A deeply discounted micro-cap roll-up trying to turn AI sizing + logistics + EU-driven resale compliance into a defensible retail platform—before dilution and delisting risks win.
Overview
As of early 2026, My Size (MYSZ) is attempting a high-risk, high-upside reinvention at the intersection of retail tech, logistics, and the circular economy. After two years of acquisition-driven change (Naiz Fit, ShoeSize.Me, Orgad, Percentil), the company is no longer just a sizing-app developer; it is building an integrated ecosystem that aims to reduce apparel returns at the source (AI fit tools), monetize transactions and fulfillment (Orgad), and capture EU-driven resale demand (Percentil). Financial momentum exists—management guides to **~$10M revenue in 2025** and **~$15M in 2026**—but losses remain heavy (Q3’25 operating loss **~$3.0M**). The market prices the equity for distress (market cap **~$3M**, below cash **~$4.5M**, implying negative EV), reflecting fears of dilution via an ATM, Nasdaq bid-price deficiency, and integration risk. The central question for investors is whether 2026 delivers operating leverage and reduced cash burn before financing and listing constraints force further shareholder dilution.