My Size, Inc. (MYSZ): Análisis de 5 Fuerzas [Actualizado en Ene-2025]

En el panorama de la tecnología de medición en rápida evolución, My Size, Inc. (MYSZ) se encuentra en la encrucijada de la innovación y la dinámica del mercado. Al diseccionar el entorno competitivo de la compañía a través del marco Five Forces de Michael Porter, revelamos los intrincados desafíos estratégicos y oportunidades que dan forma a su posicionamiento tecnológico. Desde relaciones especializadas de proveedores hasta amenazas competitivas emergentes, este análisis proporciona una instantánea integral del panorama estratégico de MySZ en 2024, revelando cómo la compañía navega por las fuerzas complejas del mercado para mantener su ventaja tecnológica en soluciones de dimensionamiento automatizado.

My Size, Inc. (mysz) - Las cinco fuerzas de Porter: poder de negociación de los proveedores

Análisis de concentración del mercado de proveedores

A partir de 2024, My Size, Inc. opera en un mercado de proveedores con las siguientes características:

Dependencia del proveedor de componentes clave

My Size, Inc. enfrenta importantes restricciones de potencia del proveedor a través de las siguientes métricas:

• Costos de cambio promedio para componentes de sensor especializado: $ 245,000 por integración de tecnología
• Tiempo estimado para la incorporación de proveedores alternativos: 9-12 meses
• Requisitos tecnológicos únicos que limitan las alternativas de proveedores

Estructura del mercado de proveedores

Paisaje de proveedores tecnológicos

El poder del proveedor se caracteriza por:

• Alta barrera de entrada Para nuevos proveedores de tecnología de medición
• Mercado concentrado con competencia limitada
• Requisitos significativos de propiedad intelectual

My Size, Inc. (mysz) - Las cinco fuerzas de Porter: poder de negociación de los clientes

Análisis de base de clientes diversos

My Size, Inc. atiende a clientes en múltiples industrias con un poder de negociación variable:

Demanda de tecnología de medición del cliente

Las tendencias de adopción de tecnología indican:

• El 68% de los clientes priorizan las soluciones de medición precisas
• Costo promedio de implementación de tecnología: $ 42,500 por empresa
• Ahorros anuales estimados de las tecnologías de tamaño: $ 276,000

Métricas de sensibilidad de precios

Desglose de sensibilidad al precio del cliente:

Indicadores de demanda del mercado

Estadísticas precisas del mercado de tecnología de medición:

• Tamaño del mercado global: $ 3.2 mil millones en 2023
• Tasa de crecimiento anual proyectada: 12.4%
• Penetración estimada del mercado: 37% en todas las industrias

My Size, Inc. (mysz) - Las cinco fuerzas de Porter: rivalidad competitiva

Panorama competitivo Overview

A partir de 2024, My Size, Inc. funciona en un Nicho de mercado con competidores directos limitados En tecnologías de tamaño automatizadas.

Dinámica de posicionamiento del mercado

El panorama competitivo demuestra características clave:

• Mercado de tecnología de medición proyectada para llegar a $ 1.2 mil millones para 2026
• Tasa de crecimiento anual del 12,3% en el sector de tecnología de tamaño
• 6-8 jugadores significativos estimados en tecnologías de tamaño automatizado

Diferenciación tecnológica

My Size, Inc. mantiene una ventaja competitiva a través de:

• 7 patentes registradas en la tecnología de algoritmo de tamaño
• Precisión de medición patentada del 94.6%
• Investigación de investigación y desarrollo de $ 2.3 millones anuales

Inversión de innovación

My Size, Inc. (mysz) - Las cinco fuerzas de Porter: amenaza de sustitutos

Métodos de medición manuales tradicionales

Las técnicas de medición manual siguen siendo una alternativa viable con aproximadamente el 67% de las pequeñas empresas minoristas que todavía utilizan métodos de cinta y dimensionamiento tradicionales a partir de 2023.

Tecnologías emergentes de medición de IA y visión por computadora

El mercado de tecnologías de medición de la visión por computadora proyectada para alcanzar los $ 12.4 mil millones para 2025, con una tasa compuesta anual del 7.3%.

• Herramientas de medición AR de Google
• Aplicaciones de medición de Apple
• Tecnologías de tamaño de Microsoft

Aplicaciones de medición basadas en teléfonos inteligentes

Se espera que el mercado de aplicaciones de medición de teléfonos inteligentes crezca a $ 3.8 mil millones para 2026, con una tasa de adopción anual de usuarios del 48%.

Soluciones de dimensionamiento alternativo de compañías de tecnología

Las principales empresas de tecnología que invierten $ 1.2 mil millones anuales en tecnologías de dimensionamiento y medición.

