LUXE Research | Milton Maxwell

LUXE

LuxExperience B.V.

8.87

-0.23-2.53%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

≈ -/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q2 '26

Reaffirms turnaround, H2 details.

2/9/26Feb 9, 2026

Q&A largely reaffirmed prepared remarks on the turnaround, adding color on regional beats: YOOX thriving in Europe (+14%), Mytheresa crushing US (+30% CC). Management expects full-price selling to keep lifting Mytheresa gross margins, with shipping costs stable including duties. No guidance walk-backs; H2 sees Mytheresa high-single-digits, NAP/MRP growth late-year from new buys, YOOX low-teens drop. They shrugged off US department store bankruptcy, betting full-price wins share. Luxury cycle solidifies for '26. Steady hands on tiller.

Key Stats

Market Cap

1.22B

P/E (TTM)

1.42

Basic EPS (TTM)

6.23

Dividend Yield

About

LuxExperience B.V., through its subsidiary, operates digital platform for the luxury fashion in Germany, the United States, Europe, Middle East, Japan, mainland China, Hong Kong SAR, China, and internationally. The company offers womenswear, menswear, kidswear, fine jewelry, watches, fine jewelry and lifestyle products under the Mytheresa, NET-A-PORTER, MR PORTER, YOOX, and the OUTNET brand name. The company was formerly known as MYT Netherlands Parent B.V. and changed its name to LuxExperience B.V. in May 2025. LuxExperience B.V. was founded in 1987 and is based in Munich, Germany.

CEO

Mr. Michael Kliger

IPO

1/21/2021

Website

https://investors.luxexperience.com

Employees

4,262

Sector

Consumer Cyclical

Industry

Luxury Goods