MySize Pivots from Peril to Platform, Eyes $15M Revenue Trajectory

AIRPORT CITY, ISRAEL – December 29, 2025 – MySize Inc. (Nasdaq: MYSZ) is signaling a dramatic pivot from a company once mired in financial struggles to a revitalized, revenue-generating enterprise, according to a detailed letter to shareholders from CEO Ronen Luzon. The company, a provider of AI-driven retail solutions, is projecting approximately $10 million in revenue for 2025 and a clear trajectory toward $15 million in 2026, framing the current period as a critical “inflection year.”

In his letter, Luzon directly confronted the company's difficult past, a history that has tested investor patience. He acknowledged that the early years required navigating “dilution, reverse splits, and a prolonged hostile takeover attempt.” This candid admission aims to draw a line between the MySize of yesterday—which he described as a public company “without a product, without revenue, and without customers”—and the entity it is today. The message is clear: the era of survival is over, and the era of execution has begun.

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

From a Single Tool to an Integrated Ecosystem

The cornerstone of this transformation is a strategic shift away from being a single-product company. MySize, once known primarily for its MySizeID body measurement app, now presents itself as a comprehensive platform built on four interconnected pillars: AI-driven sizing, e-commerce enablement, resale infrastructure, and data intelligence.

This integrated model is designed to address multiple pain points in the fashion industry simultaneously. The company’s competitive advantage, Luzon argues, “is not any one technology, but the integration layer across our platform.”

The four core business areas include:

• AI-Driven Sizing: This remains the company’s foundation, featuring its original MySizeID technology alongside Naiz Fit, which was enhanced by the acquisition of footwear sizing AI from ShoeSize.Me. The recent launch of NaizGPT, a conversational AI assistant for retail teams, further deepens its technological offerings.

• Commerce Infrastructure: The 2024 acquisition of Orgad, an omnichannel e-commerce platform, has been a major revenue driver. This move significantly broadened MySize’s service portfolio, providing the infrastructure for online sales and fulfillment. Orgad is now reportedly expanding its operations into the European market.

• Resale and Circular Fashion: In a forward-looking move, MySize acquired key assets of the re-commerce platform Percentil in May 2025. This positions the company within the rapidly growing circular economy, allowing its retail clients to manage returns and secondhand sales more effectively.

• Data Intelligence: Tying these components together is a data intelligence layer. By collecting and analyzing data across sizing, sales, and resale, the platform aims to create a powerful network effect, making the ecosystem more valuable and harder for clients to leave as adoption grows.

This strategy aims to solve problems that fragmented, standalone solutions cannot. By offering a single, integrated system, MySize believes it can create “meaningful switching costs” and improve customer economics, a crucial factor for long-term stability and growth.

Scrutinizing the Path to Profitability

While the strategic vision is ambitious, investors will be closely examining the 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. This cash position, Luzon asserts, is sufficient to fund the current operating plan without seeking additional capital, allowing the focus to remain on “execution, integration, and disciplined scaling—not survival.”

Looking ahead to 2026, MySize projects a revenue trajectory toward $15 million. This growth is expected to be fueled primarily by expansion within existing customer relationships, full-year contributions from the Orgad and Percentil integrations, and cross-selling opportunities across its synergistic businesses. As revenue scales, the company anticipates making “meaningful progress toward operating breakeven.”

These projections represent a significant leap from the company's recent performance. MySize reported $8.26 million in revenue for the full year 2024, an 18% increase from 2023. However, quarterly revenues showed a decline in the latter half of 2024, underscoring the challenge of maintaining consistent growth. The company’s own disclosures caution that the 2025 estimates are preliminary and unaudited, and all projections are forward-looking statements subject to market risks and execution challenges.

The company's leadership insists the foundation is now solid. “The technology has been built. The platform is operating. The customers are live. The revenue is real,” Luzon emphasized in his letter. This declaration serves as both a summary of past efforts and a promise for future performance, positioning 2025 as the year where years of platform-building finally translate into tangible financial results and renewed investor confidence.