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Recent press releases and 8-K filings for LUXE.
LuxExperience B.V. Announces Q1 2026 Results, YNAP Acquisition, and THE OUTNET Sale
LUXE
M&A
Earnings
Demand Weakening
- LuxExperience B.V. completed the acquisition of YOOX Net-a-Porter Group S.p.A. (YNAP) in April 2025, leading to a revised segment reporting structure with three new segments: Luxury | Mytheresa, Luxury | NAP & MRP, and Off-Price | YOOX.
- For the three months ended September 30, 2025 (Q1 2026), net sales increased by 184.3% to €573.5 million, primarily driven by the YNAP acquisition which contributed €347.2 million.
- The company reported a net loss from continuing operations of €85.3 million and a total net loss of €98.5 million for Q1 2026, compared to €23.5 million in the prior year period. Adjusted EBITDA for the period was (€24.7) million.
- LuxExperience B.V. entered into a binding agreement on October 31, 2025, to sell THE OUTNET for €25.6 million or €26.1 million, with the transaction expected to close in the third fiscal quarter of 2026. THE OUTNET's results are presented as discontinued operations, contributing a loss of €13.165 million for Q1 2026.
Nov 19, 2025, 10:23 PM
LuxExperience B.V. Reports Fiscal Year 2025 Results, Completes YNAP Acquisition, and Announces Strategic Restructuring
LUXE
M&A
Earnings
Layoffs
- LuxExperience B.V. (formerly MYT Netherlands Parent B.V.) completed the acquisition of YNAP in April 2025, leading to a company name change and the establishment of new operating segments: Luxury | Mytheresa, Luxury | NAP & MRP, and Off-Price | YOOX & THE OUTNET.
- For the fiscal year ended June 30, 2025, LuxExperience Group reported Net Sales of €1,262.3 million and a Net Income of €569,959 thousand, resulting in Basic earnings per ordinary share of €5.89.
- On September 3, 2025, the company announced a transformation plan for YNAP that may include a reduction of up to 700 employees and is expected to incur restructuring expenses of €22 million to €30 million in fiscal year 2026.
- Subsequent to June 30, 2025, LuxExperience entered into a binding agreement on October 31, 2025, to sell THE OUTNET assets for €26.1 million in cash.
Nov 19, 2025, 9:05 PM
LuxExperience Reports Q1 Fiscal Year 2026 Results and Updates Guidance Following THE OUTNET Divestment
LUXE
Earnings
Guidance Update
M&A
- LuxExperience reported Q1 fiscal year 2026 group net sales of EUR 557.2 million and GMV of EUR 588.9 million, representing declines of -4.2% and -4.3% respectively, compared to Q1 fiscal year 2025 (excluding THE OUTNET). The adjusted EBITDA for the group was minus $28.1 million, with an adjusted EBITDA margin of minus 5%.
- The company announced an agreement to sell the assets powering THE OUTNET platform to OGroup, with closing expected in Q1 calendar year 2026 and an expected cash consideration of $30 million US dollars. THE OUTNET will be classified as discontinued operations, allowing the off-price segment to solely focus on YOOX.
- Segment performance in Q1 fiscal year 2026 varied: Mytheresa achieved strong net sales growth of +12.2% to EUR 226.3 million and an adjusted EBITDA margin of 3.5%. NET-A-PORTER and MR PORTER experienced a -10.8% decline in net sales to EUR 212.3 million but improved gross profit margin by 130 basis points to 47.8%. YOOX's net sales declined by -16.5% to EUR 118.6 million due to restructuring, while its gross profit margin increased by 400 basis points to 36.5%.
- LuxExperience updated its fiscal year 2026 guidance, now excluding THE OUTNET, projecting group GMV of EUR 2.4-2.7 billion and an adjusted EBITDA margin between -2% and +1%, an upward adjustment from the previous midpoint. The company expects Mytheresa to grow mid to high single digits, NET-A-PORTER and MR PORTER to decline by low single digits for the full year but show growth in the second half, and YOOX's revenue base to adjust downwards.
