LuxExperience B.V Future Growth
Future criteria checks 1/6
LuxExperience B.V's earnings are forecast to decline at 100.8% per annum while its annual revenue is expected to grow at 11.8% per year. EPS is expected to decline by 102.2% per annum. Return on equity is forecast to be 1.9% in 3 years.
Key information
-100.8%
Earnings growth rate
-102.16%
EPS growth rate
| Specialty Retail earnings growth | 9.8% |
| Revenue growth rate | 11.8% |
| Future return on equity | 1.95% |
| Analyst coverage | Low |
| Last updated | 29 Apr 2026 |
Recent future growth updates
Recent updates
Narrative Update • 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
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...New Narrative • 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.Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaEarnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 6/30/2028 | 2,851 | 34 | -102 | -93 | 2 |
| 6/30/2027 | 2,624 | -16 | -131 | -69 | 5 |
| 6/30/2026 | 2,491 | -127 | -160 | -153 | 5 |
| 12/31/2025 | 2,058 | 499 | -35 | -27 | N/A |
| 9/30/2025 | 1,634 | 508 | -156 | -152 | N/A |
| 6/30/2025 | 1,262 | 570 | -35 | -31 | N/A |
| 3/31/2025 | 890 | -37 | 18 | 23 | N/A |
| 12/31/2024 | 881 | -35 | -17 | -8 | N/A |
| 9/30/2024 | 855 | -36 | 7 | 17 | N/A |
| 6/30/2024 | 841 | -25 | -2 | 10 | N/A |
| 3/31/2024 | 819 | -29 | -12 | 2 | N/A |
| 12/31/2023 | 784 | -31 | -38 | -23 | N/A |
| 9/30/2023 | 778 | -25 | -89 | -69 | N/A |
| 6/30/2023 | 766 | -17 | -78 | -55 | N/A |
| 3/31/2023 | 740 | -8 | -80 | -51 | N/A |
| 12/31/2022 | 710 | -7 | -23 | 1 | N/A |
| 9/30/2022 | 708 | -4 | 37 | 54 | N/A |
| 6/30/2022 | 688 | -9 | 43 | 55 | N/A |
| 3/31/2022 | 677 | -18 | 43 | 46 | N/A |
| 12/31/2021 | 673 | -63 | 17 | 20 | N/A |
| 9/30/2021 | 644 | -50 | -5 | -2 | N/A |
| 6/30/2021 | 612 | -33 | -20 | -17 | N/A |
| 3/31/2021 | 569 | -14 | -9 | -6 | N/A |
| 12/31/2020 | 516 | 30 | -1 | 2 | N/A |
| 9/30/2020 | 477 | 20 | -4 | -1 | N/A |
| 6/30/2020 | 449 | 6 | 8 | 11 | N/A |
| 6/30/2019 | 379 | 2 | N/A | 2 | N/A |
| 6/30/2018 | 304 | 6 | N/A | -5 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: LUXE's earnings are forecast to decline over the next 3 years (-100.8% per year).
Earnings vs Market: LUXE's earnings are forecast to decline over the next 3 years (-100.8% per year).
High Growth Earnings: LUXE's earnings are forecast to decline over the next 3 years.
Revenue vs Market: LUXE's revenue (11.8% per year) is forecast to grow faster than the US market (11.4% per year).
High Growth Revenue: LUXE's revenue (11.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: LUXE's Return on Equity is forecast to be low in 3 years time (1.9%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 18:23 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
LuxExperience B.V. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Geoffroy Thibault Antoine De Mendez | BofA Global Research |
| Anna Glaessgen | B. Riley Securities, Inc. |
| Yawen Gao | China International Capital Corporation Limited |