Asos Investor Day Presentation Deck

4 Huge opportunity with a TAM of £430bn And there is opportunity to increase our share, especially as the shift to online continues TAM £Bn¹ £295 2020 £326 Current share 1.2% 2021 £4bn £345 2022 £353 2023 £366 £360 2024 UK 2025 EU £376 £388 2026 US 2027 £401 2028 £416 Focus ROW Markets 2029 1 Internal estimates based on GlobalData forecasts through 2025 for Fashion and Beauty sectors, and age share of spend from GlobalData Fashion Age Spending Forecasts prepared for ASOS in June 2021. Fashion includes Clothing, Footwear & Accessories, excluding children's clothing and footwear. Beauty includes Make-up, Haircare, Skincare, Fragrances, Suncare, Male Toiletries and Personal Hygiene. TAM includes 16-34yo spend in the UK, US, EU and ASOS focus ROW markets. Data is inclusive of sales tax. £432 2030 25 asos

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