#1Supply Chain @ ASOS A Capital Markets Event 4 asos YS20 EVU dpd Fresh style, fresher air 100% electric vehicle#2SUPPLY CHAIN Not a retailer. Not a platform. A destination. @ASOS.#3OUR VISION TO THE #1 DESTINATION FOR FASHION LOVING WORLDWIDE IS FOCUSED ON 5 STRATEGIC 20-SOMETHINGS PILLARS 2. The ASOS Brands Design that can't be found anywhere else SUPPLY CHAIN 1. Truly global retailer 3. The ASOS Platform One platform with all the relevant product, all of the time 4. The ASOS Experience Inspiring, exciting, friction-free and personalised 5. Effective, efficient and sustainable model asos#4INTRODUCTIONS MMA AYGEDRATMA AYSENZARTMA MAT DUNN SUPPLY CHAIN Chief Financial Officer MATT ROGERS Group Supply Chain Director GARY BEVERIDGE Supply Chain Development Director HEYARATMA NUGETARGJA AUGANDA asos#5EXEC OVERVIEW 8 818 SUPPLY CHAIN Well-invested infrastructure, built out ahead of requirement and providing a strong runway for continued growth in all our markets A strong team, working collaboratively with industry-leading partners £ A focus on continuous improvement in consumer experience, productivity and effectiveness A proven approach to innovation within our fulfilment centres; trialling new opportunities, with all development fully focused on applicability and relevance asos#6OUR JOURNEY TO > £6BN CAPACITY In the next two years we are adding 50% new capacity BARNSLEY OPENED H1 FY11 EUROHUB OPENED H2 FY17 ATLANTA OPENED H1 FY19 BARNSLEY AUTOMATION H1 FY15 EUROHUB AUTOMATION H2 FY19 LICHFIELD OPENS H1 FY22 LICHFIELD AUTOMATION H2 FY23 US AUTOMATION H2 FY23#7OUR NETWORK Having built out these plans to expand to more than £6bn, we continue to plan for further growth beyond that SUPPLY CHAIN ATLANTA FULFILLMENT CENTRE BARNSLEY RETURNS SELBY DONCASTER LICHFIELD FULFILLMENT AND RETURNS CENTRE BERLIN 8 POZNAN +5 KRUPKA NEW FULFILLMENT CENTRE asos#8WE SOURCE FROM AROUND THE WORLD Balancing air, sea and road freight to bring stock into our fulfilment centres 2-8 weeks SHORT LEAD c.40% SUPPLY CHAIN UK 2.5% N.AFRICA 3% EUROPE 35.5% MAURITIUS 7% ASIA 36% INDIA 16% 8-20 weeks LONG LEAD c.60% asos#9BALANCING SEA, AIR AND ROAD FREIGHT Focused on optimising both stock profile and cost refere SUPPLY CHAIN Introduction of sea / air in FY21 reduced premium airfreight Air JA c. 60% of our FOB 五 volume arrives by sea Road Sea 84% of volume goes direct to each fulfilment centre 2019/2020 2020/2021 Sea / Air asos#10CURRENT MARKET DYNAMICS Significant volatility across air and ocean services SUPPLY CHAIN CURRENT MARKET DYNAMICS... Ocean freight rate spot market increased by 10x since early 2020 with lead times increasing between 7 - 14 days Air freight rates at circa 2x previous levels UK to EU lead time increases as a result of Brexit UK HGV Driver shortage affor ...ASOS RESPONSE Entered long term ocean freight contract with major shipping line Introduction of Sea / Air services to mitigate increased airfreight costs Lead time delays factored into future order book Implementation of additional ports of entry into EU to reduce customs waiting times asos#11OUR FULFILMENT CENTRES SUPPORT GLOBAL DELIVERY AND FRICTION-FREE CUSTOMER EXPERIENCE SUPPLY CHAIN *00 ATLANTA BARNSLEY 24.5 BERLIN 31 200k click and collect locations 216k 85% next day delivery global delivery partners returns drop off locations customers eligible for asos#12ENABLING LEADING DELIVERY PROPOSITIONS Customer Promise (# of days) 3 + C UK US Germany France Spain Italy Russia Australia UAE Premier Fastest Cut Off Next Day* Next Day Next Day Next Day Next Day Next Day 3 days 2-3 days 3 days 22:00 15:00 15:00 15:00 15:00 15:00 11:00 14:00 23:59 Free Standard 5 3 3 4-6 3-5 7-9 7-14 6 Click and Collect # of Locations 25,800 19,500 52,700 37,500 8,500 3,000 48,900 4,500 SUPPLY *We offer a number of other services including same day