View ValuationASOS 향후 성장Future 기준 점검 1/6ASOS (는) 각각 연간 78.6% 및 0.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 77.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 32.5% 로 예상됩니다.핵심 정보78.6%이익 성장률77.14%EPS 성장률Specialty Retail 이익 성장29.5%매출 성장률0.9%향후 자기자본이익률32.52%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트공시 • Apr 24Asos plc Reiterates Earnings Guidance for the Year 2026ASOS Plc reiterated earnings guidance for the year 2026. For the year, the company expects a continued focus on profitable sales.공시 • Nov 05ASOS Plc Provides Earnings Guidance for the Fiscal Year 2025ASOS Plc provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of negative 9% to positive 6%.공시 • Nov 02ASOS Plc Provides Earnings Guidance for the Fiscal Years 2024 and 2025ASOS Plc provided earnings guidance for the fiscal years 2024 and 2025. For the year 2024, the company’s sales decline of 5% to 15%, with P4 fiscal year 2023 trends. For the year 2025, the company expects to deliver revenue growth.공시 • Sep 26ASOS Plc Provides Earnings Guidance for the Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the second half of fiscal year 2023. For the period, EBIT is expected around the bottom of the guided £40 million to £60 million range.공시 • Jun 15ASOS Plc Reaffirms Earnings Guidance for the Year Ending August 31, 2023ASOS Plc reaffirmed earnings guidance for the year ending August 31, 2023. The company will retain its focus on profitable sales and its commitment to reducing inventory for the remainder of fiscal 2023. Expectations for the second half of fiscal 2023 and full-year FY23 are unchanged from guidance issued in the first half of 2023 results announcement on 10 May 2023, as updated on 25 May to account for the cash costs of re-financing. As such, The company is on track to build on the more than £400 million of cash and undrawn facilities reported in the first half of 2023 over the course of the second half of 2023. While the Company remains cautious on the top-line outlook for the year ahead, the actions taken will continue to have a positive impact on profitability and cash flow. As such, the Company expects material cash generation in FY24 and therefore a further reduction in net debt.공시 • Jan 12ASOS Plc Provides Earnings Guidance for the First Half and Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the first half and second half of fiscal year 2023. The company continues to expect first half of fiscal year 2023 loss, driven by usual profit phasing, headwinds from inflation and annualisation of elevated return rates. The company continues to expect significantly improved profitability second half of fiscal year 2023 and beyond, following first half of fiscal year 2023 loss.모든 업데이트 보기Recent updatesBoard Change • 2hHigh number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jon Kamaluddin was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 24Asos plc Reiterates Earnings Guidance for the Year 2026ASOS Plc reiterated earnings guidance for the year 2026. For the year, the company expects a continued focus on profitable sales.공시 • Apr 10ASOS Plc to Report First Half, 2026 Results on Apr 23, 2026ASOS Plc announced that they will report first half, 2026 results on Apr 23, 2026공시 • Mar 19ASOS Appoints Natasha Jeffers as Managing Director, Global TradingASOS has a new managing director, global trading and it’s actually a return to the business for Natasha Jeffers who worked there earlier in her career. Her role will take in the UK, US, EU and Rest of World, "bringing together regional trading, pricing and promotional strategy, and storefront optimisation". It’s actually a newly created role that reflects the retailer’s “ongoing commitment to customer-centric growth and delivering a compelling and cohesive customer experience worldwide”. The company said she “brings a strong track record in category leadership, combining customer understanding with insight-led trading to deliver results across complex multi-market environments”. He most recent role was at Amazon Fashion, where she spent almost nine years, of which the last four have been in a general manager role. There she “led major growth, operational improvements and cross-functional transformation across Europe”. Jeffers will report to Ben Blake, EVP customer & commercial.공시 • Jan 07ASOS Plc (LSE:ASC) agreed to acquire Noughts & Kisses Limited from Jemma Bramley.ASOS Plc (LSE:ASC) agreed to acquire Noughts & Kisses Limited from Jemma Bramley on January 6, 2026. The expected completion of the transaction is in later 2026.공시 • Dec 08ASOS Plc, Annual General Meeting, Jan 22, 2026ASOS Plc, Annual General Meeting, Jan 22, 2026. Location: the companys registered office, greater london house, hampstead road, nw1 7fb, london United Kingdom공시 • Nov 22ASOS Plc Announces Board and Committee ChangesASOS Plc announced the appointment of Jon Kamaluddin as an Independent Non-Executive Director with effect from 1 December 2025. Jon will Chair the Company's Audit Committee and will serve as a member of the Remuneration Committee. Jon brings over two decades of experience across international retail, finance and technology sectors. Jon was previously an Executive Director of ASOS, initially serving as Finance Director from 2004 to 2009, and later as International Director from 2009 to 2013, leading the Company's global expansion and overseas growth. In addition, Jon has held senior Board roles including Chair of Klarna Bank AB, Chair of Job & Talent Limited and Senior Independent Director and Audit Committee Chair at Farfetch. Jon is a Fellow of the Institute of Chartered Accountants in England and Wales and is currently an Independent Advisor to Felix Capital and a Director of the Secret Linen Store Limited. Following Natasja Laheij's appointment as Chair of the Company effective 21 November 2025, Natasja will Chair the Nomination Committee and José Manuel Martínez Gutiérrez will join the Nomination Committee with immediate effect. Natasja will step down as Audit Committee Chair and member of the Remuneration Committee with effect from 1 December 2025.공시 • Nov 13ASOS Plc to Report Fiscal Year 2025 Results on Nov 21, 2025ASOS Plc announced that they will report fiscal year 2025 results on Nov 21, 2025공시 • Sep 22+ 3 more updatesASOS Plc(LSE:ASC) dropped from FTSE 350 Index (GBP)ASOS Plc(LSE:ASC) dropped from FTSE 350 Index (GBP)공시 • Jul 31ASOS Plc Announces Board ChangesASOS Plc on 31 July 2025 announced the appointment of Natasja Laheij as Chair with effect from Fiscal Year 2025 year end results and the appointment of William Barker as Deputy Chair effective immediately. Jørgen Lindemann joined the ASOS Board in November 2021 and has served as Chair since August 2022. Jørgen is also CEO of Viaplay Group. Jørgen has decided to step down from the Board following an orderly handover period at the end of his current term, with effect from FY25 year end results. Natasja joined the ASOS Board in April 2023 as an Independent Non-Executive Director ("NED"), serving as Chair of the Audit Committee, and as a member of the Remuneration Committee, and was appointed as Senior Independent Director in February 2024. Natasjahas 30 years of experience in international commercial & financial management across a range of sectors, including e-commerce and technology, in B2C and B2B environments through her roles in Deloitte Australia, Sony Ericsson, Apple, CFO Amazon Fashion Europe and CFO Platforms and Devices Google EMEA. Natasja is currently Audit Chair of Vandemoortele NV, a privately owned food producer, and is due to step down from her position as Interim CFO at Personio, a privately owned HR SaaS provider, by September 2025. William joined the ASOS Board in September 2023 as Non-Executive Director and is a member of the Nomination Committee. William is the Founder and CEO of Camelot Capital Partners LLC ("Camelot Partners"), a California-based investment company, and has experience founding, building, and turning around digitally-enabled businesses. He is Co-Founder and Co-Executive Chairman of Slate Auto, an electric-vehicle company based in Detroit; Co-Founder and Partner of Re:Build Manufacturing, an industrial platform for next generation manufacturing, and is Co-Founder and Executive Chairman of Tapi Carpets & Floors, Europe's largest flooring retailer. William focuses on building cultures and operations that scale long-term competitive advantage, whilst driving high-quality capital allocation. As per his previous position, William continues to waive his Board fees in full for this appointment. The newly created Deputy Chair role is designed to support the Chair and the Management Committee on strategy, culture and operational initiatives as required. Following Natasja's appointment as Chair, a process to appoint a new Chair of the Audit Committee is underway and an announcement will be made as appropriate in due course. Jose Manuel Martínez Gutiérrez, who joined the ASOS Board as an independent NED in April 2023, will succeed Natasja as Senior Independent Director.