MySize (MYSZ) — Customer Map and Commercial Thesis
MySize operates a hybrid commerce and software model: an omnichannel e‑commerce seller and distributor augmented by AI-driven sizing and product‑intelligence SaaS (Naiz Fit / MySizeID), and it monetizes through a mix of SaaS subscriptions, licensing, third‑party retail sales (notably Amazon), and subsidiary distribution margins. This combined structure creates multiple revenue pathways — recurring SaaS income from enterprise clients, transactional seller revenue via platforms and subsidiaries, and white‑label licensing agreements — each with distinct margin and concentration profiles. For an investor or operator evaluating counterparties and customer risk, the most important signals are U.S. revenue concentration, growing enterprise SaaS relationships, and the company’s channel diversification via acquisitions and subsidiaries. Learn more about how these customer signals feed investment research at https://nullexposure.com/.
What investors need to know up front
- Primary monetization levers: subscription B2B SaaS (Naiz Fit and MySizeID), omni‑channel retail/resale (Orgad and 10peaks), and distribution/resale on marketplaces such as Amazon.
- Concentration and geography: the company reports material revenue concentration in the United States (over 85–90% historically), while pursuing expansion in EMEA and LATAM through partnerships and subsidiaries.
- Commercial posture: a mix of licensor, reseller/seller and service provider roles — which produces diversified cash flows but exposes the company to retail marketplace volatility.
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The customer and partner roster, company‑by‑company
Below are concise, source‑linked summaries for every counterparty named in the available results.
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Canali — Listed among the Naiz Fit enterprise clients, representing a premium menswear adoption of MySize’s sizing/product intelligence platform (NewMediaWire, Mar 10, 2026: https://www.newmediawire.com/news/b2i-digital-welcomes-mysize-inc-as-a-featured-company-focused-on-two-big-fashion-problems-returns-and-excess-inventory-7085541).
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C&A — Identified as a brand supported by Percentil’s managed second‑hand marketplace that MySize operates in Europe, signaling partnership activity in circular retail programs (SahmCapital, Jan 28, 2026: https://www.sahmcapital.com/news/content/percentil-a-subsidiary-of-mysize-expands-second-hand-fashion-distribution-across-europe-through-amazon-marketplace-2026-01-28).
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Moschino — Named among the enterprise clients consuming Naiz Fit’s B2B SaaS sizing and product intelligence, indicating luxury brand uptake (NewMediaWire/TechEIN, Mar 10, 2026).
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Levi’s (LEVI) — Repeatedly cited as a Naiz Fit/MySizeID adopter across announcements and earlier trade coverage, showing adoption by global, tier‑one apparel retailers (NewMediaWire/TechEIN and ApparelNews, 2026 and FY2021 references).
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Kiabi — Included in the Naiz Fit client list alongside other European retailers, demonstrating retail breadth in Europe (NewMediaWire/TechEIN, Mar 2026).
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Springfield (part of Tendam Group) — Cited as a brand supported by Percentil’s managed resale operations across several European markets, illustrating MySize’s second‑hand distribution reach (TechEIN and SahmCapital, Jan–Mar 2026).
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Desigual — Appears both as a Naiz Fit client and a brand participating in Percentil‑run circularity programs, combining sizing adoption and resale partnership (NewMediaWire/TechEIN, Mar 2026).
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Amazon (AMZN) — Referenced as a principal marketplace channel through which Orgad and Percentil distribute excess and second‑hand inventory, confirming reliance on large platforms for transactional revenue (TechEIN and SahmCapital, Jan–Mar 2026).
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7 For All Mankind (Brazil) — A 2022 announcement records a licensing agreement to deploy MySizeID in the Brazilian market, showing early international licensing activity (IsraelHayom, Aug 2022).
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R.M. Williams — Noted as a prominent Australian customer in the APAC footprint, representing premium brand penetration in that geography (SahmCapital, Jan 14, 2026).
