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LuxExperience (DE:0FV)
FRANKFURT:0FV
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.12Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear and measurable progress in the company's transformation: Mytheresa delivered strong top-line growth, margin expansion and customer engagement; NET‑A‑PORTER/MR PORTER and YOOX both showed meaningful sequential improvements in key KPIs (AOV, NPS, SG&A reduction and EBITDA trajectory). Group-level metrics improved with net sales growth on a constant currency basis, a positive adjusted EBITDA in Q2 (+2%) and a strong operating cash inflow in the quarter. However, material work remains: YOOX and the luxury segment are not fully restored to sustained profitability, shipping duties and seasonality are headwinds, and the multi-year transformation requires substantial ongoing cash outflows. On balance, the highlights—notably Mytheresa's outperformance, group return to adjusted EBITDA positivity, tightened guidance and visible cost actions—outweigh the remaining lowlights, indicating momentum is building and the company is on track with its plan.Company Guidance
Mytheresa: Strong Top-Line and Margin Expansion
Mytheresa net sales +8.8% YoY in Q2; U.S. net sales +22.9% (U.S. now 23.3% of total). Average order value (LTM) +12% to EUR 824. Gross profit margin expanded +140 bps to 52.3%. Top customer base +13.5% and average spend per top customer (GMV) +12.5%. Adjusted EBITDA margin rose 200 bps to 9.3% with adjusted EBITDA of EUR 22.6m. Inventory down -2.5% YoY.
Group-Level Revenue Growth and Return to Profitability
Group net sales +1.1% reported and +5.7% constant currency in Q2; GMV +0.2% reported and +4.7% cc. For the first time since acquisition, group adjusted EBITDA margin positive at +2%. SG&A cost ratio reduced by 270 bps (from 21.8% to 19.1%). Operating cash flow in the quarter +EUR 118.5m; H1 operating cash burn only -EUR 30m. Cash and cash equivalents EUR 543.6m; total available funds EUR 724.2m.
NET‑A‑PORTER & MR PORTER: Sequential Recovery and Engagement Gains
Combined net sales declined just -1% YoY in Q2 (improved from -10.8% in Q1) and were +6.0% on a constant currency basis. GMV -1.9% reported (cc +4.9%). Average order value (LTM) +13.6% to EUR 861; average spend per 'extremely important people' (EIP) +3.6%. NPS rose to 65.3% (up ~1,200 bps YoY). SG&A ratio improved to 22.7% of GMV (down materially from prior quarter). Adjusted EBITDA nearly broke even at -0.7%, a strong sequential improvement from -6.9% in Q1.
YOOX: Stabilization and Early Turnaround Signals
YOOX net sales improved sequentially though still down YoY: net sales -7.3% YoY (Q1 was -16.6%); GMV -12.1% (improved from -19.3% in Q1). Europe-focused net sales +13.9% YoY. Average order value (LTM) +11.4% to EUR 255; top customer average spend (GMV) +4.1%. NPS rose to 50.2% (from 29.9% YoY). SG&A ratio decreased to 26.9% of GMV (from 29% prior quarter). Adjusted EBITDA improved from -18.1% in Q1 to -6.0% in Q2. Inventory down -8% YoY.
Brand Partnerships, Exclusives and Customer Experiences
Multiple high-impact exclusive capsule launches and money-can't-buy physical experiences across Mytheresa, NET‑A‑PORTER and MR PORTER (e.g., Dolce & Gabbana exclusives, Moncler Grenoble events, Studio Nicholson prelaunchs, Tom Ford/Claridges dinner). These initiatives support desirability, premium full-price selling and customer engagement.
Operational Transformation Progress and Confirmed Medium-Term Targets
Concrete cost and operational actions: warehouse closures, studio and customer care consolidation, IT replatforming on track, layoff programs executed. Management reaffirms medium-term targets: EUR 4.0bn net sales and adjusted EBITDA margin 7%–9% (medium term, FY29/30). Guidance tightened for FY26: GMV/net sales now EUR 2.5–2.7bn (raised low end) and adjusted EBITDA margin narrowed to -1% to +1% (raised low end).
DE:0FV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:0FV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | €5.85 | €7.30 | +24.79% |
Nov 19, 2025 | €7.65 | €8.05 | +5.23% |
Sep 25, 2025 | €6.85 | €7.25 | +5.84% |
May 14, 2025 | €7.35 | €9.20 | +25.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LuxExperience (DE:0FV) report earnings?
LuxExperience (DE:0FV) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is LuxExperience (DE:0FV) earnings time?
LuxExperience (DE:0FV) earnings time is at May 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of LuxExperience stock?
The P/E ratio of LuxExperience is N/A.
What is DE:0FV EPS forecast?
DE:0FV EPS forecast for the fiscal quarter 2026 (Q3) is -0.12.