My Size, Inc. (MYSZ) Stock Analysis and Metrics

My Size

NASDAQ: MYSZ

$0.42 ▲ +0.00 (+0.34%)

At close: Jul 24, 2026 · 3:59 PM UTC

Financial Ratios

Market Cap21,544.68

P/E-0.22

P/S0.00

Div. Yield0.00

Total Debt (Qtr)925,000.00

Revenue Growth (1y) (Qtr)127.15

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About

MySize, Inc. is a fashion technology company that provides an integrated portfolio of businesses addressing size and fit accuracy, excess inventory management, circular economy solutions, and international distribution for fashion brands and retailers. Through its subsidiaries Naiz Fit, Orgad, Percentil, and Ten Peacks, the company offers technology SaaS platforms, e commerce resale, managed recommerce, and brand distribution services that together form a platform designed to reduce returns, liquidate overstock, extend garment life, and support market entry.

MySize, Inc. generates revenue primarily through subscription fees for its Naiz Fit size and fit SaaS platform, sales commissions and margins from Orgad’s third party seller activities on Amazon, transaction based fees and profit sharing from Percentil’s managed recommerce and B2B circular solutions, and wholesale distribution margins earned by Ten Peacks when it markets and distributes global apparel and footwear brands in Israel. Additional revenue comes from professional services such as product fitting audits and merchandising analytics offered within the Naiz Fit Hubs.

The company operates through the following segments.

• Naiz Fit: This segment delivers an AI driven size and fit technology platform that includes an Ecommerce Hub, Product Hub, Retail Hub, and Strategy Hub, providing size recommendations, virtual try on, AI styling, fitting audits, and merchandising analytics to fashion and footwear brands on a B2B SaaS basis.

• Orgad: This segment operates as a technology enabled third party seller on Amazon.com, using machine learning and data analytics to source, price, and fulfill over 5,000 SKUs of footwear, apparel, and accessories, earning revenue from the resale margin on each transaction.

• Percentil: This segment runs a managed second hand fashion recommerce platform across Spain, France, Germany, and Italy, offering consumer consignment, B2B circular solutions (consignment, logistics, take back services), and generating revenue from fees, profit sharing, and service charges on processed garments.

• Ten Peacks: This segment focuses on the marketing and distribution of global apparel and footwear brands in the Israeli market, purchasing or consigning inventory from brand partners and earning revenue from the wholesale or retail margin while providing local distribution expertise and access to the MySize group’s size and fit technology.

MySize, Inc. occupies a niche as an integrated fashion technology platform that combines size and fit technology, overstock liquidation, circular recommerce, and international distribution, distinguishing it from point solution competitors. In the AI driven size and fit market, it competes with True Fit, Fit Analytics (now part of Snap), 3DLook, Measmerize, and Sizebay, but differentiates itself through a multi hub architecture, proprietary anthropometric engine, and a growing data flywheel that links consumer measurements, garment fit, and resale patterns. In the Amazon third party seller space, Orgad faces a large fragmented field of sellers, yet its proprietary pricing and inventory optimization systems provide a competitive edge. For recommerce, Percentil contends with peer to peer platforms such as Vinted and Wallapop, but its managed model, quality controlled processing, and B2B circular solutions offering create barriers to entry. Ten Peacks leverages pre existing brand relationships from Naiz Fit and ShoeSize. Me to offer a technology enhanced distribution service that traditional Israeli distributors lack.

MySize, Inc. serves fashion brands and retailers worldwide, with Naiz Fit’s client list including Levi’s, Desigual, Canali, Moschino, Pepe Jeans, Kiabi, Alberta Ferretti, Hackett, Fabiana Filippi, and Boglioli, among over 100 international brands. Orgad’s revenue derives from sales to Amazon shoppers across the United States and Europe, while Percentil’s consumer base consists of approximately 1,000,000 registered users in Spain, France, Germany, and Italy who purchase pre owned garments. Ten Peacks sells to Israeli distributors and retailers seeking representation for global apparel and footwear brands, and its B2B circular solutions arm works with brands needing to meet EU extended producer responsibility and textile circularity obligations.