delivery in a number of post codes in the UK, along with nominated day services CHAIN asos#13SUPPORTED BY A SOPHISTICATED RETURNS PROCESS £ SUPPLY CHAIN 97% of returns are resold after inspection Friction-free returns experience across key markets 45 units processed per hour per colleague Rigorous cleaning and returns process TRA SMALL BAGS (RC3) XPOLogistics ated mini skirt in forest green MEDIUM BAGS (RC7) XPOLogistics a50 WANAWI 9 Logis asos#14AND STRONG 3RD PARTY LOGISTICS PARTNERSHIPS ☆ (6 SUPPLY CHAIN Partners selected based on regional expertise and services offered Multi-3PL strategy drives innovation Site specific objectives and improvement targets agreed annually 'ASOS Lean framework' drives consistency through operations and tracks progress against efficiency targets First class welfare facilities across all ASOS locations asos 5551 GXO Logistics at full potential DHL SUPPLY CHAIN INGRAM MICRO asos#15UNDERPINNING THIS ALL IS OUR NON-NEGOTIABLE FOCUS ON SUSTAINABILITY 13% REDUCTION IN CARBON FOOTPRINT SUPPLY CHAIN (2020) USE OF ELECTRIC DELIVERIES IN 10 COUNTRIES Fresh style, fresher air 100% electric vehicle PARCEL CONSOLIDATION & PAPERLESS RETURNS asos dpd M 75% RENEWABLE ENERGY asos#16SUPPLY CHAIN OPERATIONS SUMMARY ♡ Well-invested network developed ahead of requirement supporting business growth Well-positioned against current market dynamics Our customers and colleagues are at the heart of everything we do We are obsessed with continuous improvement to achieve operational excellence, enhance productivity and generate cost efficiencies We do this all with integrity, with a relentless focus on sustainability and reducing our environmental impact#17WORLDCLASS AUTOMATION SPOTLIGHT ON BARNSLEY AND EUROHUB V 26 SUPPLY CHAIN Proven technology standardises processes across facilities Constantly assessing new tech & solutions, pilots enable us to prove solutions prior to full implementation An incremental approach to automation improves the overall ROI with each iteration of automation that we implement AREA VEDICON Barnsley cranes 1776 Atlanta picking robot KNAPP Berlin shuttles Berlin robotic arm trial asos#18WORLDCLASS AUTOMATION DRIVES SIGNIFICANT EFFICIENCY IMPROVEMENTS PICK RATE EFFICIENCY IMPROVEMENTS +100% Manual Automated BARNSLEY SUPPLY CHAIN +47% Manual Automated BERLIN PACK RATE EFFICIENCY IMPROVEMENTS +32% Manual Automated BARNSLEY +35% Manual Automated BERLIN asos#19RAMPING UP TO AUTOMATION SPOTLIGHT ON ATLANTA O fi SUPPLY CHAIN Implementing part-automation in the first phase readies the site for full automation Establishing the operation and allowing it to mature allows the 3rd party logistics provider to focus on the ramp up Investing in automation drives a productivity loop that allows us to re-invest in the customer asos#20APPROACHING A NEW FULFILMENT CENTRE SPOTLIGHT ON LICHFIELD ke & ! SUPPLY CHAIN Selecting the facility location & size is key to ensuring future success with a network providing the right scale and right setup Execution of our well developed 'playbook' is key for ensuring efficiency & effectiveness is embedded early Optimise and enhance through our Lean Framework & plan the right time to automate XXXX TIK hmmmm CARRINHAS mihin mitin nating ini#21IN SUMMARY 8 818 SUPPLY CHAIN Well-invested infrastructure, built out ahead of requirement and providing a strong runway for continued growth in all our markets A strong team, working collaboratively with industry-leading partners £ A focus on continuous improvement in consumer experience, productivity and effectiveness A proven approach to innovation within our fulfilment centres; trialling new opportunities, with all development fully focused on applicability and relevance asos#22SUPPLY CHAIN Q&A FE MAN DK70 ZYD 等 T asos ANAPEN TAS Fresh style, fresher air 100% electric vehicle dpd asos