공시 • Jun 19+ 1 more updateASOS Plc Announces Board ChangesASOS Plc has appointed Aaron Izzard as an executive director with effect from July 1, 2025. Izzard succeeds Dave Murray, who is leaving the company to pursue other opportunities. Izzard has over two decades of experience in senior finance roles in the retail and e-commerce industries. During his tenure at ASOS, he most recently served as group finance director.공시 • Mar 21ASOS Plc to Report First Half, 2025 Results on Apr 24, 2025ASOS Plc announced that they will report first half, 2025 results on Apr 24, 2025공시 • Nov 19ASOS Plc, Annual General Meeting, Jan 22, 2025ASOS Plc, Annual General Meeting, Jan 22, 2025. Location: the companys registered office, greater london house, hampstead road, nw1 7fb, london United KingdomReported Earnings • Nov 05Full year 2024 earnings released: UK£2.84 loss per share (vs UK£2.13 loss in FY 2023)Full year 2024 results: UK£2.84 loss per share (further deteriorated from UK£2.13 loss in FY 2023). Revenue: UK£2.91b (down 18% from FY 2023). Net loss: UK£338.7m (loss widened 52% from FY 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.공시 • Nov 05ASOS Plc Provides Earnings Guidance for the Fiscal Year 2025ASOS Plc provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of negative 9% to positive 6%.공시 • Oct 23ASOS Plc to Report Fiscal Year 2024 Results on Nov 05, 2024ASOS Plc announced that they will report fiscal year 2024 results on Nov 05, 2024Buy Or Sell Opportunity • Sep 05Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €5.10. The fair value is estimated to be €4.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 4.2% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.Reported Earnings • Apr 18First half 2024 earnings released: UK£2.04 loss per share (vs UK£2.19 loss in 1H 2023)First half 2024 results: UK£2.04 loss per share. Revenue: UK£1.51b (down 18% from 1H 2023). Net loss: UK£243.2m (loss widened 12% from 1H 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany.New Risk • Apr 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 56% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).공시 • Apr 17+ 2 more updatesASOS Plc Announces CFO ChangesASOS Plc announced the appointment of Dave Murray as Chief Financial Officer. Dave joins ASOS as CFO with effect from 29 April 2024. Sean Glithero, who is the current Interim CFO will leave the Company following a handover period to ensure a smooth transition. Dave has more than two decades' experience across a range of finance roles in the retail and ecommerce industry. He spent a large proportion of his career at Sainsburys and Amazon in the UK, before holding senior finance roles at Farfetch and most recently was CFO of MatchesFashion. Dave Murray was a Director of MatchesFashion Limited and MF Bidco Limited at the time they entered into administration on 8 March 2024.공시 • Apr 06ASOS Plc to Report First Half, 2025 Results on Apr 17, 2024ASOS Plc announced that they will report first half, 2025 results on Apr 17, 2024Buy Or Sell Opportunity • Feb 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €4.16. The fair value is estimated to be €5.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 1.6% in 2 years. Earnings are forecast to grow by 87% in the next 2 years.Reported Earnings • Nov 24Full year 2023 earnings released: UK£2.13 loss per share (vs UK£0.31 loss in FY 2022)Full year 2023 results: UK£2.13 loss per share (further deteriorated from UK£0.31 loss in FY 2022). Revenue: UK£3.55b (down 9.8% from FY 2022). Net loss: UK£223.1m (loss widened UK£192.3m from FY 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.공시 • Nov 23ASOS Plc, Annual General Meeting, Feb 07, 2024ASOS Plc, Annual General Meeting, Feb 07, 2024, at 14:30 Coordinated Universal Time. Location: Greater London House, Hampstead Road London United Kingdom공시 • Nov 02ASOS Plc Provides Earnings Guidance for the Fiscal Years 2024 and 2025ASOS Plc provided earnings guidance for the fiscal years 2024 and 2025. For the year 2024, the company’s sales decline of 5% to 15%, with P4 fiscal year 2023 trends. For the year 2025, the company expects to deliver revenue growth.공시 • Sep 26ASOS Plc Provides Earnings Guidance for the Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the second half of fiscal year 2023. For the period, EBIT is expected around the bottom of the guided £40 million to £60 million range.공시 • Sep 21ASOS Plc Appoints William Barker as Non-Executive DirectorASOS plc announced the appointment of William Barker as non-executive director. William is the founder and CEO of Camelot Capital Partners LLC (Camelot Partners). William is also the Executive Chairman of Tapi Carpets & Floors, Executive Chairman of Synnovia and is also a founding investor and board member of Re:Build Manufacturing. Previously William was an advisor to Tony Hsieh, the founder of Zappos.Buying Opportunity • Sep 11Now 26% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €6.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 4.2% in a year. Earnings is forecast to grow by 47% in the next year.New Risk • Jul 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.2m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (€1.2m sold).Recent Insider Transactions • Jul 02Founder & Non-Executive Director recently sold €1.2m worth of stockOn the 28th of June, Nicholas Robertson sold around 250k shares on-market at roughly €4.65 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.공시 • Jun 27ASOS Plc Appoints Anna Maria Rugarli as Non-Executive Director and Chair of the ESG CommitteeASOS plc announced the appointment of Anna Maria Rugarli as Non-Executive Director and Chair of the ESG Committee. Anna Maria is a sustainability and CSR expert with more than twenty years of experience working with leaders in global apparel, including Nike Inc. and VF Corporation. She has specialised in creating innovative strategies to address some of the most pressing environmental and social challenges faced by the industry today, as well as providing end-to-end oversight through implementation and roll-out. She is currently a Board Member at Prada Group and Japan Tobacco International. Anna Maria will join the Board on 26 June 2023 and will become Chair of the ESG Committee.