LUXE

LuxExperience B.V. - Sponsored ADR (LUXE) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on September 16, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly loss of $0.11 per share in its upcoming report, which represents a year-over-year change of +66.7%. Revenues are expected to be $727.39 million, up 9.1% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For LuxExperience B.V. - Sponsored ADR, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -18.18%. On the other hand, the stock currently carries a Zacks Rank of #4. So, this combination makes it difficult to conclusively predict that LuxExperience B.V. - Sponsored ADR will beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that LuxExperience B.V. - Sponsored ADR would post a loss of$0.16 per share when it actually produced a loss of -$0.16, delivering no surprise. The company has not been able to beat consensus EPS estimates in any of the last four quarters. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. LuxExperience B.V. - Sponsored ADR doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report LuxExperience B.V. - Sponsored ADR (LUXE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Duluth Holdings (DLTH) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of a loss of $0.05 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +220.00%. A quarter ago, it was expected that this clothing and tools supplier would post a loss of $0.45 per share when it actually produced a loss of $0.2, delivering a surprise of +55.56%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Duluth Holdings, which belongs to the Zacks Textile - Apparel industry, posted revenues of $121.39 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 1.92%. This compares to year-ago revenues of $131.72 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Duluth Holdings shares have added about 74% since the beginning of the year versus the S&P 500's gain of 12%. While Duluth Holdings has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Duluth Holdings was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.29 on $113.9 million in revenues for the coming quarter and -$0.26 on $549.6 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Textile - Apparel is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. LuxExperience B.V. - Sponsored ADR (LUXE), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on September 16. This company is expected to post quarterly loss of $0.11 per share in its upcoming report, which represents a year-over-year change of +66.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. LuxExperience B.V. - Sponsored ADR's revenues are expected to be $727.39 million, up 9.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Duluth Holdings Inc. (DLTH) : Free Stock Analysis Report LuxExperience B.V. - Sponsored ADR (LUXE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investors were disappointed with LuxExperience B.V.'s (NYSE:LUXE) earnings, despite the strong profit numbers. We did some digging and found some worrying underlying problems. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Many investors haven't heard of the accrual ratio from cashflow, but it is actually a useful measure of how well a company's profit is backed up by free cash flow (FCF) during a given period. In plain english, this ratio subtracts FCF from net profit, and divides that number by the company's average operating assets over that period. This ratio tells us how much of a company's profit is not backed by free cashflow. Therefore, it's actually considered a good thing when a company has a negative accrual ratio, but a bad thing if its accrual ratio is positive. While having an accrual ratio above zero is of little concern, we do think it's worth noting when a company has a relatively high accrual ratio. Notably, there is some academic evidence that suggests that a high accrual ratio is a bad sign for near-term profits, generally speaking. For the year to March 2026, LuxExperience B.V had an accrual ratio of 0.91. As a general rule, that bodes poorly for future profitability. And indeed, during the period the company didn't produce any free cash flow whatsoever. Over the last year it actually had negative free cash flow of €143m, in contrast to the aforementioned profit of €471.9m. We saw that FCF was €18m a year ago though, so LuxExperience B.V has at least been able to generate positive FCF in the past. However, that's not all there is to consider. We can see that unusual items have impacted its statutory profit, and therefore the accrual ratio. The good news for shareholders is that LuxExperience B.V's accrual ratio was much better last year, so this year's poor reading might simply be a case of a short term mismatch between profit and FCF. As a result, some shareholders may be looking for stronger cash conversion in the current year. See our latest analysis for LuxExperience B.V That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. LuxExperience B.V's profit suffered from unusual items, which reduced profit by €73m in the last twelve months. In the case where this was a non-cash charge it would have made it easier to have high cash conversion, so it's surprising that the accrual ratio tells a different story. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And, after all, that's exactly what the accounting terminology implies. Assuming those unusual expenses don't come up again, we'd therefore expect LuxExperience B.V to produce a higher profit next year, all else being equal. LuxExperience B.V saw unusual items weigh on its profit, which should have made it easier to show high cash conversion, which it did not do, according to its accrual ratio. Having considered these factors, we don't think LuxExperience B.V's statutory profits give an overly harsh view of the business. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. For example - LuxExperience B.V has 2 warning signs we think you should be aware of. Our examination of LuxExperience B.V has focussed on certain factors that can make its earnings look better than they are. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

KEY HIGHLIGHTS FOR THE THIRD QUARTER ENDED MARCH 31, 2026 Stable top-line development of LuxExperience Group with reported Net Sales at €618.4 million1 stable +0.0% on a constant currency basis (-5.2% reported) vs. Q3 FY 25 despite geopolitical headwinds in Q3 FY26 Second consecutive quarter of Adjusted EBITDA profitability on Group level with an Adjusted EBITDA margin of +0.9% in Q3 FY26 Results confirm our full FY26 guidance, and medium-targets of €4bn Net Sales and 7-9% Adjusted EBITDA margin Strong Net Sales Growth for Mytheresa of +9.9% on a constant currency basis to reported €256.0 million (+5.6% reported) with Adjusted EBITDA increasing +50.4% vs. Q3 FY 25 to a 5.5% Adjusted EBITDA margin Clear impact of transformation plan with Group Adjusted SG&A cost ratio decreasing by 360bps from 21.9% in Q1 and 19.1% in Q2 to now 18.3% in Q3 FY26 Strong Cash position and balance sheet: Cash and cash investments of €436.1 million and balance sheet debt-free at the end of Q3 FY26 MUNICH, May 19, 2026--(BUSINESS WIRE)--LuxExperience B.V. (NYSE:LUXE) (the "Company"), today announced its financial results for its third quarter of fiscal year 2026 ended March 31, 2026. The leading luxury multi-brand digital platform reported continued profitability on adjusted EBITDA level for the second consecutive quarter with significant improvements on many KPIs across all three business segments underlining the successful execution of our transformation plan. Mytheresa business continues to outpace the market in terms of growth and further improved its profitability despite geopolitical headwinds in March. NET-A-PORTER and MR PORTER show further improvements driven by the new strategic focus on customer service, full-price selling and cost discipline. Our strategy of focusing on the healthy core of the YOOX business and the good progress in implementing a leaner operating model continues to show clear improvements for YOOX. Michael Kliger, Chief Executive Officer of LuxExperience, said, "We are very pleased with the results of the third quarter. LuxExperience achieved positive Adjusted EBITDA profitability as a Group for the second consecutive quarter and significant improvements on many KPIs across all three business segments underline the successful execution of our transformation plan." Kliger continued, "Mytheresa achieved strong profitable growth despite geopolitical