LuxExperience
Operates Mytheresa, NET-A-PORTER, MR PORTER and YOOX across digital luxury retail.
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Profile
Sells luxury fashion and related products through Mytheresa, NET-A-PORTER, MR PORTER and YOOX. Formed through Mytheresa’s acquisition of YNAP, it combines in-season retail with the off-price YOOX business.
Curated digital luxury retail runs through Mytheresa, NET-A-PORTER, MR PORTER and YOOX. Mytheresa operates a global digital luxury platform and includes two Munich stores, while NET-A-PORTER and MR PORTER are in-season banners and YOOX serves off-price demand.
The group grew from Mytheresa’s acquisition of YNAP, which brought the brands into common ownership. Management reports three segments: Luxury | Mytheresa, Luxury | NAP & MRP, and Off-Price | YOOX.
Its operating model combines distinct in-season and off-price banners under one listed group. THE OUTNET is discontinued operations rather than a continuing segment.
Company facts
Categories
Key statistics
Year to date −8.0% · Average volume (30d) 121.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Feb 18, 2026 | JP Morgan | Downgrade | Overweight | Neutral | |
| Feb 12, 2026 | JP Morgan | Upgrade | Neutral | Overweight | |
| Jan 14, 2026 | Jefferies | Target | $9 | ||
| Sep 29, 2025 | Morgan Stanley | Target | $9 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 19, 2026Q3 FY25 | −$0.14 | −$0.16 | −12.5% | $727.7M | $714.6M | −1.8% | +6.84% |
| Feb 10, 2026Q2 FY25 | −$0.09 | $0.10 | +209.6% | $757.2M | $759.8M | +0.3% | +6.30% |
| Nov 19, 2025Q1 FY25 | −$0.28 | −$0.71 | −153.6% | $662.6M | $671.7M | +1.4% | −3.00% |
| May 14, 2025Q3 FY24 | −$0.01 | $0.05 | +600.0% | $384.8M | $242.5M | −37.0% | −3.85% |
Financial highlights
| 12 quarters | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | |
|---|---|---|---|---|---|---|---|
| Revenue | $258.4M | $281.0M | $681.1M | $664.5M | $749.6M | $716.6M | |
| Gross profit | $131.6M | $125.8M | $335.1M | $290.5M | $357.5M | $326.0M | |
| Operating income | −$2.9M | −$6.3M | $692.9M | −$94.6M | −$13.9M | −$35.9M | |
| Net income | −$5.4M | −$6.4M | $679.0M | −$114.1M | −$8.6M | −$41.0M | |
| Diluted EPS | −$0.06 | −$0.07 | $5.41 | −$0.81 | −$0.06 | −$0.30 | |
| Gross margin | 50.9% | 44.8% | 49.2% | 43.7% | 47.7% | 45.5% | |
| Operating margin | -1.1% | -2.2% | 101.7% | -14.2% | -1.8% | -5.0% |
Fiscal years (4-quarter sums)FY23 $979.9M · FY24 $1.45B
Balance sheet, Mar 31, 2026Cash & short-term investments $360.8M · Total debt $222.6M · Total assets $2.40B · Shareholders' equity $1.44B
Dividends
Last raised to $0.029 from $0.005 in Oct 2022.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Oct 13, 2022 | $0.029 | raised from $0.005 | ||
| Sep 27, 2022 | Sep 28 | Sep 30 | $0.005 | cut from $0.147 |
| Jun 27, 2022 | Jun 28 | Jun 30 | $0.147 | cut from $0.742 |
| Dec 20, 2021 | Dec 21 | Dec 23 | $0.742 | raised from $0.016 |
| Sep 21, 2021 | Sep 22 | Sep 24 | $0.016 |
Ownership
Shares outstanding 137.26M · Float 17.57M · 12.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Martin Beer · officer: Chief Financial Officer | 152.2K | 0.11% | Form 4 | Mar 18, 2026 |
| Nora A. Aufreiter · director | 76.5K | 0.06% | Form 4 | Mar 18, 2026 |
| Sascha Zahnd · director | 67.2K | 0.05% | Form 4 | Mar 18, 2026 |
| Marjorie Lao · director | 65.9K | 0.05% | Form 4 | Mar 18, 2026 |
| Susan G. Saideman · director | 65.9K | 0.05% | Form 4 | Mar 18, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Revolve
FWRD offers curated designer and emerging luxury fashion online
- The RealReal (ADR)
Authenticated online marketplace for resale luxury goods
- eBay
Marketplace with authentication across pre-loved fashion and luxury goods
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LuxExperience | $7.70 | +0.13% | $1.06B | 1.8 | — | 0.4 | +194.7% |
| Revolve | $23.11 | +0.83% | $1.63B | 22.7 | 24.0 | 1.2 | +12.4% |
| The RealReal (ADR) | $10.93 | +0.05% | $1.32B | — | 59.7 | 1.8 | +16.6% |
| eBay | $105.17 | −0.42% | $46.90B | 21.9 | 16.8 | 3.9 | +14.8% |
| Median | 22.3 | 24.0 | 1.8 | +14.8% |