Asos Results Presentation Deck
HY22 EXECUTIVE SUMMARY
We successfully navigated and delivered in the first half
despite incremental uncertainty
■
Impacts factored into our
guidance
Reversal of COVID-19 benefit in H1 FY21
(£48.5m)
Demand pressures
Supply chain constraints, particularly
over peak
Notable cost headwinds, particularly in
H1 from higher inbound freight and
outbound delivery costs
Labour inflationary pressures across
the year
H1 Incremental Developments
■
The
emergence of Omicron and
subsequent introduction of
restrictions over peak
■ The war in Ukraine which began
towards the end of H1 and is ongoing
Impact of elevated COVID-19 case
rates on the supply chain constraints
over peak with subsequent port
closures, congestion, and further
impact on freight rates
Testament to the resilience of our ASOSers, strengthened
operational grip and strong customer offer
LO
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