공시 • Jun 19+ 3 more updatesASOS Plc(LSE:ASC) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)ASOS Plc(LSE:ASC) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)공시 • Jun 15ASOS Plc Reaffirms Earnings Guidance for the Year Ending August 31, 2023ASOS Plc reaffirmed earnings guidance for the year ending August 31, 2023. The company will retain its focus on profitable sales and its commitment to reducing inventory for the remainder of fiscal 2023. Expectations for the second half of fiscal 2023 and full-year FY23 are unchanged from guidance issued in the first half of 2023 results announcement on 10 May 2023, as updated on 25 May to account for the cash costs of re-financing. As such, The company is on track to build on the more than £400 million of cash and undrawn facilities reported in the first half of 2023 over the course of the second half of 2023. While the Company remains cautious on the top-line outlook for the year ahead, the actions taken will continue to have a positive impact on profitability and cash flow. As such, the Company expects material cash generation in FY24 and therefore a further reduction in net debt.Recent Insider Transactions • Jun 01Independent Non-Executive Chairman recently bought €96k worth of stockOn the 26th of May, Jorgen Lindemann bought around 20k shares on-market at roughly €4.82 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jorgen has been a buyer over the last 12 months, purchasing a net total of €974k worth in shares.공시 • May 27ASOS Plc has completed a Follow-on Equity Offering in the amount of £74.999999 million.ASOS Plc has completed a Follow-on Equity Offering in the amount of £74.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,938,292 Price\Range: £4.181 Transaction Features: Regulation S; Subsequent Direct Listing공시 • May 19Frasers Group plc acquired a 2.3% stake in ASOS Plc.Frasers Group plc acquired a 2.3% stake in ASOS Plc on May 15, 2023.Frasers Group plc completed the acquisition of a 2.3% stake in ASOS Plc on May 15, 2023.Reported Earnings • May 10First half 2023 earnings released: UK£2.19 loss per share (vs UK£0.14 loss in 1H 2022)First half 2023 results: UK£2.19 loss per share (further deteriorated from UK£0.14 loss in 1H 2022). Revenue: UK£1.84b (down 8.2% from 1H 2022). Net loss: UK£218.2m (loss widened UK£204.7m from 1H 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Board Change • May 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Natasja Laheij was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Marie Gulin-Merle was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 10ASOS Plc Announces CFO ChangesASOS Plc announced the appointment of Sean Glithero as interim CFO once Katy Mecklenburgh leaves in May. Sean has already joined the Company to allow for a thorough handover. He is a highly experienced CFO with a track record of delivery across a range of digital and fashion businesses. During his 28-year finance career, including ten years as a CFO, Sean has led large finance functions at businesses including Auto Trader Group PLC, Funding Circle Holdings PLC and, most recently, MatchesFashion.공시 • Jan 12ASOS Plc Provides Earnings Guidance for the First Half and Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the first half and second half of fiscal year 2023. The company continues to expect first half of fiscal year 2023 loss, driven by usual profit phasing, headwinds from inflation and annualisation of elevated return rates. The company continues to expect significantly improved profitability second half of fiscal year 2023 and beyond, following first half of fiscal year 2023 loss.Board Change • Nov 16High number of new directorsCEO & Director Jose Antonio Calamonte was the last director to join the board, commencing their role in 2022.Recent Insider Transactions • Oct 27Independent Non-Executive Chairman recently bought €303k worth of stockOn the 19th of October, Jorgen Lindemann bought around 48k shares on-market at roughly €6.32 per share. This transaction amounted to 77% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jorgen has been a buyer over the last 12 months, purchasing a net total of €878k worth in shares.공시 • Oct 26+ 1 more updateASOS Plc to Report First Half, 2023 Results on Apr 06, 2023ASOS Plc announced that they will report first half, 2023 results on Apr 06, 2023Reported Earnings • Oct 21Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£3.94b (flat on FY 2021). Net loss: UK£30.8m (down 124% from profit in FY 2021). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany.공시 • Oct 19ASOS Plc, Annual General Meeting, Jan 11, 2023ASOS Plc, Annual General Meeting, Jan 11, 2023.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €9.72, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.65 per share.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 23% share price gain to €13.55, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.43 per share.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to €11.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.60 per share.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €13.05, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.83 per share.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 18% share price gain to €18.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.48 per share.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Patrick Kennedy was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Patrick Kennedy was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 13First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£81.8m from profit in 1H 2021). Profit margin: (down from 4.1% in 1H 2021). Over the next year, revenue is forecast to grow 16%, compared to a 42% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €19.31, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.86 per share.Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be UK£27.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 33% per annum over the last 3 years.Recent Insider Transactions • Feb 02Co-Founder & Non-Executive Director recently sold €12m worth of stockOn the 31st of January, Nicholas Robertson sold around 450k shares on-market at roughly €26.59 per share. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €24.40, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 3.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.36 per share.Executive Departure • Nov 30Non-Executive Chairman Adam Crozier has left the companyOn the 29th of November, Adam Crozier's tenure as Non-Executive Chairman ended after 3.0 years in the role. As of September 2021, Adam still personally held 20.77k shares (€704k worth at the time). Adam is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.00 years.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to €33.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Online Retail industry in Germany. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.22 per share.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to €30.58, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 35x in the Online Retail industry in Germany. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.80 per share.Recent Insider Transactions • Oct 14Board Member recently bought €123k worth of stockOn the 12th of October, Ian Dyson bought around 5k shares on-market at roughly €27.30 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €16m more in shares than they bought in the last 12 months.Recent Insider Transactions • Oct 14Board Member recently bought €123k worth of stockOn the 12th of October, Ian Dyson bought around 5k shares on-market at roughly €27.30 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €16m more in shares than they bought in the last 12 months.Reported Earnings • Oct 12Full year 2021 earnings released: EPS UK£1.29 (vs UK£1.26 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£3.91b (up 20% from FY 2020). Net income: UK£128.4m (up 13% from FY 2020). Profit margin: 3.3% (down from 3.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €35.91, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 47x in the Online Retail industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.95 per share.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to UK£47.42, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 47x in the Online Retail industry in Germany. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.54 per share.Recent Insider Transactions • Jun 17Key Executive recently sold €1.8m worth of stockOn the 14th of June, Nicholas Beighton sold around 30k shares on-market at roughly €59.35 per share. