LuxExperience B.V.

LUXE

Market cap $1.13B

LuxExperience (LUXE) remains a 'Buy' as it leads the global digital luxury market post-YOOX NET-A-PORTER acquisition, with strong liquidity and no long-term debt. LUXE trades at a significant discount to peers, with an EV/S multiple ~80% below Consumer Discretionary stocks, offering substantial upside potential. MyTheresa drives profitability and growth, while turnaround efforts for YOOX NET-A-PORTER and Off-Price brands require patience but show early signs of improvement.

LuxExperience B.V. (NYSE:LUXE ) Q4 2025 Earnings Call September 25, 2025 8:00 AM EDT Company Participants Martin Beer - CFO & Member of Management Board Michael Kliger - CEO & Chairman of Management Board Conference Call Participants Oliver Chen - TD Cowen, Research Division Blake Anderson - Jefferies LLC, Research Division Presentation Operator Greetings, and welcome to the LuxExperience Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call.

MUNICH--(BUSINESS WIRE)--LuxExperience B.V. (NYSE:LUXE) (the “Company”), today announced its financial results for its fourth quarter and full fiscal year 2025 ended June 30, 2025. The leading luxury multi-brand digital platform reported strong Net Sales growth and significantly increased Adj. EBITDA profitability in the fourth quarter and full fiscal year 2025 for its Mytheresa business despite ongoing macro headwinds. The reported consolidated financial results for the Company also include th.

MUNICH--(BUSINESS WIRE)--LuxExperience B.V. (NYSE:LUXE) (“LuxExperience”), today announced the date for the release of its fourth quarter and full fiscal year 2025 ended June 30, 2025 financial results. Fourth Quarter and Full Fiscal Year 2025 Earnings Call and Webcast LuxExperience will release fourth quarter and full fiscal year 2025 financial results before the U.S. market open on September 25, 2025. A conference call to discuss its results will follow at 8:00am Eastern Time that same day. E.

LuxExperience B.V. (NYSE:LUXE ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 11:00 AM EDT Company Participants Martin Beer - CFO & Member of Management Board Presentation Unknown Analyst Good morning.

MUNICH--(BUSINESS WIRE)--LuxExperience B.V., the leading digital, multi-brand luxury group, today provided an update on planned measures as part of its overall transformation plan as announced after acquiring YNAP in April 2025. LuxExperience anticipates significant efficiency and structural improvements to be achieved by simplifying the business and using shared infrastructure where appropriate. LuxExperience expects its newly acquired store brands NET-A-PORTER, MR PORTER, YOOX and THE OUTNET.

LuxExperience B.V. - Sponsored ADR (LUXE) saw its shares surge in the last session with trading volume being higher than average.

LuxExperience B.V. - Sponsored ADR (LUXE) saw its shares surge in the last session with trading volume being higher than average.

LuxExperience's acquisition of YOOX NET-A-PORTER quadruples its customer base and nearly triples GMV, positioning it as a global luxury e-commerce leader. The company benefits from fast-growing luxury e-commerce, high average order values, and diversified customer segments, but faces profitability challenges, especially in Off-Price. Turnaround plans for acquired segments focus on margin improvement and cost control, with significant operational synergies and a strong cash position post-deal.

LuxExperience B.V. - Sponsored ADR (LUXE) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share.