headwinds in March. NET-A-PORTER and MR PORTER as well as YOOX showed further sequential improvements, fully in line with our ongoing transformation plan for both segments. We are fully on track to achieve our guided results for the full fiscal year 2026. LuxExperience is the clear digital multi-brand leader for luxury enthusiasts globally, and we are perfectly positioned to benefit from the sustained growth of digital luxury and the ongoing consolidation within the sector." LUXEXPERIENCE FINANCIAL HIGHLIGHTS FOR THE THIRD QUARTER ENDED MARCH 31, 2026 (illustrative)Amounts in € million are reported figures unless stated otherwise Stable Net Sales of +0.0% ex-FX (-5.2% reported) compared to the prior year quarter at reported €618.4 million GMV growth of +0.3% ex-FX (-4.9% reported) compared to the prior year quarter at reported €653.7 million Group Adjusted SG&A cost ratio decreasing by 360bps from 21.9% in Q1 and 19.1% in Q2 to now 18.3% in Q3 FY26 Second consecutive quarter with positive Adjusted EBITDA of €5.7 million with an Adjusted EBITDA margin of +0.9% Strong cash position with cash and cash investments of €436.1 million and balance sheet debt-free LUXURY | MYTHERESA FINANCIAL HIGHLIGHTS FOR THE THIRD QUARTER ENDED MARCH 31, 2026Amounts in € million are reported figures unless stated otherwise Net Sales increase of +9.9% ex-FX (+5.6% reported) year over year to reported €256.0 million GMV growth of +11.3% ex-FX (+7.0% reported) year over year to reported €279.6 million Gross Profit margin of 47.1%, an increase of 240bps year over year Strong Adjusted EBITDA growth of +50.4% at €14.1 million vs. €9.3 million in Q3 FY25 and an Adjusted EBITDA margin of 5.5% in Q3 FY26 as compared to 3.9% in the prior year period LUXURY | NAP & MRP FINANCIAL HIGHLIGHTS FOR THE THIRD QUARTER ENDED MARCH 31, 2026 (illustrative)Amounts in € million are reported figures unless stated otherwise Net Sales decrease of -5.1% ex-FX (-11.7% reported) year over year to reported €231.6 million GMV decrease of -5.2% ex-FX (-11.8% reported) year over year to reported €243.4 million Strong increase in Gross Profit margin by 700bps to 48.5% in Q3 FY26 as compared to 41.6% in Q3 FY25 Only slightly negative Adjusted EBITDA of -€1.1 million in Q3 FY26 with an Adjusted EBITDA margin of -0.5% as compared to -1.7% in the prior year period OFF-PRICE | YOOX FINANCIAL HIGHLIGHTS FOR THE THIRD QUARTER ENDED MARCH 31, 2026 (illustrative)Amounts in € million are reported figures unless stated otherwise Net Sales decrease of -7.4% ex-FX (-11.4% reported) year over year to reported €130.7 million GMV decline of -8.9% ex-FX (-12.9% reported) year over year to reported €130.7 million Strong increase in Gross Profit margin by 620bps to 37.5% in Q3 FY26 as compared to 31.3% in the prior year period Significant improvement in Adjusted EBITDA with -€7.2 million in Q3 FY26 with an Adjusted EBITDA margin of -5.5% as compared to -17.3% in Q3 FY25 LUXURY | MYTHERESA KEY BUSINESS HIGHLIGHTS Launch of exclusive capsule collections and pre-launches in collaboration with Alaia, Balenciaga, Bottega Veneta, Chloe, Gucci, Loewe, Saint Laurent, Phoebe Philo and many more Impactful top customer events and "money-can’t-buy" experiences, including Khaite in New York, Gianvito Rossi in Florence, and an industry cocktail in Shanghai Stable GMV per top customer of -1.5% but increase of top customer numbers of +18.6% in Q3 FY26 and increase in Average Order Value (AOV) LTM to €847, a 12.5% (reported) increase vs. Q3 FY25 Industry-leading Net Promoter Score of 86.8 in Q3 FY26, up 80bps vs. the prior year period LUXURY | NAP & MRP KEY BUSINESS HIGHLIGHTS(1) NET-A-PORTER and MR PORTER driving customer engagement through uniquely engaging editorial content and unique EIP experiences NET-A-PORTER hosted an exclusive three-day winter experience for VIPs, tastemakers and EIPs in the newly opened One & Only resort in Big Sky, Montana, a dinner with Willy Chavarria to celebrate NYFW and a private tour of Jonathan Anderson´s brand-new JW boutique during LFW; launch of The Spring Summer 26 Campaign ‘Le Virage’, celebrating the new season´s key fashion with over 64m global media reach MR PORTER featured Hollywood icons Jon Hamm and ​Kit Harington in the MR PORTER Journal; Jon Hamm's story reached 2.4m views on IG; Video story about Danish brand NN07 reached 5m views; hosting global EIP events such as a 2-day immersive style suite in Hong Kong, a dinner with George Cleverley in Miami and an intimate lunch with Paul Smith in London; launch of a 48-piece exclusive capsule with Brunello Cucinelli Stable GMV per top customer of -1.4% and increase in Average Order Value (AOV) LTM to €865 in Q3 FY26, a 7.9% (reported) increase vs. Q3 FY25 Net Promoter Score significantly up 890bps to now 68.1 in Q3 FY26 OFF-PRICE | YOOX KEY BUSINESS HIGHLIGHTS(1) YOOX revealing a new visual identity & tone of voice, driving strong early media resonance Key cultural moments including Milan Fashion Week, Milan Design Week and Berlinale in Berlin leveraged to create memorable experiences by YOOX signaling the brand’s rebirth Growth in GMV per top customer of +1.3% and increase in Average Order Value (AOV) LTM to €247, a 1.7% (reported) increase vs. Q3 FY25 Net Promoter Score of 48.8 in Q3 FY26 significantly up vs. 36.1 LY GROUP KEY BUSINESS HIGHLIGHTS Partial workforce reduction in connection with the transformation plan across several sites completed On track process of commerce platform migration for NET-A-PORTER and MR PORTER Separation of ex-YNAP Luxury and Off-price businesses almost fully completed Sale of the assets powering THE OUTNET successfully completed SALE OF ASSETS POWERING THE OUTNET On April 30, 2026, LuxExperience B.V. successfully closed the sale of the set of assets powering THE OUTNET platform to The O Group LLC (which has been renamed The Outnet Operations US, LLC). The completion of the transaction follows the binding agreement announced on October 31, 2025 and the fulfillment of all conditions, including receipt of all unconditional approvals from the relevant regulatory authorities. CONFIRMED GUIDANCE For the full fiscal year ending June 30, 2026, we confirm our guidance for the top- and bottom-line: GMV €2.5 billion to €2.7 billion and an Adjusted EBITDA margin between -1% to +1% The foregoing forward-looking statements reflect LuxExperience’s expectations as of today's date. Given the number of risk factors, uncertainties and assumptions discussed below, actual results may differ materially. LuxExperience does not intend to update its forward-looking statements until its next quarterly results announcement, other than in publicly available statements. CONFERENCE CALL AND WEBCAST INFORMATION LuxExperience expects to release third quarter of fiscal year 2026 financial results before the U.S. market open on May 19, 2026. A conference call to discuss its results will follow at 8:00am Eastern Time that same day. Event: LuxExperience Third Quarter Fiscal Year 2026 Earnings Conference CallEvent Date: May 19, 2026Event Time: 8:00am ETWebcast: Please follow the link A webcast replay will be available on LuxExperience’s investor relations website at investors.luxexperience.com FORWARD LOOKING STATEMENTS This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements relating to financing activities; future sales, expenses, and profitability; future development and expected growth of our business and industry; our ability to execute our business model and our business strategy; having available sufficient cash and borrowing capacity to meet working capital, debt service and capital expenditure requirements for the next twelve months; and projected capital spending. In some cases, you can identify forward-looking statements by the following words: "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "ongoing," "plan," "potential," "predict," "project," "should," "will," "would" or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. These statements are only predictions. Actual events or results may differ materially from those stated or implied by these forward-looking statements. In evaluating these statements and our prospects, you should carefully consider the factors set forth below. The risk that the completed YNAP acquisition and the post-acquisition integration could have an adverse effect on the ability of YNAP to retain customers and retain and hire key personnel and maintain relationships with their brand partners and customers and on their operating results and businesses generally; the risk