ASOS Gestione
Criteri Gestione verificati 4/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Jose Ramos Calamonte
Amministratore delegato
UK£905.3k
Compenso totale
| Percentuale dello stipendio del CEO | 82.02% |
| Mandato del CEO | 4yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 3.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 24
ASC: Profit Margin Gains And 2026 Guidance Will Support Share Recovery
ASOS's analyst price target has been revised higher, with Street estimates moving in a similar direction to JPMorgan's lift to £2.85 and Deutsche Bank's increase to £4.00. These changes are supported by updated views on fair value, profit margins and future P/E assumptions.
Aggiornamento della narrazione • Jun 10
ASC: Higher 2026 Profit Focus And P/E Will Drive Rerating
ASOS's updated analyst price target now reflects a shift toward slightly higher fair value and future P/E assumptions, supported by recent price target increases to £2.85 at JPMorgan and £4.00 at Deutsche Bank as analysts factor in modest adjustments to revenue growth and profit margin expectations. Analyst Commentary Recent research on ASOS has focused on incremental shifts in fair value estimates, with price targets moving to £2.85 at JPMorgan and £4.00 at Deutsche Bank.Aggiornamento della narrazione • May 26
ASC: Higher 2026 Profit Focus And P/E Assumptions Will Support Future Repricing
ASOS's fair value estimate has been nudged up from £5.57 to £5.69 as analysts factor in higher price targets, including recent increases to £2.85 from £2.40 and £4.00 from £3.75, alongside modest adjustments to growth, margins, and the assumed future P/E multiple. Analyst Commentary Recent Street research on ASOS has tilted more constructive, with several bullish analysts lifting price targets while maintaining generally supportive ratings.Aggiornamento della narrazione • May 09
ASC: Higher Future P/E And Profit Focus Will Support Share Recovery
Analysts have nudged their ASOS fair value estimate slightly higher from £3.22 to £3.24, citing updated assumptions for revenue growth, profit margins, a modestly higher discount rate, and a refined future P/E of 7.64x. Analyst Commentary Bullish Takeaways Bullish analysts view the refined future P/E of 7.64x as reflecting a valuation that they consider aligned with updated assumptions on revenue and margins, rather than indicating excessive optimism in the share price.Articolo di analisi • Apr 26
ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Shareholders of ASOS Plc ( LON:ASC ) will be pleased this week, given that the stock price is up 14% to UK£2.60...Aggiornamento della narrazione • Apr 23
ASC: Higher P/E Assumptions Will Support Share Recovery Despite Softer Revenue Outlook
Analysts have nudged their ASOS price target down by about £0.06, reflecting slightly lower fair value estimates, softer projected revenue growth, and modest tweaks to profit margin and future P/E assumptions. Analyst Commentary Recent commentary around ASOS focuses on fine tuning rather than a major reset, with the small price target trim pointing to incremental changes in how analysts see execution risk, growth potential, and valuation.Aggiornamento della narrazione • Apr 08
ASC: Lower P/E And Improved Margin Outlook Will Support Future Upside Repricing
Analysts have trimmed their implied price target for ASOS to about £5.57 from roughly £5.62, reflecting updated assumptions around revenue growth, profit margins and a lower future P/E multiple of 11.74 compared with the previous 107.91. Valuation Changes Fair Value: trimmed slightly from £5.62 to £5.57, pointing to a small reduction in the implied upside for the shares.Aggiornamento della narrazione • Mar 25
ASC: Higher Assumed Margins And Lower P/E Will Support Share Recovery
ASOS's analyst price target has edged higher to £3.28 per share, with analysts pointing to slightly better assumed profit margins and a lower forward P/E multiple in their refreshed models. Valuation Changes Fair Value: Modelled fair value is unchanged at £3.28 per share.Aggiornamento della narrazione • Mar 10
ASC: Higher Margin Assumptions And Lower P/E Will Support Upside Repricing
