LuxExperience BV (NYSE:LUXE)

Q2 2026 LuxExperience BV Earnings Call Transcript

Feb 10, 2026 / 01:00 PM GMT

Release Date Price: $9.36 (+21.09%)

Transcript

Key Points

Positve

LuxExperience BV (LUXE) reported strong results in Q2 2026, with net sales growing by 1.1% reported and 5.7% on a constant currency basis.
The company achieved a positive adjusted EBITDA margin of 2%, indicating profitability at the group level.
The Materrea business segment continues to outperform the industry with double-digit growth and high profitability.
LuxExperience BV (LUXE) is recognized as a digital multi-brand leader for luxury enthusiasts globally, with strong brand partnerships and customer relationships.
The company has successfully reduced SG&A cost ratios, contributing to improved financial performance.

Negative

Net sales for the luxury segment, including Net-a-Porter and Mr. Porter, declined by 1% year-over-year in Q2 2026.
The off-price business of Y's experienced a net sales decline of 7.3% compared to Q2 2025.
The company anticipates a negative operating cash flow in Q3 due to the cash effects of its layoff program and business seasonality.
LuxExperience BV (LUXE) is still undergoing a transformation plan, which is expected to take until the end of 2027 to complete.
The luxury segment's gross profit margin decreased to 46.1% due to one-time effects in the previous year.

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

LUXE.N - LuxExperience BV
Q2 2026 LuxExperience BV Earnings Call
Feb 10, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Lux experience, second 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 1 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 second quarter of

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