that problems may arise in successfully integrating the businesses of YNAP and Mytheresa, which may result in the combined company not operating as effectively and efficiently as expected; the risk that the combined company may be unable to achieve cost-cutting synergies or that it may take longer than expected to achieve those synergies; LuxExperience’s ability to effectively compete in a highly competitive industry; LuxExperience’s ability to respond to consumer demands, spending and tastes; foreign currency exchange rate fluctuations; general economic conditions, including economic conditions resulting from deteriorating geopolitical and macroeconomic conditions, such as the recent global trade war, that may adversely impact consumer demand; The ongoing conflict involving Iran and the related disruption to shipping through the Straight of Hormuz, and their effects on energy prices, supply chain costs, and heightened macroeconomic uncertainty that may adversely affect consumer confidence and spending; LuxExperience’s ability to acquire new customers and retain existing customers; consumers of luxury products may not choose to shop online in sufficient numbers; the volatility and difficulty in predicting the luxury fashion industry; LuxExperience’s reliance on consumer discretionary spending; and LuxExperience’s ability to maintain average order levels and other factors. We undertake no obligation to update any forward-looking statements made in this press release to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law. The achievement or success of the matters covered by such forward-looking statements involves known and unknown risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make. You should not rely upon forward-looking statements as predictions of future events. Forward-looking statements represent our management’s beliefs and assumptions only as of the date such statements are made. Further information on these and other factors that could affect our financial results is included in filings we make with the U.S. Securities and Exchange Commission ("SEC") from time to time, including the section titled "Risk Factors" included in the Form 20-F filed on October 30, 2025. These documents are available on the SEC’s website at www.sec.gov and on the SEC Filings section of the Investor Relations section of our website at: https://investors.luxexperience.com. The acquisition of YOOX Net-A-Porter Group S.p.A. ("YNAP") (together with its subsidiaries, "YNAP Sub-Group") by LuxExperience was completed on April 23, 2025 ("YNAP Acquisition"). The results of YNAP are included within the consolidated financial statements of LuxExperience for the period beginning on the date of the acquisition through the end of the respective period presented and the results of Mytheresa are included for the entirety of all periods presented. ABOUT NON-IFRS FINANCIAL MEASURES AND OPERATING METRICS Our non-IFRS financial measures include: Adjusted EBITDA is a non-IFRS financial measure that we calculate as net loss before finance expense (net), taxes, and depreciation and amortization, adjusted to exclude the recognition/release of extraordinary inventory write down, foreign exchange gains and losses arising on intercompany balances, other transaction-related, certain legal and other expenses, share-based compensation expense, and one-off Intercompany recharges. Adjusted EBITDA Margin is a non-IFRS financial measure which is calculated in relation to net sales. Gross Merchandise Value (GMV) is an operative measure and means the total Euro value of orders processed. GMV is inclusive of merchandise value, shipping and duty. It is net of returns, value added taxes and cancellations. GMV does not represent revenue earned by us. We use GMV as an indicator for the usage of our platform that is not influenced by the mix of direct sales and commission sales. The indicators we use to monitor usage of our platform include, among others, active customers, total orders shipped and GMV. Gross Merchandise Value (GMV) and Net Sales Growth on a constant currency basis (ex-FX) are non-IFRS financial measures that are calculated by translating current period financial data at the prior year average exchange rates applicable to the local currency in which the transactions are denominated, including effects from hedge accounting. We use constant currency information to provide us with a picture of underlying business dynamics, excluding currency effect. These calculations do not include any other macroeconomic effect such as local currency inflation effects or any price adjustment to compensate local currency inflation or devaluations. While we believe that constant currency information may be useful to investors in understanding and evaluating our results of operations in the same manner as our management, our use of constant currency metrics has limitations as an analytical tool, and you should not consider it in isolation, or as an alternative to, or a substitute for analysis of our financial results as reported under IFRS. Further, other companies, including companies in our industry, may report the impact of fluctuations in foreign currency exchange rates differently, which may reduce the value of our constant currency information as a comparative measure. Illustrative key operating and financial metrics by segment are non-IFRS financial measures that we present by segment for each period and were prepared by combining the historical standalone statements of operations for each of legacy YNAP and Mytheresa. These measures are provided for illustrative purposes only and do not purport to represent what the actual consolidated results of operations or consolidated financial condition would have been had the acquisition actually occurred on the date indicated, nor do they purport to project the future consolidated results of operations or consolidated financial condition for any future period or as of any future date. In addition, these measures have not been prepared in accordance with Article 11 of Regulation S-X. We are not able to forecast net income (loss) on a forward-looking basis without unreasonable efforts due to the high variability and difficulty in predicting certain items that affect net income (loss), including, but not limited to, Income taxes and Interest expense and, as a result, are unable to provide a reconciliation to forecasted Adjusted EBITDA. SEGMENT REALIGNMENT Beginning with the first quarter ended September 30, 2025, LuxExperience has realigned its reportable segments to correspond with changes to its operating model to reflect its new management structure and organizational responsibilities following the acquisition of YNAP. As further described herein, LuxExperience's three reportable segments are: Luxury | Mytheresa, Luxury | NAP & MRP, and Off-price | YOOX. THE OUTNET is classified as "discontinued operations" and is no longer considered part of LuxExperience’s core financial performance. ABOUT LUXEXPERIENCE LuxExperience is the leading digital, multi-brand luxury group and the online shopping destination for luxury enthusiasts worldwide. LuxExperience operates a portfolio of some of the most distinguished store brands in digital luxury and creates communities for luxury enthusiasts with unique digital and physical experiences. Mytheresa, NET-A-PORTER and MR PORTER, jointly comprising the luxury segments of LuxExperience, offer highly curated edits of the most prestigious luxury brands across the world, featuring womenswear, menswear, kidswear, fine jewelry & watches, and lifestyle products. YOOX, which forms the off-price segment of LuxExperience, is the leading destination for multi-brand off-season online luxury shopping. The NYSE listed group operates worldwide. For more information, please visit https://investors.luxexperience.com. LuxExperience B.V. Illustrative key operating and financial metrics by segment for thethree months and nine months ended March 31, 2025 and 2026 The following illustrative segment information for Luxury | Mytheresa, Luxury | NAP & MRP and Off-Price | YOOX is presented as if these segments had been included in LuxExperience Group’s management reporting for the three months and nine months ended March 31, 2025. These segments were not presented in the Company’s unaudited quarterly report for the three and nine months ended March 31, 2025 as the YNAP Group was subsequently acquired on April 23, 2025, and therefore was not owned by the Company during the prior year comparative period