear path toward an estimated $15 million in 2026.

Luzon’s message is one of reinvention and execution. He asserts that the era of survival—marked by what he called “dilution, reverse splits, and a prolonged hostile takeover attempt”—is firmly in the past. “The technology has been built. The platform is operating. The customers are live. The revenue is real,” Luzon stated, framing 2025 as a critical “inflection year.”

However, this optimistic outlook is set against a backdrop of harsh market realities. The company’s stock has plummeted over 81% in the last year, and rising short interest signals significant investor skepticism. While MySize heralds a new beginning, the market appears to be waiting for concrete proof that this turnaround is more than just a narrative.

A Platform, Not a Point Solution

Central to MySize’s new identity is its strategic shift from a single-product company to an integrated platform. Luzon emphasized that the company now operates four distinct businesses focused on solving structural challenges in the fashion industry: AI-driven sizing, commerce enablement, resale infrastructure, and data intelligence.

This platform was not built overnight but rather assembled through a series of strategic acquisitions. The October 2022 purchase of Naiz Fit, a Spanish provider of sizing technology, expanded MySize’s core AI offerings and its European footprint. More recently, the company has ventured into the burgeoning circular economy. The May 2025 acquisition of key assets from Percentil, a European managed marketplace for second-hand fashion, allows MySize to offer a “Circularity as a Service” solution for brands looking to monetize overstock and returns. This was followed by the September 2025 acquisition of ShoeSize.Me, an AI-powered footwear sizing specialist, which was integrated under the Naiz Fit platform to create a unified solution for both apparel and footwear.

According to the company, this integrated approach is its key competitive advantage. By combining these different technologies, MySize aims to create “meaningful switching costs” for its retail clients, improve customer economics, and generate a powerful data network effect that strengthens as more brands join the platform. The strategy is to offer a comprehensive ecosystem that fragmented, single-purpose solutions cannot match.

The Numbers Behind the Narrative

MySize is backing its turnaround story with specific financial projections. The company expects to close 2025 with approximately $10 million in revenue and an estimated $4 million in cash on its balance sheet. Luzon noted that this cash position provides the “operational runway and flexibility” to fund its current plans without seeking additional capital, shifting the focus from “survival” to “disciplined scaling.”

The projected leap to an estimated $15 million in revenue for 2026 is expected to be driven primarily by expansion within existing customer relationships and the cross-selling opportunities now available across its synergistic business units. As revenues scale, the company anticipates making “meaningful progress toward operating breakeven.”

While these projections are forward-looking, they build on a trend of significant top-line growth. MySize reported $8.26 million in revenue for 2024, an 18% increase from the prior year. However, profitability remains a formidable challenge. The company posted a net loss of $4 million in 2024 and operates with a deeply negative operating margin of nearly -51%. The journey to breakeven will require not just revenue growth, but a substantial improvement in operational efficiency and unit economics.

A History of Hurdles and Skepticism

For long-term observers of MySize, the CEO’s confidence is tempered by the company’s turbulent history. The letter’s acknowledgment of past challenges like dilution and reverse splits is a nod to a difficult journey for shareholders. To maintain its Nasdaq listing and make its stock more attractive, the company has executed multiple reverse stock splits, including a one-for-eight split as recently as April 2024. This history of dilution has had a significant impact on shareholder value.

This context helps explain the market’s cautious reaction. Despite the optimistic projections, MySize’s stock currently trades near its 52-week low of $0.73, a stark contrast to its split-adjusted historical highs. Analyst ratings are mixed, with some seeing significant upside and issuing “Buy” ratings with price targets around $3.00, while others maintain a “Sell” rating. Perhaps most telling is the recent 130% surge in short interest, indicating that a substantial portion of the market is betting against the company’s success.

Insider sentiment has also been reported as negative, driven by open-market selling from executives. For MySize, overcoming this deep-seated skepticism will require more than just ambitious projections; it will demand consistent, quarter-over-quarter execution that proves its financial model is sustainable.

Navigating a Crowded and Competitive Field

MySize is not operating in a vacuum. The AI in retail technology market is a dynamic and rapidly growing space, projected to reach over $31 billion by 2028. This growth has attracted a host of competitors, from tech giants like Amazon with their own AI-powered shopping tools to specialized firms focused on everything from data analytics to augmented reality try-ons.

While MySize’s integrated platform strategy is a clear attempt at differentiation, it still faces significant challenges in brand recognition and market penetration compared to more established players. The company’s success will depend on its ability to convince major retail brands that its all-in-one ecosystem provides more value than a curated selection of best-in-class point solutions from various vendors.

The coming months will be a crucial test for the company. The leadership team has laid out a clear vision and a set of financial targets. Now, the focus shifts entirely to execution, as MySize attempts to prove that it has finally turned a corner and can deliver the sustained growth and shareholder value that has long been promised.