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Dec 31, 2025
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LuxExperience BV Q2 2026 Earnings Report
Returned to adjusted EBITDA profitability with modest net sales growth and strong performance at Mytheresa.
Key Takeaways
LuxExperience reported Q2 FY26 net sales growth and a return to adjusted EBITDA profitability, driven by strong GMV and margin expansion at Mytheresa, partially offset by continued weakness at YOOX.
Group returned to positive adjusted EBITDA with a 2.0% margin
Mytheresa delivered double-digit GMV growth and strong profitability
NAP & MRP showed sequential improvement despite slight revenue decline
YOOX continued to decline but showed signs of operational stabilization
Revenue by Segment
Forward Guidance
Management narrowed FY26 guidance, expecting continued progress under the transformation plan with stabilized GMV and improving profitability.
Positive Outlook
- Transformation plan execution fully on track
- Improving adjusted EBITDA margin outlook
- Strong GMV momentum at Mytheresa
- Cost discipline driving SG&A efficiency gains
- Improving sequential trends at NAP & MRP
Challenges Ahead
- YOOX segment remains loss-making
- Luxury demand remains volatile
- Foreign exchange remains a headwind
- Execution risk in large-scale transformation
- Macroeconomic uncertainty impacting discretionary spending
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
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