presented. The following segment information should not be viewed as a substitute for LuxExperience Group’s segment reporting. Further, the segment information presented here is not necessarily indicative of LuxExperience Group’s results to be expected for any future periods. THE OUTNET, which was previously managed and monitored as a separate major line of business within the Off-Price segment, has been classified as a discontinued operation in accordance with IFRS 5 for the three and nine months ended March 31, 2026. Accordingly, financial performance for this period has been excluded from the Off-Price segment and is reported separately within discontinued operations. Further information on THE OUTNET and the related discontinued operations presentation can be found in Note 9 within the notes to the financial statements. The following table shows our operating and financial metrics for Luxury | Mytheresa segment for the three months and nine months ended March 31, 2025 and 2026. For the periods presented, these figures represent actual results and are not illustrative in nature. The following table illustrates operating and financial metrics for Luxury | NAP & MRP segment for the three and nine months ended March 31, 2025 and 2026. For the three and nine months ended March 31, 2026, these figures represent actual results and for the three and nine months ended March 31, 2025, these figures are illustrative in nature. The following table illustrates operating and financial metrics for Off-Price | YOOX segment for the three and nine months ended March 31, 2025 and 2026. For the three and nine months ended March 31, 2026, these figures represent actual results and for the three and nine months ended March 31, 2025, these figures are illustrative in nature. The following tables include comparative illustrative segment information for the three and nine months ended March 31, 2025. For the three and nine months ended March 31, 2025, the amounts reflect actual results for the Luxury | Mytheresa segment and illustrative information for the Luxury | NAP & MRP and Off-Price | YOOX segments. The following tables include comparative segment information for the three and nine months ended March 31, 2026. The following tables set forth the reconciliations of net loss to EBITDA to adjusted EBITDA, and their corresponding margins as a percentage of net sales. The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for the LuxExperience Group for the three months ended March 31, 2025 and 2026: The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for Luxury | Mytheresa segment for the three months ended March 31, 2025 and 2026: The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for Luxury | NAP & MRP segment for the three months ended March 31, 2025 and 2026: The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for Off-Price | YOOX segment for the three months ended March 31, 2025 and 2026: View source version on businesswire.com: https://www.businesswire.com/news/home/20260519565999/en/ Contacts Investor Relations ContactLuxExperience B.V.Stefanie Muenzphone: +49 89 127695-1919email: [email protected] Media Contact for business press LuxExperience B.V.Lisa Schulzmobile: +49 151 11216490email: [email protected]

This article first appeared on GuruFocus. Release Date: May 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. LuxExperience BV (NYSE:LUXE) achieved a GMV growth of 0.3% at constant currency in Q3 2026, despite geopolitical challenges. The company reported a profitability at group level with a 0.9% adjusted EBITDA margin, marking the second consecutive profitable quarter. MyTheresa's net sales grew by 9.9% on a constant currency basis in Q3 2026, with significant growth in the U.S. market at 33.8%. The gross profit margin for MyTheresa increased by 240 basis points, highlighting successful full-price selling strategies. LuxExperience BV (NYSE:LUXE) successfully closed the sale of certain assets, allowing a focused approach on core business segments. Net sales for Net-a-Porter and Mr. Porter declined by 5.1% on a constant currency basis in Q3 2026. YOOX's net sales decreased by 7.4% on a constant currency basis, reflecting challenges in the off-price segment. The company faced headwinds from geopolitical events, particularly impacting customer sentiment in the Middle East. Operating cash flow was negative at minus $117.9 million for the first nine months of fiscal year 2026. The average spend per top customer at MyTheresa slightly declined by 1.5% in Q3 2026 compared to the previous year. Warning! GuruFocus has detected 4 Warning Signs with LUXE. Is LUXE fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide insights on the revenue growth trends in different regions, particularly in Asia, the U.S., and Europe, and how geopolitical events have impacted these? A: (Michael Klieger, CEO) We continue to see strong growth in North America, with MyTheresa growing almost 34% in that region. Asia is showing signs of recovery, and we are investing in the region. The Middle East, particularly the Arabic Peninsula, was affected by geopolitical tensions, but the impact has subsided. Europe remains strong, especially in the southern markets, driving demand for luxury products. Q: What factors contributed to the better-than-expected operating cash burn, and how do you see EBITDA margins evolving in the future? A: (Martin Beer, CFO) The operating cash burn was lower than expected due to our focus on cost management and improved gross profit margins. We expect to break even on adjusted EBITDA for the fiscal year and aim for 7% to 9% EBITDA margins in the medium term, driven by improved SG&A cost ratios and top-line growth. Q: How did the geopolitical tensions in the Middle East affect different segments, and was there a particular impact on any customer group? A: (Michael Klieger, CEO) The Arabic Peninsula was directly impacted, with a temporary halt in deliveries and a shift in customer focus. However, our mobile customer base mitigated the impact by relocating to other regions. The global sentiment dip was short-lived, and we are back on track with strong growth. Q: Can you explain the slight decline in GMV per top customer at MyTheresa and whether it will return to growth? A: (Michael Klieger, CEO) The decline is due to a significant increase in the number of top customers, which naturally lowers the average spend. As we integrate these new customers, we expect the average spend per top customer to return to growth. Q: Have there been any cost impacts from higher energy or fuel prices due to the Middle East conflict? A: (Michael Klieger, CEO) Yes, there have been surcharges in air freight due to fluctuating oil prices. However, given our high average basket size, we can mitigate these costs effectively. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

LuxExperience B.V. - Sponsored ADR (LUXE) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 19. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of -328.6%. Revenues are expected to be $734.21 million, up 187.8% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 266.67% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For LuxExperience B.V. - Sponsored ADR, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +22.58%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that LuxExperience B.V. - Sponsored ADR will most likely beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that LuxExperience B.V. - Sponsored ADR would post a loss of$0.08 per share when it actually produced a loss of -$0.17, delivering a surprise of -112.50%. Over the last four quarters, the company has beaten consensus EPS estimates just once. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. LuxExperience B.V. - Sponsored ADR appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report LuxExperience B.V. - Sponsored ADR (LUXE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Crocs (CROX) came out with quarterly earnings of $2.99 per share, beating the Zacks Consensus Estimate of $2.78 per share. This compares to earnings of $3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.62%. A quarter ago, it was expected that this footwear company would post earnings of $1.92 per share when it actually produced earnings of $2.29, delivering a surprise of +19.27%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Crocs, which belongs to the Zacks Textile - Apparel industry, posted revenues of $921.46 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.86%. This compares to year-ago revenues of $937.33 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Crocs shares have added about 17.1% since the beginning of the year versus the S&P 500's gain of 4.2%. While Crocs has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Crocs was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.31 on $1.13 billion in revenues for the coming quarter and $13.38 on $4.05 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Textile - Apparel is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, LuxExperience B.V. - Sponsored ADR (LUXE), is yet to report results for the quarter ended March 2026. The results are expected to be released on May 19. This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of -328.6%. The consensus EPS estimate for the quarter has been revised 266.7% lower over the last 30 days to the current level. LuxExperience B.V. - Sponsored ADR's revenues are expected to be $734.21 million, up 187.8% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Crocs, Inc. (CROX) : Free Stock Analysis Report LuxExperience B.V. - Sponsored ADR (LUXE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

