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Recorded on 06/03/25
Follow the Digital Luxury Leader: How Will Differentiation, Integration, & Long-Term Growth Evolve at LuxExperience? On this episode of Retail Visionaries, we host LuxExperience's CFO, Dr. Martin Beer, for a discussion on the transformation ahead for the company. LuxExperience now operates three distinct segments: Mytheresa, Net-a-Porter & Mr. Porter, and YOOX & The Outnet following the YNAP acquisition from Richemont in April 2025. Key discussion points include: differences of each platform, potential synergies following the integration, long-term financial targets, and the outlook for the luxury industry. The digital luxury sector remains much better positioned relative to last year with leaner inventories; however, management monitors customer uncertainty related to tariffs and other geopolitical factors.
https://go.td.com/PodcastDisclosure
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
By TD Securities, TD Cowen4.8
3636 ratings
Recorded on 06/03/25
Follow the Digital Luxury Leader: How Will Differentiation, Integration, & Long-Term Growth Evolve at LuxExperience? On this episode of Retail Visionaries, we host LuxExperience's CFO, Dr. Martin Beer, for a discussion on the transformation ahead for the company. LuxExperience now operates three distinct segments: Mytheresa, Net-a-Porter & Mr. Porter, and YOOX & The Outnet following the YNAP acquisition from Richemont in April 2025. Key discussion points include: differences of each platform, potential synergies following the integration, long-term financial targets, and the outlook for the luxury industry. The digital luxury sector remains much better positioned relative to last year with leaner inventories; however, management monitors customer uncertainty related to tariffs and other geopolitical factors.
https://go.td.com/PodcastDisclosure
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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