Analysts have made a small upward adjustment to their ASOS price targets, reflecting slightly higher assumptions for revenue growth and profit margins, as well as a modestly lower future P/E, which together lift fair value by a fraction to roughly £5.62 per share. Valuation Changes Fair Value is effectively unchanged at £5.62 per share, with only a fractional numerical adjustment.Aggiornamento della narrazione • Feb 24
ASC: Future Margin Delivery And Earnings Multiple Expansion Will Support Share Recovery
Analysts have slightly raised their ASOS price target to £3.28 from £3.11, citing adjusted assumptions on fair value, discount rate, revenue growth and future P/E that support a modestly higher valuation outlook. Valuation Changes Fair Value: updated slightly higher from £3.11 to £3.28 per share.Aggiornamento della narrazione • Feb 09
ASC: Lower P/E Assumptions Will Set Up Earnings Execution Opportunity
Analysts have lowered their price target on ASOS to £2.40 from £2.70, citing updated assumptions on growth, profitability and the appropriate P/E multiple for the shares. Analyst Commentary JPMorgan has adjusted its price target on ASOS to £2.40 from £2.70 and kept a Neutral rating, reflecting updated views on growth, profitability and the appropriate P/E multiple for the shares.Aggiornamento della narrazione • Jan 26
ASC: Reset Expectations As Margin Delivery Will Shape Measured Share Recovery
Narrative Update The analyst price target for ASOS has been reduced from £2.70 to £2.40, reflecting updated views from analysts who cite more cautious assumptions around fair value and profit margins, while maintaining a Neutral stance on the shares. Analyst Commentary JPMorgan has adjusted its view on ASOS by reducing the price target to £2.40 from £2.70 while keeping a Neutral rating.Aggiornamento della narrazione • Jan 11
ASC: Reset Expectations And Future Margin Gains Will Support Share Recovery
Narrative Update on ASOS The analyst price target for ASOS has been trimmed to £2.40 from £2.70, as analysts factor in more conservative revenue growth assumptions and only a slight change in the implied future P/E multiple. Analyst Commentary Recent commentary has focused on the reduced price target for ASOS to £2.40, with the rating held at Neutral.Aggiornamento della narrazione • Dec 23
ASC: Future Margin Gains Are Expected To Support Share Price Recovery
Analysts have trimmed their price target on ASOS to £2.40 from £2.70, citing a slightly lower expected valuation multiple despite modest improvements in long term profitability assumptions. Analyst Commentary Recent commentary from JPMorgan and other market observers highlights a balanced view on ASOS, with incremental progress on profitability offset by lingering concerns around execution risks and the broader consumer backdrop.Aggiornamento della narrazione • Dec 09
ASC: Future Margin Gains Are Expected To Drive Share Price Upside
Analysts have trimmed their price target on ASOS to 240 GBp from 270 GBp, reflecting reduced revenue growth expectations, slightly stronger projected profit margins, and a modestly lower future P/E multiple. Analyst Commentary Analyst reactions to the revised 240 GBp price target underscore a balanced view of ASOS, with constructive elements offset by ongoing execution and macro risks.Aggiornamento della narrazione • Nov 25
ASC: Operational Efficiencies Are Expected To Drive Future Margin Improvements
Analysts have revised ASOS's price target downward from 270 GBp to 240 GBp. This change is due to a slightly higher discount rate and a more cautious fair value outlook, even though projections indicate improved revenue growth and profit margin. Analyst Commentary After the latest downward revision, analysts have provided a mix of optimistic and cautious perspectives regarding ASOS's future prospects.Articolo di analisi • Nov 22
ASOS Plc's (LON:ASC) Intrinsic Value Is Potentially 64% Above Its Share Price
Key Insights The projected fair value for ASOS is UK£3.83 based on 2 Stage Free Cash Flow to Equity ASOS' UK£2.34 share...Articolo di analisi • Jul 24
Is ASOS (LON:ASC) Using Debt In A Risky Way?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Nuova narrazione • Mar 27
New Heartland Partnership And Full-Funnel Marketing Will Optimize Operations
Streamlined inventory management and marketing shift enhance profitability through faster stock turnover, improved ROAS, and efficient brand engagement.Articolo di analisi • Mar 05
Some Confidence Is Lacking In ASOS Plc (LON:ASC) As Shares Slide 28%