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.Reported Earnings • Apr 11First half 2021 earnings released: EPS UK£0.82 (vs UK£0.28 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£1.98b (up 24% from 1H 2020). Net income: UK£81.8m (up 254% from 1H 2020). Profit margin: 4.1% (up from 1.4% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 23New 90-day high: €68.70The company is up 40% from its price of €49.15 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €72.01 per share.공시 • Feb 17ASOS Plc to Report First Half, 2021 Results on Apr 08, 2021ASOS Plc announced that they will report first half, 2021 results on Apr 08, 2021Recent Insider Transactions • Feb 07Independent Non-Executive Director recently bought €114k worth of stockOn the 4th of February, Luke Giles Jensen bought around 2k shares on-market at roughly €57.05 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €39m more in shares than they bought in the last 12 months.Is New 90 Day High Low • Feb 07New 90-day high: €58.80The company is up 22% from its price of €48.18 on 09 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Online Retail industry, which is also up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.24 per share.공시 • Feb 03ASOS Plc (AIM:ASC) agreed to acquire four brands including Topshop, Topman, Miss Selfridge and HIIT from Arcadia Group Limited for £ 265 million.ASOS Plc (AIM:ASC) agreed to acquire four brands including Topshop, Topman, Miss Selfridge and HIIT from Arcadia Group Limited for GBP 265 million on February 1, 2021. ASOS Plc will also buy GBP 30 million in stock upfront. The transaction is expected to complete on February 4, 2021.공시 • Jan 26ASOS Confirms Exclusive Discussions with the Administrators of Arcadia over the Acquisition of the Topshop, Topman, Miss Selfridge and HIIT BrandsASOS Plc (AIM:ASC) noted recent media speculation and confirms that it is in exclusive discussions with the Administrators of Arcadia over the acquisition of the Topshop, Topman, Miss Selfridge and HIIT brands. The Board believes this would represent a compelling opportunity to acquire strong brands that resonate well with its customer base. However, at this stage, there can be no certainty of a transaction and ASOS will keep shareholders updated as appropriate. Any acquisition would be funded from cash reserves.Is New 90 Day High Low • Dec 11New 90-day low: €46.81The company is down 4.0% from its price of €48.88 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.91 per share.Recent Insider Transactions • Nov 12Co-Founder & Non-Executive Director recently sold €15m worth of stockOn the 9th of November, Nicholas Robertson sold around 300k shares on-market at roughly €50.50 per share. This was the largest sale by an insider in the last 3 months. Nicholas has been a seller over the last 12 months, reducing personal holdings by €39m.Is New 90 Day High Low • Nov 11New 90-day low: €47.36The company is down 9.0% from its price of €52.22 on 12 August 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.38 per share.공시 • Nov 06ASOS Plc Appoints José Antonio Ramos Calamonte as Chief Commercial Officer, Effective 4 January 2021ASOS Plc announced the appointment of José Antonio Ramos Calamonte as Chief Commercial Officer. José Antonio joins ASOS from Portuguese fashion company, Salsa Jeans, where he held the position of Chief Executive Officer for almost two years. Prior to this, José Antonio led on commercial strategy for high-profile brands including Esprit, Carrefour Spain and Inditex during a results-driven 23 year career. He has extensive multichannel experience, having worked across both online and physical retail, with expertise in trading, merchandising, price, and promotion. In his role at ASOS, which he starts on 4 January 2021, José Antonio will be responsible for leading and driving ASOS' product and trading strategy globally, encompassing design, sourcing, garment technology, buying and merchandising, global trading, Studios and creative. He will oversee product, category and range strategy, pricing and margin, own-label product innovation, and brand partnerships, leading a team of more than 1,000 people.Reported Earnings • Oct 24Full year earnings released - EPS €1.26Over the last 12 months the company has reported total profits of UK£113.3m, up 359% from the prior year. Total revenue was UK£3.26b over the last 12 months, up 19% from the prior year. Profit margins were 3.5%, which is higher than the 0.9% margin from last year. The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Oct 24Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 1.3% at UK£3.26b. Revenue is forecast to grow 17% over the next year, compared to a 45% growth forecast for the Online Retail industry in Germany.Recent Insider Transactions • Oct 21Independent Non-Executive Director recently bought €219k worth of stockOn the 20th of October, Luke Giles Jensen bought around 4k shares on-market at roughly €55.55 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €24m more in shares than they bought in the last 12 months.Reported Earnings • Oct 16Full year earnings released - EPS €1.26Over the last 12 months the company has reported total profits of UK£113.3m, up 359% from the prior year. Total revenue was UK£3.26b over the last 12 months, up 19% from the prior year. Profit margins were 3.5%, which is higher than the 0.9% margin from last year. The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Oct 16Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 1.3% at UK£3.26b. Revenue is forecast to grow 17% over the next year, compared to a 44% growth forecast for the Online Retail industry in Germany.Is New 90 Day High Low • Oct 07New 90-day high: €59.68The company is up 73% from its price of €34.46 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.99 per share.이익 및 매출 성장 예측DB:DYQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수8/31/20282,324-3533174108/31/20272,267-4824161108/31/20262,249-274123113/1/20262,294-23185164N/A12/1/20252,386-265147162N/A8/31/20252,478-298208159N/A5/31/20252,589-296183138N/A3/2/20252,699-294158118N/A12/2/20242,803-316126173N/A9/1/20242,906-33995228N/A6/1/20243,060-29392233N/A3/3/20243,215-24889238N/A12/3/20233,382-236-36127N/A9/3/20233,550-223-16116N/A6/3/20233,661-229-235-40N/A2/28/20233,773-235-309-97N/A11/30/20223,855-133-306-109N/A8/31/20223,937-31-303-120N/A5/31/20223,9381-224-41N/A2/28/20223,93933-14439N/A11/30/20213,92581-43127N/A8/31/20213,91112858215N/A5/31/20213,777150185317N/A2/28/20213,643172311419N/A11/30/20203,453143299411N/A8/31/20203,264113287403N/A5/31/20203,1407987231N/A2/29/20203,01645N/A59N/A11/30/20192,87535N/A74N/A8/31/20192,73425N/A90N/A5/31/20192,65443N/A126N/A2/28/20192,57461N/A162N/A11/30/20182,49672N/A128N/A8/31/20182,41782N/A94N/A5/31/20182,29475N/A85N/A2/28/20182,17067N/A76N/A11/30/20172,04765N/A111N/A8/31/20171,92464N/A146N/A5/31/20171,80851N/A136N/A2/28/20171,69338N/A125N/A11/30/20161,56936N/A128N/A8/31/20161,44535N/A131N/A2/29/20161,25645N/A124N/A11/30/20151,19943N/A108N/A8/31/20151,14341N/A93N/A5/31/20151,09837N/A90N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DYQ 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: DYQ 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: DYQ 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: DYQ 의 수익(연간 0.9%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: DYQ 의 수익(연간 0.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DYQ의 자본 수익률은 3년 후 32.5%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 01:24종가2026/05/20 00:00수익2026/03/01연간 수익2025/08/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ASOS Plc는 38명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rocco StraussArete Research Services LLPChristodoulos ChaviarasBarclaysSarah RobertsBarclays35명의 분석가 더 보기
공시 • Apr 24Asos plc Reiterates Earnings Guidance for the Year 2026ASOS Plc reiterated earnings guidance for the year 2026. For the year, the company expects a continued focus on profitable sales.
