LuxExperience B.V 과거 순이익 실적
과거 기준 점검 3/6
LuxExperience B.V은 연평균 75.5%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 1.9% 감소했습니다. 매출은 연평균 21.2%의 비율로 증가했습니다. LuxExperience B.V의 자기자본이익률은 39.3%이고 순이익률은 24.2%입니다.
핵심 정보
75.49%
순이익 성장률
70.19%
주당순이익(EPS) 성장률
| Specialty Retail 산업 성장률 | 26.64% |
| 매출 성장률 | 21.22% |
| 자기자본이익률 | 39.25% |
| 순이익률 | 24.24% |
| 다음 순이익 업데이트 | 19 May 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 06
LUXE: Corrected Share Count And FY26 GMV Guidance Will Drive Future P/E
Analysts have trimmed their price target on LuxExperience B.V. by $0.14 to reflect a slightly higher discount rate, modestly softer revenue growth assumptions, a marginally higher profit margin, and a lower future P/E, following recent research that also incorporated the corrected Q2 2026 share count. Analyst Commentary Recent research around LuxExperience B.V. has focused heavily on the corrected Q2 2026 fully diluted share count of 140.1M, which replaced the previously reported 87.2M.Seeking Alpha • May 04
LuxExperience: The Market Is Missing A Luxury Consolidation Machine Hiding In Plain Sight
Summary LuxExperience is transitioning from a niche luxury e-commerce retailer to a multi-brand digital luxury consolidation platform with significant customer relationship advantages. Recent integration of YNAP assets and the Mytheresa playbook has driven improved profitability, with the Q2 FY26 group adjusted EBITDA margin reaching 2.0% and the Mytheresa segment at 9.3%. LUXE targets €4 billion in medium-term net sales and a 7–9% adjusted EBITDA margin, yet trades at a modest equity value, underappreciating its strategic optionality. I rate LUXE a strong buy, as the market undervalues its durable platform potential and improving earnings trajectory despite integration and macro risks. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 19
LUXE: Higher 2026 GMV Guidance And Share Count Transparency Will Support Upside
Analysts have lowered their LuxExperience B.V. price target by $1 to $10. This reflects updated assumptions for slightly softer revenue growth, a modestly higher discount rate and a revised fully diluted share count.내러티브 업데이트 • Apr 03
LUXE: Corrected Share Count And Guidance Tightening Will Shape Future P/E
Analysts now place LuxExperience B.V.'s fair value at $10.58 per share, up from $10.46. This reflects updated assumptions on discount rate, revenue growth and future P/E after recent research, including a revised $10 price target from JPMorgan following the correction of the fully diluted share count for Q2 2026 to 140.1M shares.내러티브 업데이트 • Mar 20
LUXE: Higher 2026 GMV Guidance And Share Count Reset Will Support Upside
Analyst price targets for LuxExperience B.V. have moved down to $10 from $14, as analysts factor in the corrected fully diluted share count of 140.1M for Q2 2026 and adjust their revenue growth, discount rate, profit margin, and future P/E assumptions accordingly. Analyst Commentary The latest move from JPMorgan to cut its rating to Neutral and trim the price target to $10 from $14 centers on the updated fully diluted share count of 140.1M for Q2 2026.내러티브 업데이트 • Mar 05
LUXE: Higher Margin Outlook And 2026 GMV Guidance Will Support Earnings Power
LuxExperience B.V.'s analyst price target has been revised lower to $10 from $14 as analysts factor in a higher fully diluted share count, tempered revenue growth assumptions, and a lower future P/E multiple, partly offset by improved projected profit margins. Analyst Commentary The latest revision to the $10 price target and downgrade to Neutral at JPMorgan centers on the higher fully diluted share count of 140.1M in Q2 2026, which changes how earnings power and valuation are viewed on a per share basis.내러티브 업데이트 • Feb 19
LUXE: Reset Models And Guidance Will Shape Future P/E And Returns
LuxExperience B.V.'s analyst price target has been reset lower to $10 from $14 after analysts reassessed valuation assumptions in light of the corrected Q2 2026 fully diluted share count and updated earnings models. Analyst Commentary Bullish Takeaways Bullish analysts who initiated and recently updated coverage highlight LuxExperience B.V. as attractive at current levels after models were refreshed to reflect the corrected Q2 2026 fully diluted share count of 140.1M.분석 기사 • Feb 14
LuxExperience B.V.'s (NYSE:LUXE) Shares Leap 29% Yet They're Still Not Telling The Full Story
LuxExperience B.V. ( NYSE:LUXE ) shares have had a really impressive month, gaining 29% after a shaky period...내러티브 업데이트 • Feb 02