Nov 19, 2025, 1:00 PM
LuxExperience Reports Q1 FY26 Results Amidst Group Transformation
LUXE
Earnings
M&A
Guidance Update
- LuxExperience Group reported a 4.3% decline in Gross Merchandise Value (GMV) to EUR 589.0 million and a 4.2% decline in Net Sales to EUR 557.2 million for Q1 FY26, resulting in an Adjusted EBITDA of (EUR 28.1 million).
- Segment performance was mixed, with Mytheresa achieving strong growth in Q1 FY26, including a 13.5% increase in GMV to EUR 245.9 million and a 12.2% increase in Net Sales to EUR 226.3 million. Conversely, the NAP & MRP segment experienced a 10.8% decline in both GMV and Net Sales, and the Off-price | YOOX segment saw a 19.3% decline in GMV and a 16.6% decline in Net Sales.
- The company is undergoing a significant transformation following the acquisition of YNAP Sub-Group on April 23, 2025, which includes cost reduction actions, a group reorganization, and a signed agreement to sell the assets of THE OUTNET.
- LuxExperience has established medium-term targets to achieve EUR 4 billion in net sales by FY30 with a 10-15% CAGR and an Adjusted EBITDA Margin of 7-9%.
Nov 19, 2025, 1:00 PM
LuxExperience Reports Q1 Fiscal Year 2026 Results and Announces THE OUTNET Divestment
LUXE
Earnings
M&A
Guidance Update
- LuxExperience reported strong Q1 fiscal year 2026 results across all three segments: Mytheresa, NET-A-PORTER and MR PORTER, and off-price. Mytheresa grew net sales by +12.2% compared to Q1 fiscal year 2025 and expanded its adjusted EBITDA margin by 210 basis points to 3.5%.
- The company reached an agreement to sell the assets powering THE OUTNET platform to OGroup, with closing expected in Q1 calendar year 2026 and an expected cash consideration of $30 million US dollars. THE OUTNET is now classified as discontinued operations.
- For Q1 fiscal year 2026, group GMV amounted to EUR 588.9 million and net sales were EUR 557.2 million, representing declines of -4.3% and -4.2% respectively, compared to illustrative Q1 fiscal year 2025 (excluding THE OUTNET).
- The group's adjusted EBITDA for Q1 fiscal year 2026 was minus $28.1 million, with an adjusted EBITDA margin of minus 5%. The adjusted EBITDA margin guidance for the group was updated upwards from minus 4% to plus 1% to minus 2% to plus 1%.
Nov 19, 2025, 1:00 PM
LuxExperience Reports Q1 Fiscal Year 2026 Results, Divests THE OUTNET, and Updates FY26 Guidance
LUXE
Earnings
Guidance Update
M&A
- LuxExperience reported strong Q1 fiscal year 2026 results, with Mytheresa growing net sales by +12.3% compared to Q1 fiscal year 2025, while NET-A-PORTER and MR PORTER and YOOX experienced declines in GMV and net sales.
- The company reached an agreement to sell the assets powering THE OUTNET platform to OGroup LLC, with an expected cash consideration of $30 million U.S. dollars and the transaction expected to close in Q1 calendar year 2026. THE OUTNET is now classified as discontinued operations.
- LuxExperience provided an updated guidance for fiscal year 2026, expecting group GMV between EUR 2.4 billion-EUR 2.7 billion and an adjusted EBITDA margin between -2% and +1%, reflecting the new structure without THE OUTNET. This represents an upward adjustment to the adjusted EBITDA margin guidance.
- The transformation plan, announced in May 2025, is on track, with early signs of SG&A reductions and expectations for NET-A-PORTER and MR PORTER to show growth in the second half of fiscal year 2026.
Nov 19, 2025, 1:00 PM
LuxExperience reports Q1 FY26 results
LUXE
Earnings
M&A
Demand Weakening
- LuxExperience B.V. reported a 4.3% decline in GMV to €589.0 million and a 4.2% decrease in Net Sales to €557.2 million for Q1 FY26 compared to Q1 FY25, resulting in an Adjusted EBITDA of -€28.1 million.
