Luxexperience B.V. (LUXE)
NYSE:LUXE
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Earnings Data
Report Date
Sep 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.34Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a positive transformation story: strong execution at Mytheresa with healthy top‑line growth, margin expansion and customer metrics; meaningful margin recovery and cost cuts across the group (positive adjusted EBITDA, improved SG&A and better operating cash flow). Remaining challenges include short‑term revenue declines at NET‑A‑PORTER/MR PORTER and YOOX (by design), residual cash burn and geopolitical/FX headwinds. Overall progress and confirmed medium‑term targets suggest momentum outweighs the weaknesses.Company Guidance
Group profitability improvement
Adjusted EBITDA margin of +0.9% in Q3 FY26 (second profitable quarter in a row), vs -3.2% in Q3 FY25; full-year adjusted EBITDA expected to break even (guidance -1% to +1%).
Group GMV and net sales resilience
GMV grew +0.3% at constant currency in Q3 FY26 despite Middle East conflict; group net sales stable year-over-year in Q3 on constant currency; reported net sales decline driven by FX (-5.2% reported).
Mytheresa: strong top-line growth
Mytheresa net sales +9.9% CC in Q3 FY26 (EUR 256.0m) and +12.0% CC in first 9 months; U.S. net sales growth +33.8% CC in Q3 and U.S. share 25.8% of Mytheresa sales.
Mytheresa: margin and profitability expansion
Gross margin up +240 bps to 47.1% in Q3; adjusted EBITDA margin expanded +160 bps to 5.5%; adjusted EBITDA grew +50% YoY to EUR 14.1m in Q3; first 9 months adjusted EBITDA +56.6% to EUR 44.5m.
Mytheresa: customer metrics and AOV
Top customer base grew +18.6% YoY; average spend for top customers stable (-1.5%); average order value (L12M) +12.5% to a record EUR 847 in Q3.
NET‑A‑PORTER / MR PORTER: quality over volume gains
Net sales declined -5.1% CC in Q3 as part of strategic de‑promotion, while gross margin improved +700 bps to 48.5%; AOV (L12M) +7.9% to EUR 865; adjusted EBITDA margin nearly breakeven at -0.5% (sequential improvement).
NET‑A‑PORTER / MR PORTER: customer engagement improvements
Net Promoter Score improved to 68.1% in Q3 (up from 62.3% in Q1; +890 bps YoY); Europe ex‑UK sales +4.3% in Q3.
YOOX: transformation progress and margin recovery
YOOX gross profit margin up +620 bps to 37.5% in Q3; SG&A reduced (Q3 SG&A down EUR 10.3m, -26.4% YoY); adjusted EBITDA improved from -17.3% to -5.5% in Q3; inventory down -11% YoY.
Group cost and cash discipline
Group SG&A down -12% YoY (EUR -15.9m) in Q3; SG&A cost ratio improved to 18.3% (down 360 bps vs Q1); operating cash flow for first 9 months -EUR 117.9m, better than guidance (max -EUR 150m); cash & liquid investments EUR 436.1m and total available funds EUR 612.8m; company operating debt‑free.
Strategic execution and portfolio simplification
Sale of Outnet assets closed Apr 30 enabling focus on YOOX off‑price business; reaffirmed medium‑term targets of EUR 4.0bn net sales and adjusted EBITDA margin 7%–9% (and return to 10%–15% annual growth).
Commercial partnerships, events and product exclusives
Multiple high‑impact campaigns and exclusive launches (Balenciaga, Gucci LaFamilia, Phoebe Philo launch on site, Loewe, Bottega Veneta, etc.) and numerous EIP physical experiences and pop‑ups driving brand relationships and customer engagement.
Technology and AI adoption
Expanded use of generative AI (partnership with Google Vertex) across personalized content, on‑site search, merchandising, product copy and imagery; AI also accelerating software development for replatforming.
LUXE 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
LUXE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 19, 2026 | $7.79 | $6.87 | -11.81% |
Feb 10, 2026 | $7.73 | $9.36 | +21.09% |
Nov 19, 2025 | $9.15 | $8.67 | -5.25% |
Sep 25, 2025 | $8.17 | $8.42 | +3.06% |
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 B.V. (LUXE) report earnings?
Luxexperience B.V. (LUXE) is schdueled to report earning on Sep 10, 2026, Before Open (Confirmed).
What is Luxexperience B.V. (LUXE) earnings time?
Luxexperience B.V. (LUXE) earnings time is at Sep 10, 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 LUXE EPS forecast?
LUXE EPS forecast for the fiscal quarter 2026 (Q4) is -0.09.