LUXE · NYSE · Luxury Goods

LuxExperience (LUXE)

Operates Mytheresa, NET-A-PORTER, MR PORTER and YOOX across digital luxury retail.

$9.71
vs last close+0.04 (+0.41%)
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LuxExperience B.V.LUXE
Consumer Discretionary

Sells luxury fashion and related products through Mytheresa, NET-A-PORTER, MR PORTER and YOOX. Formed through Mytheresa’s acquisition of YNAP, it combines in-season retail with the off-price YOOX business.

Curated digital luxury retail runs through Mytheresa, NET-A-PORTER, MR PORTER and YOOX. Mytheresa operates a global digital luxury platform and includes two Munich stores, while NET-A-PORTER and MR PORTER are in-season banners and YOOX serves off-price demand.

The group grew from Mytheresa’s acquisition of YNAP, which brought the brands into common ownership. Management reports three segments: Luxury | Mytheresa, Luxury | NAP & MRP, and Off-Price | YOOX.

Its operating model combines distinct in-season and off-price banners under one listed group. THE OUTNET is discontinued operations rather than a continuing segment.

Company facts

CEOMichael Kliger
ListedMay 1, 2025
ExchangeNYSE
HeadquartersMunich, Germany
CountryGermany
Employees4,262
CIK0001831907
ISINUS55406W1036

Market cap$1.33B
EPS (ttm)−$1.38
P/E (ttm)−7.00
ROE-13.4%
P/B0.9476
P/S0.4620
Dividend yieldDiv yield
Beta1.38vs XLY 0.75

Price target$9.00−6.8%Average of 3 analysts
ConsensusBuy2 of 3 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Feb 18, 2026JP MorganDowngrade
Rating: Overweight
Rating: Neutral
Feb 12, 2026JP MorganUpgrade
Rating: Neutral
Rating: Overweight
Jan 14, 2026JefferiesTarget
Target:
Target: $9
Sep 29, 2025Morgan StanleyTarget
Target:
Target: $9

Next report
Nov 18, 26
estimated · in 57 days
EPS estimate
−$0.13
Revenue estimate
$698.0M
Fiscal quarter
Q1 FY26

EPSReportedEstimate

Feb '25May '25Sep '25Nov '25Feb '26May '26Sep '26Nov '26
Reported$0.13$0.07−$0.34−$0.71−$0.06−$0.16−$0.21Pending
Estimate$0.06−$0.01$0.03−$0.28−$0.08−$0.14−$0.11−$0.13
Surprise+99.1%+800.0%−1,266.5%−153.6%+22.0%−12.5%−86.9%

RevenueReportedEstimate

Feb '25May '25Sep '25Nov '25Feb '26May '26Sep '26Nov '26
Reported$230.9M$262.4M$692.4M$673.0M$759.8M$714.6M$758.1MPending
Estimate$225.5M$267.0M$526.4M$681.2M$757.2M$727.7M$723.3M$698.0M
Surprise+2.4%−1.7%+31.5%−1.2%+0.3%−1.8%+4.8%
Estimate−$0.13
ReportedDue Nov 18, 2026
Estimate$698.0M
ReportedDue Nov 18, 2026
View details

Debt to equity14.70%
Current ratio220.00%

ProfitabilityRevenueNet incomeNet margin

Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25
Revenue$230.8M$255.1M$277.5M$672.5M$656.2M$740.2M$707.6M$760.3M
Net income−$26.9M−$5.4M−$6.3M$670.5M−$112.7M−$8.5M−$40.5M−$30.2M
Net margin0.0%0.0%0.0%99.7%0.0%0.0%0.0%0.0%

GrowthOperating income

Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25
Operating income−$34.4M−$2.9M−$6.2M$684.2M−$93.4M−$13.7M−$35.4M−$29.2M
YoY growthLoss widenedLoss narrowedLoss widenedTurned profitLoss widenedLoss widenedLoss widenedTurned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $363.4M · Total debt $204.8M · Total assets $2.38B · Shareholders' equity $1.40B

Revenue
$760.3M
Operating income
−$29.2M
Net income
−$30.2M

Reported in EUR, converted at the latest exchange rate

View details

Dividend yield
Next ex-date
Annual dividend
Schedule

HistoryDividendAnnual yield

Dec '21Jun '22Sep '22Oct '22
Dividend$0.742$0.147$0.005$0.029
Annual yield3.87%8.09%7.53%8.38%
Ex-dateDec 20Jun 27Sep 27Oct 13
Payment dateDec 23Jun 30Sep 30
View details

Insiders0.36%493.6K shares
6 holders · as of Mar 18, 2026
Other99.64%136.77M shares
remainder

137.26M company shares as of Aug 21, 2026 · holders as of their latest filing

The share count has not been confirmed by a second filing; stakes use it as it stands.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Martin BeerInsiderofficer: Chief Financial Officer
0.11%152,182filed Mar 18, 2026
Nora A. AufreiterInsiderdirector
0.06%76,477filed Mar 18, 2026
Sascha ZahndInsiderdirector
0.05%67,170filed Mar 18, 2026
Marjorie LaoInsiderdirector
0.05%65,922filed Mar 18, 2026
Susan G. SaidemanInsiderdirector
0.05%65,922filed Mar 18, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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