Loading...
•
Sep 30, 2025
•/
LuxExperience BV Q1 2026 Earnings Report
LuxExperience B.V. reported a net loss and a revenue decline in Q1 FY26, despite strong performance from its Mytheresa segment.
Key Takeaways
LuxExperience posted a Q1 net loss of €98.5 million on €573.5 million in revenue. The Mytheresa segment grew strongly, while NAP & MRP and YOOX saw declines. Adjusted EBITDA came in at -€24.7 million.
Total revenue reached €573.5 million in Q1 FY26, down from €581.8 million on an illustrative basis.
Net loss widened significantly to €98.5 million, compared to €23.5 million loss in Q1 FY25.
Mytheresa segment showed strength with €226.3 million in revenue and €7.9 million in Adjusted EBITDA.
US market accounted for 31.6% of total sales in the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
LuxExperience expects FY26 GMV between €2.4B and €2.7B and Adjusted EBITDA margin between -2% to +1%.
Positive Outlook
- Mytheresa continues to grow with strong profitability.
- Transformation plan is progressing, including sale of THE OUTNET assets.
- Gross profit margins improved across all segments.
- US market share remains robust at over 30%.
- Cost reductions initiated across ex-YNAP businesses.
Challenges Ahead
- Overall GMV and revenue declined compared to last year.
- Significant net loss of €98.5 million reported.
- YOOX and NAP & MRP segments posted negative Adjusted EBITDA.
- Active customers and orders shipped decreased in all segments.
- Uncertainty due to restructuring and divestitures.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...