LuxExperience B.V. - Sponsored ADR LUXE

9.38 0.20 2.18% as of 25 Sep
Market cap
$1.3B
P/E
2.2×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 0.76
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — 1
Insider Ownership 88.15%

Capital & Financial Ratios

Market Cap 1,280.00
Revenue 2,919.64
Net Income (195.62)
Free Cash Flow (142.73)
Net Debt (200.61)
Current Ratio 2.20
Debt/Equity 0.12
P/E ratio 2.20
P/S ratio 0.45
P/B ratio 0.92
Past 5Y EPS Growth —
This Y EPS Growth 101.45%
Next Y EPS Growth 2,281.35%
Next 5Y EPS Growth 39.99%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 0.18
0.15
0.03
2021 0.76
0.02
0.74
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 2026
Cash 32 16 657 371
Receivables 8 13 105 49
Inventory 378 401 1,110 1,155
Other 44 49 147 229
461 479 2,019 1,803
2023 2024 2025 2026
Payables 74 92 311 279
ST’ Debt — — 11 —
Other 95 122 441 487
203 235 801 820
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 31.93% 53.61%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 25.35% 44.83%

Revenue

Sep Dec Mar Jun Year
’26 — — — — —
’26 670 753 724 772 2,920
’25 222 238 255 659 1,374
’24 204 212 254 239 910
’23 177 194 213 221 806
’22 186 215 190 187 778
’21 148 189 199 195 730
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 (173) 139 (104) 12 (126)
’25 (29) (5) 20 (19) (33)
’24 (36) 20 (13) 39 11
’23 (18) (28) (43) 31 (58)
’22 (23) 31 18 36 62
’21 (39) 4 (13) 28 (20)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 (174) 135 (106) 3 (143)
’25 (31) (6) 20 (20) (37)
’24 (40) 19 (18) 37 (2)
’23 (23) (35) (51) 28 (82)
’22 (23) 30 17 25 48
’21 (40) 3 (13) 27 (23)
in millions of $ · fiscal quarters ending in the months shown

EPS

Sep Dec Mar Jun Year
’26 (0.82) (0.10) (0.29) — —
’25 (0.30) (0.05) (0.06) 5.30 6.02
’24 (0.15) (0.07) (0.04) (0.06) (0.31)
’23 (0.04) (0.01) (0.06) (0.07) (0.18)
’22 (0.11) 0.03 (0.06) 0.02 (0.10)
’21 0.16 0.26 (0.72) (0.11) (0.51)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.2
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— — — — 18.51 8.29 2.05 2.41 6.18 6.54

Analyst estimates 2027–2029

Powerpack
Low Price
— — — — 36.25 22.68 12.54 8.24 12.50 11.38
High Price
— — — 860 1,015 1,238 1,432 1,817 4,262 —
Employees
— — — 1 1 1 1 1 0 0
Revenue/Emp
— — — 497 730 778 806 910 1,374 2,920
Revenue
— — — 46.71% 46.90% 51.47% 49.78% 45.73% 47.79% 46.37%
Gross Margin
— — — 11 (20) 4 (9) (29) 624 (187)
EBT
— — — 2.18% (2.79%) 0.56% (1.11%) (3.18%) 45.44% (6.39%)
EBT Margin
0 — — 7 (39) (9) (16) (27) 621 (196)
Net Income
— — — 9 10 10 12 16 28 75
Depreciation
— — — 7.08 9.44 9.01 9.30 10.48 14.20 20.84
Revenue/Sh
— — — 0.10 (0.51) (0.10) (0.18) (0.31) 6.27 —
Earnings/Sh
— — — 0.17 (0.25) 0.72 (0.67) 0.12 (0.34) (0.90)
Cash Flow/Sh
— — — (0.04) (0.04) (0.16) (0.28) (0.15) (0.04) (0.12)
Capex/Sh
— — — 0.13 (0.30) 0.56 (0.94) (0.02) (0.39) (1.02)
Free CF/Sh
— — — 1.01 5.95 5.64 5.41 5.43 15.35 10.17
Book Value/Sh
— — — 70 77 86 87 87 97 140
Shares
— — — 119.23 0.00 0.00 0.00 0.00 1.57 1.74
PE Ratio
— — — 0.00 3.22 1.10 0.43 0.48 0.56 0.36
PS Ratio
— — — 20.17 5.11 1.75 0.74 0.93 0.52 0.73
PB Ratio
— — — 0.00 3.19 1.03 0.46 0.55 0.23 0.29
EV/Sales
— — — 0.00 (100.66) 16.50 (4.56) (255.44) (8.40) (5.97)
EV/FCF
— — — 12 (20) 62 (58) 11 (33) (126)
Op' Cash Flow
— — — (3) (3) (13) (24) (13) (4) (16)
Capex
— — — 9 (23) 48 (82) (2) (37) (143)
FCF
— — — 108 261 284 258 244 1,218 984
Working Cap'
— — — 238 10 19 52 44 203 170
Total Debt
— — — 228 (81) (109) 20 27 (454) (201)
Net Debt
— — — 71 460 487 469 471 1,486 1,424
Sh' Equity
— — — 3.29% (7.41%) (1.35%) (2.23%) (3.64%) 38.33% (7.97%)
ROA
— — — 4.84% (6.33%) 0.90% (0.81%) (2.98%) 38.15% (9.28%)
ROIC
— — — 2.64% (14.64%) (1.88%) (3.32%) (5.73%) 63.41% (13.44%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026