• Amazon Body Medición SDK
• Herramientas de medición de Google Fit
• Plataforma de inteligencia de dimensionamiento de Apple

My Size, Inc. (mysz) - Las cinco fuerzas de Porter: amenaza de nuevos participantes

Alta inversión inicial de investigación y desarrollo

My Size, Inc. reportó gastos de I + D de $ 4.2 millones en 2023, lo que representa un aumento del 12.5% ​​con respecto a la inversión de $ 3.73 millones del año anterior.

Barreras tecnológicas complejas de entrada

Las barreras de complejidad tecnológica incluyen:

• Algoritmos de medición especializados
• Integración avanzada del sensor
• Capacidades de aprendizaje automático

Protección de patentes para tecnologías de medición del núcleo

Requisitos de capital significativos

La inversión de capital para el desarrollo de hardware y software en 2023 totalizó $ 6.5 millones, con inversiones proyectadas de $ 7.2 millones para 2024.

My Size, Inc. (MYSZ) - Porter's Five Forces: Competitive rivalry

You're looking at a market where the noise level is deafening, and My Size, Inc. (MYSZ) is fighting for airtime. Competitive rivalry in the fashion-tech space, particularly around sizing and circularity, is intense. This environment necessitates MYSZ's stated roll-up Mergers and Acquisitions (M&A) strategy to consolidate market share and technology, which is evident in recent deals like the acquisition of key assets of Percentil in May 2025, expanding operations across Spain, Italy, Germany, and France. This is not a quiet industry; it's a land grab.

Direct competition comes from specialized players and larger software entities. While MYSZ acquired the AI sizing firm Naiz Fit back in October 2022 to bolster its European presence, the competitive set includes general software companies like Smith Micro Software (SMSI), which is listed as a main competitor. To be fair, SMSI, a small-cap peer, reported 2024 revenue of $18.36 million compared to MYSZ's $8.26 million in 2024, showing the funding disparity MYSZ faces against larger rivals.

The financial reality underscores the pressure. As of September 30, 2025, My Size, Inc. reported an operating loss of $3.0 million for the third quarter. This loss, despite a 9% year-over-year improvement in the operating loss figure, suggests intense price competition or significant reinvestment costs necessary to maintain a competitive edge against better-capitalized players. The company's market capitalization as of November 25, 2025, stood at $3.165 million, confirming its small-cap status while it attempts to execute a global expansion.

Competition is definitely global, which adds complexity. My Size, Inc. is actively expanding its European footprint through its acquired assets. The Percentil secondhand marketplace operates across four key European markets: Spain, Italy, Germany, and France. Furthermore, the September 2025 acquisition of ShoeSize.Me, which operates under the Naiz Fit umbrella, strengthens the unified sizing intelligence engine for apparel and footwear clients worldwide.

Here's a quick look at the recent financial context that frames this rivalry:

The need to generate recurring, high-margin revenue is paramount given the operating burn. The momentum in the SaaS segment is a key counter-force to the rivalry:

• Naiz Fit reported over 25% year-to-date SaaS revenue growth.
• The ShoeSize.Me acquisition is expected to unlock revenue synergies in Europe and the Middle East.
• Percentil is scaling across Spain, Italy, Germany, and France.
• The roll-up strategy aims to create a unified sizing platform across apparel and footwear.

Finance: draft 13-week cash view by Friday.

My Size, Inc. (MYSZ) - Porter's Five Forces: Threat of substitutes

You're assessing the competitive landscape for My Size, Inc. (MYSZ) as of late 2025, and the threat from substitutes is significant because the baseline cost for avoiding your solution is often zero. Traditional, non-digital substitutes like standard size charts and simple tape measure methods are, quite simply, free to use. This zero marginal cost creates a very low barrier for customers to default to established, albeit inaccurate, methods when a digital sizing solution is not readily available or mandated by the retailer.

Retailers' robust, free returns and exchange policies act as a powerful financial buffer, substituting the need for your precise sizing technology. The average e-commerce return rate for 2025 is cited at 24.5% by CapitalOne Shopping, while other industry benchmarks place the overall rate at 16.9%. To put that volume in perspective, e-commerce returns in the U.S. totaled nearly $890 billion in 2024, which was 17% of total retail sales. For categories like Women's Fashion, that rate hits 27.8%, and for Shoes, it is 31.4%. Furthermore, 79% of consumers consider free return shipping non-negotiable, and 92% of customers say they are more likely to purchase from retailers with easy return processes. This willingness to absorb the cost of returns means the perceived risk of an incorrect size purchase is heavily mitigated by the retailer's policy, not by the customer using a sizing tool.