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WorkWear Group (part of Wesfarmers) — Cited as a high‑profile Australian retail customer, reinforcing MySize’s commercial presence in APAC retail accounts (SahmCapital, Jan 14, 2026).
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Fabletics — The new subsidiary 10peaks (launched Sep 2025) uses MySize’s sizing technology to support regional distribution and retail for brands such as Fabletics, contributing direct revenue and higher margin gross profit before ops (Globe and Mail press release, FY2026 disclosure).
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Penti — Named among earlier adopters of MySizeID, indicating penetration into specialized apparel segments such as swim and lingerie (ApparelNews, Feb 2021).
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U.S. Polo Assn. — Included in historical adoption listings for MySizeID, expanding the brand roster of early adopters (ApparelNews, Feb 2021).
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Orgad — Acquired by MySize; Orgad integrates MySizeID into its omnichannel e‑commerce platform and operates as a third‑party seller on Amazon and eBay, representing both a distribution channel and a transactional revenue source (PR Newswire, 2022; TradingView FY2025 commentary).
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Rigorer — One of the brands distributed through the 10peaks regional distribution subsidiary and cited in the company’s FY2026 public statements about subsidiary revenue (Globe and Mail press release, FY2026).
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Isay — Cited in historical coverage as an adopter of MySizeID, showing adoption among Danish brands (ApparelNews, Feb 2021).
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La Pièce — Named among French retailers that implemented MySizeID in earlier coverage, reflecting continental retail uptake (ApparelNews, Feb 2021).
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Nocturne — A Turkish ready‑to‑wear line listed among prior adopters of MySizeID (ApparelNews, Feb 2021).
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Habillez‑moi — Included in the list of French adopters of MySizeID, confirming multi‑market retail reach (ApparelNews, Feb 2021).
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Tendam Group — Cited through Springfield references and Percentil resale programs, linking MySize’s second‑hand distribution strategy to large European retail groups (TechEIN and SahmCapital, Jan–Mar 2026).
What the relationship map implies about MySize’s operating model
MySize’s public relationship evidence establishes several company‑level operating characteristics:
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Subscription B2B SaaS backbone: Naiz Fit is explicitly described as a subscription B2B SaaS engine for sizing and product intelligence (company releases, FY2026). This drives recurring revenue potential and customer stickiness with enterprise clients.
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Multi‑role commercial posture: The firm functions as licensor, service provider, reseller/seller, and distribution operator (company filings and subsidiary descriptions). That hybrid posture diversifies revenues but increases operational complexity.
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Geography and concentration signals: Historical filings show U.S. revenue concentration (86–92% in recent years), a material company‑level risk that investors must weigh against the firm’s stated global expansion plans into EMEA, LATAM and APAC.
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Segment diversification: Evidence supports both software (Naiz Fit/MySizeID) and distribution (Orgad, 10peaks, Percentil) segments — enabling margin diversification but exposing the business to retail channel volatility and marketplace competition.
If you want a concise counterparty risk brief or a modeled revenue‑sensitivity table based on these relationships, start here: https://nullexposure.com/.
Bottom line and investor implications
- Positive driver: Enterprise SaaS contracts with global brands (Levi’s, Moschino, Canali, Desigual, Kiabi) establish credible recurring revenue pathways and product‑market fit for sizing/product intelligence.
- Key risks: Heavy U.S. revenue concentration, dependency on marketplace sales channels for transactional revenue, and the operational burden of running both SaaS and retail/distribution businesses through acquisitions.
- Operational focus: Progressing enterprise SaaS sales and maturing the Percentil/Orgad/10peaks distribution businesses are the primary levers to convert adoption into predictable, higher‑margin revenue.
For a follow-up brief tailored to portfolio due diligence — counterparty scoring, concentration stress tests, and prioritized engagement recommendations — visit https://nullexposure.com/ and request the MySize customer intelligence pack.