MUNICH, April 28, 2026--(BUSINESS WIRE)--LuxExperience B.V. (NYSE:LUXE) ("LuxExperience"), today announced the date for the release of its third quarter of fiscal year 2026 ended March 31, 2026 financial results. Third Quarter of Fiscal Year 2026 Earnings Call and Webcast LuxExperience will release third quarter of fiscal year 2026 financial results before the U.S. market open on May 19, 2026. A conference call to discuss its results will follow at 8:00am Eastern Time that same day. Event: LuxExperience Third Quarter of Fiscal Year 2026 Earnings Conference Call Event Date: May 19, 2026 Event Time: 8:00am ET Webcast: Please follow the link A webcast replay will be available on LuxExperience’s investor relations website at investors.luxexperience.com. Upcoming Investor Conference Michael Kliger, Chief Executive Officer, and Martin Beer, Chief Financial Officer, will participate at the following investor conferences: Morgan Stanley Luxury Conference 2026 in Paris, May 20, 2026 Citi Luxury & Premium Brands Conference in Paris, May 21, 2026 BofA Consumer Apparel & E-Commerce virtual Fieldtrip, May 27, 2026 TD Cowen 10th Annual Future of the Consumer Conference in New York, June 2-3, 2026 ABOUT LUXEXPERIENCE LuxExperience is the leading digital, multi-brand luxury group and the online shopping destination for luxury enthusiasts worldwide. LuxExperience operates a portfolio of some of the most distinguished store brands in digital luxury and creates communities for luxury enthusiasts with unique digital and physical experiences. Mytheresa, NET-A-PORTER and MR PORTER, jointly comprising the luxury segments of LuxExperience, offer highly curated edits of the most prestigious luxury brands across the world, featuring womenswear, menswear, kidswear, fine jewelry & watches, and lifestyle products. YOOX, which forms the off-price segment of LuxExperience, is the leading destination for multi-brand off-season online luxury shopping. The NYSE listed group operates worldwide. For more information, please visit https://investors.luxexperience.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260428888780/en/ Contacts Investor Relations Contacts LuxExperience B.V. Stefanie Muenz phone: +49 89 127695-1919 email: [email protected] Media Contacts for business press LuxExperience B.V. Lisa Schulz mobile: +49 151 11216490 email: [email protected]

KEY HIGHLIGHTS FOR THE SECOND QUARTER ENDED DECEMBER 31, 2025 Top-line growth for the first time reporting as LuxExperience Group (illustrative) with Net Sales +1.1% (+5.7% ex-FX) and +0.2% GMV (+4.7% ex-FX) vs. Q2 FY25 Return to profitability on Group level with an Adjusted EBITDA margin of +2.0% in Q2 FY26 as compared to previous quarters Results confirm transformation plan medium-targets of €4bn Net Sales and 7-9% Adj. EBITDA margin Outstanding GMV Growth for Mytheresa of +12.7% ex-FX (+9.9% reported) with Adjusted EBITDA increasing +40% to a 9.3% Adjusted EBITDA margin vs. Q2 FY25 Transformation plan progressing with clear impact: Core Focus of SG&A cost reduction showing first good results; Group Adj. SG&A cost ratio decreasing by 180bps in Q2 FY26, excluding the impact of capitalized IT development costs for better like-for-like comparison Positive Cash Flow from Operating Activities for the Group of €118.5 million MUNICH, February 12, 2026--(BUSINESS WIRE)--Reissued press release issued Feb. 10, 2026 to correct certain line items in the Unaudited Condensed Consolidated Statements of Financial Position and the Unaudited Condensed Consolidated Statements of Changes in Equity and Unaudited Condensed Consolidated Statements of Loss and Comprehensive Loss. The updated release reads: Q2 FY26 RESULTS: LUXEXPERIENCE GROUP REPORTS NET SALES GROWTH OF +5.7% EX-FX AND RETURN TO ADJUSTED EBITDA PROFITABILITY, FULLY CONFIRMING THE TRANSFORMATION PLAN TARGETS KEY HIGHLIGHTS FOR THE SECOND QUARTER ENDED DECEMBER 31, 2025 Top-line growth for the first time reporting as LuxExperience Group (illustrative) with Net Sales +1.1% (+5.7% ex-FX) and +0.2% GMV (+4.7% ex-FX) vs. Q2 FY25 Return to profitability on Group level with an Adjusted EBITDA margin of +2.0% in Q2 FY26 as compared to previous quarters Results confirm transformation plan medium-targets of €4bn Net Sales and 7-9% Adj. EBITDA margin Outstanding GMV Growth for Mytheresa of +12.7% ex-FX (+9.9% reported) with Adjusted EBITDA increasing +40% to a 9.3% Adjusted EBITDA margin vs. Q2 FY25 Transformation plan progressing with clear impact: Core Focus of SG&A cost reduction showing first good results; Group Adj. SG&A cost ratio decreasing by 180bps in Q2 FY26, excluding the impact of capitalized IT development costs for better like-for-like comparison Positive Cash Flow from Operating Activities for the Group of €118.5 million LuxExperience B.V. (NYSE:LUXE) (the "Company"), today announced its financial results for its second quarter of fiscal year 2026 ended December 31, 2025. The leading luxury multi-brand digital platform reported overall growth and return to profitability on adjusted EBITDA level in the second quarter with clear improvement across all three segments. The results in Q2 FY26 confirm that LuxExperience is fully on track with its transformation plan targeting medium-term €4bn Net Sales and a 7-9% Adjusted EBITDA margin. Mytheresa demonstrated continued outstanding GMV growth, outpacing the industry, and significantly increased its Adjusted EBITDA profitability in the second quarter of fiscal year 2026. NET-A-PORTER and MR PORTER showed continued improvement vs. preceding quarters as a direct result of the execution of the group’s new strategic direction with a clear focus on the customer and cost discipline. The Off-Price segment also showed clear signs of improvement based on the back to healthy core strategy followed by the new management. Michael Kliger, Chief Executive Officer of LuxExperience, said, "We are extremely pleased with the results of the second quarter. The initiated turnaround at ex-YNAP already shows good results with growth and a return to adjusted EBITDA profitability at Group level. Our proven ability to deliver profitable growth at Mytheresa is now being applied to the newly acquired businesses by an extremely dedicated and experienced new management. As a Group we truly possess the secret sauce in digital luxury." Kliger continued, "Over the past decade, Mytheresa has consistently built and grown trusted relationships with its brand partners and customers. These relationships are the foundation of our success. Sustainable and profitable growth in luxury comes from providing brands and customers with the very best in service and experience. We know how to engage with true luxury customers through desirability, emotion, exclusivity, and community. As a Group we will seize the tremendous opportunities that present themselves to us going forward." LUXEXPERIENCE FINANCIAL HIGHLIGHTS FOR THE SECOND QUARTER ENDED DECEMBER 31, 2025 (on an illustrative basis) Amounts in € million are reported figures unless stated otherwise Net Sales increase of +1.1% reported (+5.7% ex-FX) to €645.1 million as compared to €638.0 million in the prior year quarter GMV growth of +0.2% reported (+4.7% ex-FX) to €684.8 million in Q2 FY26 as compared to €683.5 million in the prior year period Adj. SG&A costs decrease in Q2 FY26 driven by the first results of the transformation plan to 19.1% in relation to GMV, down 180bps from 