Asos Results Presentation Deck

© 2023 asos Key financials by segment Sales impacted by weak consumer sentiment, with online penetration back YoY, and trading volatile UK Total sales CC² Visits Conversion³ CC ABV4 Active Customers5 Premier Customer growth EU UK (10%) (8%) (30bps) +4% Flat sales despite macroeconomic (13%) backdrop and profitability measures taken in the region 8.6m (-2%) EU Flat Flat (10bps) +6% US 10.6m (+1%) +13% Sales impacted by lower markdown and reduced marketing spend in a period of weak consumer sentiment 2Segmental sales based on total sales, which includes retail sales and income from other services, and growth rates calculated on a constant currency basis 3Calculated as total shipped orders divided by total visits 4ABV CC metrics is calculated as net retail sales/number of orders in the period on a constant currency basis 5Active customers defined as having shopped in the last 12 months as at 28 February All sources: ASOS internal operational records US (7%) (1%) (20bps) +6% 3.2m (-9%) (6%) ROW Substantial changes from the country profitability review undertaken in P1 and sharp reduction in marketing spend RoW¹ (12%) (18%) (10bps) +11% 2.5m (-7%) +78% 1 Calculation of metrics, or movements in metrics, on an ex-Russia basis involves the removal of Russia from H1 FY22 performance. This adjustment allows YoY comparisons to be made on a like-for-like basis following the decision to suspend trade in Russia on 2 March 2022. The exception to this is visits, where ASOS have also excluded any visits from Russia in H1 FY23, in addition to H1 FY22 25 asos

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