My Size, Inc. (Mysz): 5 Forças Análise [Jan-2025 Atualizada]

No cenário em rápida evolução da tecnologia de medição, a My Size, Inc. (MYSZ) fica na encruzilhada da inovação e da dinâmica do mercado. Ao dissecar o ambiente competitivo da empresa através da estrutura das cinco forças de Michael Porter, revelamos os intrincados desafios e oportunidades estratégicas que moldam seu posicionamento tecnológico. Desde relações especializadas de fornecedores até ameaças competitivas emergentes, essa análise fornece um instantâneo abrangente do cenário estratégico da Mysz em 2024, revelando como a empresa navega forças complexas para manter sua vantagem tecnológica em soluções de dimensionamento automatizado.

My Size, Inc. (Mysz) - As cinco forças de Porter: poder de barganha dos fornecedores

Análise de concentração de mercado de fornecedores

A partir de 2024, o My Size, Inc. opera em um mercado de fornecedores com as seguintes características:

Dependência do fornecedor de componentes -chave

O My Size, Inc. enfrenta restrições significativas de energia do fornecedor através das seguintes métricas:

• Custos médios de comutação para componentes de sensores especializados: US $ 245.000 por integração de tecnologia
• Tempo estimado para o fornecedor alternativo para integração: 9 a 12 meses
• Requisitos tecnológicos exclusivos limitando alternativas de fornecedores

Estrutura do mercado de fornecedores

Paisagem de fornecedores tecnológicos

A energia do fornecedor é caracterizada por:

• Alta barreira à entrada Para novos provedores de tecnologia de medição
• Mercado concentrado com concorrência limitada
• Requisitos de propriedade intelectual significativos

My Size, Inc. (Mysz) - As cinco forças de Porter: poder de barganha dos clientes

Análise de base de clientes diversificada

O My Size, Inc. atende clientes em vários setores com energia variável de barganha:

Demanda de tecnologia de medição de clientes

As tendências de adoção de tecnologia indicam:

• 68% dos clientes priorizam soluções precisas de medição
• Custo médio de implementação da tecnologia: US $ 42.500 por empresa
• Economia anual estimada das tecnologias de dimensionamento: US $ 276.000

Métricas de sensibilidade ao preço

Redução de sensibilidade ao preço do cliente:

Indicadores de demanda de mercado

Estatísticas de mercado de tecnologia de medição precisa:

• Tamanho do mercado global: US $ 3,2 bilhões em 2023
• Taxa de crescimento anual projetada: 12,4%
• Penetração de mercado estimada: 37% entre os setores

My Size, Inc. (Mysz) - As cinco forças de Porter: rivalidade competitiva

Cenário competitivo Overview

A partir de 2024, My Size, Inc. opera em um Nicho de mercado com concorrentes diretos limitados em tecnologias de dimensionamento automatizado.

Dinâmica de posicionamento do mercado

O cenário competitivo demonstra características -chave:

• Mercado de tecnologia de medição projetado para atingir US $ 1,2 bilhão até 2026
• Taxa de crescimento anual de 12,3% no setor de tecnologia de dimensionamento
• Estimado 6-8 atores significativos em tecnologias de dimensionamento automatizado

Diferenciação tecnológica

O My Size, Inc. mantém vantagem competitiva por meio de:

• 7 patentes registradas na tecnologia de algoritmo de dimensionamento
• Precisão de medição proprietária de 94,6%
• Investimento de pesquisa e desenvolvimento de US $ 2,3 milhões anualmente

Investimento de inovação

My Size, Inc. (Mysz) - As cinco forças de Porter: ameaça de substitutos

Métodos de medição manual tradicionais

As técnicas de medição manual continuam sendo uma alternativa viável, com aproximadamente 67% das pequenas empresas de varejo ainda usando os métodos tradicionais de fita e dimensionamento a partir de 2023.

Tecnologias emergentes de AI e de medição de visão computacional

O mercado de Tecnologias de Medição da Visão Computal projetou atingir US $ 12,4 bilhões até 2025, com um CAGR de 7,3%.

• Ferramentas de medição AR do Google
• Aplicações de medição da Apple
• Tecnologias de dimensionamento da Microsoft

Aplicativos de medição baseados em smartphone

O mercado de aplicativos de medição de smartphone deve crescer para US $ 3,8 bilhões até 2026, com 48% de taxa de adoção anual do usuário.

Soluções de dimensionamento alternativas de empresas de tecnologia

As principais empresas de tecnologia que investem US $ 1,2 bilhão anualmente em tecnologias de dimensionamento e medição.

• SDK de medição do corpo da Amazônia
• Ferramentas de medição do Google Fit
• Plataforma de inteligência de dimensionamento de maçã

My Size, Inc. (Mysz) - As cinco forças de Porter: ameaça de novos participantes

Alto investimento inicial de pesquisa e desenvolvimento

A My Size, Inc. relatou despesas de P&D de US $ 4,2 milhões em 2023, representando um aumento de 12,5% em relação ao investimento de US $ 3,73 milhões do ano anterior.

Barreiras tecnológicas complexas à entrada

As barreiras da complexidade tecnológica incluem:

• Algoritmos de medição especializados
• Integração avançada de sensores
• Recursos de aprendizado de máquina

Proteção de patentes para tecnologias de medição do núcleo

Requisitos de capital significativos

O investimento de capital para desenvolvimento de hardware e software em 2023 totalizou US $ 6,5 milhões, com investimentos projetados de US $ 7,2 milhões em 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.