LuxExperience B.V. - Sponsored ADR peers in Luxury Goods

All 12 Luxury Goods stocks →

LuxExperience B.V. - Sponsored ADR (LUXE) key facts

  • LuxExperience B.V. - Sponsored ADR (LUXE) is a Luxury Goods company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • LuxExperience B.V. - Sponsored ADR’s revenue for fiscal 2026 (year ended June 2026) was $2.9 billion, up 112.4% from fiscal 2025.
  • As of September 25, 2026, LUXE traded at $9.38, a market capitalization of $1.3 billion.
  • Return on equity was −13.4% and debt-to-equity 0.12.

Source: company filings (standardised) and stockrow calculations.

LuxExperience B.V. - Sponsored ADR (LUXE) Latest News

News by impact score

Fine-tune

20 Sep

3

LuxExperience B.V. reported NET-A-PORTER and MR PORTER combined net sales of €273.9 million in the fiscal Q4 ended June 30, 2026, up 4.3% in reported currencies using non-IFRS prior-year figures that include results before the April 2025 acquisition. Full-year gross margin rose 170 basis points to 47.5% on a focus on full-price selling and less discounting. Trailing 12-month average order value increased 9.1% to €885, while top-customer count rose 3.2% sequentially in Q4, signaling some shopper strength. Yet trailing active customers declined 11.1% to about 828,000 and trailing orders shipped fell 11.7% to about 2.2 million. Q4 gross margin declined 100 basis points to 48.2%. The company had €108.4 million of operating cash outflow for the full year, indicating cash burn despite a late-quarter rebound. Hedge funds held 17 positions as of 2Q2026. Sales recovery is mixed with quarterly growth and margin gains but ongoing declines in active customers and full-year cash burn create an uncertain mid-term trajectory.

16 Sep

4

LuxExperience posted Q4 FY26 net sales growth of 7.6% ex-FX alongside higher adjusted EBITDA profitability and now targets faster top- and bottom-line expansion in FY27. Reported growth and margin gains plus explicit FY27 acceleration outlook point to material positive shift in company trajectory.

3 transcript

LuxExperience BV's Q4 2026 earnings call highlights show all three segments returning to growth. Return to growth across all segments points to improved financial performance and operational recovery.

3 transcript

LuxExperience B.V. held its Q4 2026 earnings call, covering financial results and company performance updates. Earnings call delivers financial and strategic updates that can shift near-term investor views on operations.

3

LuxExperience B.V. - Sponsored ADR (LUXE) Q4 earnings and revenues exceeded estimates. Beating Q4 estimates can lift near-term investor sentiment and share price.

26 May

3

LuxExperience B.V.'s reported earnings contain weaknesses that undermine their apparent strength and signal underlying performance issues for the company. Negative analysis of earnings quality can pressure investor views and produce short-term share price weakness without altering long-term fundamentals.

