LuxExperience Shares Rise Nearly 16% as Quarterly Revenue Exceeds Expectations

LuxExperience B.V. (NYSE:LUXE) shares gained 15.88% in premarket trading on Wednesday after the luxury e-commerce company reported fourth-quarter fiscal 2026 revenue above analyst expectations, although adjusted earnings per share fell short of forecasts.

The company also reported positive adjusted EBITDA for a third consecutive quarter, issued revenue growth guidance for fiscal 2027 and announced a share repurchase authorisation of up to $50 million.

Fourth-Quarter Revenue Rises 6.1%

LuxExperience reported fourth-quarter revenue of €663.8 million, exceeding the analyst consensus estimate of €643.9 million.

Revenue increased 6.1% year on year from €616.3 million, while net sales grew 7.6% on a constant-currency basis.

Adjusted earnings per share came in at a loss of €0.18, compared with analysts’ expectations for a loss of €0.07 per share.

The company recorded adjusted EBITDA of €13.6 million, representing a margin of 2.1%. This marked its third consecutive quarter of positive adjusted EBITDA.

Chief Executive Officer Michael Kliger said: “We are very pleased with our Q4 FY26 and full FY26 results. The results of Q4 FY26 underline the tremendous progress we have achieved in our transformation plan in just the last 12 months.”

All Three Business Segments Report Sales Growth

LuxExperience reported constant-currency sales growth across its three operating segments during the quarter.

Mytheresa generated net sales of €269.2 million, an increase of 10.2% excluding foreign exchange effects.

The NAP & MRP segment reported net sales of €273.9 million, up 5.6%, while YOOX recorded growth of 6.6% to €110.5 million.

All three segments also reported improvements in their adjusted EBITDA margins compared with the corresponding period.

Company Issues Fiscal 2027 Guidance

For fiscal 2027, LuxExperience expects net sales to increase by a mid-single-digit to high-single-digit percentage.

The company forecasts an adjusted EBITDA margin of approximately 2% to 3%.

The midpoint of that margin range, at 2.5%, is in line with analyst expectations.

LuxExperience also announced that it had authorised a share repurchase programme of up to $50 million. The announcement did not specify the timing or amount of shares to be purchased.

The company’s fiscal 2027 projections remain subject to trading conditions and the execution of its operating plans.

Shares Advance Following Results

LuxExperience shares rose 15.88% in premarket trading following the earnings announcement.

The share price increase came despite the adjusted earnings-per-share shortfall, alongside revenue that exceeded consensus estimates, positive adjusted EBITDA and the company’s fiscal 2027 guidance.

LuxExperience stock price