20.9%, excluding the impact of capitalized IT development costs for better like-for-like comparison Positive Adjusted EBITDA of €13.2 million with an Adjusted EBITDA margin of +2.0% Strong positive Cash Flow from Operating Activities of €118.5 million LUXURY | MYTHERESA FINANCIAL HIGHLIGHTS FOR THE SECOND QUARTER ENDED DECEMBER 31, 2025 Amounts in € million are reported figures unless stated otherwise Net Sales increase of +8.8% reported (+11.6% ex-FX) year over year to €242.7 million as compared to €223.0 million in Q2 FY25 GMV growth of +9.9% reported (+12.7% ex-FX) to €268.9 million in Q2 FY26 as compared to €244.7 million in the prior year period Gross Profit margin of 52.3%, an increase of 140bps year over year Adjusted EBITDA of €22.6 million vs. €16.2 million in Q2 FY25 and an Adjusted EBITDA margin of 9.3% in Q2 FY26 as compared to 7.3% in the prior year period LUXURY | NAP & MRP FINANCIAL HIGHLIGHTS FOR THE SECOND QUARTER ENDED DECEMBER 31, 2025 (on an illustrative basis) Amounts in € million are reported figures unless stated otherwise Net Sales decrease of -1.0% reported (+6.0% ex-FX) year over year to €277.1 million as compared to €279.8 million in the prior year quarter, significant sequential improvement from -10.8 decline reported in Q1 FY26 GMV decrease of -1.9% reported (+4.9% ex-FX) to €290.7 million in Q2 FY26 as compared to €296.2 million in the prior year period, strong sequential recovery from -10.8% decline reported in Q1 FY26 Gross Profit Margin of 46.1% in Q2 FY26 as compared to 46.8% in Q2 FY25, driven by one-time gross-margin increasing effects in the prior year period Significant decrease of the Adj. SG&A cost ratio from 27.6% in Q1 FY26 to 22.7% in Q2 FY26 Adjusted EBITDA of -€1.9 million in Q2 FY26 with an Adjusted EBITDA margin of -0.7% as compared to 4.2% in the prior year period OFF-PRICE | YOOX FINANCIAL HIGHLIGHTS FOR THE SECOND QUARTER ENDED DECEMBER 31, 2025 (on an illustrative basis) Amounts in € million are reported figures unless stated otherwise Net Sales decrease of -7.3% reported (-4.6% ex-FX) to €125.3 million as compared to €135.2 million in the prior year quarter, sequential recovery from reported -16.5% in Q1 FY26 GMV decline of -12.1% reported (-9.4% ex-FX) to €125.3 million in Q2 FY26 as compared to €142.5 million in the prior year period, clear improvement from reported -19.3% decline in Q1 FY26 Gross Profit Margin of 42.8% in Q2 FY26 as compared to 46.2% in the prior year period Significant decrease of the Adj. SG&A cost ratio from 28.6% in Q1 FY26 to 26.9% in Q2 FY26 Negative Adjusted EBITDA of -€7.5 million in Q2 FY26 with an Adjusted EBITDA margin of -6.0%, sequential improvement from -18.1% in Q1 of FY26 LUXURY | MYTHERESA KEY BUSINESS HIGHLIGHTS Launch of exclusive capsule collections and pre-launches in collaboration with Dolce & Gabbana, Moncler Grenoble, Loewe, Bottega Veneta, Christian Louboutin, Etro, Roger Vivier, Studio Nicholson x Aaron Levine and many more Impactful Top Customer events and "money-can’t-buy" experiences, including Roger Vivier in Paris, Tom Ford in London, and Moncler Grenoble in Gstaad Intensified outreach to high end luxury community with immersive customer experiences like a winter ski pop-up in China, a holiday gift shop in the US and the Maison Mytheresa club in Switzerland Increase in GMV per top customer of +12.5% and strong increase in Average Order Value (AOV) LTM to €824, a 12.0% (reported) increase vs. Q2 FY25 Industry-leading Net Promoter Score of 83.7 in Q2 FY26, up 40bps vs. the prior year period LUXURY | NAP & MRP KEY BUSINESS HIGHLIGHTS(1) NET-A-PORTER and MR PORTER driving customer engagement through uniquely engaging editorial content NET-A-PORTER featured Le Club Rabanne via an exclusive capsule and PORTER Magazine cover; headlined the December issue of PORTER Magazine with a Serena Williams exclusive; and relaunched same day delivery in London and New York, supported by a multi-channel Holiday and Gifting Campaign MR PORTER featured musician and writer Josh Homme in the MR PORTER Journal; launched new video franchises (Ways to Wear, Behind the Brand); executed three gifting video campaigns; and hosted a joint party to kick off the holiday season with Brand Director Jeremy Langmead and actor Billie Piper Growth in GMV per top customer of +3.6% and strong increase in Average Order Value (AOV) LTM to €861 in Q2 FY26, a 13.6% (reported) increase vs. Q2 FY25 Net Promoter Score up 1,200bps to now 65.3 in Q2 FY26 OFF-PRICE | YOOX KEY BUSINESS HIGHLIGHTS(1) First physical events in Berlin and Milan, boosting brand engagement and customer community-building Growth in GMV per top customer of +4.1% and strong increase in Average Order Value (AOV) LTM to €255, a 11.4% (reported) increase vs. Q2 FY25 Net Promoter Score of 50.2 in Q2 FY26, a 2,030bps improvement vs. LY GROUP KEY BUSINESS HIGHLIGHTS Partial workforce reduction across several sites now being executed Consolidation of infrastructure including warehouse footprint rationalization and consolidation of studio production facilities Tech migration kicked off with first major milestones in CY 2026 Future cost savings secured based on comprehensive renegotiation of services contracts across the company SALE OF ASSETS POWERING THE OUTNET On October 31, 2025, LuxExperience B.V. and The O Group LLC announced that they have entered into a binding agreement for LuxExperience to sell the set of assets powering THE OUTNET platform: THE OUTNET Assets to be transferred will include the relevant brand rights, customer data, full inventory and the US distribution center as well as required work-force in the US and the UK employees A Cash consideration of USD 30 million will be paid for THE OUTNET Assets, which is subject to adjustment based on inventory levels at closing, and for a certain period after closing LuxExperience will provide certain operational and IT services all priced at cost level LuxExperience will continue its commercial relationship with THE OUTNET also after closing of the transaction Transaction is expected to enable THE OUTNET to achieve its full potential under a renewed independent, stand-alone business model The divestment of THE OUTNET Assets allows LuxExperience to focus off-price resources on its YOOX business and accelerate the overall transformation plan in regard to an efficient infrastructure platform for NET-A-PORTER and MR PORTER Closing of the transaction is expected in Q3 FY26, subject to certain closing conditions, including customary regulatory approvals and payment of the purchase price, which is subject to adjustment based on inventory levels at closing In our financial reporting, the off-price segment refers to the business of YOOX, while THE OUTNET is classified as "discontinued operations" and is no longer considered part of LuxExperience’s core financial performance. UPDATED GUIDANCE With the implementation of our transformation plan executed in line with our targets, we narrow the ranges of our existing guidance for the full FY26. Therefore, LuxExperience now expects for FY26: GMV €2.5 billion to €2.7 billion (previously €2.4 billion to €2.7 billion) and an Adjusted EBITDA margin between -1% to +1% (previously -2% to +1%) CONFERENCE CALL AND WEBCAST INFORMATION LuxExperience expects to release second quarter of fiscal year 2026 financial results before the U.S. market open on February 10, 2026. A conference call to discuss its results will follow at 8:00am Eastern Time that same day. Event: LuxExperience Second Quarter Fiscal Year 2026 Earnings Conference Call Event Date: February 10, 2026 Event Time: 8:00am ET Webcast: Please follow the link A webcast replay will be available on LuxExperience’s investor relations website at investors.luxexperience.com FORWARD LOOKING STATEMENTS This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements relating to financing activities; future sales, expenses, and profitability; future development and expected growth of our business and industry; our ability to execute our business model and our business strategy; having available sufficient cash and borrowing capacity to meet working capital, debt service and capital expenditure requirements for the next twelve months; and projected capital spending. In some cases, you can identify forward-looking statements by the following words: "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "ongoing," "plan," "potential," "predict," "project," "should," "will," "would" or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. These statements are only