LUXE: Refreshed Earnings Models Will Support Upside As Future P/E Stays Elevated
Analysts have trimmed their price target on LuxExperience B.V. from about $10.40 to roughly $10.18, citing updated assumptions around discount rates, fair value, and a very high future P/E multiple informed by recent Street research that includes a new bullish initiation, a Hold assumption, and a lower $11 target from $14. Analyst Commentary Recent Street research around LuxExperience B.V. is mixed, with analysts weighing updated earnings models and valuation inputs against a still supportive rating backdrop.내러티브 업데이트 • Jan 19
LUXE: Reset Earnings Profile Will Support Upside As Fair Value Rises
Analysts have trimmed their price target on LuxExperience B.V. to $11 from $14, while still seeing upside supported by a higher fair value estimate and updated assumptions for discount rate, revenue growth, profit margin, and future P/E following recent research coverage and earnings model revisions. Analyst Commentary Bullish Takeaways Bullish analysts highlight a constructive view on LuxExperience B.V., seeing room for upside in the shares even after the price target reset to US$11.내러티브 업데이트 • Jan 05
LUXE: Rebased Earnings Outlook Will Support Higher Margin Story Going Forward
Narrative Update Overview Analysts have trimmed their price expectations for LuxExperience B.V., with a key target moving from $14 to $11 as updated models reflect the latest earnings and a recalibration of fair value, discount rate, revenue growth, and future P/E assumptions. Analyst Commentary Bullish analysts have responded to the latest earnings by adjusting their models and resetting expectations, while still pointing to potential upside in the shares.분석 기사 • Dec 27
LuxExperience B.V. (NYSE:LUXE) Screens Well But There Might Be A Catch
There wouldn't be many who think LuxExperience B.V.'s ( NYSE:LUXE ) price-to-sales (or "P/S") ratio of 0.6x is worth a...
내러티브 업데이트 • Dec 13
LUXE: Future Share Returns Will Depend On Flawless Execution
Analysts have trimmed their price target on LuxExperience B.V., citing updated earnings models that factor in a lower fair value estimate near $8, despite stronger projected revenue growth and profit margins. This has led to a modest reset in upside expectations from the low to mid teens in dollar terms.내러티브 업데이트 • Nov 29
LUXE: Earnings Headwinds Will Pressure Margins But Core Confidence Remains Intact
Analysts have revised their price targets for LuxExperience B.V. downward, with targets now ranging from $9 to $11. This adjustment is attributed to a softer revenue growth outlook and reduced profit margins following recent earnings updates.내러티브 업데이트 • Nov 14
LUXE: Ongoing Cost Controls And Revenue Diversification Will Drive Margin Stability
Narrative Update on LuxExperience B.V. Analysts have reduced their price target for LuxExperience B.V. from $10 to $9. This change reflects modestly lower expectations for revenue growth and a slightly higher discount rate following recent company guidance updates.분석 기사 • Nov 01
When Should You Buy LuxExperience B.V. (NYSE:LUXE)?
LuxExperience B.V. ( NYSE:LUXE ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...내러티브 업데이트 • Oct 31
LUXE: Near-Term Stability And Cost Discipline Will Shape The FY26 Outlook
Narrative Update on LuxExperience B.V. Analysts have reduced their price target for LuxExperience B.V. from $10 to $9. This adjustment reflects updated models following recent fiscal results and the company's revised outlook for the coming year.내러티브 업데이트 • Oct 17
Digital Luxury Retail Expansion Will Reshape Affluent Consumer Experiences
Analysts Lower LuxExperience B.V. Price Target Following Updated Outlook Analysts have reduced their price target for LuxExperience B.V. from $10 to $9. They cite adjustments to financial models based on the company's latest fiscal results and updated outlook for next year.내러티브 업데이트 • Oct 03
Digital Luxury Retail Expansion Will Reshape Affluent Consumer Experiences
The analyst price target for LuxExperience B.V. has been lowered from $10 to $9, with analysts citing updated forecasts following recent financial results and a more cautious outlook for the coming year. Analyst Commentary Following updated financial results and a revised outlook, analysts have highlighted several key factors affecting LuxExperience B.V.'s future valuation and growth trajectory.분석 기사 • Sep 12
The Price Is Right For LuxExperience B.V. (NYSE:LUXE)
LuxExperience B.V.'s ( NYSE:LUXE ) price-to-sales (or "P/S") ratio of 1.2x may not look like an appealing investment...분석 기사 • Aug 16
