LuxExperience: The Sell-Off Looks Overdone
LuxExperience (LUXE) has been reiterated as a Buy following a significant post-earnings drop of approximately 15%. The company's premiumization strategy is yielding positive results, with notable growth in average order value and adjusted EBITDA. Despite facing challenges, the operational recovery is evident, marking the second consecutive quarter of positive adjusted EBITDA.
- ▪LuxExperience's stock is rated as a Buy after a ~15% decline post-earnings.
- ▪The company's average order value increased by 12.5% to €847, contributing to strong adjusted EBITDA growth.
- ▪Q3 FY 2026 shows the second consecutive quarter of positive adjusted EBITDA, despite challenges at YOOX.
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