Asos Investor Day Presentation Deck

CURRENT 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

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