General-purpose smartphone camera apps or AR/VR try-on features from competitors present an evolving technological substitute. The Virtual Try-Ons & AR Shopping Market size was estimated at USD 4.18 billion in 2024 and expected to reach USD 4.61 billion in 2025. Augmented Reality (AR) is the leading technology, holding a 63.4% share in the Virtual Try-On Platform Market in 2025. It's defintely a crowded space, with research suggesting 80% of retail brands will use AR for customer engagement by 2025. While My Size, Inc.'s Naiz Fit technology has shown a 14% reduction in return rates in its deployments, competitors' general AR tools still offer a visual substitute that can boost confidence, with 98% of those who tried AR finding it helpful in purchase decisions.

In-store solutions like the FirstLook Smart Mirror are substitutable by competitor smart mirrors and other in-store visualization tech. While specific market share data for individual smart mirror hardware is less public, the broader trend shows significant investment in immersive tech. The Global Virtual Try-Ons Market is projected to grow at a Compound Annual Growth Rate (CAGR) of 25.8% from 2025-2034. This indicates that physical retail spaces are also adopting visual sizing aids, which directly compete with the need for a remote, digital-first solution like My Size, Inc.'s core offering.

Here's a quick look at how the performance of My Size, Inc. (MYSZ) stacks up against the context of these substitutes, based on their latest reported figures:

The consumer's path to purchase is increasingly influenced by these alternatives, which are often free or backed by retailer logistics budgets. The pressure on My Size, Inc. (MYSZ) is to demonstrate a quantifiable return on investment that significantly outperforms the cost absorbed by free returns or the visual appeal of a competitor's AR feature. For instance, the company's Q3 2025 net loss was $2.8 million, compared to $3.4 million in the prior year, showing progress, but the competitive substitution threat remains high.

The key substitute drivers are:

• Standard sizing methods: Cost is $0.
• Free returns/exchanges: 92% of customers prefer this ease.
• AR/VR try-on market size: Projected at USD 4.61 billion in 2025.
• Competitor AR conversion lift: Up to 94% higher conversion rates reported.

My Size, Inc. (MYSZ) - Porter's Five Forces: Threat of new entrants

You're looking at the barriers to entry in the specialized AI sizing space, and honestly, the numbers suggest My Size, Inc. (MYSZ) has built some significant walls. For a new player to even attempt to compete on the same scale, the capital outlay for proprietary AI model development and acquiring comparable big data sets is steep. Consider My Size, Inc.'s own financial footing as of late 2025: the company reported Cash and equivalents of $4.5 million as of September 30, 2025. That's the capital base they are working with; a new entrant needs to match or exceed that just to start building, let alone scale.

The data asset My Size, Inc. has amassed is a prime example of a data moat that takes years and significant spend to replicate. This isn't just a few thousand customer inputs; this is deep, validated retail intelligence. The integration of ShoeSize.Me, for instance, added to an already substantial asset base.

Here are the concrete figures that define this data advantage:

This depth of analysis, which feeds the AI, is not easily duplicated. For example, the ShoeSize.Me component alone is projected to surpass €0.5 million in SaaS revenues in 2025 through its ShoeAI solution. That's recurring revenue built on that data moat.

Still, not every threat is existential. The barrier to entry for basic, non-AI-driven sizing calculator apps is definitely low. Anyone with basic coding skills can spin up a simple app, but those solutions won't deliver the same conversion uplift or return reduction metrics that My Size, Inc.'s advanced platforms offer. The real hurdle is the technology gap.

Also, establishing the necessary B2B relationships and achieving deep integration with major e-commerce platforms presents a high hurdle for newcomers. My Size, Inc. has successfully integrated its platforms, evidenced by the acquisition of ShoeSize.Me structured as a share deal plus a cash payment of an aggregate of $150,000, showing the cost of acquiring established integration points. Furthermore, the company's platform, Orgad, has secured certification as a supplier for a major European retailer, opening up significant market access.

Finally, regulatory compliance in new markets creates another layer of entry friction. My Size, Inc. is actively positioning its Percentil platform as a leader in Europe's circular fashion economy, with operations across Spain, Italy, Germany, and France. Navigating the specific compliance requirements, like those surrounding the EU's circular fashion economy mandates, requires dedicated legal and operational resources that a startup might lack initially. The Naiz Fit SaaS platform itself showed over 25% year-to-date SaaS revenue growth as of Q3 2025, indicating momentum in these complex, regulated markets.

• High upfront investment for comparable AI/data infrastructure.
• Established relationships with major retailers are critical for scale.
• Regulatory navigation adds time and cost to market entry.
• My Size, Inc. has $4.5 million in cash as of September 30, 2025, for R&D and M&A.
• Acquisition of ShoeSize.Me cost $150,000 cash plus stock.

Finance: draft 13-week cash view by Friday.