US · Consumer Cyclical · Luxury Goods
EPS came in at -0.04 against a street estimate of -0.17 — a beat of 76.5%.
Analysts rate LuxExperience B.V. a buy (3 buy, 3 hold, 0 sell out of 6) with an average price target of $11.11.
CONFIDENT LuxExperience delivered FY26 guidance with 2.9% GMV growth and 0.4% adj. EBITDA margin—a turnaround from distressed YNAP. Q4 showed inflection: 7.9% GMV growth, 2.1% margin, all three segments profitable. FY27 expects mid-to-high single-digit growth, 2–3% margin. Q4 FY26 U.S. is 23.8% of Mytheresa Q4 sales and 49.6% of Net-a-Porter/Mr. Porter. Europe ex-U.K. is 61.3% of YOOX and driving core profitable growth. No Q&A session was included in the transcript provided—only prepared remarks from Michael Kliger (CEO) and Martin Beer (CFO) were delivered. 2026-09-16…
Full summary in the app.
| Fund | Stake |
|---|---|
| Portolan Capital Management, LLC | 2.90% |
| Woodson Capital Management, LP | 2.47% |
| Stoic Point Capital Management LLC | 1.37% |
| Sylebra Capital LLC | 1.24% |
| Pillsbury Lake Capital LLC | 1.05% |
| Nixon Capital, LLC | 0.91% |
| Avalon Global Asset Management LLC | 0.68% |
| Capricorn Fund Managers Ltd | 0.65% |
| Document | Date |
|---|---|
| Current report (6-K) · Q1 FY2027 HEADLINE NUMBERS • Fiscal year ended June 30, 2026; financial statements prepared under EU IFRS and audited by KPMG. • LuxExperience Group operates | 2026-09-25 |
| Annual report FY2026 (20-F) HEADLINE NUMBERS • LuxExperience B.V. filed its Form 20-F for the fiscal year ended June 30, 2026. • The company reports under IFRS as issued by the | 2026-09-16 |
| Quarterly results (6-K) · Q4 FY2026 HEADLINE NUMBERS • Q4 FY26 net sales rose 7.6% excluding foreign-exchange effects and 6.1% reported to €653.6 million. • FY26 net sales increased 3. | 2026-09-16 |
| Quarterly results (6-K) · Q3 FY2026 HEADLINE NUMBERS • For the nine months ended March 31, 2026, consolidated net sales were €1,838.9 million, compared with €667.2 million in the prior- | 2026-05-19 |
| Current report (6-K) · Q4 FY2026 HEADLINE NUMBERS • On April 30, 2026, LuxExperience B.V. (NYSE: LUXE) announced the closing of the sale of the set of assets powering THE OUTNET plat | 2026-04-30 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • LuxExperience B.V. filed its annual Form 20-F for the fiscal year ended June 30, 2025. • The company reports under IFRS, not U.S. | 2025-10-30 |
| Annual report FY2024 (20-F) | 2024-09-12 |
| Annual report FY2023 (20-F) | 2023-09-14 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.