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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
LuxExperience
LuxExperience (LUXE) investor relations material
LuxExperience Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary16 Sep, 2026
Executive summary
Net sales grew 7.6% ex-FX (6.1% reported) to €653.6M in Q4 FY26, with full-year FY26 net sales up 3.2% ex-FX to €2,474.2M and Adjusted EBITDA margin improving to 2.1% in Q4 FY26.
All segments reported net sales growth ex-FX and improved Adjusted EBITDA profitability in Q4 FY26, with Mytheresa leading in growth and profitability.
Transformation efforts post-YNAP acquisition drove a 430bps reduction in SG&A cost ratio and significant profitability improvements.
Positive operating cash flow in Q4 FY26 and a strong net cash position of €442.7M, with the group debt-free at period end.
Management authorized a $50M ADR share repurchase program in September 2026.
Financial highlights
Q4 FY26 Adjusted EBITDA reached €13.6M (2.1% margin); FY26 Adjusted EBITDA up €63.8M to €10.8M (0.4% margin).
Mytheresa Q4 FY26 net sales up 10.2% ex-FX to €269.2M; FY26 up 11.5% ex-FX to €994.3M.
NAP & MRP Q4 FY26 net sales up 5.6% ex-FX to €273.9M; FY26 up 0.5% ex-FX to €994.8M.
YOOX Q4 FY26 net sales up 6.6% ex-FX to €110.5M; FY26 net sales down -5.8% ex-FX.
SG&A cost ratio improved by 400–430bps in Q4 FY26 to 17.6%; full-year SG&A expenses down €55M (-9.9%).
Outlook and guidance
FY27 group net sales expected to grow mid- to high-single digits; Adjusted EBITDA margin guided at 2–3%.
Mytheresa expected to deliver high single- to low double-digit top-line growth and slightly higher Adjusted EBITDA margin.
NAP & MRP guided for mid-single-digit top-line growth and 100–200bps Adjusted EBITDA margin improvement.
YOOX expected to achieve mid-single-digit top-line growth with negative mid-single-digit Adjusted EBITDA margin, targeting break-even in FY28.
Medium-term: €4B net sales and 7–9% Adjusted EBITDA margin by FY30, with annual 10–15% sales growth.
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Latest events from LuxExperience
- Digital luxury growth and top customer focus drive strong profitability and global leadership.LUXE
Goldman Sachs Global Consumer and Retail Conference - Transformation targets EUR 4B revenue and 7%-9% EBITDA margin by 2030, driven by IT and AI.LUXETD Cowen 10th Annual Future of the Consumer Conference
- Second consecutive quarter of positive adjusted EBITDA and strong gross margin expansion.LUXEQ3 2026
- Q2 FY26 saw sales growth, EBITDA profitability, and strong Mytheresa results amid transformation.LUXEQ2 2026
- Mytheresa led growth, margins improved, and THE OUTNET divestment advanced group transformation.LUXEQ1 2026
- Mytheresa growth offsets declines elsewhere as transformation and YNAP integration continue.LUXEQ4 2025
- FY24 net sales rose 9.8% to €840.9M, with US sales up 25% and strong profitability gains.LUXEQ4 2024
- Consistent profitability and strong U.S. growth position the business to benefit from industry consolidation.LUXETD Cowen 8th Annual Future of the Consumer Conference
- Acquisition of YNAP sets the stage for EUR 4B sales and 8%+ EBITDA margin in digital luxury.LUXE27th Annual ICR Conference 2025
Next LuxExperience earnings date
Q1 202717 Nov, 2026
LuxExperience
Next LuxExperience earnings date
Q1 202717 Nov, 2026
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Frequently asked questions
LuxExperience B.V. (formerly MYT Netherlands Parent B.V.,) operating under the brand Mytheresa, is an online luxury fashion retailer offering clothing, shoes, bags, and accessories from high-end designer brands. The company targets a global customer base with curated selections and personalized services. MYT Netherlands Parent B.V. primarily serves the e-commerce and luxury fashion sectors. The company is headquartered in Munich, Germany, and its shares are listed on the NYSE.