Investment Thesis

▲ Bull case

MySize's strategic acquisition of EyeFitU's assets represents a significant catalyst for Naiz Fit's growth, as the integration of EyeFitU's proprietary sizing algorithms, anonymized databases, and established customer relationships with premium brands like HEAD, Assos, and Odlo will enhance the AI-powered sizing engine's accuracy and expand its reach into high-value European and sportswear markets. This move directly addresses the unspoken risk in the Q&A sections of past calls where management avoided detailing how Naiz Fit would overcome saturation in core apparel verticals; by leveraging EyeFitU's technology, MySize can now penetrate adjacent high-margin segments like performance wear and luxury goods where sizing precision is critical and willingness to pay for solutions is higher. The approximately $440,000 in ARR from EyeFitU is not merely accretive but serves as a beachhead for exponential growth, as the combined platform can cross-sell Naiz Fit's broader analytics suite to these customers, increasing average revenue per user beyond the initial sizing tool. Furthermore, the acquisition aligns with MySize's disciplined AI roll-up strategy announced in January 2026, signaling to the market that the company is executing on its promise to consolidate fragmented sizing technologies into a unified platform, which could trigger re-rating as investors recognize the scalability of this model. The timing is particularly advantageous given the accelerating demand for AI-driven fit solutions in Europe post-acquisition, where return rates remain persistently high and brands are under pressure to reduce waste—a structural shift MySize is uniquely positioned to capitalize on through its integrated data assets.
The expansion of Percentil into Amazon Spain, coupled with the APAC growth initiative highlighted at LINK FASHION 2026, reveals a hidden catalyst for MySize's circular commerce and international distribution arms that management underplayed in favor of emphasizing the EyeFitU deal. By leveraging Amazon's marketplace in Spain—a market where over 90% of online shoppers use the platform annually—Percentil gains immediate access to a vast consumer base without incremental fixed costs, allowing it to monetize its existing inventory of over 12 million processed items more efficiently. This multi-channel approach addresses the unspoken concern about Percentil's reliance on its proprietary marketplace, which limits scalability; the Amazon channel acts as a force multiplier for inventory rotation and brand partnerships, particularly with Tendam Group and C&A, whose circularity programs require broad reach to meet sustainability targets. Simultaneously, the APAC focus, validated by MySize's existing partnerships with WorkWear Group and R.M. Williams in Australia, signals a structural shift toward high-growth regions where fashion brands are actively seeking integrated AI solutions for inventory optimization—a need MySize's full platform (Naiz Fit, Orgad, 10peaks) is uniquely equipped to satisfy. The company's presentation at LINK FASHION, attended by over 3,000 professionals and 150,000 visitors, provides unparalleled visibility to decision-makers across Asia, potentially accelerating pipeline conversion in a region where digital fashion tech adoption is still nascent but accelerating rapidly due to rising labor costs and supply chain complexity.
MySize's Q1 2026 financial results, showing 62% year-over-year revenue growth and gross margin expansion, validate the effectiveness of its platform integration strategy, particularly the synergies between Naiz Fit, Percentil, Orgad, and the newly formed 10peaks subsidiary. The CEO's commentary about MySize's business is just cost savings but about creating a next-generation fashion technology platform that leverages AI and data across segments—a point that was evasive in earlier transcripts when asked about margin sustainability. This integration allows data from Naiz Fit's sizing engine to feed Percentil's pricing algorithms and Orgad's overstock optimization, creating a virtuous cycle where improved fit reduces returns, which in turn increases the quality and value of inventory available for resale and liquidation. The 10peaks subsidiary, with its estimated $3 million annual revenue potential and 65% gross margins, represents a higher-margin commercial channel that directly addresses the market's concern about MySize's reliance on lower-margin SaaS and marketplace businesses; by using Naiz Fit technology to enhance customer experience in 10peaks' wholesale and pop-up operations, MySize can drive higher conversion and lower returns in this segment, further boosting overall profitability. Most critically, the management's explicit focus on "growing revenue, increasing the share of higher-margin activities, and improving operating leverage" signals a disciplined path to profitability that is being underestimated by the market, which continues to view MySize as a collection of disparate businesses rather than a cohesive AI-driven platform with compounding network effects.

