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, 2021 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 ...

MYT Netherlands Parent B.V. (NYSE:MYTE) Q4 2021 Results Conference Call September 14, 2021 8:00 AM ET Company Participants Martin Beer - Chief Financial Officer Michael Kliger - Chief Executive Officer Conference Call Participants Kimberly Greenberger - Morgan Stanley Matthew Boss - JPMorgan Oliver Chen - Cowen Michael Binetti - Credit Suisse Geoffroy de Mendez - Bank of America Operator Greetings, and welcome to the Mytheresa Fourth Quarter and Full Year Fiscal 2021 Earnings Conference Call. At this time, ...

New Picture Investor Presentation September 2021 Legal Disclaimer Forward Looking Statements & Industry Information This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical fact or relating to present facts or current conditions included in this presentation are forward- looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results ...

Investor Presentation May 2021 Legal Disclaimer Forward Looking Statements & Industry Information This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical fact or relating to present facts or current conditions included in this presentation are forward- looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results of operations, pl ...

MYT Netherlands Parent B.V. (NYSE:MYTE) Q3 2021 Earnings Conference Call May 18, 2021 8:00 AM ET Company Participants Martin Beer - Chief Financial Officer Michael Kliger - Chief Executive Officer Conference Call Participants Kimberly Greenberger - Morgan Stanley Matt Boss - J.P. Morgan Oliver Chen - Cowen Michael Binetti - Credit Suisse Flavio Cereda - Jefferies Alexandra Steiger - UBS Operator Greetings and welcome to the Mytheresa Third Quarter Fiscal 2021 Earnings Conference Call. At this time, all part ...

Financial Data and Key Metrics Changes - Net sales increased by €39.2 million or 32.9% year-over-year to €158.6 million [22] - Gross profit rose by €20.2 million or 34.6% year-over-year to €78.6 million, with a gross profit margin of 49.5% [23][16] - Adjusted EBITDA increased to €22.1 million from €12.9 million in the prior year quarter, with an adjusted EBITDA margin expansion of 318 basis points to 14% of net sales [27] Business Line Data and Key Metrics Changes - Menswear business accounted for more than 10% of net sales in December, indicating strong growth in new categories [14] - The number of active customers grew by 28.2% to 569,000, with total orders shipped increasing by 24.4% to 1.256 million [22] Market Data and Key Metrics Changes - The digital share of global luxury fashion is projected to reach over 30% by 2025, representing a market of approximately €110 billion [7] - The company is experiencing positive momentum in customer engagement, benefiting from COVID-related tailwinds due to store closures in several regions [20] Company Strategy and Development Direction - The company aims to continue investing heavily in growth while maintaining current profitability levels [12] - Mytheresa focuses on high-end wardrobe building customers and aims to retain a competitive lead through curated offerings and exclusive events [8][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that while current results are benefiting from COVID-related tailwinds, they expect a slowdown in Q3 and Q4 as stores reopen [20] - The company maintains a long-term target of low to mid-20s net sales growth and stable adjusted EBITDA margins, despite potential fluctuations due to the pandemic [36] Other Important Information - The company ended the quarter with cash and cash equivalents of €5.2 million and is now debt-free after repaying shareholder loans with IPO proceeds [34][33] - The company expects net sales in the range of €565 million to €580 million for the second half of the fiscal year, representing 26% to 29% year-over-year growth [35] Q&A Session Summary Question: Expansion of brand partnerships - Management is in discussions with major brands to expand product assortments and improve partnerships, but no specific financial details are disclosed at this stage [42] Question: Record number of first-time buyers - The record of over 100,000 new first-time buyers is attributed to both COVID-related store closures and the company's strong trajectory, indicating that this growth would have occurred regardless [44] Question: Online luxury penetration forecast - Management has not embedded any acceleration into their forecasts despite the pandemic's impact, maintaining the expectation of reaching over 30% online luxury penetration by 2025 [48] Question: Drivers of gross margin strength - The stable gross margin is attributed to a higher share of full-price sales, which is a key characteristic of the company's business model [55] Question: Forward guidance on margins - The company expects a decrease in EBITDA margin in the second half of the fiscal year due to reduced COVID tailwinds and increased public company costs [61] Question: Digital trends in markets with controlled COVID - Management notes that while some markets are seeing strong digital trends, they refrain from making predictions based on these observations, focusing instead on a consistent growth strategy [66]