NYSE$LUXE
LuxExperience BV · Q3 2025 earnings
Q3 2025 earnings · · Before market open · Investor relations
Briefing
LuxExperience posts 3.8% net sales growth with steady adjusted EBITDA in Q3 FY25
LuxExperience reported third quarter fiscal 2025 results for the legacy Mytheresa standalone business ended March 31, 2025, with net sales of €242.5 million, up 3.8% year over year, and gross merchandise value of €261.3 million, also up 3.8%. Gross profit margin expanded 140 basis points to 44.8%, while adjusted EBITDA rose 5.5% to €9.3 million for a 3.9% margin. The company remained profitable on an adjusted basis even as reported net loss widened to €5.5 million from €3.3 million a year ago, reflecting higher transaction-related and legal expenses. Management trimmed full-year GMV and net sales growth expectations toward the low end of its 7% to 13% range amid tariff uncertainty but reaffirmed adjusted EBITDA margin guidance of 3% to 5%.
- Net sales reached €242.5 million in Q3 FY25, up 3.8% year over year, with GMV of €261.3 million.
- Adjusted EBITDA was €9.3 million with a 3.9% margin; adjusted net income was €5.4 million.
- Gross profit margin improved 140 bps to 44.8% and average order value rose 8.8% to €753 LTM.
- Reported net loss was €5.5 million as transaction-related costs weighed on IFRS earnings.
- Management now expects full-year GMV and net sales growth near the low end of prior 7%-13% guidance while keeping EBITDA margin targets.
Headline financials
Revenue & EPS history
LuxExperience BV · Revenue · Quarterly
€243M
Revenue by segment
LuxExperience BV · €618M total across 3 segments · Q3 2026
- Luxury | Mytheresa€256M—41.4%
- Luxury | NET-A-PORTER & MR PORTER€232M—37.5%
- Off-Price | YOOX€131M—21.1%
Forward guidance
LuxExperience expects GMV and net sales growth for FY25 ending June 30, 2025 to land near the low end of its prior 7% to 13% range while reaffirming adjusted EBITDA margin guidance of 3% to 5%.
Tailwinds
- Reaffirmed adjusted EBITDA margin target of 3% to 5%
- Continued profitability on an adjusted basis in a tough luxury market
Headwinds
- Tariff uncertainty may pressure customer sentiment
- Active customer base declined 2.9% LTM to 837,000
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 17 quarterly earnings reports · overlaid with Q3 2025
+1.5%
Avg return
Earnings day
+2.7%
Avg return
5 days after
-1.4%
Avg return
30 days after
47%
9 / 19 earnings
Positive
+21.1%
Q2 2026
Best reaction
-12.2%
Q3 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | -12.2% | -10.2% | +3.3% | |
| Q2 2026 | +21.1% | +36.0% | +7.5% | |
| Q4 2025 | +6.2% | +4.0% | +12.5% | |
| Q3 2025 | +13.3% | +5.4% | -7.0% | |
| Q1 2025 | +18.5% | +14.8% | +15.6% | |
| Q3 2024 | -2.0% | +0.4% | -0.8% | |
| Q2 2024 | +16.3% | +13.6% | +45.7% | |
| Q1 2024 | -7.0% | +8.7% | +10.0% | |
| Q4 2023 | +5.6% | +6.1% | -20.8% | |
| Q3 2023 | -4.0% | -10.7% | -8.7% | |
| Q2 2023 | -10.2% | -14.3% | -31.7% | |
| Q1 2023 | -4.8% | +14.0% | +0.0% | |
| Q4 2022 | -6.6% | -5.9% | -19.4% | |
| Q3 2022 | -8.8% | -6.0% | +14.7% | |
| Q2 2022 | +10.1% | +1.8% | -16.3% | |
| Q1 2022 | +7.3% | +2.8% | -14.1% | |
| Q4 2021 | -11.0% | -8.8% | -9.6% | |
| Q3 2021 | +6.8% | +12.0% | +10.0% | |
| Q2 2021 | -11.1% | -12.8% | -16.6% | |
| Q1 2021 | — | — | — | |
| Q4 2020 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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