LuxExperience B.V (NYSE:LUXE) Will Be Hoping To Turn Its Returns On Capital Around
NYSE:LUXE 1 Year Share Price vs Fair Value Explore LuxExperience B.V's Fair Values from the Community and select yours...분석 기사 • Jul 24
LuxExperience B.V (NYSE:LUXE) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...새 내러티브 • May 27
Digital Luxury Retail Expansion Will Reshape Affluent Consumer Experiences
Acquisition of a major luxury retailer and strategic brand partnerships are strengthening LuxExperience's global presence, pricing power, and differentiation.분석 기사 • Mar 19
Investors Give MYT Netherlands Parent B.V. (NYSE:MYTE) Shares A 25% Hiding
The MYT Netherlands Parent B.V. ( NYSE:MYTE ) share price has softened a substantial 25% over the previous 30 days...분석 기사 • Mar 11
Returns On Capital Signal Tricky Times Ahead For MYT Netherlands Parent B.V (NYSE:MYTE)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Feb 14
MYTE Looks To Expand Luxury Offering Breadth Through YNAP Acquisition
Summary MYT Netherlands Parent B.V. is acquiring YOOX-Net-a-Porter (YNAP) from Richemont, aiming to become a $4 billion GMV luxury e-commerce giant by 2030. Richemont will provide MYTE with a $106 million working capital facility and $590 million in cash, minimizing MYTE's financial risk in the acquisition. MYTE's disciplined inventory management and high-end customer focus position it well to turn around YNAP's brands, despite current losses and market challenges. The acquisition is speculative but offers significant growth potential, with MYTE expected to achieve mid-single-digit EBITDA margins and expanded market presence. Read the full article on Seeking Alpha분석 기사 • Feb 13
An Intrinsic Calculation For MYT Netherlands Parent B.V. (NYSE:MYTE) Suggests It's 36% Undervalued
Key Insights The projected fair value for MYT Netherlands Parent B.V is US$19.30 based on 2 Stage Free Cash Flow to...Seeking Alpha • Jan 31
Mytheresa Group: Game-Changing Acquisition Of YNAP Made This Our Largest Position
Summary Mytheresa's acquisition of YOOX NET-A-PORTER (YNAP) from Richemont is a game-changer, significantly enhancing its market position and synergies. The deal includes 550mm Euros in cash, a 100mm Euro revolving credit facility, and a 33% equity stake for Richemont. We estimate combined revenues of $2.2bln in 2025, with a potential price target of $20.00/share by 2028, excluding outlet brands. With MYTE trading at $7.50/share, the risk/reward is attractive, offering substantial upside if the outlet business succeeds or market multiples increase. Read the full article on Seeking Alpha분석 기사 • Jan 18
Even With A 32% Surge, Cautious Investors Are Not Rewarding MYT Netherlands Parent B.V.'s (NYSE:MYTE) Performance Completely
MYT Netherlands Parent B.V. ( NYSE:MYTE ) shareholders have had their patience rewarded with a 32% share price jump in...분석 기사 • Jan 17
Does MYT Netherlands Parent B.V (NYSE:MYTE) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Nov 28
MYT Netherlands Parent: Solid Growth Momentum
Summary I reiterate my buy rating for MYT Netherlands Parent due to solid growth momentum and a well-executed strategy, expecting this trend to persist. MYTE's 1Q25 results showed 7.4% y/y revenue growth, beating adj EBITDA estimates with a margin expansion driven by improved gross margins and lower SG&A expenses. MYTE's strategy of unique events and exclusive collections for top customers led to significant growth, particularly in the US, indicating strong demand momentum. With an improving macro environment and better consumer confidence, I expect MYTE to achieve its medium-term growth targets and see multiple upward revisions. Read the full article on Seeking Alpha분석 기사 • Oct 08
Even With A 73% Surge, Cautious Investors Are Not Rewarding MYT Netherlands Parent B.V.'s (NYSE:MYTE) Performance Completely
MYT Netherlands Parent B.V. ( NYSE:MYTE ) shares have had a really impressive month, gaining 73% after a shaky period...Seeking Alpha • Sep 23
MYT Netherlands: Medium-Term Growth Target Is Plausible
Summary MYT Netherlands' strategy, focusing on unique experiences for high-end shoppers, should continue to drive robust growth. MYTE's 4Q24 results show improving margins and strong US market penetration, with US revenue growing 25% y/y. The valuation is attractive, trading at ~7.7x forward EBITDA, with the potential for higher multiples given the improving growth and margin outlook. Read the full article on Seeking Alpha분석 기사 • Sep 05
