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LULUXE

LuxExperience B.V.

$LUXE·$1.2B·Luxury Goods·Consumer Cyclical
$8.90+1.0%YTD+4.9%1Y-5.4%
Price updated 7m ago
LULUXE
$LUXELuxExperience B.V.
$8.90+1.02%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LUXE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

What it does

Plain-English summary of the business — what they sell and how they make money.

LuxExperience B.V., through its subsidiary, oversees an international online retail platform that caters to customers in Germany, the United States, and throughout Europe and other global markets. The company's diverse selection features apparel for women, men, and children, as well as premium fine jewelry, timepieces, and various lifestyle goods. These items are presented under prominent brand identities including Mytheresa, NET-A-PORTER, MR PORTER, YOOX, and the OUTNET. Founded in 1987 and headquartered in Munich, Germany, the firm was formerly recognized as MYT Netherlands Parent B.V. before rebranding to LuxExperience B.V. in May 2025.

Industry overviewAI analysisGenerated by AI from underlying data

Where Luxury Goods sits in its cycle right now — and what that implies for $LUXE.

Luxury Goods · Consumer Cyclical

Luxury is in broad retreat as aspirational-luxury softens in the US and China recovery lags expectations; Signet's 24% post-earnings surge is a bright outlier on diamond jewellery resilience, while resale platforms benefit from circular-economy luxury demand as new-goods pricing faces pressure.

Industry benchmark

4-name peer basket
-12.3%YTD
-11.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
2.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
31.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
34.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 16, 2026$0.01$-0.11+109.1%
Q1 2026May 19, 2026$-0.16$-0.14-12.5%
Q4 2025Feb 10, 2026$-0.06$-0.08+22.0%
Q3 2025Nov 19, 2025$-0.71$-0.28-153.6%
Next earningsWed, Nov 18·consensus EPS $-0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY25$618.5M+155.0%45.5%-5.0%$-0.26$-93.5M
Q2 FY25$646.9M+190.1%47.7%-1.8%$-0.05$110.9M
Q1 FY25$573.5M+184.3%43.7%-14.2%$-0.70$-149.2M
Q4 FY24$587.8M+164.6%49.2%102%$4.67$-18.4M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5B$2.5B – $2.5B-$0.58-$0.59 – -$0.564
FY27$2.6B$2.6B – $2.6B-$0.07-$0.17 – $0.034
FY28$2.8B$2.8B – $2.8B$0.24$0.23 – $0.241

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.16.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.47%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 4 other (3 6-Ks · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

LuxExperience B.V. (LUXE) Q4 2026 Earnings Call Transcriptseekingalpha.com·1d agoWhy LuxExperience Stock Is Skyrocketing Todayfool.com·1d agoLuxExperience B.V. - Sponsored ADR (LUXE) Q4 Earnings and Revenues Top Estimateszacks.com·1d agoQ4 FY26 and Full FY26 Results: LuxExperience with strong +7.6% Net Sales growth ex-FX and improved Adjusted EBITDA profitability in Q4 FY26 now set for accelerated Top- and Bottom-Line growth in FY27businesswire.com·1d agoLuxExperience B.V. (LUXE) Presents at Goldman Sachs Global Consumer and Retail Conference Transcriptseekingalpha.com·3d ago

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Voices on X · last 7 days

No standout posts about $LUXE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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