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 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.

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.

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.

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.

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.

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.

MySize CEO Reveals Major AI Transformation: From Sizing Tool to Retail Intelligence Powerhouse

MySize, an AI-powered retail solutions company, has announced its strategic transformation from a sizing company to a comprehensive Retail Intelligence Engine through three key acquisitions: Naiz Fit, Orgad, and Percentil. The company is leveraging AI and integrated data ecosystems to address retail challenges like sizing accuracy, product performance, overstock monetization, and regulatory compliance. Despite current negative margins, MySize maintains a strong financial runway through 2027 and focuses on platform development and disciplined capital allocation.