MySize's High-Stakes Pitch: Sizing Up the Future of Retail

AIRPORT CITY, Israel – November 24, 2025 – Next week, in a conference room in Boca Raton, Florida, MySize CEO Ronen Luzon will make a presentation. On the surface, the event is standard corporate procedure: an emerging growth company pitching to investors at Noble Capital Markets' annual conference. But beneath the slides and financial projections lies a much larger story. This isn't just about securing capital; it's a critical test for a company positioning itself as the definitive solution to one of e-commerce's most persistent and costly plagues—the dreaded return.

For years, the fashion-tech sector has promised to solve the sizing dilemma. MySize Inc. (NASDAQ: MYSZ) believes it has the answer, and its appearance at NobleCon21 is a high-stakes moment to prove that its vision for a frictionless, personalized shopping experience is not just innovative, but investable. The presentation goes beyond a simple balance sheet; it's an argument for a fundamental shift in how we buy and sell online.

The Multi-Billion Dollar Problem of 'It Doesn't Fit'

To understand the significance of MySize's mission, one must first grasp the scale of the problem it aims to solve. The convenience of online shopping comes with a massive hidden cost. E-commerce return rates hover between a staggering 20% and 30%, a figure that dwarfs the single-digit rates of brick-and-mortar retail. For apparel, the situation is even more dire, with some estimates placing returns as high as 70%.

The primary culprit is fit. Inconsistent sizing charts, vanity sizing, and the simple inability to try something on create a cycle of guesswork for consumers. This leads to what the industry calls “bracketing”—ordering multiple sizes of the same item with the intent to return most of them. The consequences ripple through the entire supply chain.

For retailers, each return is a financial drain, encompassing shipping, processing, inspection, and repackaging. Often, returned items cannot be resold as new and are liquidated at a loss or, worse, sent to landfills, creating a significant environmental burden. This cycle of waste and inefficiency represents a multi-billion dollar hemorrhage for the retail industry, a problem that has only intensified with the global e-commerce boom.

It was this personal frustration that spurred Ronen Luzon to found the company. The challenge he identified wasn't just about consumer inconvenience; it was a systemic flaw in the digital marketplace. MySize's core technology—which uses a phone's internal sensors, rather than its camera, to take precise body measurements—was designed to address this flaw directly by replacing consumer guesswork with data-driven certainty.

A Tech-Driven Strategy for Growth

MySize is not just a single-product company; it is methodically building a comprehensive ecosystem to embed itself into the fabric of online retail. Its strategy is twofold: innovate from within and grow through strategic acquisitions. This “roll-up” approach has allowed the company to rapidly expand its technological capabilities and market footprint.

The company’s portfolio now includes a suite of solutions targeting different aspects of the customer journey. Its flagship MySizeID and Naiz Fit platforms are already used by over 100 fashion brands, offering tools like smart catalogs and virtual mirrors. But recent acquisitions reveal a broader ambition.

The May 2025 purchase of Percentil, a European second-hand apparel marketplace, catapulted MySize into the booming circular economy. This move wasn't just about entering a new market; it was a strategic play to integrate its sizing technology into the resale space, where fit is an even greater challenge. More recently, the September 2025 acquisition of ShoeSize.Me added AI-powered footwear sizing, creating a “full complimentary” solution that covers consumers from head to toe.

By integrating with major e-commerce platforms like Shopify, Salesforce, and Global-e, MySize is aiming for ubiquity. The goal is to become an indispensable partner for retailers, a plug-and-play solution that not only reduces returns but also boosts conversion rates and enhances customer loyalty.

The Investor's Dilemma: Promise vs. Performance

For all its technological promise and strategic maneuvering, MySize presents a complex picture for the investors it will face at NobleCon21. As a micro-cap company in a high-growth sector, it embodies both immense potential and significant risk. The company's financials tell a story of progress, but the finish line of profitability remains on the horizon.

On the positive side, MySize has demonstrated momentum. It reported an 18% revenue increase in 2024 to $8.26 million and has continued sequential growth into 2025. Crucially, it has managed to narrow its net loss by 37% and more than double its cash reserves, giving it runway to execute its plans. The company's leadership projects reaching $10 million in revenue this year and achieving overall profitability by the third quarter of 2026.

However, the market remains cautious. The company’s stock (MYSZ) is highly volatile, with a 52-week range stretching from under a dollar to over $9.00. Institutional ownership is low at just over 2%, indicating that large funds are still watching from the sidelines. Analyst sentiment is sharply divided. While a consensus of seven analysts rates the stock a “Buy” with an average price target of $3.06—a significant upside—other technical analyses have flagged it as a “Strong Sell” candidate due to volatility and trading patterns.

This dichotomy is the central challenge for Luzon's presentation. He must convince a discerning audience that the company's narrowing losses and strategic acquisitions are durable signs of a business on the cusp of a breakthrough, not just fleeting metrics in a turbulent market. He must make the case that MySize is not just another speculative fashion-tech play, but a future pillar of the retail industry.

Beyond the Pitch: Reshaping the Future of Retail

Ultimately, the story of MySize extends far beyond its stock ticker or its next quarterly report. The company is part of a larger movement to make retail smarter, more sustainable, and deeply personalized. If solutions like MySizeID can make a significant dent in return rates, the impact would be profound. It would mean fewer trucks on the road, less waste in landfills, and a more efficient use of resources across the board.

For consumers, it signals a move away from the frustrating anonymity of online shopping toward an experience that understands and caters to them as individuals. The integration of AI, virtual try-on, and precise measurement is not just about convenience; it's about building confidence and trust between brands and their customers.

As Ronen Luzon takes the stage at NobleCon21, he will be pitching more than just his company. He will be presenting a vision for the future of commerce—one where technology solves fundamental human problems and creates a more sustainable and satisfying marketplace for everyone. Whether investors will buy into that vision remains to be seen, but the industry is undoubtedly watching to see if MySize has the right fit.