LuxExperience: Selling THE OUTNET May Be The 'Smart Bad Deal'

LuxExperience remains a compelling 'Buy' with a low 0.35x EV/S multiple and a multi-year recovery plan underway. Divestiture of THE OUTNET for $30 million streamlines operations, enabling focus on full-price segments and margin improvement. Q1 FY 2026 results show margin expansion, disciplined SG&A reduction, and strong AOV growth, particularly at MyTheresa and NET-A-PORTER.

Seeking Alpha • Dec 10, 2025

Trade consistency drives consumer sentiment more than fundamentals, says LuxExperience CEO

Michael Kliger, CEO of LuxExperience, joins 'Closing Bell Overtime' to talk consumer trends, luxury brand performance, how trade is impacting consumer sentiment, and more.

CNBC Television • Nov 26, 2025

LuxExperience Appoints Francis Belin as New Mytheresa CEO

MUNICH--(BUSINESS WIRE)--Today, LuxExperience B.V. (NYSE:LUXE), the leading digital, multi-brand luxury group is delighted to announce the appointment of Francis Belin as new Chief Executive Officer of Mytheresa, effective January 1, 2026. Francis Belin brings extensive and diverse luxury experience and proven leadership in driving international growth. He also brings a deep understanding of high net worth individuals worldwide. Most recently, as President Asia Pacific and overlooking global Lu.

Business Wire • Nov 25, 2025

LuxExperience B.V. (LUXE) Q1 2026 Earnings Call Transcript

LuxExperience B.V. ( LUXE ) Q1 2026 Earnings Call November 19, 2025 8:00 AM EST Company Participants Martin Beer - CFO & Member of Management Board Michael Kliger - CEO & Chairman of Management Board Conference Call Participants Blake Anderson - Jefferies LLC, Research Division Nicholas Sylvia Presentation Operator Greetings, and welcome to the LuxExperience First Quarter of Fiscal Year 2026 Earnings Conference Call.

Seeking Alpha • Nov 19, 2025

Q1 FY26 Results: LuxExperience reports strong results and improvements across all three segments; Mytheresa clearly standing out with Net Sales Growth of +12% and Adjusted EBITDA more than doubling in Q1 FY26

MUNICH, Germany--(BUSINESS WIRE)--LuxExperience B.V. (NYSE:LUXE) (the “Company”), today announced its financial results for its first quarter of fiscal year 2026 ended September 30, 2025. The leading luxury multi-brand digital platform reported strong results and improvements across all three segments. Mytheresa demonstrated continued outstanding Net Sales growth and significantly increased Adjusted EBITDA profitability in the first quarter of fiscal year 2026. NET-A-PORTER and MR PORTER clearl.

Business Wire • Nov 19, 2025

LuxExperience B.V. - Sponsored ADR (LUXE) Reports Q1 Loss, Lags Revenue Estimates

LuxExperience B.V. - Sponsored ADR (LUXE) came out with a quarterly loss of $0.71 per share versus the Zacks Consensus Estimate of a loss of $0.28.

Zacks Investment Research • Nov 19, 2025

LuxExperience Has Reached an Agreement to Sell the Set of Assets Powering THE OUTNET Platform (“THE OUTNET Assets”) Presenting a Tailored Solution for THE OUTNET That Also Accelerates the Transformation of LuxExperience

MUNICH--(BUSINESS WIRE)--Today, LuxExperience B.V. (NYSE:LUXE), the leading digital, multi-brand luxury group and The O Group LLC announced that they have entered into a binding agreement for LuxExperience to sell the set of assets powering THE OUTNET platform. Transaction Rationale THE OUTNET operates as the online destination for luxury fashion from previous seasons with Net Sales of €260 million in fiscal year 20251. Founded in London in 2009, THE OUTNET has since then offered customers unri.

Business Wire • Oct 31, 2025

LuxExperience Announces First Quarter of Fiscal Year 2026 Earnings Release and Conference Call; Participating in Upcoming Investor Conferences

MUNICH--(BUSINESS WIRE)--LuxExperience B.V. (NYSE:LUXE) (“LuxExperience”), today announced the date for the release of its first quarter of fiscal year 2026 ended September 30, 2025 financial results. First Quarter of Fiscal Year 2026 Earnings Call and Webcast LuxExperience will release first quarter of fiscal year 2026 financial results before the U.S. market open on November 19, 2025. A conference call to discuss its results will follow at 8:00am Eastern Time that same day. Event: LuxExperien.

Business Wire • Oct 29, 2025

LuxExperience: 0.3x EV/S For A Global Luxury Leader

LuxExperience (LUXE) remains a 'Buy' as it leads the global digital luxury market post-YOOX NET-A-PORTER acquisition, with strong liquidity and no long-term debt. LUXE trades at a significant discount to peers, with an EV/S multiple ~80% below Consumer Discretionary stocks, offering substantial upside potential. MyTheresa drives profitability and growth, while turnaround efforts for YOOX NET-A-PORTER and Off-Price brands require patience but show early signs of improvement.

Seeking Alpha • Sep 29, 2025

LuxExperience B.V. (LUXE) Q4 2025 Earnings Call Transcript

LuxExperience B.V. (NYSE:LUXE ) Q4 2025 Earnings Call September 25, 2025 8:00 AM EDT Company Participants Martin Beer - CFO & Member of Management Board Michael Kliger - CEO & Chairman of Management Board Conference Call Participants Oliver Chen - TD Cowen, Research Division Blake Anderson - Jefferies LLC, Research Division Presentation Operator Greetings, and welcome to the LuxExperience Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call.

Seeking Alpha • Sep 25, 2025