predictions. Actual events or results may differ materially from those stated or implied by these forward-looking statements. In evaluating these statements and our prospects, you should carefully consider the factors set forth below. The risk that the completed YNAP acquisition and the post-acquisition integration could have an adverse effect on the ability of YNAP to retain customers and retain and hire key personnel and maintain relationships with their brand partners and customers and on their operating results and businesses generally; the risk that problems may arise in successfully integrating the businesses of YNAP and Mytheresa, which may result in the combined company not operating as effectively and efficiently as expected; the risk that the combined company may be unable to achieve cost-cutting synergies or that it may take longer than expected to achieve those synergies; LuxExperience’s ability to effectively compete in a highly competitive industry; LuxExperience’s ability to respond to consumer demands, spending and tastes; foreign currency exchange rate fluctuations; general economic conditions, including economic conditions resulting from deteriorating geopolitical and macroeconomic conditions, such as the recent global trade war, that may adversely impact consumer demand; LuxExperience’s ability to acquire new customers and retain existing customers; consumers of luxury products may not choose to shop online in sufficient numbers; the volatility and difficulty in predicting the luxury fashion industry; LuxExperience’s reliance on consumer discretionary spending; and LuxExperience’s ability to maintain average order levels and other factors. We undertake no obligation to update any forward-looking statements made in this press release to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law. The achievement or success of the matters covered by such forward-looking statements involves known and unknown risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make. You should not rely upon forward-looking statements as predictions of future events. Forward-looking statements represent our management’s beliefs and assumptions only as of the date such statements are made. Further information on these and other factors that could affect our financial results is included in filings we make with the U.S. Securities and Exchange Commission ("SEC") from time to time, including the section titled "Risk Factors" included in the Form 20-F filed on October 30, 2025. These documents are available on the SEC’s website at www.sec.gov and on the SEC Filings section of the Investor Relations section of our website at: https://investors.luxexperience.com. The acquisition of YOOX Net-A-Porter Group S.p.A. ("YNAP") (together with its subsidiaries, "YNAP Sub-Group") by LuxExperience was completed on April 23, 2025 ("YNAP Acquisition"). The results of YNAP are included within the consolidated financial statements of LuxExperience for the period beginning on the date of the acquisition through the end of the respective period presented and the results of Mytheresa are included for the entirety of all periods presented. ABOUT NON-IFRS FINANCIAL MEASURES AND OPERATING METRICS Our non-IFRS financial measures include: Adjusted EBITDA is a non-IFRS financial measure that we calculate as net income before finance expense (net), taxes, and depreciation and amortization, adjusted to exclude the recognition/release of extraordinary inventory write down, other transaction-related, certain legal and other expenses share-based compensation expense and one-off Intercompany recharges. Adjusted EBITDA Margin is a non-IFRS financial measure which is calculated in relation to net sales. Gross Merchandise Value (GMV) is an operative measure and means the total Euro value of orders processed. GMV is inclusive of merchandise value, shipping and duty. It is net of returns, value added taxes and cancellations. GMV does not represent revenue earned by us. We use GMV as an indicator for the usage of our platform that is not influenced by the mix of direct sales and commission sales. The indicators we use to monitor usage of our platform include, among others, active customers, total orders shipped and GMV. Gross Merchandise Value (GMV) and Net Sales Growth on a constant currency basis (ex-FX) are non-IFRS financial measures that are calculated by translating current period financial data at the prior year average exchange rates applicable to the local currency in which the transactions are denominated, including effects from hedge accounting. We use constant currency information to provide us with a picture of underlying business dynamics, excluding currency effect. These calculations do not include any other macroeconomic effect such as local currency inflation effects or any price adjustment to compensate local currency inflation or devaluations. While we believe that constant currency information may be useful to investors in understanding and evaluating our results of operations in the same manner as our management, our use of constant currency metrics has limitations as an analytical tool, and you should not consider it in isolation, or as an alternative to, or a substitute for analysis of our financial results as reported under IFRS. Further, other companies, including companies in our industry, may report the impact of fluctuations in foreign currency exchange rates differently, which may reduce the value of our constant currency information as a comparative measure. Illustrative key operating and financial metrics by segment are non-IFRS financial measures that we present by segment for each period and were prepared by combining the historical standalone statements of operations for each of legacy YNAP and Mytheresa. These measures are provided for illustrative purposes only and do not purport to represent what the actual consolidated results of operations or consolidated financial condition would have been had the acquisition actually occurred on the date indicated, nor do they purport to project the future consolidated results of operations or consolidated financial condition for any future period or as of any future date. In addition, these measures have not been prepared in accordance with Article 11 of Regulation S-X. We are not able to forecast net income (loss) on a forward-looking basis without unreasonable efforts due to the high variability and difficulty in predicting certain items that affect net income (loss), including, but not limited to, Income taxes and Interest expense and, as a result, are unable to provide a reconciliation to forecasted Adjusted EBITDA. SEGMENT REALIGNMENT Beginning with the first quarter ended September 30, 2025, LuxExperience has realigned its reportable segments to correspond with changes to its operating model to reflect its new management structure and organizational responsibilities following the acquisition of YNAP. As further described herein, LuxExperience's three reportable segments are: Luxury | Mytheresa, Luxury | NAP & MRP, and Off-price | YOOX. THE OUTNET is classified as "discontinued operations" and is no longer considered part of our LuxExperience’s core financial performance. ABOUT LUXEXPERIENCE LuxExperience is the leading digital, multi-brand luxury group and the online shopping destination for luxury enthusiasts worldwide. LuxExperience operates a portfolio of some of the most distinguished store brands in digital luxury and creates communities for luxury enthusiasts with unique digital and physical experiences. Mytheresa, NET-A-PORTER and MR PORTER, jointly comprising the luxury segments of LuxExperience, offer highly curated edits of the most prestigious luxury brands across the world, featuring womenswear, menswear, kidswear, fine jewelry & watches, and lifestyle products. YOOX, which forms the off-price segment of LuxExperience, is the leading destination for multi-brand off-season online luxury shopping. The NYSE listed group operates worldwide. For more information, please visit https://investors.luxexperience.com. LuxExperience B.V. Illustrative key operating and financial metrics by segment for the three months and six months ended December 31, 2024 and 2025 The following illustrative segment information for Luxury | Mytheresa, Luxury | NAP & MRP and Off-Price | YOOX is presented as if these segments had been included in LuxExperience Group’s management reporting for the three months and six months ended December 31, 2024. These segments were not presented in the Company’s