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

Total Revenue

€243M

Previous: €254M-4.5%
EPS (adj)

-€0.06

Previous: €0.05-220.0%
Gross merchandise value

€261M

No prior period
Adjusted EBITDA

€9.3M

No prior period
Adjusted EBITDA margin

3.9%

No prior period
Net Income

-€5.5M

Previous: -€3.25M-69.4%

Revenue & EPS history

LuxExperience BV · Revenue · Quarterly

€243M

Q3 2025-4.5%vs Q3 2024
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

LuxExperience BV · €618M total across 3 segments · Q3 2026

  • Luxury | Mytheresa
    €256M
  • Luxury | NET-A-PORTER & MR PORTER
    €232M
  • Off-Price | YOOX
    €131M

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

Historical avgQ3 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

Earnings price reactions
QuarterReport dateReaction (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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