My Size, Inc. (MySZ): 5 Analyse des forces [Jan-2025 MISE À JOUR]

Dans le paysage rapide de la technologie de mesure, My Size, Inc. (MYSZ) se dresse au carrefour de l'innovation et de la dynamique du marché. En disséquant l'environnement concurrentiel de l'entreprise à travers le cadre des cinq forces de Michael Porter, nous dévoilons les défis et opportunités stratégiques complexes qui façonnent son positionnement technologique. Des relations spécialisées des fournisseurs aux menaces concurrentielles émergentes, cette analyse fournit un instantané complet du paysage stratégique de MySZ en 2024, révélant comment l'entreprise navigue sur les forces du marché complexes pour maintenir son avantage technologique dans des solutions de dimensionnement automatisées.

My Size, Inc. (MySZ) - Porter's Five Forces: Bargaining Power des fournisseurs

Analyse de la concentration du marché des fournisseurs

En 2024, My Size, Inc. opère sur un marché des fournisseurs avec les caractéristiques suivantes:

Dépendance des fournisseurs de composants clés

My Size, Inc. fait face à des contraintes d'alimentation importantes du fournisseur à travers les mesures suivantes:

• Coûts de commutation moyens pour les composants de capteurs spécialisés: 245 000 $ par intégration technologique
• Temps estimé pour l'intégration des fournisseurs alternatifs: 9-12 mois
• Exigences technologiques uniques limitant les alternatives des fournisseurs

Structure du marché des fournisseurs

Paysage des fournisseurs technologiques

L'alimentation du fournisseur est caractérisée par:

• Barrière élevée à l'entrée Pour les nouveaux fournisseurs de technologies de mesure
• Marché concentré avec une concurrence limitée
• Exigences importantes de propriété intellectuelle

My Size, Inc. (MySZ) - Five Forces de Porter: Poste de négociation des clients

Analyse diversifiée de la clientèle

My Size, Inc. sert des clients dans plusieurs secteurs avec un pouvoir de négociation variable:

Demande de technologie de mesure des clients

Les tendances de l'adoption de la technologie indiquent:

• 68% des clients priorisent des solutions de mesure précises
• Coût moyen de mise en œuvre de la technologie: 42 500 $ par entreprise
• Économies annuelles estimées des technologies de dimensionnement: 276 000 $

Métriques de sensibilité aux prix

Répartition de la sensibilité au prix du client:

Indicateurs de demande du marché

Statistiques précises du marché des technologies de mesure:

• Taille du marché mondial: 3,2 milliards de dollars en 2023
• Taux de croissance annuel projeté: 12,4%
• Pénétration estimée du marché: 37% toutes les industries

My Size, Inc. (MySZ) - Porter's Five Forces: Rivalité compétitive

Paysage compétitif Overview

Depuis 2024, My Size, Inc. fonctionne dans un Marché de niche avec des concurrents directs limités Dans les technologies de dimensionnement automatisées.

Dynamique de positionnement du marché

Le paysage concurrentiel démontre des caractéristiques clés:

• Marché de la technologie de mesure prévu pour atteindre 1,2 milliard de dollars d'ici 2026
• Taux de croissance annuel de 12,3% dans le secteur de la technologie de dimensionnement
• Estimé 6 à 8 acteurs importants dans les technologies de dimensionnement automatisées

Différenciation technologique

My Size, Inc. maintient un avantage concurrentiel à travers:

• 7 brevets enregistrés dans la technologie des algorithmes de dimensionnement
• Précision de mesure propriétaire de 94,6%
• Investissement de recherche et développement de 2,3 millions de dollars par an

Investissement en innovation

My Size, Inc. (MySZ) - Five Forces de Porter: menace de substituts

Méthodes de mesure manuelle traditionnelles

Les techniques de mesure manuelle restent une alternative viable avec environ 67% des petites entreprises de vente au détail utilisant toujours des méthodes de ruban à ruban et de dimensionnement en 2023.

Technologies de mesure de la vision de l'IA et de l'ordinateur émergentes

Le marché des technologies de mesure de la vision par ordinateur prévoyant pour atteindre 12,4 milliards de dollars d'ici 2025, avec un TCAC de 7,3%.

• Les outils de mesure AR de Google
• Applications de mesure d'Apple
• Les technologies de dimensionnement de Microsoft

Applications de mesure basées sur les smartphones

Le marché des applications de mesure des smartphones devrait atteindre 3,8 milliards de dollars d'ici 2026, avec un taux d'adoption annuel des utilisateurs de 48%.

Solutions de dimensionnement alternatives des entreprises technologiques

Les grandes sociétés technologiques investissent 1,2 milliard de dollars par an dans les technologies de dimensionnement et de mesure.

• Amazon Body Mesure SDK
• Outils de mesure Google Fit
• Plate-forme d'intelligence de dimensionnement Apple

My Size, Inc. (MySZ) - Porter's Five Forces: Menace des nouveaux entrants

Investissement initial de recherche et développement initial

My Size, Inc. a déclaré des dépenses en R&D de 4,2 millions de dollars en 2023, ce qui représente une augmentation de 12,5% par rapport à l'investissement de 3,73 millions de dollars de l'année précédente.

Obstacles technologiques complexes à l'entrée

Les barrières de complexité technologique comprennent:

• Algorithmes de mesure spécialisés
• Intégration de capteur avancée
• Capacités d'apprentissage automatique

Protection des brevets pour les technologies de mesure de base

Exigences de capital significatives

L'investissement en capital pour le développement matériel et logiciel en 2023 a totalisé 6,5 millions de dollars, avec des investissements prévus de 7,2 millions de dollars pour 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.