LUXE logo

LuxExperience B.V. Stock Price

NYSE:LUXE Community·US$943.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

LUXE Share Price Performance

US$7.34
-1.93 (-20.82%)
US$10.44
Fair Value
US$7.34
-1.93 (-20.82%)
29.7% undervalued intrinsic discount
US$10.44
Fair Value
Price US$7.34
AnalystConsensusTarget US$10.44
AnalystHighTarget US$12.06
AnalystLowTarget US$8.01

LUXE Community Narratives

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Fair Value US$10.44 29.7% undervalued intrinsic discount

LUXE: Near-Term Stability And Cost Discipline Will Shape The FY26 Outlook

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Fair Value US$12.06 39.1% undervalued intrinsic discount

Digital Transformation Will Redefine Global Luxury Experiences

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Fair Value US$8.01 8.4% undervalued intrinsic discount

Macroeconomic Hardships And Digital Competition Will Constrain Luxury Prospects

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US$10.44
29.7% undervalued intrinsic discount
Revenue
14.17% p.a.
Profit Margin
4.74%
Future PE
13.36x
Price in 2029
US$7.37
US$8.01
8.4% undervalued intrinsic discount
Revenue
21.59% p.a.
Profit Margin
0.72%
Future PE
69.89x
Price in 2028
US$5.68

Trending Discussion

Updated Narratives

LUXE logo

LUXE: Corrected Share Count And FY26 GMV Guidance Will Drive Future P/E

Fair Value: US$10.44 29.7% undervalued intrinsic discount
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LUXE logo

LUXE: Higher 2026 GMV Guidance And Share Count Transparency Will Support Upside

Fair Value: US$12.06 39.1% undervalued intrinsic discount
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LUXE: Future Share Returns Will Depend On Flawless Execution

Fair Value: US$8.01 8.4% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with acceptable track record.

2 Risks
2 Rewards

LuxExperience B.V. Key Details

€2.4b

Revenue

€1.3b

Cost of Revenue

€1.1b

Gross Profit

€661.4m

Other Expenses

€471.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.44
46.56%
19.39%
0%
View Full Analysis

About LUXE

Founded
1987
Employees
4262
CEO
Michael Kliger
WebsiteView website
investors.luxexperience.com

LuxExperience B.V., through its subsidiary, operates digital platform for the luxury fashion in Germany, the United States, Europe, Middle East, Japan, mainland China, Hong Kong SAR, China, and internationally. The company offers womenswear, menswear, kidswear, fine jewelry, watches, fine jewelry and lifestyle products under the Mytheresa, NET-A-PORTER, MR PORTER, YOOX, and the OUTNET brand name. The company was formerly known as MYT Netherlands Parent B.V. and changed its name to LuxExperience B.V. in May 2025. LuxExperience B.V. was founded in 1987 and is based in Munich, Germany.

Recent LUXE News & Updates

Seeking Alpha 16h

LuxExperience: The Sell-Off Looks Overdone

Summary LuxExperience (LUXE) is reiterated as a Buy after a ~15% post-earnings drop, with improved risk/reward and significant upside potential. MyTheresa’s premiumization strategy is working, with rising AOV (+12.5% to €847) and strong adjusted EBITDA growth, offsetting declines in orders and active customers. Operational recovery is progressing: Q3 FY 2026 marks the second consecutive quarter of positive adjusted EBITDA, despite ongoing challenges at YOOX and temporary cash burn spikes. Valuation remains attractive at ~0.28x sales, with stress-tested liquidity and a path to break-even by FY 2028; annualized return potential is ~15% from current levels. Read the full article on Seeking Alpha

Recent updates

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