NYSE$LUXE

LuxExperience BV · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

LuxExperience reported Q4 2025.

For Q4 2025, LuxExperience reported . The filing highlights segment trends, liquidity, and management commentary on the period.

  • LuxExperience discusses capital allocation and near-term priorities.
  • LuxExperience discusses capital allocation and near-term priorities.
  • LuxExperience discusses capital allocation and near-term priorities.

Headline financials

Total Revenue

£292M

No prior period
EPS (adj)

£5.47

No prior period
Gross Merchandise Value

311.6M

No prior period
Adjusted EBITDA Margin

6.5%

No prior period
Average Order Value

906

No prior period
Net Income

£687M

No prior period
Operating Income

£701M

No prior period
Gross Profit

£141M

No prior period

Revenue & EPS history

LuxExperience BV · Revenue · Quarterly

£292M

Q4 2025
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

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter.
  • Balance sheet and liquidity support ongoing operations.
  • Strategic initiatives cited in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

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 Q4 2025

Historical avgQ4 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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