25 May

3

LuxExperience reported higher revenue but wider net losses, triggering a 10.4% stock decline. Mixed earnings results with wider losses directly pressure near-term stock performance and sentiment.

21 May

3 transcript

LuxExperience B.V. Q3 2026 earnings call outlined quarterly financial results, operational updates, and forward guidance for the company. Quarterly earnings data and guidance typically influence near-term sentiment and trading without altering long-term fundamentals.

19 May

3

LuxExperience BV (LUXE) reported Q3 2026 earnings and outlined growth plans while managing geopolitical tensions affecting operations and markets. Earnings results and geopolitical navigation strategies may moderately shape near-term financial outlook and investor views.

3

LuxExperience B.V. posted a Q3 loss and missed revenue estimates. Q3 loss combined with missed revenue signals weaker results likely to pressure near-term stock performance.

3

LuxExperience Group posted positive adjusted EBITDA in Q3 FY26 for the second consecutive quarter and reaffirmed full fiscal 2026 guidance as its transformation plan remains on track. Sustained profitability and confirmed guidance signal steady progress on the transformation without major changes to competitive position.

12 May

4

LuxExperience B.V. Sponsored ADR (LUXE) expected to beat earnings estimates, raising potential for stock price gains. Expected earnings beat signals strong financial performance likely to significantly boost investor sentiment and stock trajectory.

7 May

4

LuxExperience B.V. (NYSE:LUXE) narrative shifts after share count and valuation reset, repositioning the company for renewed investor interest and market perception. Share count and valuation reset constitutes a major strategic shift likely to significantly alter LUXE's market trajectory and investor sentiment.

30 Apr

4

LuxExperience B.V. (LUXE) announces the successful closing of the sale of assets powering THE OUTNET platform, referred to as THE OUTNET Assets. Sale of key platform assets constitutes a major strategic divestiture likely reshaping LuxExperience's business focus and financial position.

13 Mar

3

Analysts consider LuxExperience B.V. (LUXE) one of the best German stocks to buy. Analyst buy recommendation signals positive sentiment likely to moderately impact stock performance.

13 Feb

4

LuxExperience B.V. (LUXE) shares surged 41.5% following a quicker-than-expected turnaround in adjusted EBITDA and an increase in gross merchandise value (GMV) guidance. The company's improved financial outlook has positively influenced investor sentiment, reflecting confidence in its operational performance and future growth potential. The faster EBITDA turnaround and raised GMV guidance indicate significant improvements in financial performance and market positioning.

3

Consumer discretionary stocks, including LuxExperience B.V. - Sponsored ADR (LUXE), are underperforming this year compared to other sectors. Analysts are observing a trend where consumer spending is shifting, impacting the overall performance of discretionary stocks. Factors such as inflation and changing consumer preferences are contributing to this lag. Investors are advised to monitor these trends closely as they could influence future market dynamics for LUXE. Shifts in consumer spending and market dynamics are expected to moderately influence LUXE's financial performance.

10 Feb

4

LuxExperience Group reported a net sales growth of 5.7% excluding foreign exchange effects for Q2 FY26, marking a return to adjusted EBITDA profitability. The results confirm the targets set in the company's transformation plan. The return to profitability and sales growth indicates significant progress in the company's strategic transformation efforts.

4

LuxExperience B.V. reported its Q2 2026 earnings, highlighting a significant increase in revenue driven by strong demand in the luxury travel sector. The company noted improvements in operational efficiency and a strategic focus on expanding its market presence. Key metrics showed growth in both customer acquisition and retention rates, contributing to a positive outlook for the remainder of the fiscal year. Management emphasized ongoing investments in technology and partnerships to enhance service offerings and customer experience. The earnings report indicates significant growth and strategic initiatives that could alter the company's trajectory and investor sentiment.

4 transcript

LuxExperience B.V. (LUXE) reported strong growth in its Q2 2026 earnings call, highlighting significant advancements amid ongoing transformation efforts. The company showcased improved financial metrics and strategic initiatives aimed at enhancing its market position. Key areas of focus included product innovation and expansion into new markets, which are expected to drive future performance. Strong growth and strategic initiatives indicate a significant impact on future performance and market positioning.

