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MySize CEO Letter to Shareholders - Mid-Year 2025

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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.

MySize (NASDAQ: MYSZ), un'azienda di soluzioni retail basate sull'intelligenza artificiale, ha pubblicato un aggiornamento di metà anno per gli azionisti, delineando la sua trasformazione da azienda specializzata nelle taglie a un motore completo di Retail Intelligence. L'azienda ha acquisito e integrato strategicamente tre società: Naiz Fit, Orgad e Percentil, ognuna delle quali contribuisce ad ampliare le capacità nell'analisi retail, nell'e-commerce e nelle soluzioni per l'economia circolare.

La piattaforma dell'azienda sfrutta ampi dataset e un nuovo assistente potenziato da LLM per fornire insight pratici ai retailer di moda. Nonostante margini attualmente negativi, MySize mantiene una solida disponibilità finanziaria fino al 2027 e si concentra su una gestione disciplinata del capitale. L'azienda prevede di pubblicare i dettagliati rendiconti finanziari del secondo trimestre 2025, inclusi aggiornamenti sui ricavi di tutte le unità di business.

MySize (NASDAQ: MYSZ), una empresa de soluciones minoristas impulsadas por IA, ha emitido una actualización para accionistas a mitad de año que detalla su transformación de una compañía de tallas a un completo Motor de Inteligencia Minorista. La empresa ha adquirido e integrado estratégicamente tres compañías: Naiz Fit, Orgad y Percentil, cada una aportando a sus capacidades ampliadas en análisis minorista, comercio electrónico y soluciones de economía circular.

La plataforma de la empresa aprovecha grandes conjuntos de datos y un nuevo asistente potenciado por LLM para proporcionar información útil a los minoristas de moda. A pesar de los márgenes negativos actuales, MySize mantiene una fuerte solvencia financiera hasta 2027 y se enfoca en una asignación disciplinada de capital. La empresa planea publicar estados financieros detallados del segundo trimestre de 2025, incluyendo actualizaciones de ingresos en todas las unidades de negocio.

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MySize (NASDAQ : MYSZ), une entreprise de solutions retail propulsées par l'IA, a publié une mise à jour à mi-année pour les actionnaires, détaillant sa transformation d'une société spécialisée dans les tailles vers un moteur complet d'intelligence retail. L'entreprise a acquis et intégré stratégiquement trois sociétés : Naiz Fit, Orgad et Percentil, chacune contribuant à élargir ses capacités en analyses retail, e-commerce et solutions d'économie circulaire.

La plateforme de l'entreprise exploite de vastes ensembles de données et un nouvel assistant alimenté par LLM pour fournir des insights exploitables aux détaillants de mode. Malgré des marges actuellement négatives, MySize conserve une solide assise financière jusqu'en 2027 et se concentre sur une allocation disciplinée du capital. L'entreprise prévoit de publier les états financiers détaillés du deuxième trimestre 2025, incluant les mises à jour des revenus de toutes les unités commerciales.

MySize (NASDAQ: MYSZ), ein auf KI basierendes Unternehmen für Einzelhandelslösungen, hat ein Halbjahres-Update für Aktionäre veröffentlicht, das die Transformation von einem Größenbestimmungsunternehmen zu einer umfassenden Retail-Intelligence-Plattform beschreibt. Das Unternehmen hat strategisch drei Firmen erworben und integriert: Naiz Fit, Orgad und Percentil, die jeweils zu erweiterten Fähigkeiten in Einzelhandelsanalytik, E-Commerce und Lösungen für die Kreislaufwirtschaft beitragen.

Die Plattform des Unternehmens nutzt umfangreiche Datensätze und einen neuen, von LLM unterstützten Assistenten, um Modehändlern umsetzbare Einblicke zu bieten. Trotz derzeit negativer Margen verfügt MySize über eine starke finanzielle Ausstattung bis 2027 und legt Wert auf eine disziplinierte Kapitalallokation. Das Unternehmen plant die Veröffentlichung detaillierter Finanzberichte für das zweite Quartal 2025, einschließlich Umsatzupdates aller Geschäftsbereiche.

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

Insights

MySize is transforming from a sizing company to a retail intelligence platform through strategic acquisitions and AI investment, with financial runway through 2027.

The CEO letter marks a significant strategic pivot for MySize, evolving from a sizing solutions provider into what they're calling a "Retail Intelligence Engine" for the fashion industry. This transformation involves three key acquisitions: Naiz Fit, Orgad, and most recently Percentil, each strategically selected to build out different capabilities of their ecosystem.

What's particularly notable is how these acquisitions form a connected data ecosystem rather than separate business units. Naiz Fit provides SaaS infrastructure and data insights, Orgad contributes eCommerce capabilities and logistics, while Percentil adds circular economy expertise and resale infrastructure. Together, they create a comprehensive platform addressing multiple retail challenges: accurate sizing, product performance analysis, overstock monetization, regulatory compliance, and logistics optimization.

The company is heavily investing in AI technology, specifically mentioning their new LLM-powered assistant that allows clients to query their data directly without requiring data teams or dashboard navigation. This indicates a focus on making their data intelligence accessible and actionable for clients.

From a financial perspective, MySize acknowledges they're operating with negative margins currently but emphasizes they have sufficient runway through 2027. This suggests they're prioritizing growth and platform development over immediate profitability - a common approach for companies building platform businesses with network effects. The upcoming Q2 2025 financial statements will be critical for evaluating the success of this strategy.

The strategic focus on returns reduction, resale capabilities, and regulatory compliance positions MySize to address emerging industry pain points. As retail regulations around sustainability increase and return rates continue to pressure margins, their integrated approach could provide meaningful value if they can execute effectively on their vision.

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

MySize Logo

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.Ìý
- Orgad gave us eCommerce scale, logistics capability, and a retail engine.Ìý
- 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.Ìý
To those just discovering MySize: welcome.Ìý
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,Ìý
Ronen LuzonÌý
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, visitÌý.

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:Ìý
Oren Elmaliah, CFOÌý
[email protected]

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

Ìý

Cision View original content:

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.
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Software - Application
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Israel
AIRPORT CITY