unaudited quarterly report for the three and six months ended December 31, 2024 as the YNAP Group was subsequently acquired on April 23, 2025, and therefore was not owned by the Company during the prior year comparative period presented. The following segment information should not be viewed as a substitute for LuxExperience Group’s segment reporting. Further, the segment information presented here is not necessarily indicative of LuxExperience Group’s results to be expected for any future periods. THE OUTNET, which was previously managed and monitored as a separate major line of business within the Off-Price segment, has been classified as a discontinued operation in accordance with IFRS 5 for the three and six months ended December 31, 2025. Accordingly, financial performance for this period has been excluded from the Off-Price segment and is reported separately within discontinued operations. Further information on THE OUTNET and the related discontinued operations presentation can be found in Note 9 within the notes to the financial statements. The following table shows our operating and financial metrics for Luxury | Mytheresa segment for the three months and six months ended December 31, 2024 and 2025. For the periods presented, these figures represent actual results and are not illustrative in nature. The following table illustrates operating and financial metrics for Luxury | NAP & MRP segment for the three and six months ended December 31, 2024 and 2025. For the three and six months ended December 31, 2025, these figures represent actual results and for the three and six months ended December 30, 2024, these figures are illustrative in nature. The following table illustrates operating and financial metrics for Off-Price | YOOX segment for the three and six months ended December 31, 2024 and 2025. For the three and six months ended December 31, 2025, these figures represent actual results and for the three and six months ended December 31, 2024, these figures are illustrative in nature. The following tables include comparative illustrative segment information for the three and six months ended December 31, 2024. For the three and six months ended December 31, 2024, the amounts reflect actual results for the Luxury | Mytheresa segment and illustrative information for the Luxury | NAP & MRP and Off-Price | YOOX segments. The following tables include comparative segment information for the three and six months ended December 31, 2025. The following tables set forth the reconciliations of net loss to EBITDA to adjusted EBITDA, and their corresponding margins as a percentage of net sales. The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for the LuxExperience Group for the three months ended December 31, 2024 and 2025: The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for Luxury | Mytheresa segment for the three months ended December 31, 2024 and 2025: The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for Luxury | NAP & MRP segment for the three months ended December 31, 2024 and 2025: The following table sets forth the reconciliations of GMV to growth of GMV on a constant currency basis and of net sales to growth of net sales on a constant currency basis for Off-Price | YOOX segment for the three months ended December 31, 2024 and 2025: View source version on businesswire.com: https://www.businesswire.com/news/home/20260210212997/en/ Contacts Investor Relations Contact LuxExperience B.V. Stefanie Muenz phone: +49 89 127695-1919 email: [email protected] Media Contact for business press LuxExperience B.V. Lisa Schulz mobile: +49 151 11216490 email: [email protected]

This article first appeared on GuruFocus. Release Date: February 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. LuxExperience BV (NYSE:LUXE) reported strong results in Q2 2026, with net sales growing by 1.1% reported and 5.7% on a constant currency basis. The company achieved a positive adjusted EBITDA margin of 2%, indicating profitability at the group level. The Materrea business segment continues to outperform the industry with double-digit growth and high profitability. LuxExperience BV (NYSE:LUXE) is recognized as a digital multi-brand leader for luxury enthusiasts globally, with strong brand partnerships and customer relationships. The company has successfully reduced SG&A cost ratios, contributing to improved financial performance. Net sales for the luxury segment, including Net-a-Porter and Mr. Porter, declined by 1% year-over-year in Q2 2026. The off-price business of Y's experienced a net sales decline of 7.3% compared to Q2 2025. The company anticipates a negative operating cash flow in Q3 due to the cash effects of its layoff program and business seasonality. LuxExperience BV (NYSE:LUXE) is still undergoing a transformation plan, which is expected to take until the end of 2027 to complete. The luxury segment's gross profit margin decreased to 46.1% due to one-time effects in the previous year. Warning! GuruFocus has detected 5 Warning Signs with LUXE. Is LUXE fairly valued? Test your thesis with our free DCF calculator. Q: On the revenue side, which regions or divisions performed better than expected, and how does Europe compare to the momentum in the Americas? Also, regarding the 140 basis points at My Teresa, do you expect full-price selling to continue to drive gross margin expansion? What are the main drivers for raising the low end of guidance, and how are you managing SG&A cost ratios while maintaining customer service quality? A: (Michael Keeger, CEO) Europe is performing well, especially in the off-price market, with 14% growth. My Teresa has seen 25% growth in the US, even over 30% in constant currency. We expect continued strength in the US and Europe. Full-price selling has consistently increased gross margins, and we believe there's still room for improvement. On SG&A, structural changes take time, but we've made significant progress in consolidating operations. The transformation will continue until the end of 2027, and we're on track to meet our medium-term target of a 7-9% EBITDA margin. (Martin Beer, CFO) Profitability in H2 is expected to be around the same level as H1, driven by increased gross profit from full-price sales. Q: How is your portfolio positioned to capitalize on market share globally and acquire new customers amid seismic shifts in the luxury sector? A: (Michael Keeger, CEO) My Teresa is well-positioned to take advantage of opportunities, especially in the US, where we've grown over 20% in constant currency. Net-a-Porter and Mr. Porter have strong brand awareness in the US and are improving operations, such as same-day delivery in Greater Manhattan. Our focus is on presenting the best selection and curation, making us a preferred partner for brands. Q: Given the luxury industry's growth and digestion period, where do you think we are in the luxury cycle? What are you seeing in terms of aspirational versus high-net-worth consumers and product newness? A: (Michael Keeger, CEO) We see a solid calendar year 2026 with double-digit growth. Some big names are transitioning creative directors, but brands like Brunello Cuccinelli and The Row are performing well. We believe luxury has gone through a transition and digestion phase, with upside potential in the coming months. New creative investments are showing promise, and we expect a good year, depending on macroeconomic stability. Q: Are you seeing any changes in brand pricing architecture or consumer preferences for different price points? A: (Michael Keeger, CEO) Currently, there are minimal price increases after a phase of significant hikes due to scarcity and raw materials. The focus is on balancing price and desirability. While prices stabilize, we hope desirability increases. Progress is more evident in major luxury houses, and we anticipate further developments in the aspirational segment. Q: Could you elaborate on the progression of EBITDA margins into fiscal '27 and the timeline for transformation actions across the portfolio? A: (Martin Beer, CFO) We will provide guidance for fiscal '27 in the summer. We expect sequential improvement in H2 of fiscal '26, driven by My Teresa's continued growth, Net-a-Porter and Mr. Porter regaining profitability, and ongoing restructuring at YOOX. The transformation plan targets a 7-9% adjusted EBITDA margin by fiscal '29-'30, with updates on fiscal '27 expectations in our next quarterly report. For the complete transcript of the earnings call, please refer to the full earnings call transcript.