공시 • Nov 05ASOS Plc Provides Earnings Guidance for the Fiscal Year 2025ASOS Plc provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of negative 9% to positive 6%.
공시 • Nov 02ASOS Plc Provides Earnings Guidance for the Fiscal Years 2024 and 2025ASOS Plc provided earnings guidance for the fiscal years 2024 and 2025. For the year 2024, the company’s sales decline of 5% to 15%, with P4 fiscal year 2023 trends. For the year 2025, the company expects to deliver revenue growth.
공시 • Sep 26ASOS Plc Provides Earnings Guidance for the Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the second half of fiscal year 2023. For the period, EBIT is expected around the bottom of the guided £40 million to £60 million range.
공시 • Jun 15ASOS Plc Reaffirms Earnings Guidance for the Year Ending August 31, 2023ASOS Plc reaffirmed earnings guidance for the year ending August 31, 2023. The company will retain its focus on profitable sales and its commitment to reducing inventory for the remainder of fiscal 2023. Expectations for the second half of fiscal 2023 and full-year FY23 are unchanged from guidance issued in the first half of 2023 results announcement on 10 May 2023, as updated on 25 May to account for the cash costs of re-financing. As such, The company is on track to build on the more than £400 million of cash and undrawn facilities reported in the first half of 2023 over the course of the second half of 2023. While the Company remains cautious on the top-line outlook for the year ahead, the actions taken will continue to have a positive impact on profitability and cash flow. As such, the Company expects material cash generation in FY24 and therefore a further reduction in net debt.
공시 • Jan 12ASOS Plc Provides Earnings Guidance for the First Half and Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the first half and second half of fiscal year 2023. The company continues to expect first half of fiscal year 2023 loss, driven by usual profit phasing, headwinds from inflation and annualisation of elevated return rates. The company continues to expect significantly improved profitability second half of fiscal year 2023 and beyond, following first half of fiscal year 2023 loss.
Board Change • 2hHigh number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jon Kamaluddin was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 24Asos plc Reiterates Earnings Guidance for the Year 2026ASOS Plc reiterated earnings guidance for the year 2026. For the year, the company expects a continued focus on profitable sales.
공시 • Apr 10ASOS Plc to Report First Half, 2026 Results on Apr 23, 2026ASOS Plc announced that they will report first half, 2026 results on Apr 23, 2026
공시 • Mar 19ASOS Appoints Natasha Jeffers as Managing Director, Global TradingASOS has a new managing director, global trading and it’s actually a return to the business for Natasha Jeffers who worked there earlier in her career. Her role will take in the UK, US, EU and Rest of World, "bringing together regional trading, pricing and promotional strategy, and storefront optimisation". It’s actually a newly created role that reflects the retailer’s “ongoing commitment to customer-centric growth and delivering a compelling and cohesive customer experience worldwide”. The company said she “brings a strong track record in category leadership, combining customer understanding with insight-led trading to deliver results across complex multi-market environments”. He most recent role was at Amazon Fashion, where she spent almost nine years, of which the last four have been in a general manager role. There she “led major growth, operational improvements and cross-functional transformation across Europe”. Jeffers will report to Ben Blake, EVP customer & commercial.
공시 • Jan 07ASOS Plc (LSE:ASC) agreed to acquire Noughts & Kisses Limited from Jemma Bramley.ASOS Plc (LSE:ASC) agreed to acquire Noughts & Kisses Limited from Jemma Bramley on January 6, 2026. The expected completion of the transaction is in later 2026.
공시 • Dec 08ASOS Plc, Annual General Meeting, Jan 22, 2026ASOS Plc, Annual General Meeting, Jan 22, 2026. Location: the companys registered office, greater london house, hampstead road, nw1 7fb, london United Kingdom
공시 • Nov 22ASOS Plc Announces Board and Committee ChangesASOS Plc announced the appointment of Jon Kamaluddin as an Independent Non-Executive Director with effect from 1 December 2025. Jon will Chair the Company's Audit Committee and will serve as a member of the Remuneration Committee. Jon brings over two decades of experience across international retail, finance and technology sectors. Jon was previously an Executive Director of ASOS, initially serving as Finance Director from 2004 to 2009, and later as International Director from 2009 to 2013, leading the Company's global expansion and overseas growth. In addition, Jon has held senior Board roles including Chair of Klarna Bank AB, Chair of Job & Talent Limited and Senior Independent Director and Audit Committee Chair at Farfetch. Jon is a Fellow of the Institute of Chartered Accountants in England and Wales and is currently an Independent Advisor to Felix Capital and a Director of the Secret Linen Store Limited. Following Natasja Laheij's appointment as Chair of the Company effective 21 November 2025, Natasja will Chair the Nomination Committee and José Manuel Martínez Gutiérrez will join the Nomination Committee with immediate effect. Natasja will step down as Audit Committee Chair and member of the Remuneration Committee with effect from 1 December 2025.
