MySize CEO Letter to Shareholders - Mid-Year 2025

Dear Shareholders, Partners, and Future Believers, 2024 was the year we laid the groundwork for our shift in business strategy. 2025 is the year we are executing. But make no mistake - building on our proven foundation, we're accelerating toward becoming the intelligence layer for fashion retail.

What We're Building

MySize is not just a "sizing company" anymore. That's where we started. Today, we're 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
- 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.

The Compounding Advantage

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.

Burning Wisely, Scaling Efficiently

Yes, we are investing. Heavily. In AI. In integration. In automation. But we're doing it with discipline. Our strong financial runway through 2027, based on the current plans, and our disciplined capital allocation. We're building a platform.

We operate lean. Our group structure 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.

Where It's All Going

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.

Thank you to those of you who've believed in us early. To those just discovering MySize: welcome. We are just getting started.

This month, we plan on publishing our financial statements for Q2 2025, including detailed updates on revenues, growth across each unit, and plans for the second half of the year.

With focus, Oren Elmaliah, CFO.

MySize CEO Letter to Shareholders - Mid-Year 2025

MySize, a fashion retail technology company, outlines its 2025 strategy to expand its Retail Intelligence Engine platform, leveraging AI and data analytics to help brands optimize sizing, reduce returns, and improve logistics. The company emphasizes its financial runway through 2027 and plans to release Q2 2025 financial statements.