- The Luxury | Mytheresa segment demonstrated strong performance in Q1 FY26, with GMV increasing by 13.5% to €245.9 million and Net Sales growing by 12.2% to €226.3 million year-over-year.
- Luxury | Mytheresa's Adjusted EBITDA more than doubled to €7.9 million in Q1 FY26, achieving an Adjusted EBITDA margin of 3.5%, up 210 basis points from Q1 FY25.
- LuxExperience signed an agreement on October 31, 2025, to sell the assets powering THE OUTNET platform for a cash consideration of $30 million, allowing the company to focus off-price resources on its YOOX business.
Nov 19, 2025, 11:36 AM
LuxExperience B.V. announces agreement to sell THE OUTNET platform assets
LUXE
M&A
- LuxExperience B.V. has entered into a binding agreement with The O Group LLC to sell the assets powering THE OUTNET platform.
- The transaction includes a cash consideration of USD 30 million for THE OUTNET Assets, subject to adjustment based on inventory levels at closing, with closing anticipated in Q1 2026.
- This divestment is a strategic move to allow LuxExperience to focus its off-price resources on its YOOX business and accelerate the transformation plan for NET-A-PORTER and MR PORTER.
- THE OUTNET reported €260 million in Net Sales for fiscal year 2025 (July 2024 to June 2025).
Oct 31, 2025, 12:52 PM
LuxExperience Reports Q4 and Full Fiscal Year 2025 Results, Provides FY2026 Outlook
LUXE
M&A
Guidance Update
Demand Weakening
- LuxExperience successfully closed the acquisition of Jux on April 23rd, 2025, establishing a new segment reporting structure comprising luxury Mytheresa, luxury Net-a-Porter and Mr Porter, and off-price (Jux and THE OUTNET).
- For the full fiscal year 2025, Mytheresa's net sales grew by 8.9% to €916.1 million, achieving an adjusted EBITDA margin of 4.9%. In contrast, Net-a-Porter and Mr Porter's net sales declined by -10.9%, and the off-price segment's net sales declined by -13.2%.
- On an illustrative basis, LuxExperience's group GMV for FY2025 was €2.9 billion, representing a -6.3% decrease, with an adjusted EBITDA of -$58.7 million.
- For fiscal year 2026, LuxExperience anticipates group GMV to be around $2.5 to $2.9 billion and an adjusted EBITDA margin between -4% and +1%. The company maintains a strong balance sheet with $603.6 million in cash at the end of FY2025.
Sep 25, 2025, 12:00 PM
LuxExperience B.V. Reports Q4 and Full FY25 Results Amidst YNAP Acquisition and Transformation
LUXE
Earnings
M&A
Guidance Update
- LuxExperience B.V. reported illustrative Q4 FY25 net sales of €663.3 million, a 4.7% decline year-over-year, and full FY25 net sales of €2,751.7 million, down 5.9%. The company's illustrative Adjusted EBITDA for Q4 FY25 was -€15.3 million, a 225.1% decline YoY, and -€58.7 million for the full FY25.
- The company completed the acquisition of YOOX Net-A-Porter Group S.p.A. (YNAP) on April 23, 2025, and is implementing a comprehensive transformation plan across organization, operations, and technology.
- The Luxury | Mytheresa segment demonstrated strong performance in Q4 FY25 with GMV growth of +11.1% to €265.9 million and an Adjusted EBITDA of €16.1 million.
- Conversely, the Luxury | NAP & MRP segment experienced a GMV decline of 9.1% to €267.4 million and an Adjusted EBITDA loss of €2.9 million in Q4 FY25. The Off-price | YOOX & THE OUTNET segment also saw a significant GMV decline of 19.6% to €159.1 million and an Adjusted EBITDA loss of €28.5 million.
- LuxExperience provided Full FY26 guidance for GMV between €2.5 billion to €2.9 billion and an Adjusted EBITDA Margin between (4%) to 1%. The company's cash and cash equivalents balance was €603.6 million as of June 30, 2025.
Sep 25, 2025, 12:00 PM
Quarterly earnings call transcripts for LuxExperience B.V..
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