공시 • Nov 13ASOS Plc to Report Fiscal Year 2025 Results on Nov 21, 2025ASOS Plc announced that they will report fiscal year 2025 results on Nov 21, 2025
공시 • Sep 22+ 3 more updatesASOS Plc(LSE:ASC) dropped from FTSE 350 Index (GBP)ASOS Plc(LSE:ASC) dropped from FTSE 350 Index (GBP)
공시 • Jul 31ASOS Plc Announces Board ChangesASOS Plc on 31 July 2025 announced the appointment of Natasja Laheij as Chair with effect from Fiscal Year 2025 year end results and the appointment of William Barker as Deputy Chair effective immediately. Jørgen Lindemann joined the ASOS Board in November 2021 and has served as Chair since August 2022. Jørgen is also CEO of Viaplay Group. Jørgen has decided to step down from the Board following an orderly handover period at the end of his current term, with effect from FY25 year end results. Natasja joined the ASOS Board in April 2023 as an Independent Non-Executive Director ("NED"), serving as Chair of the Audit Committee, and as a member of the Remuneration Committee, and was appointed as Senior Independent Director in February 2024. Natasjahas 30 years of experience in international commercial & financial management across a range of sectors, including e-commerce and technology, in B2C and B2B environments through her roles in Deloitte Australia, Sony Ericsson, Apple, CFO Amazon Fashion Europe and CFO Platforms and Devices Google EMEA. Natasja is currently Audit Chair of Vandemoortele NV, a privately owned food producer, and is due to step down from her position as Interim CFO at Personio, a privately owned HR SaaS provider, by September 2025. William joined the ASOS Board in September 2023 as Non-Executive Director and is a member of the Nomination Committee. William is the Founder and CEO of Camelot Capital Partners LLC ("Camelot Partners"), a California-based investment company, and has experience founding, building, and turning around digitally-enabled businesses. He is Co-Founder and Co-Executive Chairman of Slate Auto, an electric-vehicle company based in Detroit; Co-Founder and Partner of Re:Build Manufacturing, an industrial platform for next generation manufacturing, and is Co-Founder and Executive Chairman of Tapi Carpets & Floors, Europe's largest flooring retailer. William focuses on building cultures and operations that scale long-term competitive advantage, whilst driving high-quality capital allocation. As per his previous position, William continues to waive his Board fees in full for this appointment. The newly created Deputy Chair role is designed to support the Chair and the Management Committee on strategy, culture and operational initiatives as required. Following Natasja's appointment as Chair, a process to appoint a new Chair of the Audit Committee is underway and an announcement will be made as appropriate in due course. Jose Manuel Martínez Gutiérrez, who joined the ASOS Board as an independent NED in April 2023, will succeed Natasja as Senior Independent Director.
공시 • Jun 19+ 1 more updateASOS Plc Announces Board ChangesASOS Plc has appointed Aaron Izzard as an executive director with effect from July 1, 2025. Izzard succeeds Dave Murray, who is leaving the company to pursue other opportunities. Izzard has over two decades of experience in senior finance roles in the retail and e-commerce industries. During his tenure at ASOS, he most recently served as group finance director.
공시 • Mar 21ASOS Plc to Report First Half, 2025 Results on Apr 24, 2025ASOS Plc announced that they will report first half, 2025 results on Apr 24, 2025
공시 • Nov 19ASOS Plc, Annual General Meeting, Jan 22, 2025ASOS Plc, Annual General Meeting, Jan 22, 2025. Location: the companys registered office, greater london house, hampstead road, nw1 7fb, london United Kingdom
Reported Earnings • Nov 05Full year 2024 earnings released: UK£2.84 loss per share (vs UK£2.13 loss in FY 2023)Full year 2024 results: UK£2.84 loss per share (further deteriorated from UK£2.13 loss in FY 2023). Revenue: UK£2.91b (down 18% from FY 2023). Net loss: UK£338.7m (loss widened 52% from FY 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
공시 • Nov 05ASOS Plc Provides Earnings Guidance for the Fiscal Year 2025ASOS Plc provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of negative 9% to positive 6%.
공시 • Oct 23ASOS Plc to Report Fiscal Year 2024 Results on Nov 05, 2024ASOS Plc announced that they will report fiscal year 2024 results on Nov 05, 2024
Buy Or Sell Opportunity • Sep 05Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €5.10. The fair value is estimated to be €4.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.2% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 4.2% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
Reported Earnings • Apr 18First half 2024 earnings released: UK£2.04 loss per share (vs UK£2.19 loss in 1H 2023)First half 2024 results: UK£2.04 loss per share. Revenue: UK£1.51b (down 18% from 1H 2023). Net loss: UK£243.2m (loss widened 12% from 1H 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany.
New Risk • Apr 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 56% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
공시 • Apr 17+ 2 more updatesASOS Plc Announces CFO ChangesASOS Plc announced the appointment of Dave Murray as Chief Financial Officer. Dave joins ASOS as CFO with effect from 29 April 2024. Sean Glithero, who is the current Interim CFO will leave the Company following a handover period to ensure a smooth transition. Dave has more than two decades' experience across a range of finance roles in the retail and ecommerce industry. He spent a large proportion of his career at Sainsburys and Amazon in the UK, before holding senior finance roles at Farfetch and most recently was CFO of MatchesFashion. Dave Murray was a Director of MatchesFashion Limited and MF Bidco Limited at the time they entered into administration on 8 March 2024.
공시 • Apr 06ASOS Plc to Report First Half, 2025 Results on Apr 17, 2024ASOS Plc announced that they will report first half, 2025 results on Apr 17, 2024
Buy Or Sell Opportunity • Feb 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €4.16. The fair value is estimated to be €5.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 1.6% in 2 years. Earnings are forecast to grow by 87% in the next 2 years.
Reported Earnings • Nov 24Full year 2023 earnings released: UK£2.13 loss per share (vs UK£0.31 loss in FY 2022)Full year 2023 results: UK£2.13 loss per share (further deteriorated from UK£0.31 loss in FY 2022). Revenue: UK£3.55b (down 9.8% from FY 2022). Net loss: UK£223.1m (loss widened UK£192.3m from FY 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
공시 • Nov 23ASOS Plc, Annual General Meeting, Feb 07, 2024ASOS Plc, Annual General Meeting, Feb 07, 2024, at 14:30 Coordinated Universal Time. Location: Greater London House, Hampstead Road London United Kingdom
공시 • Nov 02ASOS Plc Provides Earnings Guidance for the Fiscal Years 2024 and 2025ASOS Plc provided earnings guidance for the fiscal years 2024 and 2025. For the year 2024, the company’s sales decline of 5% to 15%, with P4 fiscal year 2023 trends. For the year 2025, the company expects to deliver revenue growth.
