LuxExperience B.V. (LUXE) AI Stock Analysis

NYSE: LUXEAI research summary: business, growth, valuation, analysts, bull and bear case.

LUXE AI stock analysis summary

AI Research

LuxExperience B.V. (LUXE) operates digital luxury fashion platforms including Mytheresa, NET-A-PORTER, and MR PORTER. Revenue reached $2.48B in FY2026, driven by a 5-year revenue CAGR of 32.3%, but net income shifted to -$166.5M. The company maintains a net cash position of $138.6M with a forward P/E ratio of 89.3x.

Market cap
$1.33B
Revenue (TTM)
$2.50B
P/E
—
fwd 89.3x
1Y return
16.4%
S&P 500 16.8%
Avg. target
$11.11
16.9% vs last close

Bull case

  • Revenue grew 98.0% in FY2026 to $2.48B, contributing to a 5-year revenue CAGR of 32.3%.
  • The balance sheet carries $138.6M in net cash with a low debt-to-equity ratio of 0.15 as of June 30, 2026.
  • Consensus estimates project EPS to rebound to $0.40 on revenue of $2.86B in the fiscal year ending June 30, 2028.

Bear case

  • FY2026 free cash flow was negative at -$136.6M alongside an operating cash flow of -$122.0M.
  • Gross margin compressed from 51.3% in FY2022 to 44.1% in FY2026, with an operating margin of -5.6% in FY2026.
  • Share count expanded by 59.5% over the past 5 years while the stock declined 63.2% over the same period.

What LuxExperience B.V. does

LuxExperience B.V., previously known as MYT Netherlands Parent B.V., operates digital platforms for luxury fashion across Germany, the United States, Europe, the Middle East, Japan, mainland China, Hong Kong SAR, China, and internationally. The Munich-based company was founded in 1987 and employs 3,738 people. It retails womenswear, menswear, kidswear, fine jewelry, watches, and lifestyle products under brand names including Mytheresa, NET-A-PORTER, MR PORTER, YOOX, and THE OUTNET.

Growth and profitability

Revenue expanded from $687.8M in FY2022 to $2.48B in FY2026, delivering a 98.0% annual increase in FY2026 and a 5-year CAGR of 32.3%. Gross margin decreased from 51.3% in FY2022 to 44.1% in FY2026. While FY2025 net income reached $552.3M with an operating margin of 44.6%, FY2026 resulted in an operating margin of -5.6% and a net loss of -$166.5M, yielding diluted EPS of -$0.40. Over the trailing twelve months, revenue reached $2.50B, with quarterly revenue growth of 11.5% for the period ended June 30, 2026.

LUXE income statement →

Balance sheet and cash flow

As of June 30, 2026, LuxExperience held $317.6M in cash and short-term investments against $179.0M in total debt, creating a net cash balance of $138.6M. The company has a current ratio of 2.20 and a debt-to-equity ratio of 0.15 on $1.22B of shareholders' equity. In FY2026, operating cash flow was -$122.0M and capital expenditures were $14.6M, resulting in free cash flow of -$136.6M. Over five years, the common share count increased by 59.5%.

LUXE balance sheet →

Valuation and performance

At $9.51 per share, LuxExperience has a market capitalization of $1.33B and an enterprise value of $1.08B. The stock trades at a forward P/E of 89.3x, above the 14.1x median of its US-listed Consumer Cyclical peers. However, its price-to-sales multiple of 0.5x and EV/EBITDA of 1.3x trade below peer medians of 0.7x and 11.1x, respectively. Over the past year, LUXE returned 16.4%, trailing the S&P 500's 16.8% return, while its 5-year return stands at -63.2% versus 83.0% for the index.

LUXE key metrics →

What analysts expect

Wall Street coverage includes 3 Strong Buy ratings, 0 Buy ratings, and 3 Hold ratings. The mean price target is $11.11, representing a 16.9% premium over the last close of $9.51. For the fiscal year ending June 30, 2027, consensus estimates project revenue of $2.67B and EPS of -$0.00. For the following fiscal year, 4 analysts project revenue of $2.86B and EPS of $0.40. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 18, 2026.

LUXE forecast and price target →

Key risks and what to watch

  • Operating profitability remains inconsistent, as operating margin fell from 44.6% in FY2025 to -5.6% in FY2026.
  • Short interest stands at 19.6% of the public float as of October 16, 2026.
  • Insider ownership is concentrated at 87.1%, which may limit public shareholder influence.
  • Cash burn is elevated, with -$136.6M in free cash flow recorded in FY2026 against $317.6M in cash and short-term investments.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this LUXE AI stock analysis

This page is an AI-written research summary of LuxExperience B.V. (LUXE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LUXE income statement, LUXE balance sheet, LUXE key metrics, LUXE analyst forecast, LUXE chart. See the LUXE stock overview for the latest quote and news.

LUXE AI stock analysis FAQ

What brands does LuxExperience B.V. operate?

LuxExperience B.V. operates digital luxury platforms including Mytheresa, NET-A-PORTER, MR PORTER, YOOX, and THE OUTNET.

Does LuxExperience pay a dividend?

LuxExperience does not currently pay a dividend to shareholders.

What is LuxExperience's debt position?

As of June 30, 2026, the company held $179.0M in total debt against $317.6M in cash and short-term investments, resulting in net cash of $138.6M.

When is LuxExperience's next earnings report?

The company's next earnings report is scheduled for November 18, 2026.

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