MYTHERESA(MYTE)
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MYTHERESA(MYTE) - 2024 Q2 - Earnings Call Presentation
2024-02-15 13:14
• In November 2023, a five-year strategic partnership was signed between Mytheresa and DHL Express for the use of DHL's GoGreen Plus service. | --- | --- | --- | --- | --- | |----------------------------------|---------------------|-------------------|---------------------|-------------------| | GMV (€MM) | Q2 FY24 1 \n219.1 | YoY GROWTH \n1.5% | H1 FY24 2 \n423.2 | YoY GROWTH \n2.3% | | LTM Active Customers ('000) | 856 | 5.1% | 856 | 5.1% | | LTM Total Orders Shipped ('000) | 2,037 | 8.6% | 2,037 | 8.6% | ...
MYTHERESA(MYTE) - 2024 Q2 - Quarterly Report
2024-02-15 11:01
Exhibit 99.1 INTERIM REPORT For the three and six months ended December 31, 2023 MYT Netherlands Parent B.V. Einsteinring 9 85609 Aschheim/Munich Germany INDEX MYT Netherlands Parent B.V. We review a number of operating and financial metrics, including the following business and non-IFRS metrics, to evaluate our business, measure our performance, identify trends affecting our business, formulate business plans and make strategic decisions. We present Adjusted EBITDA, Adjusted Operating Income (Loss), and Ad ...
MYTHERESA(MYTE) - 2024 Q1 - Earnings Call Transcript
2023-11-28 16:57
Michael Kliger Yawen Gao Operator terms of AOV, how was AOV for top customers versus AOV for non-top customers? How did that kind of perform on a year-over-year basis? Martin Beer Thank you for the question, Kunal. On the top customer, the share of the business in terms of GMV for Q1 LTM was 39.4%. So another increase. In the last earnings report, we reported 38.4% or 38.5%, I don't recall exactly. So we added another percentage point as we went from the last quarter to this quarter. So it's expanding. The ...
MYTHERESA(MYTE) - 2023 Q4 - Earnings Call Transcript
2023-09-14 17:16
Operator Michael Kliger So we continue to see the slowness of aspirational consumers, no change that, and with the big or endless vacations now ending, we also see the returns of the high big spenders. But the market is clearly driven by a lot of uncertainties. I mean you are in a better position, but I just named the real estate market in China, the ongoing inflation in Europe, which may require ongoing interest rates increases, the upcoming election in the U.S. So while our core consumer is absolutely res ...
MYTHERESA(MYTE) - 2024 Q1 - Quarterly Report
2023-09-14 10:02
Exhibit 99.1 Q4 and Full FY23 Results: Mytheresa reports excellent results with 15% GMV growth and strong profitability for full fiscal year 2023 · Excellent Financial Performance resulting in a record €855.8 million GMV in FY23 and continued strong profitability in a very difficult market environment · US Market Outperformance with extraordinary GMV growth of 40.8% far above slowing market trend in Q4 FY23 · Strong Customer Growth with +10% active customers in the last twelve months and over 126,000 first- ...
MYTHERESA(MYTE) - 2023 Q4 - Annual Report
2023-09-14 10:01
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...
MYTHERESA(MYTE) - 2023 Q3 - Earnings Call Presentation
2023-05-14 02:33
We are not able to forecast net income (loss) on a forward-looking basis without unreasonable efforts due to the high variability and difficulty in predicting certain items that affect net income (loss), including, but not limited to, Income taxes and Interest expense and, as a result, are unable to provide a reconciliation to forecasted Adjusted EBITDA. Our Business Highlights Q3 FY23 • Good customer satisfaction with Net Promoter Score of 72.1% in Q3 FY23 +28.5% +12.7% +27.4% Q1 FY23 Q2 FY23 Q3 FY23 15.4% ...
MYTHERESA(MYTE) - 2023 Q3 - Earnings Call Transcript
2023-05-14 02:18
Company Participants Matthew Boss - JPMorgan Chase & Co. Oliver Chen - TD Cowen Kunal Madhukar - UBS Lauren Schenk - Morgan Stanley Abhinav Sinha - Societe Generale Martin Beer Michael Kliger Gross profit margin was impacted by aggressive industry-wide promotions of competitors, but we remain profitable in contrast to most other players. We stay fully committed to serving the high-end wardrobe-building customer with the finest curated luxury offer, a clear focus on full price selling, and excellence in oper ...
MYTHERESA(MYTE) - 2023 Q3 - Quarterly Report
2023-05-10 10:00
Exhibit 99.1 INTERIM REPORT For the three and nine months ended March 31, 2023 MYT Netherlands Parent B.V. Einsteinring 9 85609 Aschheim/Munich Germany MYT Netherlands Parent B.V. Financial Results and Key Operating Metrics (Amounts in € millions) INDEX FINANCIAL RESULTS AND KEY OPERATING METRICS 3 UNAUDITED INTERIM CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 6 MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 25 QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK ...
MYTHERESA(MYTE) - 2023 Q2 - Earnings Call Transcript
2023-02-25 16:58
Matthew Boss Michael Kliger Oliver Chen Your next question comes from the line of Liwei Hou with CIBC. Matthew Boss This is Dan Silverstein on for Michael. Just firstly, it was nice to see top customer growth in the number of firsttime buyers accelerated in the quarter. Given the pressure cited on the intermittent luxury shopper, what are you doing today to turn recent customer adds into top customers? And can you speak to any positive indicators within recent cohorts, which kind of show the evolution of tu ...