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Online luxury fashion retailer formed from the 2025 merger of Yoox Net-a-Porter and Mytheresa, selling designer apparel and accessories.
Online luxury fashion retailer formed from the 2025 merger of Yoox Net-a-Porter and Mytheresa, selling designer apparel and accessories.
Moat: narrow (brand, distribution, scale). Combined scale of two established luxury e-commerce platforms and designer brand relationships versus smaller rivals.
Headquarters: Amsterdam, Netherlands · Founded: 2025 · Employees: 3,738
Size LuxExperience B.V. Sponsored ADR (LUXE) is a United States Consumer Discretionary company (Internet Retail) with a market value of $1.40B, the 2040th largest of 3,117 United States companies the cockpit tracks. Shares closed at $10.19 on 6 Nov 2026.
Performance Over six months the shares gained 20.3%, against +3.8% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 111.3% over the last twelve months (peer median +2.0%); the operating margin is -5.5% (peer median 3.4%).
Valuation It trades at 194.0× forward earnings against a peer median of 23.9× (most expensive of 17).
Capital Return on invested capital runs 19.9 points below its cost of capital (9.6% WACC).
Short interest Short interest is 2.7% of the free float (15 Oct 2026).
Next results Next results expected around 17 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $2.92B | $2.92B | $1.33B | $909M | $801M |
| Revenue growth | — | +119% | +47% | +14% | — |
| Gross profit | $1.29B | $1.29B | $615M | $399M | $385M |
| EBITDA | -$97.4M | -$98.7M | -$8.14M | -$7.59M | $5.75M |
| Net income | -$196M | -$196M | $620M | -$26.9M | -$17.8M |
| Free cash flow | -$161M | -$159M | -$43.8M | -$7.57M | -$83.3M |
| Capital expenditure | $17.2M | $17.2M | $4.34M | $12.8M | $23.8M |
| Total debt | $205M | $205M | $257M | $53.3M | $62.9M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| LuxExperience B.V. Sponsored ADR LUXE | $1.40B | +20% | +111% | -6% | 194.0× | n/a |
| Revolve RVLV | $1.32B | -11% | +15% | 6% | 20.4× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LUXE | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.5% | +0.4% | 9th lowest of 21 |
| 6-month return | +20.3% | +3.8% | 7th highest of 21 |
| Distance from 52-week high | -10.5% | -26.3% | 3rd highest of 21 |
| Revenue growth (TTM) | +111.3% | +2.0% | highest of 21 |
| Operating margin | -5.5% | 3.4% | 3rd lowest of 21 |
| Forward P/E | 194.0× | 23.9× | most expensive of 17 |
| ROIC minus cost of capital | -19.9 pp | -2.4 pp | 2nd lowest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LuxExperience B.V. Sponsored ADR LUXE | United States | $1.40B | +20% | +111% | -6% | 194.0× | n/a | n/a |
| Liquidity Services LQDT | United States | $1.37B | +21% | +5% | 9% | 24.8× | 16.2% | +18.3% |
| Revolve RVLV | United States | $1.32B | -11% | +15% | 6% | 20.4× | n/a | n/a |
| Guangzhou Ruoyuchen Technology 003010.SZ | China | $1.31B | -8% | +75% | 10% | 23.0× | 1.7% | +24.7% |
| RealReal REAL | United States | $1.61B | +25% | +18% | 0% | 47.8× | n/a | n/a |
| Vedant Fashions MANYAVAR.NS | India | $1.22B | +6% | +2% | 32% | 29.6× | 21.4% | +21.5% |
| Akso Health Group Sponsored ADR AHG | United States | $1.14B | -34% | -6% | -29% | n/a | n/a | n/a |
| Global Industrial GIC | United States | $1.77B | +59% | +10% | 8% | 22.4× | 1.3% | +6.0% |
| NanJi E-Commerce 002127.SZ | China | $1.05B | -1% | -28% | -12% | 29.9× | 6.4% | -9.0% |
| IndiaMART InterMESH INDIAMART.NS | India | $985M | -26% | +12% | 34% | 17.0× | 8.2% | +18.6% |
| Huakai Yibai Technology 300592.SZ | China | $966M | +27% | -11% | 7% | 15.7× | 3.4% | +132.3% |
| THG THG.L | United Kingdom | $877M | +30% | +10% | -1% | n/a | n/a | n/a |
| Petco Health & Wellness WOOF | United States | $848M | +5% | -1% | 3% | 12.5× | 6.6% | +3.9% |
| Hangzhou Onechance Tech Crop 300792.SZ | China | $839M | -32% | -19% | 9% | 46.2× | 19.9% | -3.7% |
| Aucnet 3964.T | Japan | $824M | +12% | +12% | 15% | 15.5× | 0.1% | +21.6% |
| Global Top E-Commerce 002640.SZ | China | $757M | -12% | -6% | 1% | n/a | 33.4% | -19.8% |
| AO World AO..L | United Kingdom | $687M | +6% | +11% | 4% | 13.3× | 3.0% | -5.3% |
| ASKUL 2678.T | Japan | $682M | +2% | -20% | -5% | 29.2× | n/a | n/a |
| Yiwu Huading Nylon 601113.SS | China | $670M | -28% | -5% | 1% | 41.2× | n/a | n/a |
| ASOS ASC.L | United Kingdom | $670M | +88% | -15% | -1% | n/a | 1.2% | -5.5% |
| Groupon GRPN | United States | $630M | -13% | +2% | 2% | 33.7× | 27.5% | -18.9% |