Strategic Investment Analysis

Company Overview

My Size, Inc. (NASDAQ: MYSZ) is an innovative technology company specializing in mobile measurement solutions for e-commerce, logistics, and DIY industries. Headquartered in Israel, the company develops proprietary applications like MySizeID, which helps online shoppers find the perfect clothing fit by creating a digital measurement profile. Its BoxSize app revolutionizes parcel shipping by enabling users to measure packages via smartphone, calculate shipping costs, and schedule pickups. Additionally, SizeUp and SizeIT SDK provide accurate mobile-based measurement tools for various applications. Operating in the competitive Software - Application sector, My Size targets the booming e-commerce and logistics markets, where precise measurements enhance customer experience and operational efficiency. Despite its small market cap, the company's niche focus on measurement technology positions it as a potential disruptor in fashion tech and logistics optimization.

Investment Summary

My Size presents a high-risk, high-reward investment opportunity. The company operates in growing markets (e-commerce, logistics tech) with innovative solutions, but its financials reveal significant challenges: consistent net losses (-$3.995M in latest period), negative operating cash flow (-$3.092M), and minimal revenue ($8.257M). Its $4.88M cash position provides limited runway without additional financing. The negative beta (-0.215) suggests low correlation to market movements, potentially appealing for portfolio diversification. Investors should weigh its first-mover advantage in mobile measurement tech against execution risks and competition from better-funded players. Success depends on broader adoption of its solutions by retailers and logistics providers.

Competitive Analysis

My Size's competitive advantage lies in its patented smartphone-based measurement technology, addressing pain points in online apparel returns (via MySizeID) and last-mile logistics (via BoxSize). Unlike generic AR measurement tools, its solutions are industry-specific, with MySizeID integrated into retailer websites to reduce sizing-related returns—a $70B problem for e-commerce. However, the company faces scalability challenges against deep-pocketed competitors offering broader AR/VR fitting rooms or logistics suites. Its asset-light SaaS model allows for rapid deployment but requires significant partner buy-in to achieve network effects. While first-to-market in smartphone body measurement, it competes with free alternatives and retailer-developed solutions. The parcel measurement space is particularly contested by logistics giants offering similar features within their ecosystems. My Size's differentiation comes from cross-industry applicability (fashion + logistics) and SDK approach, but monetization remains unproven at scale. Its ~$3.8M market cap reflects skepticism about its ability to transition from niche player to industry standard.

Major Competitors

• Zumiez Inc. (ZUMZ): Specialty retailer with advanced fitting tech in stores but limited e-commerce measurement tools. Strength: Established apparel distribution. Weakness: Not a pure tech play like My Size.
• Amazon.com, Inc. (AMZN): Dominant e-commerce platform with proprietary logistics measurement systems. Strength: Vast resources to develop in-house solutions. Weakness: Less focused on third-party integration than My Size's SDK model.
• Shopify Inc. (SHOP): E-commerce platform provider adding AR measurement features. Strength: Massive merchant network. Weakness: Generic solutions lack My Size's apparel-specific algorithms.
• FedEx Corporation (FDX): Logistics leader with competing package measurement apps. Strength: Built-in customer base. Weakness: Solutions tied to FedEx services unlike My Size's carrier-agnostic approach.