LuxExperience BV (FRA:0FV)

Q3 2026 LuxExperience BV Earnings Call Transcript

May 19, 2026 / 12:00 PM GMT

Release Date Price: €6.25 (+4.17%)

Transcript

Key Points

Positve

LuxExperience BV (LUXE) achieved a GMV growth of 0.3% at constant currency in Q3 2026, despite geopolitical challenges.
The company reported a profitability at group level with a 0.9% adjusted EBITDA margin, marking the second consecutive profitable quarter.
MyTheresa's net sales grew by 9.9% on a constant currency basis in Q3 2026, with significant growth in the U.S. market at 33.8%.
The gross profit margin for MyTheresa increased by 240 basis points, highlighting successful full-price selling strategies.
LuxExperience BV (LUXE) successfully closed the sale of certain assets, allowing a focused approach on core business segments.

Negative

Net sales for Net-a-Porter and Mr. Porter declined by 5.1% on a constant currency basis in Q3 2026.
YOOX's net sales decreased by 7.4% on a constant currency basis, reflecting challenges in the off-price segment.
The company faced headwinds from geopolitical events, particularly impacting customer sentiment in the Middle East.
Operating cash flow was negative at minus $117.9 million for the first nine months of fiscal year 2026.
The average spend per top customer at MyTheresa slightly declined by 1.5% in Q3 2026 compared to the previous year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LUXE.N - LuxExperience BV
Q3 2026 LuxExperience BV Earnings Call
May 19, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings, and welcome to the Lux Experience third quarter of fiscal year 2026 earnings conference call.

At this time, all participants are in a listen-only mode. Today's call is being recorded, and we have allocated one hour for prepared remarks and Q&A.

It is now my pleasure to introduce your host, Martin Beer, the Chief Financial Officer of Lux Experience.

Thank you, sir. Please begin.

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Unidentified_2 [2]
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Thank you, operator, and welcome, everyone, to the Lux Experience Investor Conference Call for the third quarter of fiscal

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