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Achieved group-adjusted EBITDA break-even just 15 months post-acquisition by applying Mytheresa's 'secret sauce'—focusing on top-tier customers, full-price selling, and rigorous cost discipline—to the distressed YNAP business.
Mytheresa reached a EUR 1 billion milestone in FY 2026, outperforming the industry through superior customer economics where top customers (4.8% of base) generated 48.4% of total GMV.
NET-A-PORTER and MR PORTER reached a strategic inflection point, returning to top-line growth and positive adjusted EBITDA in Q4 by pivoting from promotional discounting to editorial-led luxury discovery.
YOOX's turnaround is being driven by a deliberate retreat from high-cost overseas markets to focus on a 'healthy core' in Europe, resulting in losses being cut nearly in half compared to the prior year.

#porter #customers #cost #reached
9 hours ago

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