Core Viewpoint - MySize, Inc. is focused on regaining compliance with Nasdaq listing requirements while enhancing its business operations and revenue quality to create long-term shareholder value [1] Financial Performance - MySize generated approximately $10 million in revenue during 2025, with Orgad, its Amazon-focused business, achieving gross margins of around 40% [1] - The newly formed subsidiary, 10peaks, generated approximately $150,000 in revenue in 2025 and operated at gross margins of about 65% before operating expenses [1] - Management estimates that 10peaks could generate annual revenues of approximately $3 million based on current commercial assumptions [1] Business Strategy - MySize aims to address challenges in online fashion, specifically returns and excess inventory, through its various business units [1] - Orgad focuses on distributing excess inventory, Percentil operates a secondhand marketplace, and Naiz Fit provides AI sizing solutions to reduce returns and improve conversion rates [1] - The company emphasizes the interconnectedness of its businesses to create a balanced and resilient operation, aiming to grow revenue and increase higher-margin activities [1] Compliance and Listing Status - MySize received a notice from Nasdaq regarding its stock price falling below $1.00 for 30 consecutive trading days, with a compliance period until August 31, 2026, to regain the required bid price [1] - The company intends to monitor its stock price and consider options to regain compliance with Nasdaq's minimum bid price requirement [1]

Core Insights - ECGI Holdings, Inc. is advancing its RezyFi mortgage real-world asset tokenization initiative, with a live pilot currently in progress, aiming to tap into a significant market opportunity projected at $2.2 trillion in single-family mortgage originations for 2026, up from $2.0 trillion in 2025 [1] Group 1: Pilot and Market Opportunity - The pilot is associated with mortgage loans from ResMac, a subsidiary of RezyFi, and aims to validate a repeatable workflow before a broader rollout [2] - The management highlighted that even a small segment of the $2.2 trillion market can provide substantial platform-building opportunities over time [1] Group 2: Platform Mechanics and Fee Structure - The platform is designed to operate on a transaction-based fee model, which may include various fees such as tokenization, origination, pooling, structuring, and lifecycle event fees [3] - Management discussed potential fee mechanics that could be supported by the total tokenized asset value on the platform, contingent on successful workflow validation and market adoption [3] Group 3: Execution and Checkpoints - Key checkpoints have been established to reduce execution risk, focusing on proving repeatability and investor-grade reporting before scaling [4] - Readiness for the first pooled offering workflow is identified as a critical indicator of successful pilot execution [5]

Core Insights - MySize Inc. has announced the expansion of its circular fashion subsidiary, Percentil, into the European second-hand fashion market through Amazon's marketplace, starting with Spain [1][2]. Industry Overview - The European second-hand apparel market is estimated to be a €30–40 billion opportunity and is growing faster than the primary apparel market, driven by increasing consumer adoption of circular fashion and online marketplaces [3]. - Spain is identified as an attractive entry point for this expansion, with over 90% of Spanish online shoppers using Amazon annually [3]. Company Strategy - Percentil's collaboration with Amazon allows it to access a broad base of European consumers while maintaining control over sourcing, quality standards, pricing, and inventory selection [2][4]. - At launch, Percentil has over 100,000 authenticated second-hand items available for allocation to Amazon, having processed over 12 million items historically from more than 70,000 fashion brands [4][6]. - Percentil's own marketplace remains the primary sales platform, while Amazon serves as a complementary channel to improve inventory rotation and expand consumer reach without additional fixed-cost investments [5][6]. Future Outlook - The initial rollout in Spain is seen as a potential blueprint for future expansion into additional European markets, with a multi-channel approach enhancing Percentil's ability to scale and respond to demand signals [7][8].

Core Insights - MySize Inc. is strategically focusing on the Asia-Pacific (APAC) region due to increasing demand from fashion brands and retailers, indicating strong market validation for its AI-driven fashion technology and overstock management solutions [1][5][7] Group 1: Strategic Focus and Market Engagement - MySize has been selected to present at LINK FASHION, an international conference in Shanghai, showcasing its AI technologies that enhance size accuracy and inventory management [2][3] - The company aims to transition from providing individual solutions to a comprehensive AI-driven platform, enabling brands to adopt preventive and margin-focused inventory management [4][6] Group 2: Operational Footprint and Partnerships - MySize has established a solid operational presence in the APAC region, particularly in Australia, serving notable clients like WorkWear Group and R.M. Williams, which highlights its capability to support both large enterprises and premium brands [5][6] - The company views APAC as a long-term growth region, with validated technology and expanding operational capabilities, positioning it well for international scaling [7]

Core Insights - MySize, Inc. is evaluating new opportunities to monetize its portfolio of aggregated and anonymized data intelligence assets in a responsible manner [1] Data Intelligence Insights - MySize's platforms have generated large-scale, privacy-compliant insights related to apparel fit trends, sizing mismatches, and product-level performance across brands and retailers, derived exclusively from anonymized and aggregated data [2] - The company is developing a secure Data Intelligence Framework to provide brands, manufacturers, and industry partners with access to insights that support demand planning, inventory optimization, customer trends, product design, and sustainability initiatives [3] Business Model Exploration - MySize is assessing usage-based digital access models, such as data credits, allowing enterprise customers to consume insights in a controlled, transparent, and scalable manner, built with a privacy-first approach and in compliance with data protection regulations like GDPR and CCPA [4] - The initiative remains in an exploratory phase, with no assurance regarding the timing, scope, or potential financial impact of future commercialization [5]

Core Insights - MySize has acquired Percentil to enhance its position in the European circular fashion economy, driven by new EU regulations on sustainability in apparel [1][3] - The CEO emphasizes that the EU's regulatory changes present opportunities for growth rather than obstacles, positioning Percentil as a key player in compliance and market expansion [2][5] Company Performance - MySize reported revenue of $2.0 million for Q2 2025, a 2% increase year-over-year, while H1 2025 revenue was $3.5 million, down 30% year-over-year due to decreased Orgad sales [7] - Gross profit for Q2 2025 was $1.1 million, up 14% year-over-year, but down 30% for H1 2025 at $1.5 million [7] - The operating loss improved by 49% in Q2 2025 to $586,000, and by 25% in H1 2025 to $1.6 million [7] - Cash position stood at $4.28 million as of June 30, 2025, with $2.90 million in inventory [7] Strategic Initiatives - Percentil is positioned to help brands comply with EU regulations on product lifecycle management, including take-back, recycling, and repair [3][4] - MySize is leveraging a triple-revenue model to create operational synergies and recurring cash flow, with expectations for Percentil's contribution to increase in H2 2025 [6] - The company aims to be at the center of the European fashion resale infrastructure, anticipating that resale will become a mainstream aspect of the industry within five years [5] Market Trends - The acquisition aligns with a structural shift in the fashion industry towards sustainability, driven by regulatory requirements and consumer demand [4][8] - Percentil's capabilities in AI-powered product matching and logistics integration are highlighted as essential for brands navigating the evolving market landscape [4][8]