Investor Presentation

May 2024

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, plans, objectives, future performance and business, including statements relating to financing activities, the impact of the COVID-19 global pandemic; the impact of restrictions on identifiers for advertisers (IDFA); future sales, expenses, and profitability; future development and expected growth of our business and industry; our ability to execute our business model and our business strategy; having available sufficient cash and borrowing capacity to meet working capital, debt service and capital expenditure requirements for the next twelve months; and projected capital spending. You can identify forward-looking statements by the fact that they do not relate strictly to historical or current facts. These statements may include words such "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "ongoing," "plan," "potential," "predict," "project," "should," "will," "would," or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. The forward-looking statements contained in this presentation are based on assumptions that the Company has made in light of its industry experience and perceptions of historical trends, current conditions, expected future developments and other factors it believes are appropriate under the circumstances. As you read and consider this presentation, you should understand that these statements are not guarantees of performance or results. They involve risks, uncertainties (many of which are beyond the Company's control) and assumptions. Although the Company believes that these forward-looking statements are based on reasonable assumptions, you should be aware that many factors could affect its actual operating and financial performance and cause its performance to differ materially from the performance anticipated in the forward-looking statements. The Company believes these factors include, but are not limited to: the Company's ability to effectively compete in a highly competitive industry; the Company's ability to respond to consumer demands, spending and tastes; the Company's ability to respond to any current or future health epidemic or other adverse public health development, such as the COVID-19 pandemic; the Company's ability to acquire new customers and retain existing customers; consumers of luxury products may not choose to shop online in sufficient numbers; the volatility and difficulty in predicting the luxury fashion industry; the Company's reliance on consumer discretionary spending; and the Company's ability to maintain average order levels and other factors. Should one or more of these risks or uncertainties materialize, or should any of these assumptions prove incorrect, the Company's actual operating and financial performance may vary in material respects from the performance projected in these forward-looking statements.

Any forward-looking statement made by the Company in this presentation speaks only as of the date on which it is made. Factors or events that could cause the Company's actual operating and financial performance to differ may emerge from time to time, and it is not possible for the Company to predict all of them. We caution you therefore against relying on these forward-looking statements, and we qualify all of our forward-looking statements by these cautionary statements. The Company undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.

We are not able to forecast net income (loss) on a forward-looking basis without unreasonable efforts due to the high variability and difficulty in predicting certain items that affect net income (loss), including, but not limited to, Income taxes and Interest expense and, as a result, are unable to provide a reconciliation to forecasted Adjusted EBITDA.

Unless otherwise indicated, information contained in this presentation concerning our industry, competitive position and the markets in which we operate is based on information from independent industry and research organizations, other third- party sources and management estimates. Management estimates are derived from publicly available information released by independent industry analysts and other third- party sources, as well as data from our internal research, and are based on assumptions made by us upon reviewing such data, and our experience in, and knowledge of, such industry and markets, which we believe to be reasonable. In addition, projections, assumptions and estimates of the future performance of the industry in which we operate and our future performance are necessarily subject to uncertainty and risk due to a variety of factors, including those described above. These and other factors could cause results to differ materially from those expressed in the estimates made by independent parties and by us. Industry publications, research, surveys and studies generally state that the information they contain has been obtained from sources believed to be reliable, but that the accuracy and completeness of such information is not guaranteed. Forecasts and other forward-looking information obtained from these sources are subject to the same qualifications and uncertainties as the other forward-looking statements in this presentation.

Non-IFRS Measures; Trademarks

This presentation includes certain financial measures not presented in accordance with IFRS including but not limited to Adjusted EBITDA, Adjusted Operating Income and Adjusted Net Income (and Adjusted EBITDA Margin, Adjusted Operating Income Margin and Adjusted Net Income Margin). These financial measures are not measures of financial performance in accordance with IFRS and may exclude items that are significant in understanding and assessing the Company's financial results. Therefore, these measures should not be considered in isolation or as an alternative to loss after tax, net sales, gross profit or other measures of profitability, liquidity or performance under IFRS. You should be aware that the Company's presentation of these measures may not be comparable to similarly titled measures used by other companies, which may be defined and calculated differently. See the appendix for a reconciliation of certain of these non-IFRS measures to the most directly comparable IFRS measure.

The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such use should not be construed as an endorsement of the products or services of the

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Company or the proposed offering.

What You Need to Know about Mytheresa

A Unique Business …

… with Unique Performance

Leading curated top luxury fashion digital platform truly differentiated in terms of assortment and customer focus

Globally present with a complete offering of luxury

womenswear, menswear, kidswear and home décor and lifestyle products

Finest edit only from top luxury brands with constant offering of capsules, exclusives and events only available at Mytheresa

Focus on the true high-end of luxury, wardrobe-building customers with industry-leadingAOVs, repurchase rates and multi-yearloyalty

Fully committed to full-pricebusiness supported by in-

house campaign production and industry-leading customer satisfaction

Combining consistent double-digit,multi-year GMV growth outpacing overall online luxury fashion market with high class financial KPIs

Strong gross profit margin driven by full-price focus and consistent merchandise sell-out rates

First-yearpay-back of customer acquisition costs (CAC) and proven track record of CAC reduction over time

Consistent and multi-yeartrack record of positive Adjusted EBITDA profitability

Moderate CapEx requirements for growth with Technology investments fully reflected in OpEx

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Mytheresa Offers a Unique Investment Opportunity