MySize's strategic acquisition of EyeFitU's assets represents a significant catalyst for Naiz Fit's growth, as the integration of EyeFitU's proprietary sizing algorithms, anonymized databases, and established customer relationships with premium brands like HEAD, Assos, and Odlo will enhance the AI-powered sizing engine's accuracy and expand its reach into high-value European and sportswear markets. This move directly addresses the unspoken risk in the Q&A sections of past calls where management avoided detailing how Naiz Fit would overcome saturation in core apparel verticals; by leveraging EyeFitU's technology, MySize can now penetrate adjacent high-margin segments like performance wear and luxury goods where sizing precision is critical and willingness to pay for solutions is higher. The approximately $440,000 in ARR from EyeFitU is not merely accretive but serves as a beachhead for exponential growth, as the combined platform can cross-sell Naiz Fit's broader analytics suite to these customers, increasing average revenue per user beyond the initial sizing tool. Furthermore, the acquisition aligns with MySize's disciplined AI roll-up strategy announced in January 2026, signaling to the market that the company is executing on its promise to consolidate fragmented sizing technologies into a unified platform, which could trigger re-rating as investors recognize the scalability of this model. The timing is particularly advantageous given the accelerating demand for AI-driven fit solutions in Europe post-acquisition, where return rates remain persistently high and brands are under pressure to reduce waste—a structural shift MySize is uniquely positioned to capitalize on through its integrated data assets.
The expansion of Percentil into Amazon Spain, coupled with the APAC growth initiative highlighted at LINK FASHION 2026, reveals a hidden catalyst for MySize's circular commerce and international distribution arms that management underplayed in favor of emphasizing the EyeFitU deal. By leveraging Amazon's marketplace in Spain—a market where over 90% of online shoppers use the platform annually—Percentil gains immediate access to a vast consumer base without incremental fixed costs, allowing it to monetize its existing inventory of over 12 million processed items more efficiently. This multi-channel approach addresses the unspoken concern about Percentil's reliance on its proprietary marketplace, which limits scalability; the Amazon channel acts as a force multiplier for inventory rotation and brand partnerships, particularly with Tendam Group and C&A, whose circularity programs require broad reach to meet sustainability targets. Simultaneously, the APAC focus, validated by MySize's existing partnerships with WorkWear Group and R.M. Williams in Australia, signals a structural shift toward high-growth regions where fashion brands are actively seeking integrated AI solutions for inventory optimization—a need MySize's full platform (Naiz Fit, Orgad, 10peaks) is uniquely equipped to satisfy. The company's presentation at LINK FASHION, attended by over 3,000 professionals and 150,000 visitors, provides unparalleled visibility to decision-makers across Asia, potentially accelerating pipeline conversion in a region where digital fashion tech adoption is still nascent but accelerating rapidly due to rising labor costs and supply chain complexity.
MySize's Q1 2026 financial results, showing 62% year-over-year revenue growth and gross margin expansion, validate the effectiveness of its platform integration strategy, particularly the synergies between Naiz Fit, Percentil, Orgad, and the newly formed 10peaks subsidiary. The CEO's commentary about MySize's business is just cost savings but about creating a next-generation fashion technology platform that leverages AI and data across segments—a point that was evasive in earlier transcripts when asked about margin sustainability. This integration allows data from Naiz Fit's sizing engine to feed Percentil's pricing algorithms and Orgad's overstock optimization, creating a virtuous cycle where improved fit reduces returns, which in turn increases the quality and value of inventory available for resale and liquidation. The 10peaks subsidiary, with its estimated $3 million annual revenue potential and 65% gross margins, represents a higher-margin commercial channel that directly addresses the market's concern about MySize's reliance on lower-margin SaaS and marketplace businesses; by using Naiz Fit technology to enhance customer experience in 10peaks' wholesale and pop-up operations, MySize can drive higher conversion and lower returns in this segment, further boosting overall profitability. Most critically, the management's explicit focus on "growing revenue, increasing the share of higher-margin activities, and improving operating leverage" signals a disciplined path to profitability that is being underestimated by the market, which continues to view MySize as a collection of disparate businesses rather than a cohesive AI-driven platform with compounding network effects.

