Core Viewpoint - MySize's subsidiary Naiz Fit has signed a non-binding Letter of Intent (LOI) to acquire selected assets of EyeFitU, aiming to enhance its AI sizing platform and expand its global customer base [1][3]. Company Overview - MySize is a Nasdaq-listed fashion-tech company that addresses issues in online fashion, specifically incorrect sizing and excess inventory. Its platform consists of four main businesses: Naiz Fit, Percentil, Orgad, and 10peaks [2][12]. - Naiz Fit focuses on apparel and footwear sizing, helping brands reduce returns and increase sales [6][12]. Acquisition Details - The proposed acquisition includes EyeFitU's proprietary sizing algorithms, platform technology, customer contracts, and other assets, which are expected to enhance Naiz Fit's capabilities and revenue [3][4]. - EyeFitU generates approximately CHF 350,000 (around $440,000) in annual recurring revenue, which is anticipated to be accretive to Naiz Fit upon closing [4][5]. Strategic Importance - The integration of EyeFitU's technology and customer relationships is expected to strengthen MySize's presence in Northern Europe and other international markets [4][3]. - The acquisition aligns with MySize's strategy to unify innovative sizing technologies and customer data into a comprehensive AI-powered platform [3][4]. Financial Performance - For fiscal year 2024, MySize reported $8.26 million in revenue, an 18% increase from the previous year, with preliminary revenue for 2025 estimated at around $10 million [10][13]. - Management projects revenue growth to approximately $15 million for 2026, indicating a positive trajectory for the company [10].

Core Insights - MySize, Inc. reported a strong financial performance for Q3 2025, with a sequential revenue growth of 26% and a narrowing of net losses to $2.8 million from $3.4 million in the previous year [5][8]. Financial Highlights - Revenue reached $2.6 million, marking a 26% increase sequentially from Q2 2025 [8]. - Gross profit was $1.0 million, reflecting a 27% year-over-year increase [8]. - Operating loss improved to $3.0 million, a 9% reduction year over year [8]. - Cash and equivalents stood at $4.5 million as of September 30, 2025 [8]. Operational Highlights - Percentil, the secondhand marketplace, showed strong performance across Spain, Italy, Germany, and France, adding new wholesale partners and expanding direct-to-consumer sales [3]. - Naiz Fit experienced over 25% year-to-date SaaS revenue growth, driven by new client deployments and renewals [4]. - The integration of ShoeSize.Me with Naiz Fit and MySizeID created a unified sizing intelligence engine for apparel and footwear clients [3]. Management Commentary - The CEO of MySize highlighted Q3 as a solid execution quarter with sequential revenue growth, stronger margins, and continued narrowing of losses, positioning the company for ongoing momentum into Q4 and 2026 [5]. Outlook - The company anticipates continued sequential growth in Q4, driven by the scaling of Percentil, expansion of Naiz Fit's SaaS, and integration benefits from ShoeSize.Me [5].

Core Insights - MySize is transitioning from a sizing company to a comprehensive Retail Intelligence Engine for fashion retail, aiming to empower brands through a connected ecosystem [2][11] - The company has strategically acquired Naiz Fit, Orgad, and Percentil to enhance its platform and create exponential value through integration [4][8] - MySize has accumulated a rich dataset that enables clients to make informed decisions, thereby reducing returns and optimizing product performance [6][11] Business Strategy - The company is focused on executing its new business strategy in 2025 after laying the groundwork in 2024 [1] - MySize emphasizes a disciplined approach to investment in AI, integration, and automation while maintaining a strong financial runway through 2027 [9][10] - The company operates with a lean structure, allowing each unit to contribute to revenue and learn from one another [10] Market Position - The apparel industry is undergoing significant transformation, with regulation, returns, resale, and relevance shaping its future [10][11] - MySize is positioned to play a pivotal role in this evolution by providing intelligent, sustainable, and profitable solutions for brands [11] - The company believes that controlling the intelligence layer in retail will allow it to manage the flow of information and resources effectively [11]