Asos Results Presentation Deck
1.
2
Key financials by segment
Strong sales growth,
growing market share
in the UK, reduced
churn and strong new
customer growth
3
TOTAL SALES CC¹
VISITS
SHIPPED ORDERS
CONVERSION
ABV²
ACTIVE CUSTOMERS³
Strong US P4 growth
rate of 32%, with
Topshop acquisition
contributing c. 9 ppt
UK
+36%
+28%
+30%
+10bps
5%
8.5m (+20%)
US
+21%
+16%
+9%
-20bps
0%
3.5m (+9%)
Strong growth in
France and Germany
despite product
delays impacting our
stock profile in Europe
EU
+15%
+11%
+13%
+10bps
1%
10.4m (+13%)
Segmental sales based on total sales instead of retail sales to account for wholesale business revenues and growth rates calculated on a constant currency basis
ABV metric changed from total order value before returns and discounts, including VAT/ total orders to net retail sales/number of orders in the calendar year
Active customers defined as having shopped in the last 12 months as at 31 August
RoW continues to be
disproportionately
impacted by an
extended delivery
proposition
ROW
+6%
+5%
-1%
-10bps
2%
10
4.0m (+3%)
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