ASOS Plc ( LON:ASC ) shareholders won't be pleased to see that the share price has had a very rough month, dropping 28...Articolo di analisi • Dec 27
Some Confidence Is Lacking In ASOS Plc's (LON:ASC) P/S
It's not a stretch to say that ASOS Plc's ( LON:ASC ) price-to-sales (or "P/S") ratio of 0.2x right now seems quite...Articolo di analisi • Nov 14
Analysts Are More Bearish On ASOS Plc (LON:ASC) Than They Used To Be
Today is shaping up negative for ASOS Plc ( LON:ASC ) shareholders, with the analysts delivering a substantial negative...Articolo di analisi • Nov 08
ASOS Plc (LON:ASC) Analysts Are Cutting Their Estimates: Here's What You Need To Know
ASOS Plc ( LON:ASC ) missed earnings with its latest yearly results, disappointing overly-optimistic forecasters. It...Articolo di analisi • Apr 11
Are Investors Undervaluing ASOS Plc (LON:ASC) By 46%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, ASOS fair value estimate is UK£13.87 Current share price of...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 01 2026 | n/a | n/a | -UK£231m |
| Dec 01 2025 | n/a | n/a | -UK£265m |
| Aug 31 2025 | UK£905k | UK£742k | -UK£298m |
| May 31 2025 | n/a | n/a | -UK£296m |
| Mar 02 2025 | n/a | n/a | -UK£294m |
| Dec 02 2024 | n/a | n/a | -UK£316m |
| Sep 01 2024 | UK£1m | UK£716k | -UK£339m |
| Jun 01 2024 | n/a | n/a | -UK£293m |
| Mar 03 2024 | n/a | n/a | -UK£248m |
| Dec 03 2023 | n/a | n/a | -UK£236m |
| Sep 03 2023 | UK£815k | UK£706k | -UK£223m |
| Jun 03 2023 | n/a | n/a | -UK£229m |
| Feb 28 2023 | n/a | n/a | -UK£235m |
| Nov 30 2022 | n/a | n/a | -UK£133m |
| Aug 31 2022 | UK£637k | UK£127k | -UK£31m |
Compensazione vs Mercato: La retribuzione totale di Jose ($USD 1.19M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 1.18M ).
Compensazione vs guadagni: La retribuzione di Jose è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jose Ramos Calamonte (54 yo)
4yrs
Mandato
UK£905,290
Compensazione
Mr. Jose Antonio Ramos Calamonte is Chief Executive Officer and Executive Director of ASOS Plc since June 16, 2022 and served as its Chief Commercial Officer since January 04, 2021 until June 16, 2022. He...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 4yrs | UK£905.29k | 0.034% £ 119.9k | |
| Co-Founder & Non-Executive Director | 26.4yrs | UK£58.57k | 2.2% £ 7.7m | |
| CFO & Executive Director | less than a year | UK£359.71k | 0.023% £ 80.2k | |
| Senior Vice President of Operations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Technology | no data | Nessun dato | Nessun dato | |
| Head of Strategy & Investor Relations | 2.4yrs | Nessun dato | Nessun dato | |
| General Counsel & Company Secretary | less than a year | Nessun dato | Nessun dato | |
| Head of Communications | no data | Nessun dato | Nessun dato | |
| Executive Vice President of People & Communications | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Brand & Creative | no data | Nessun dato | Nessun dato | |
| Managing Director of Topshop & Topman | 2.4yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Customer | 3.3yrs | Nessun dato | Nessun dato |
2.4yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di ASC è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 4yrs | UK£905.29k | 0.034% £ 119.9k | |
| Co-Founder & Non-Executive Director | 26yrs | UK£58.57k | 2.2% £ 7.7m | |
| CFO & Executive Director | less than a year | UK£359.71k | 0.023% £ 80.2k | |
| Independent Non-Executive Director | 2.2yrs | UK£72.60k | Nessun dato | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 3.3yrs | UK£129.89k | Nessun dato | |
| Deputy Chair | 2.8yrs | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 3yrs | UK£117.90k | Nessun dato | |
| Independent Chair | 3.2yrs | UK£83.67k | Nessun dato | |
| Independent Non-Executive Director | 3.3yrs | UK£106.86k | Nessun dato | |
| Senior Independent Director | 3.2yrs | UK£77.69k | Nessun dato |
3.2yrs
Durata media
54yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ASC sono considerati esperti (durata media dell'incarico 3.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/29 10:30 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2026/03/01 |
| Utili annuali | 2025/08/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ASOS Plc è coperta da 37 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Christodoulos Chaviaras | Barclays |
| Sarah Roberts | Barclays |