3

LuxExperience B.V. - Sponsored ADR (LUXE) reported a loss in Q2 but exceeded revenue estimates, indicating potential growth despite financial challenges. The company's performance reflects ongoing efforts to enhance its market position and adapt to changing consumer demands. Exceeding revenue estimates suggests moderate positive momentum, but the reported loss indicates ongoing financial challenges.

7 Feb

3

Analysts express growing pessimism regarding LuxExperience B.V. (LUXE) earnings, leading to concerns about the company's valuation. The negative sentiment is driven by expectations of lower revenue and profitability, prompting a reevaluation of the stock's potential. Investors are advised to consider these factors as they assess the company's future performance in a challenging market environment. Analyst pessimism around earnings is expected to moderately influence investor sentiment and financial performance.

3 Feb

3

LuxExperience B.V. - Sponsored ADR (LUXE) is expected to report a decline in Q2 earnings, reflecting challenges in its operational performance. Analysts predict that the company's financial results will fall short of previous expectations, raising concerns about its future profitability and market position. Investors are advised to monitor the upcoming earnings report closely for insights into the company's trajectory. A decline in earnings is likely to moderately influence investor sentiment and financial performance.

2 Feb

3

Disney reported Q1 earnings that exceeded analysts' expectations, with revenues showing a year-over-year increase. The company's performance was bolstered by strong growth in its streaming services and theme parks, reflecting a recovery in consumer spending and increased attendance. This positive financial outcome highlights Disney's resilience and strategic positioning in the entertainment industry. Disney's improved earnings and revenue growth may influence market sentiment and competitive positioning for related companies like LuxExperience B.V.

29 Jan

3

LuxExperience B.V. shareholders have faced a staggering 76% loss over the past five years, raising concerns about the company's future performance and investor sentiment. The significant decline in stock value highlights potential issues within the company's operations and market positioning, prompting investors to reassess their stakes in the firm. The substantial loss in stock value indicates potential challenges that may moderately influence investor sentiment and financial performance.

28 Jan

3

LuxExperience B.V. - Sponsored ADR (LUXE) has shown strong performance this year, outpacing its consumer discretionary peers. The stock's growth can be attributed to various factors, including strategic initiatives and market positioning. Analysts are closely monitoring its trajectory as it continues to attract investor interest amid a competitive landscape. The stock's performance indicates a moderately noticeable influence on its competitive positioning and market sentiment.

3

V.F. Corporation (VFC) reported Q3 earnings and revenues that exceeded analysts' expectations, driven by strong demand for its brands and effective cost management. The company highlighted growth in its direct-to-consumer segment and improved inventory management, which contributed to a positive outlook for the remainder of the fiscal year. Despite challenges in the retail environment, VFC's performance reflects resilience and strategic initiatives aimed at enhancing profitability. V.F. Corporation's strong earnings performance may positively influence market sentiment and investor confidence in related sectors, including LuxExperience B.V.

2 Jan

3

LuxExperience B.V. (NYSE:LUXE) is currently under scrutiny as analysts evaluate its market position and potential growth opportunities. Recent developments suggest that the company may be at a pivotal point, prompting discussions about its future performance and investment viability. Investors are encouraged to consider the implications of market trends and company strategies as they assess LuxExperience's prospects. Current evaluations indicate a moderately noticeable influence on LuxExperience's financial performance and market positioning.

25 Nov

3

LuxExperience B.V. has appointed Francis Belin as the new CEO of Mytheresa, a luxury fashion e-commerce platform. Belin, who previously served as the CEO of Mytheresa from 2019 to 2021, is expected to leverage his experience to drive growth and enhance the brand's market position. His return comes at a time when the company is focusing on expanding its global reach and improving customer engagement. Belin's appointment may positively influence Mytheresa's operational strategies and market positioning, but the overall impact on LuxExperience's trajectory is expected to be limited.

20 Nov

4

LuxExperience B.V. (NYSE:LUXE) has recently made a strategic acquisition that is expected to enhance its market position and financial performance. Analysts are evaluating the implications of this move alongside the company's recent market performance, which has shown fluctuations. The acquisition is seen as a potential catalyst for growth, prompting discussions about the company's valuation and future prospects in the competitive landscape. The acquisition is likely to significantly impact LuxExperience's future performance and market positioning.

stockrow.com/LUXE · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com