Outstanding Market Fundamentals

A Unique and Differentiated Value

Given Resilience of Luxury and High

Proposition Recognized Both by

Growth Potential of Online

Brand Partners and Customers

A Highly Loyal and Engaged

A Unique Business Model Achieving

Luxury Customer Base Delivering

Excellent Business KPIs as well as

Excellent Economics

Strong Growth and Profitability

Business Highlights Q3 FY24

Our Business Highlights Q3 FY24

Strong

Global

Expansion

Continued

Brand

Support

High-Quality

Customer

Growth

Consistent

Strong

Operational

Performance

  • Exceptional GMV growth despite ongoing macro headwinds with +14.7% in Q3 FY24 vs. Q3 FY23
  • Outstanding GMV growth in the United States of +41.6% in Q3 FY24 vs. Q3 FY23 and total GMV share of the US further expanding to 22.3%
  • High-impacttop customer activations and truly "money can't buy" experiences held in Europe, the US and Asia
  • Highly successful activations with Courrèges during Shanghai Fashion Week consisting of a capsule launch, creative designer talk, exhibition and VIC/PR dinner involving 550 guests and achieving significant media attention
  • Launch of exclusive collections and campaigns in collaboration with Gucci, Bottega Veneta, Saint Laurent, Loewe, Givenchy, Brunello Cucinelli and many more
  • Launch of Mytheresa Retail Media services to provide selected brand partners with additional opportunities to have visibility with the Mytheresa audience via dedicated paid media placements
  • Successful operations of 7 major brands under the Curated Platform Model (CPM)
  • LTM growth of active customers of +2.8% reaching 862,000 customers
  • Strong number of first-time buyers in the third quarter with over 118,000 new customers
  • Customer Cohorts Acquired in Q4 FY23 Show Better Repurchase Rates in Q3 FY24 compared to Q4 FY22 Cohorts after 9 months
  • Excellent growth of number of Top Customers with +17.0% in Q3 FY24 vs. Q3 FY23 as well as strong increase in average GMV per all customers at +11.5% in Q3 FY24 vs. Q3 FY23
  • Very good customer satisfaction with an industry-leading Net Promoter Score of 80.6% in Q3 FY24
  • Operational indicators in Q3 FY24 showcasing resilience and adaptability of the Mytheresa business model with increased AOV, reduced CAC and stable cost ratios despite challenging macro headwinds
  • Official inauguration of new distribution center in Halle/Leipzig and continued ramp-up of operations with more than 60% of all customer orders processed at the end of March

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Exceptional GMV Growth in Q3 FY24 Despite Ongoing Macro Headwinds

Gross Merchandise Value (GMV)1

YoY Growth

Yo2Y Growth

(in %)

(in %)

+35.2%

+14.7%

+24.5%

+9.4%

+3.1%

+1.5%

Q1 FY24

Q2 FY24

Q3 FY24

Q1 FY24

Q2 FY24

Q3 FY24

Notes:

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1 "Gross Merchandise Value" ("GMV") is an operative measure and means the total Euro value of orders processed. GMV is inclusive of product value, shipping and duty. It is net of returns, value added taxes and cancellations. GMV does not represent revenue

earned by us, although GMV and revenue are correlated.

Continued Success Story in the United States With outstanding GMV Growth And Increasing Share of Global GMV

GMV1 Development United States

YoY Growth

US Share of GMV

(in %)

+41.6%

(in %)

+25.1%

22.3%

18.7%19.2%

+15.1%

Q1 FY24

Q2 FY24

Q3 FY24

Q1 FY24

Q2 FY24

Q3 FY24

Notes:

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1 "Gross Merchandise Value" ("GMV") is an operative measure and means the total Euro value of orders processed. GMV is inclusive of product value, shipping and duty. It is net of returns, value added taxes and cancellations. GMV does not represent revenue

earned by us, although GMV and revenue are correlated.

Unique Events & Experiences For Top Customers Of Mytheresa Across the World In Q3 FY24

New York (02/08)

NYFW industry event at Temple Bar

New York (02/13)

VIC dinner

Brooklyn (03/12)

Paris (01/24)

VIC event

PFW industry event at Bar du Bristol

Connecticut(04/17)

VIC event

Paris (03/02)

Brand dinner PFW

Los Angeles (03/01)

Paris (03/02)

Frieze Art VIC event

VIC lunch PFW

Los Angeles (03/14)

VIC dinner

41%

Singapore (04/26)

VIC dinner

Money can't buy experiences Style Suites: shopping events

with personal shopping

Shanghai (03/26)

Exhibition & Talk SHFW at

Fotografiska

Shanghai (03/26)

Brand dinner SHFW at

Fotografiska

Xiamen (04/13)

VIC dinner

Shenzhen (04/20)

VIC dinner

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Unique And High Impact 24 Hour Experience With Three Events To Celebrate Mytheresa x Courrèges at Shanghai Fashion Week

High Visibility and Reach Created

24 hour experience | 3 events: Courrèges and

Mytheresa hosted an immersive exhibition, panel talk and intimate dinner as part of the official Shanghai Fashion Week calendar to celebrate their exclusive capsule collection at Fotografiska

Strong attendance: 550 guests including Nicolas Di Felice (Artistic Director of Courrèges) and 150 local university fashion and art students

High global visibility: 165 global press clippings; social media amplification through collaboration with three local KOLs and 110 posts across all platforms

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Disclaimer

MYT Netherlands Parent BV published this content on 13 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 May 2024 11:39:01 UTC.