Here's Why MYT Netherlands Parent B.V (NYSE:MYTE) Can Afford Some Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jul 11
Slammed 28% MYT Netherlands Parent B.V. (NYSE:MYTE) Screens Well Here But There Might Be A Catch
MYT Netherlands Parent B.V. ( NYSE:MYTE ) shares have retraced a considerable 28% in the last month, reversing a fair...분석 기사 • May 22
MYT Netherlands Parent B.V. (NYSE:MYTE) Stock Rockets 28% But Many Are Still Ignoring The Company
MYT Netherlands Parent B.V. ( NYSE:MYTE ) shares have continued their recent momentum with a 28% gain in the last month...분석 기사 • Apr 24
MYT Netherlands Parent B.V (NYSE:MYTE) Has Debt But No Earnings; Should You Worry?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Mar 27
A Look At The Intrinsic Value Of MYT Netherlands Parent B.V. (NYSE:MYTE)
Key Insights The projected fair value for MYT Netherlands Parent B.V is US$3.47 based on 2 Stage Free Cash Flow to...Seeking Alpha • Feb 27
MYT Netherlands: Worst Might Be Over For The Business (Rating Upgrade)
Summary I upgraded my recommendation to a buy, as the worst may be over for the business. 2Q24 results show signs of recovery, with improved macroeconomic conditions and cost management. Elevated inventory remains a concern, but there are early signs of growth and margin expansion. Read the full article on Seeking Alpha분석 기사 • Feb 16
Not Many Are Piling Into MYT Netherlands Parent B.V. (NYSE:MYTE) Just Yet
With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...분석 기사 • Jan 19
Why MYT Netherlands Parent B.V. (NYSE:MYTE) Could Be Worth Watching
MYT Netherlands Parent B.V. ( NYSE:MYTE ), might not be a large cap stock, but it led the NYSE gainers with a...Seeking Alpha • Dec 22
MYT Netherlands: Weak First Quarter Result With Contracting Profit Margins
Summary MYTE's first-quarter results showed poor sales growth and declining profit margins, with no signs of recovery in the near future. The company operates as a luxury e-commerce platform, offering a wide range of luxury products globally. MYTE's stock is currently overvalued, and investors are advised to sell their positions and avoid buying at the current price. Read the full article on Seeking Alpha분석 기사 • Nov 07
Capital Allocation Trends At MYT Netherlands Parent B.V (NYSE:MYTE) Aren't Ideal
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Seeking Alpha • Oct 09
MYT Netherlands Sees Higher Inventory Levels As Consumer Confidence Drops
Summary MYT Netherlands Parent B.V. aka Mytheresa has reported increased revenue but missed earnings estimates in its FQ4 2023 financial results. The company operates the luxury fashion e-commerce website Mytheresa and has seen strength in the US market. However, recent consumer confidence measures have dropped, and inventory levels have been excessive; my outlook in the near term is to Sell. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
LuxExperience B.V가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Dec 25 | 2,058 | 499 | 939 | 0 |
| 30 Sep 25 | 1,634 | 508 | 744 | 0 |
| 30 Jun 25 | 1,262 | 570 | 564 | 0 |
| 31 Mar 25 | 890 | -37 | 392 | 0 |
| 31 Dec 24 | 881 | -35 | 388 | 0 |
| 30 Sep 24 | 855 | -36 | 383 | 0 |
| 30 Jun 24 | 841 | -25 | 379 | 0 |
| 31 Mar 24 | 819 | -29 | 375 | 0 |
| 31 Dec 23 | 784 | -31 | 372 | 0 |
| 30 Sep 23 | 778 | -25 | 375 | 0 |
| 30 Jun 23 | 766 | -17 | 369 | 0 |
| 31 Mar 23 | 740 | -8 | 361 | 0 |
| 31 Dec 22 | 710 | -7 | 352 | 0 |
| 30 Sep 22 | 708 | -4 | 354 | 0 |
| 30 Jun 22 | 688 | -9 | 339 | 0 |
| 31 Mar 22 | 677 | -18 | 333 | 0 |
| 31 Dec 21 | 673 | -63 | 367 | 0 |
| 30 Sep 21 | 644 | -50 | 319 | 0 |
| 30 Jun 21 | 612 | -33 | 303 | 0 |
| 31 Mar 21 | 569 | -14 | 262 | 0 |
| 31 Dec 20 | 516 | 30 | 188 | 0 |
| 30 Sep 20 | 477 | 20 | 181 | 0 |
| 30 Jun 20 | 449 | 6 | 177 | 0 |
| 30 Jun 19 | 379 | 2 | 150 | 0 |
| 30 Jun 18 | 304 | 6 | 124 | 0 |
양질의 수익: LUXE의 비현금 수익 수준이 높습니다.
이익 마진 증가: LUXE는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: LUXE의 수익은 지난 5년 동안 연평균 75.5%로 크게 증가했습니다.
성장 가속화: LUXE는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: LUXE는 지난해 흑자전환하여 지난 해 수익 성장률을 Specialty Retail 업계(-1.2%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: LUXE의 자본 수익률(39.3%)은 높음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 16:09 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
LuxExperience B.V.는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Geoffroy Thibault Antoine De Mendez | BofA Global Research |
| Anna Glaessgen | B. Riley Securities, Inc. |
| Yawen Gao | China International Capital Corporation Limited |