Mytheresa – Growth & Profitability Analysis

  • Public Equity
  • Consumer
  • Greater China


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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