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Jun 30, 2025
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LuxExperience BV Q4 2025 Earnings Report
LuxExperience reported strong Q4 results for its Mytheresa business, with revenue and profitability both improving year-over-year.
Key Takeaways
LuxExperience's Mytheresa segment delivered double-digit revenue growth and expanded adjusted EBITDA margins in Q4 FY25, driven by higher average order value and strong performance in the US market.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
LuxExperience expects continued growth in Mytheresa's GMV, while NAP/MRP and Off-price segments undergo restructuring. FY26 is expected to be a transition year with flat profitability.
Positive Outlook
- Continued GMV growth expected for Mytheresa segment
- Full integration of YNAP operations underway
- Tech platform migration progressing
- Customer data analytics capabilities enhanced
- Medium-term targets reaffirmed: €4B in sales and 7-9% EBITDA margin
Challenges Ahead
- Off-price segment expected to continue declining
- NAP & MRP segment to see slight GMV decrease
- FY26 will be a transition year with limited profit growth
- Market uncertainties expected to persist
Historical Earnings Impact
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Avg. Return Before/After Earnings
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