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LuxExperience B.V. (LUXE) Q1 2026 Earnings Call Transcript
Unknown11-19
The earnings call reveals mixed results: Mytheresa shows strong growth, but NET-A-PORTER and MR PORTER face declines. Overall group sales declined, but there are positive signs in profitability and margin improvements. The Q&A highlights cautious optimism, with improved EBITDA guidance and growth potential in the U.S. However, unclear responses about regional growth and restructuring risks temper the outlook. The lack of market cap data suggests a neutral prediction, as the positive and negative factors balance each other out.
LuxExperience B.V. (LUXE) Q4 2025 Earnings Call Transcript
Unknown9-25
The earnings call reveals declines in net sales and EBITDA margins across multiple segments, despite some positive trends in average order value and Mytheresa's performance. The Q&A section highlights ongoing challenges, such as inventory and marketing issues, and a lack of specific guidance, which may concern investors. The overall sentiment is negative due to weak financial results, uncertain guidance, and management's lack of clarity on resolving key issues.
LuxExperience B.V. (LUXE) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Neutral9-3
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