LUXE LuxExperience B.V.

$LUXE this quarter changes the narrative here. 1/2 the market cap in cash with zero debt. (€442 million or $520 million usd). Also 83% of the shares outstanding are owned by Richemont and a tight investor consortium from mytheresa leaving about 23 million share’s outstanding and a 4 million shares short. Meaning about 25% of the traded float is short. Lol. 30 days to cover. Add to tgat a new €50 million/$57.5 million buy back equalling about about 30% of tradeable float! IF they are correct about the medium term (2029-30) and assume a 14 ev/ebitda at that time this could easily be $30-40 a share. A very very interesting situation

$LUXE So MYT + Richemont together controlled about 83.3% of LUXE, leaving a relatively small public float. The Richemont stake came from the YOOX NET-A-PORTER transaction; Richemont received shares representing 33% of Mytheresa's fully diluted capital at closing. �

$LUXE Q4 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.22 down -104.01% YoY • Reported revenue of $757.59M up 14.96% YoY