공시 • Sep 26ASOS Plc Provides Earnings Guidance for the Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the second half of fiscal year 2023. For the period, EBIT is expected around the bottom of the guided £40 million to £60 million range.
공시 • Sep 21ASOS Plc Appoints William Barker as Non-Executive DirectorASOS plc announced the appointment of William Barker as non-executive director. William is the founder and CEO of Camelot Capital Partners LLC (Camelot Partners). William is also the Executive Chairman of Tapi Carpets & Floors, Executive Chairman of Synnovia and is also a founding investor and board member of Re:Build Manufacturing. Previously William was an advisor to Tony Hsieh, the founder of Zappos.
Buying Opportunity • Sep 11Now 26% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €6.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 4.2% in a year. Earnings is forecast to grow by 47% in the next year.
New Risk • Jul 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.2m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (€1.2m sold).
Recent Insider Transactions • Jul 02Founder & Non-Executive Director recently sold €1.2m worth of stockOn the 28th of June, Nicholas Robertson sold around 250k shares on-market at roughly €4.65 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.
공시 • Jun 27ASOS Plc Appoints Anna Maria Rugarli as Non-Executive Director and Chair of the ESG CommitteeASOS plc announced the appointment of Anna Maria Rugarli as Non-Executive Director and Chair of the ESG Committee. Anna Maria is a sustainability and CSR expert with more than twenty years of experience working with leaders in global apparel, including Nike Inc. and VF Corporation. She has specialised in creating innovative strategies to address some of the most pressing environmental and social challenges faced by the industry today, as well as providing end-to-end oversight through implementation and roll-out. She is currently a Board Member at Prada Group and Japan Tobacco International. Anna Maria will join the Board on 26 June 2023 and will become Chair of the ESG Committee.
공시 • Jun 19+ 3 more updatesASOS Plc(LSE:ASC) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)ASOS Plc(LSE:ASC) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
공시 • Jun 15ASOS Plc Reaffirms Earnings Guidance for the Year Ending August 31, 2023ASOS Plc reaffirmed earnings guidance for the year ending August 31, 2023. The company will retain its focus on profitable sales and its commitment to reducing inventory for the remainder of fiscal 2023. Expectations for the second half of fiscal 2023 and full-year FY23 are unchanged from guidance issued in the first half of 2023 results announcement on 10 May 2023, as updated on 25 May to account for the cash costs of re-financing. As such, The company is on track to build on the more than £400 million of cash and undrawn facilities reported in the first half of 2023 over the course of the second half of 2023. While the Company remains cautious on the top-line outlook for the year ahead, the actions taken will continue to have a positive impact on profitability and cash flow. As such, the Company expects material cash generation in FY24 and therefore a further reduction in net debt.
Recent Insider Transactions • Jun 01Independent Non-Executive Chairman recently bought €96k worth of stockOn the 26th of May, Jorgen Lindemann bought around 20k shares on-market at roughly €4.82 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jorgen has been a buyer over the last 12 months, purchasing a net total of €974k worth in shares.
공시 • May 27ASOS Plc has completed a Follow-on Equity Offering in the amount of £74.999999 million.ASOS Plc has completed a Follow-on Equity Offering in the amount of £74.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,938,292 Price\Range: £4.181 Transaction Features: Regulation S; Subsequent Direct Listing
공시 • May 19Frasers Group plc acquired a 2.3% stake in ASOS Plc.Frasers Group plc acquired a 2.3% stake in ASOS Plc on May 15, 2023.Frasers Group plc completed the acquisition of a 2.3% stake in ASOS Plc on May 15, 2023.
Reported Earnings • May 10First half 2023 earnings released: UK£2.19 loss per share (vs UK£0.14 loss in 1H 2022)First half 2023 results: UK£2.19 loss per share (further deteriorated from UK£0.14 loss in 1H 2022). Revenue: UK£1.84b (down 8.2% from 1H 2022). Net loss: UK£218.2m (loss widened UK£204.7m from 1H 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Board Change • May 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Natasja Laheij was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Marie Gulin-Merle was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 10ASOS Plc Announces CFO ChangesASOS Plc announced the appointment of Sean Glithero as interim CFO once Katy Mecklenburgh leaves in May. Sean has already joined the Company to allow for a thorough handover. He is a highly experienced CFO with a track record of delivery across a range of digital and fashion businesses. During his 28-year finance career, including ten years as a CFO, Sean has led large finance functions at businesses including Auto Trader Group PLC, Funding Circle Holdings PLC and, most recently, MatchesFashion.
공시 • Jan 12ASOS Plc Provides Earnings Guidance for the First Half and Second Half of Fiscal Year 2023ASOS Plc provided earnings guidance for the first half and second half of fiscal year 2023. The company continues to expect first half of fiscal year 2023 loss, driven by usual profit phasing, headwinds from inflation and annualisation of elevated return rates. The company continues to expect significantly improved profitability second half of fiscal year 2023 and beyond, following first half of fiscal year 2023 loss.
Board Change • Nov 16High number of new directorsCEO & Director Jose Antonio Calamonte was the last director to join the board, commencing their role in 2022.
Recent Insider Transactions • Oct 27Independent Non-Executive Chairman recently bought €303k worth of stockOn the 19th of October, Jorgen Lindemann bought around 48k shares on-market at roughly €6.32 per share. This transaction amounted to 77% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jorgen has been a buyer over the last 12 months, purchasing a net total of €878k worth in shares.
공시 • Oct 26+ 1 more updateASOS Plc to Report First Half, 2023 Results on Apr 06, 2023ASOS Plc announced that they will report first half, 2023 results on Apr 06, 2023
Reported Earnings • Oct 21Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£3.94b (flat on FY 2021). Net loss: UK£30.8m (down 124% from profit in FY 2021). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany.
공시 • Oct 19ASOS Plc, Annual General Meeting, Jan 11, 2023ASOS Plc, Annual General Meeting, Jan 11, 2023.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €9.72, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.65 per share.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 23% share price gain to €13.55, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.43 per share.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to €11.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.60 per share.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €13.05, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.83 per share.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 18% share price gain to €18.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.48 per share.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Patrick Kennedy was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Patrick Kennedy was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 13First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£81.8m from profit in 1H 2021). Profit margin: (down from 4.1% in 1H 2021). Over the next year, revenue is forecast to grow 16%, compared to a 42% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €19.31, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.86 per share.
Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be UK£27.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 33% per annum over the last 3 years.
