Asos Results Presentation Deck
HY22 RESULTS - CONSUMER BEHAVIOUR
We've seen a shift back to 'normal' demand patterns, as demand for
going-out wear returns
We have seen a substantial uplift in demand for going -out
wear...
15%
10%
5%
0%
(5%)
H1 Sales Growth versus H1 FY21
ASOS Brands and Partner Brands
Going-Out*
Casualwear, Activewear,
Face + Body
ASOS excluding
Going-Out*
*Dresses, formal wear and fashion footwear
Positive - increase in sales vs LY, negative decrease in sales vs LY
All sources: ASOS internal operational records
...and as demand normalises, returns rates have increased,
however remain below pre-pandemic levels due to product mix
Sep
Underlying Returns Rate (%)
Oct
FY22
Nov
-FY21
Omicron peak
Dec
FY20
Jan
-FY19
Feb
Russia returns added back to FY22 in order to compare like-for-like underlying
returns rates
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