Former adviser at Yoox Net-a Porter Group SpA
- Mytheresa’s (NYSE: MYTE) sales growth outlook, discussing regional and category dynamics, plus frequency and AOV trends
- Operating model shifts, including GMV share growth opportunities
- Competitive dynamics vs players such as Farfetch (NYSE: FTCH) and others
- EBITDA sustainability – gross margin expectations, marketing costs and shipping and payment costs
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