Recent Insider Transactions • Feb 02Co-Founder & Non-Executive Director recently sold €12m worth of stockOn the 31st of January, Nicholas Robertson sold around 450k shares on-market at roughly €26.59 per share. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €24.40, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 3.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.36 per share.
Executive Departure • Nov 30Non-Executive Chairman Adam Crozier has left the companyOn the 29th of November, Adam Crozier's tenure as Non-Executive Chairman ended after 3.0 years in the role. As of September 2021, Adam still personally held 20.77k shares (€704k worth at the time). Adam is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.00 years.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to €33.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Online Retail industry in Germany. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.22 per share.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 17% share price gain to €30.58, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 35x in the Online Retail industry in Germany. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.80 per share.
Recent Insider Transactions • Oct 14Board Member recently bought €123k worth of stockOn the 12th of October, Ian Dyson bought around 5k shares on-market at roughly €27.30 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €16m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Oct 14Board Member recently bought €123k worth of stockOn the 12th of October, Ian Dyson bought around 5k shares on-market at roughly €27.30 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €16m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 12Full year 2021 earnings released: EPS UK£1.29 (vs UK£1.26 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£3.91b (up 20% from FY 2020). Net income: UK£128.4m (up 13% from FY 2020). Profit margin: 3.3% (down from 3.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €35.91, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 47x in the Online Retail industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.95 per share.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to UK£47.42, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 47x in the Online Retail industry in Germany. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.54 per share.
Recent Insider Transactions • Jun 17Key Executive recently sold €1.8m worth of stockOn the 14th of June, Nicholas Beighton sold around 30k shares on-market at roughly €59.35 per share. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.
Reported Earnings • Apr 11First half 2021 earnings released: EPS UK£0.82 (vs UK£0.28 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£1.98b (up 24% from 1H 2020). Net income: UK£81.8m (up 254% from 1H 2020). Profit margin: 4.1% (up from 1.4% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 23New 90-day high: €68.70The company is up 40% from its price of €49.15 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €72.01 per share.
공시 • Feb 17ASOS Plc to Report First Half, 2021 Results on Apr 08, 2021ASOS Plc announced that they will report first half, 2021 results on Apr 08, 2021
Recent Insider Transactions • Feb 07Independent Non-Executive Director recently bought €114k worth of stockOn the 4th of February, Luke Giles Jensen bought around 2k shares on-market at roughly €57.05 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €39m more in shares than they bought in the last 12 months.
Is New 90 Day High Low • Feb 07New 90-day high: €58.80The company is up 22% from its price of €48.18 on 09 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Online Retail industry, which is also up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.24 per share.
공시 • Feb 03ASOS Plc (AIM:ASC) agreed to acquire four brands including Topshop, Topman, Miss Selfridge and HIIT from Arcadia Group Limited for £ 265 million.ASOS Plc (AIM:ASC) agreed to acquire four brands including Topshop, Topman, Miss Selfridge and HIIT from Arcadia Group Limited for GBP 265 million on February 1, 2021. ASOS Plc will also buy GBP 30 million in stock upfront. The transaction is expected to complete on February 4, 2021.
공시 • Jan 26ASOS Confirms Exclusive Discussions with the Administrators of Arcadia over the Acquisition of the Topshop, Topman, Miss Selfridge and HIIT BrandsASOS Plc (AIM:ASC) noted recent media speculation and confirms that it is in exclusive discussions with the Administrators of Arcadia over the acquisition of the Topshop, Topman, Miss Selfridge and HIIT brands. The Board believes this would represent a compelling opportunity to acquire strong brands that resonate well with its customer base. However, at this stage, there can be no certainty of a transaction and ASOS will keep shareholders updated as appropriate. Any acquisition would be funded from cash reserves.
Is New 90 Day High Low • Dec 11New 90-day low: €46.81The company is down 4.0% from its price of €48.88 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.91 per share.
Recent Insider Transactions • Nov 12Co-Founder & Non-Executive Director recently sold €15m worth of stockOn the 9th of November, Nicholas Robertson sold around 300k shares on-market at roughly €50.50 per share. This was the largest sale by an insider in the last 3 months. Nicholas has been a seller over the last 12 months, reducing personal holdings by €39m.
Is New 90 Day High Low • Nov 11New 90-day low: €47.36The company is down 9.0% from its price of €52.22 on 12 August 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.38 per share.
공시 • Nov 06ASOS Plc Appoints José Antonio Ramos Calamonte as Chief Commercial Officer, Effective 4 January 2021ASOS Plc announced the appointment of José Antonio Ramos Calamonte as Chief Commercial Officer. José Antonio joins ASOS from Portuguese fashion company, Salsa Jeans, where he held the position of Chief Executive Officer for almost two years. Prior to this, José Antonio led on commercial strategy for high-profile brands including Esprit, Carrefour Spain and Inditex during a results-driven 23 year career. He has extensive multichannel experience, having worked across both online and physical retail, with expertise in trading, merchandising, price, and promotion. In his role at ASOS, which he starts on 4 January 2021, José Antonio will be responsible for leading and driving ASOS' product and trading strategy globally, encompassing design, sourcing, garment technology, buying and merchandising, global trading, Studios and creative. He will oversee product, category and range strategy, pricing and margin, own-label product innovation, and brand partnerships, leading a team of more than 1,000 people.
Reported Earnings • Oct 24Full year earnings released - EPS €1.26Over the last 12 months the company has reported total profits of UK£113.3m, up 359% from the prior year. Total revenue was UK£3.26b over the last 12 months, up 19% from the prior year. Profit margins were 3.5%, which is higher than the 0.9% margin from last year. The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Oct 24Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 1.3% at UK£3.26b. Revenue is forecast to grow 17% over the next year, compared to a 45% growth forecast for the Online Retail industry in Germany.
Recent Insider Transactions • Oct 21Independent Non-Executive Director recently bought €219k worth of stockOn the 20th of October, Luke Giles Jensen bought around 4k shares on-market at roughly €55.55 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €24m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 16Full year earnings released - EPS €1.26Over the last 12 months the company has reported total profits of UK£113.3m, up 359% from the prior year. Total revenue was UK£3.26b over the last 12 months, up 19% from the prior year. Profit margins were 3.5%, which is higher than the 0.9% margin from last year. The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Oct 16Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 1.3% at UK£3.26b. Revenue is forecast to grow 17% over the next year, compared to a 44% growth forecast for the Online Retail industry in Germany.
Is New 90 Day High Low • Oct 07New 90-day high: €59.68The company is up 73% from its price of €34.46 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.99 per share.