My Size, Inc. Annual Report - How They Did This Year

I’ve put together this guide to help you understand how My Size, Inc. performed this past year. Think of this as a "cheat sheet" to help you decide if this company fits your investment goals.

1. What does this company do?

My Size, Inc. is a fashion-tech company that acts like a "Swiss Army Knife" for online clothing retailers. They offer tools to help brands solve big problems: AI-powered sizing (MySizeID), inventory management (Orgad), and circular economy solutions (Naiz Fit). These tools aim to lower the industry’s high return rates—which average 20% to 30%—to help retailers improve their profits and sustainability.

2. Financial performance: The "Big Picture"

The company is in a high-stakes growth phase. For the year ending December 31, 2025, they reported about $12.4 million in revenue, a year-over-year increase driven by their e-commerce business. However, they are not yet profitable, reporting a loss of about $8.2 million. They rely on selling stock to fund their operations and acquisitions.

Important note for investors: As of April 2026, there are about 4.8 million shares outstanding following a 1-for-8 reverse stock split in 2024. Because there are relatively few shares available to trade, the stock price can swing significantly on low volume.

3. Major wins and challenges

• Wins: They are aggressively building their ecosystem. The acquisition of ShoeSizeMe for $1.5 million in cash and stock helps them dominate the footwear "fit" market. They also moved from a pure software-subscription model to a hybrid one, with e-commerce now driving over 65% of their total revenue growth.
• Challenges: They have a history of losses, with total deficits exceeding $60 million. Their complex international structure—with R&D in Israel, sales in Spain, and holding entities in Switzerland—creates high administrative costs and exposes them to currency fluctuations.

4. Financial health: Keeping the lights on

The company is transparent about its biggest risk: its ability to stay in business. As of their latest filing, they held about $2.1 million in cash. With a monthly cash burn of $500,000 to $650,000, their runway is limited. They depend on selling more shares to cover costs. If they cannot secure more funding or reach break-even within 12 months, the business faces an existential threat.

5. Key risks to watch

• Dilution: To fund operations and acquisitions, the company frequently issues new shares. This reduces your ownership percentage and lowers the potential earnings per share for long-term investors.
• Cash Burn: R&D expenses eat up about 30% of their budget. If they don't convert retailers to paid subscriptions faster, they must continue selling more shares to raise cash.
• Geopolitical Risk: Much of their management and R&D is based in Israel. Regional instability could disrupt operations, cause the loss of key staff, or increase security costs.
• Competition: They compete against well-funded rivals like True Fit. My Size must keep its technology ahead of the pack to prevent retailers from switching to larger competitors or building their own solutions.

6. Future outlook

Management aims to reach $20 million in annual revenue by the end of 2027. They want to be the top partner for mid-market fashion brands looking to cut returns and manage inventory. Success depends on whether they can grow revenue faster than their fixed costs before their cash runs out.

Final Thought for Your Decision: When looking at My Size, Inc., ask yourself if you believe their technology will be adopted by enough retailers to reach profitability before their current cash runs out. This is a classic "growth vs. survival" play, where the potential for high rewards is balanced against the very real risk of needing to raise more capital through share dilution.