Asos Investor Day Presentation Deck

2 Winning customer offer with superior economics With our retained customers becoming more valuable over time Annual Net Spend per Customer by Acquisition Cohort - UK FY20 Pre FY16 £38 £34 £61 FY16 FY16 £38 £33 £61 £64 FY17 FY17 FY18 £38 £35 £59 £67 £69 FY18 FY19 £38 £32 £60 £64 £73 £73 FY19 1 ASOS internal data | Net revenue is sales net of returns, inclusive of sales tax, per customers in each acquisition cohort FY21 £43 £38 £61 £68 £74 £84 £77 FY20 First Order £46 £41 £80 £79 £89 £94 £104 £88 FY21 15 asos

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