8-K: MySize Reports Strong Q3 2025 Results, Revenue Up 26%

MySize, Inc. announced strong third-quarter 2025 financial results, featuring sequential revenue growth and margin expansion driven by its global technology platforms and European secondhand marketplace.

Summary

• Revenue reached $2.6 million, marking a 26% sequential increase from Q2 2025.
• Gross profit was $1.0 million, representing a 27% increase year over year.
• Operating loss improved to $3.0 million, a 9% reduction year over year.
• Net loss narrowed to $2.8 million, compared to $3.4 million in the prior year.
• Cash and equivalents stood at $4.5 million as of September 30, 2025.
• Percentil, the company's secondhand marketplace, demonstrated strong performance across Spain, Italy, Germany, and France, expanding wholesale partnerships and direct-to-consumer sales.
• MySize advanced the integration of ShoeSize.Me with Naiz Fit and MySizeID, creating a unified sizing intelligence engine.
• Naiz Fit achieved over 25% year-to-date SaaS revenue growth, driven by new client deployments and renewals.
• Orgad's Fulfilled by Amazon (FBA) operating model contributed to improved logistics, inventory management, and margin performance.

Sentiment

Score: 7

Explanation: The company reported strong sequential revenue growth, improved gross profit, and narrowed losses, indicating positive operational momentum. While still unprofitable, the trends are favorable, and management expresses confidence in future growth.

Positives

• Sequential revenue growth of 26% to $2.6 million from Q2 2025.
• Gross profit increased 27% year-over-year to $1.0 million.
• Operating loss improved by 9% year-over-year to $3.0 million.
• Net loss narrowed to $2.8 million from $3.4 million in the prior year.
• Strong performance and expansion of Percentil across four European markets.
• Over 25% year-to-date SaaS revenue growth for Naiz Fit.
• Improved operational efficiency and margin performance for Orgad through the FBA model.
• Advancement in global fit-tech innovation with a unified sizing intelligence engine.

Negatives

• The company reported an operating loss of $3.0 million.
• The company reported a net loss of $2.8 million.

Risks

• Forward-looking statements involve significant risks and uncertainties (some of which are beyond our control) and assumptions that could cause actual results to differ materially from historical experience and present expectations or projections.
• Actual results may differ materially from those in the forward-looking statements, and the trading price for common stock may fluctuate significantly.
• Forward-looking statements are affected by risk factors described in the Company's filings with the U.S. Securities and Exchange Commission.

Future Outlook

The Company expects ongoing sequential growth in Q4 driven by the scaling of Percentil, the expansion of Naiz Fit's SaaS offerings, and integration benefits from ShoeSize.Me. This momentum is anticipated to continue into 2026.

Management Comments

• Q3 was a solid execution quarter.
• We delivered sequential revenue growth, stronger margins, and continued narrowing losses.
• Our global technology platforms and Percentil's scaling in Europe are working together as one ecosystem.
• We believe this positions MySize for continued momentum as we move into Q4 and 2026.

Industry Context

MySize operates in the growing fashion-tech and sustainable commerce sectors, leveraging AI for sizing solutions and expanding its secondhand marketplace. The focus on SaaS growth for Naiz Fit aligns with the broader trend of recurring revenue models in technology. The integration of its various fit-tech platforms positions it to capture a larger share of the digital retail market, which increasingly demands personalized and efficient shopping experiences. The expansion of Percentil taps into the rapidly growing circular economy and consumer demand for sustainable fashion.

Stakeholder Impact

• Shareholders: Positive impact due to sequential revenue growth, improved profitability metrics (narrowing losses), and positive outlook for Q4 and 2026, potentially leading to increased share value.
• Customers (Retailers): Benefit from enhanced AI-driven sizing solutions and integrated fit-tech platforms (Naiz Fit, ShoeSize.Me, MySizeID) leading to better customer experience and reduced returns.
• Customers (Consumers): Benefit from accurate sizing solutions and access to sustainable fashion through Percentil.
• Employees: Continued growth and expansion of the company's platforms and marketplace may lead to job stability and potential growth opportunities.

Next Steps

• Continued sequential growth in Q4 2025.
• Continued momentum into 2026.
• Further scaling of Percentil.
• Expansion of Naiz Fit's SaaS offerings.
• Realization of integration benefits from ShoeSize.Me.

Key Dates

Recommendation

While the company shows positive momentum with sequential revenue growth and narrowing losses, it remains unprofitable. The cash position of $4.5 million is relatively low given the operating loss. The positive operational highlights and future outlook suggest potential, but the company's ability to achieve sustained profitability and positive cash flow needs further demonstration before a stronger recommendation can be made. The stock could see short-term positive movement due to the improved results, but long-term viability requires more evidence of financial strength.

Keywords

AI-driven sizing, fit-tech, retail innovation, secondhand marketplace, SaaS, e-commerce, fashion-tech, MySize, MYSZ, Naiz Fit, ShoeSize.Me, MySizeID, Orgad, Percentil