LuxExperience reports strong revenue growth and positive adjusted EBITDA, supported by luxury ecommerce brands and confirmed guidance.
Sectors & Industries
May 19, 2026
Table of Contents
May 18, 2026
LuxExperience B.V. (NYSE: LUXE) reported third-quarter fiscal 2026 results with revenue above expectations, positive adjusted EBITDA for the second consecutive quarter, and confirmed full-year guidance.
LuxExperience is a luxury digital platform that operates Mytheresa, NET-A-PORTER, MR PORTER, and YOOX, serving global luxury customers through multi-brand ecommerce and curated fashion retail.
The company reported a loss of $0.20 per share, in line with analyst estimates. Revenue came in at $723.74 million, below estimates of $734.21 million, but revenue growth was 194.6%.
LuxExperience reported adjusted EBITDA of €5.7 million in Q3 FY26, with an adjusted EBITDA margin of 0.9%.
This marked the second consecutive quarter of positive adjusted EBITDA profitability at the group level, supporting management’s view that the transformation plan is on track.
Group net sales were €618.4 million.
Net sales were flat on a constant currency basis but fell 5.2% on a reported basis, reflecting currency pressure and geopolitical headwinds during the quarter.
Mytheresa net sales rose 9.9% on a constant currency basis to €256.0 million.
Adjusted EBITDA for Mytheresa increased 50.4% year-over-year to €14.1 million, with an adjusted EBITDA margin of 5.5%. This made Mytheresa the strongest segment in the group.
NET-A-PORTER and MR PORTER continued to improve through stronger customer service, full-price selling, and cost discipline.
YOOX also showed progress as the company focused on its healthier core business and implemented a leaner operating model. YOOX adjusted EBITDA improved to a loss of €7.2 million, compared with a much wider loss margin in the prior-year period.
LuxExperience reduced its group adjusted SG&A cost ratio to 18.3% in Q3 FY26.
That was down from 21.9% in Q1 and 19.1% in Q2, showing the transformation plan is reducing operating costs while the company works through platform migration and business separation initiatives.
LuxExperience ended the quarter with €436.1 million in cash and cash investments.
The company also said it remained balance-sheet debt-free, giving it flexibility while it continues restructuring and platform migration work.
LuxExperience confirmed its full-year fiscal 2026 guidance.
The company expects GMV of €2.5 billion to €2.7 billion and an adjusted EBITDA margin between negative 1% and positive 1%. Management also reiterated medium-term targets of €4 billion in net sales and a 7% to 9% adjusted EBITDA margin.
Investors are likely to watch whether LuxExperience can keep improving profitability while stabilizing sales across its luxury ecommerce brands.
The key areas are:
LuxExperience’s quarter was mainly about transformation progress.
The headline sales trend was mixed, but adjusted EBITDA profitability, cost discipline, Mytheresa growth, and confirmed guidance gave investors evidence that the turnaround plan is working. The next test is whether the company can move from cost-driven improvement to stronger group-wide sales growth.
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