▼ Bear case

MySize's dependence on the successful integration of EyeFitU's assets poses a material risk that the market may be overlooking, as the LOI remains non-binding and subject to due diligence, definitive agreements, and customary approvals—conditions that introduce significant execution uncertainty. The company's historical tendency to announce LOIs without guaranteed closure (as seen in past strategic initiatives) raises concerns about whether this deal will materialize, especially given EyeFitU's Swiss-based operations and potential regulatory hurdles in data transfer under GDPR, which management did not address in the announcement despite handling anonymized sizing databases. Even if completed, the integration of EyeFitU's technology into Naiz Fit could face technical debt challenges, as the proprietary algorithms and codebase may not be compatible with MySize's existing AI infrastructure, requiring costly re-engineering that could delay expected synergies and divert resources from core operations. Furthermore, the reliance on EyeFitU's existing customer base—generating only ~$440,000 in ARR—suggests limited near-term accretion, and the assumption that this revenue will grow significantly post-integration ignores the competitive landscape where established players like True Fit and 3DLOOK dominate enterprise sizing solutions with deeper brand relationships and larger datasets, making it difficult for MySize to gain traction without substantial sales investment. The market may be overestimating the strategic value of this acquisition while underestimating the operational friction and competitive pressures that could prevent Naiz Fit from achieving the promised expansion in European markets.
The expansion of Percentil into Amazon Spain, while presented as a low-cost growth initiative, carries hidden risks that could undermine its profitability and distract from core operations, particularly the potential for margin erosion due to Amazon's fee structure and the risk of channel conflict with Percentil's own marketplace. Although MySize claims to retain operational control, selling through Amazon introduces variable costs (referral fees, fulfillment fees, advertising) that could compress the historically strong gross margins of Percentil's managed marketplace, especially if the company must discount inventory to compete in Amazon's price-sensitive environment—a dynamic not disclosed in the news release. Additionally, the initiative may cannibalize sales from Percentil.com, as consumers might prefer the familiarity and trust of Amazon over a niche platform, potentially reducing overall customer lifetime value and weakening the company's direct customer relationships, which are critical for its circularity programs with brands like Tendam Group and C&A. The APAC growth strategy, while promising on the surface, faces substantial headwinds including fragmented regulatory environments, diverse consumer sizing behaviors requiring costly localization of AI models, and intense competition from local players who understand regional nuances better than a foreign entrant—factors management glossed over when highlighting partnerships with WorkWear Group and R.M. Williams in Australia, which represent isolated wins rather than scalable market penetration. Most critically, the company's increasing focus on international expansion via Amazon and APAC diverts attention and capital from fixing core profitability issues in its legacy businesses, such as Naiz Fit's enterprise sales cycle length and Percentil's customer acquisition costs in Europe, which remain unaddressed in recent communications.

MySize's dependence on the successful integration of EyeFitU's assets poses a material risk that the market may be overlooking, as the LOI remains non-binding and subject to due diligence, definitive agreements, and customary approvals—conditions that introduce significant execution uncertainty. The company's historical tendency to announce LOIs without guaranteed closure (as seen in past strategic initiatives) raises concerns about whether this deal will materialize, especially given EyeFitU's Swiss-based operations and potential regulatory hurdles in data transfer under GDPR, which management did not address in the announcement despite handling anonymized sizing databases. Even if completed, the integration of EyeFitU's technology into Naiz Fit could face technical debt challenges, as the proprietary algorithms and codebase may not be compatible with MySize's existing AI infrastructure, requiring costly re-engineering that could delay expected synergies and divert resources from core operations. Furthermore, the reliance on EyeFitU's existing customer base—generating only ~$440,000 in ARR—suggests limited near-term accretion, and the assumption that this revenue will grow significantly post-integration ignores the competitive landscape where established players like True Fit and 3DLOOK dominate enterprise sizing solutions with deeper brand relationships and larger datasets, making it difficult for MySize to gain traction without substantial sales investment. The market may be overestimating the strategic value of this acquisition while underestimating the operational friction and competitive pressures that could prevent Naiz Fit from achieving the promised expansion in European markets.
The expansion of Percentil into Amazon Spain, while presented as a low-cost growth initiative, carries hidden risks that could undermine its profitability and distract from core operations, particularly the potential for margin erosion due to Amazon's fee structure and the risk of channel conflict with Percentil's own marketplace. Although MySize claims to retain operational control, selling through Amazon introduces variable costs (referral fees, fulfillment fees, advertising) that could compress the historically strong gross margins of Percentil's managed marketplace, especially if the company must discount inventory to compete in Amazon's price-sensitive environment—a dynamic not disclosed in the news release. Additionally, the initiative may cannibalize sales from Percentil.com, as consumers might prefer the familiarity and trust of Amazon over a niche platform, potentially reducing overall customer lifetime value and weakening the company's direct customer relationships, which are critical for its circularity programs with brands like Tendam Group and C&A. The APAC growth strategy, while promising on the surface, faces substantial headwinds including fragmented regulatory environments, diverse consumer sizing behaviors requiring costly localization of AI models, and intense competition from local players who understand regional nuances better than a foreign entrant—factors management glossed over when highlighting partnerships with WorkWear Group and R.M. Williams in Australia, which represent isolated wins rather than scalable market penetration. Most critically, the company's increasing focus on international expansion via Amazon and APAC diverts attention and capital from fixing core profitability issues in its legacy businesses, such as Naiz Fit's enterprise sales cycle length and Percentil's customer acquisition costs in Europe, which remain unaddressed in recent communications.

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