Announcement • Apr 24
Asos plc Reiterates Earnings Guidance for the Year 2026 ASOS Plc reiterated earnings guidance for the year 2026. For the year, the company expects a continued focus on profitable sales. Announcement • Apr 10
ASOS Plc to Report First Half, 2026 Results on Apr 23, 2026 ASOS Plc announced that they will report first half, 2026 results on Apr 23, 2026 Announcement • Mar 19
ASOS Appoints Natasha Jeffers as Managing Director, Global Trading ASOS 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. Announcement • Jan 07
ASOS 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. Announcement • Dec 08
ASOS Plc, Annual General Meeting, Jan 22, 2026 ASOS Plc, Annual General Meeting, Jan 22, 2026. Location: the companys registered office, greater london house, hampstead road, nw1 7fb, london United Kingdom Announcement • Nov 22
ASOS Plc Announces Board and Committee Changes ASOS 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. Announcement • Nov 13
ASOS Plc to Report Fiscal Year 2025 Results on Nov 21, 2025 ASOS Plc announced that they will report fiscal year 2025 results on Nov 21, 2025 Announcement • Jul 31
ASOS Plc Announces Board Changes ASOS 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. Announcement • Mar 21
ASOS Plc to Report First Half, 2025 Results on Apr 24, 2025 ASOS Plc announced that they will report first half, 2025 results on Apr 24, 2025 Announcement • Nov 19
ASOS Plc, Annual General Meeting, Jan 22, 2025 ASOS 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 05
Full 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. Announcement • Nov 05
ASOS Plc Provides Earnings Guidance for the Fiscal Year 2025 ASOS Plc provided earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of negative 9% to positive 6%. Announcement • Oct 23
ASOS Plc to Report Fiscal Year 2024 Results on Nov 05, 2024 ASOS Plc announced that they will report fiscal year 2024 results on Nov 05, 2024 Buy Or Sell Opportunity • Sep 05
Now 27% overvalued after recent price rise Over 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 18
First 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 17
New minor risk - Financial position The 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). Announcement • Apr 06
ASOS Plc to Report First Half, 2025 Results on Apr 17, 2024 ASOS Plc announced that they will report first half, 2025 results on Apr 17, 2024 Buy Or Sell Opportunity • Feb 24
Now 20% undervalued after recent price drop Over 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 24
Full 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. Announcement • Nov 23
ASOS Plc, Annual General Meeting, Feb 07, 2024 ASOS Plc, Annual General Meeting, Feb 07, 2024, at 14:30 Coordinated Universal Time. Location: Greater London House, Hampstead Road London United Kingdom Announcement • Nov 02
ASOS Plc Provides Earnings Guidance for the Fiscal Years 2024 and 2025 ASOS 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. Announcement • Sep 26
ASOS Plc Provides Earnings Guidance for the Second Half of Fiscal Year 2023 ASOS 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. Announcement • Sep 21
ASOS Plc Appoints William Barker as Non-Executive Director ASOS 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 11
Now 26% undervalued Over 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 03
New minor risk - Insider selling There 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 02
Founder & Non-Executive Director recently sold €1.2m worth of stock On 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. Announcement • Jun 27
ASOS Plc Appoints Anna Maria Rugarli as Non-Executive Director and Chair of the ESG Committee ASOS 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. Announcement • Jun 15
ASOS Plc Reaffirms Earnings Guidance for the Year Ending August 31, 2023 ASOS 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 01
Independent Non-Executive Chairman recently bought €96k worth of stock On 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. Announcement • May 27
ASOS 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 Announcement • May 19
Frasers 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 10
First 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 01
High number of new directors There 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 01
High number of new directors There 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. Announcement • Feb 10
ASOS Plc Announces CFO Changes ASOS 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. Announcement • Jan 12
ASOS Plc Provides Earnings Guidance for the First Half and Second Half of Fiscal Year 2023 ASOS 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 16
High number of new directors CEO & Director Jose Antonio Calamonte was the last director to join the board, commencing their role in 2022. Recent Insider Transactions • Oct 27
Independent Non-Executive Chairman recently bought €303k worth of stock On 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. Reported Earnings • Oct 21
Full year 2022 earnings released Full 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. Announcement • Oct 19
ASOS Plc, Annual General Meeting, Jan 11, 2023 ASOS Plc, Annual General Meeting, Jan 11, 2023. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment deteriorated over the past week After 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 23
Investor sentiment improved over the past week After 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 08
Investor sentiment improved over the past week After 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 15
Investor sentiment deteriorated over the past week After 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 31
Investor sentiment improved over the past week After 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 27
High number of new directors There 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 27
High number of new directors There 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 13
First half 2022 earnings released First 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 04
Investor sentiment deteriorated over the past week After 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 02
Now 20% undervalued after recent price drop Over 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 02
Co-Founder & Non-Executive Director recently sold €12m worth of stock On 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 17
Investor sentiment deteriorated over the past week After 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 30
Non-Executive Chairman Adam Crozier has left the company On 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 11
Investor sentiment improved over the past week After 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 20
Investor sentiment improved over the past week After 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 14
Board Member recently bought €123k worth of stock On 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 14
Board Member recently bought €123k worth of stock On 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 12
Full 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 14
Investor sentiment deteriorated over the past week After 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 17
Investor sentiment deteriorated over the past week After 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 17
Key Executive recently sold €1.8m worth of stock On 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 11
First 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 23
New 90-day high: €68.70 The 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. Announcement • Feb 17
ASOS Plc to Report First Half, 2021 Results on Apr 08, 2021 ASOS Plc announced that they will report first half, 2021 results on Apr 08, 2021 Recent Insider Transactions • Feb 07
Independent Non-Executive Director recently bought €114k worth of stock On 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 07
New 90-day high: €58.80 The 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. Announcement • Feb 03
ASOS 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. Announcement • Jan 26
ASOS Confirms Exclusive Discussions with the Administrators of Arcadia over the Acquisition of the Topshop, Topman, Miss Selfridge and HIIT Brands ASOS 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 11
New 90-day low: €46.81 The 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 12
Co-Founder & Non-Executive Director recently sold €15m worth of stock On 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 11
New 90-day low: €47.36 The 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. Announcement • Nov 06
ASOS Plc Appoints José Antonio Ramos Calamonte as Chief Commercial Officer, Effective 4 January 2021 ASOS 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 24
Full year earnings released - EPS €1.26 Over 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 24
Annual earnings released: Revenue beats expectations Annual 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 21
Independent Non-Executive Director recently bought €219k worth of stock On 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 16
Full year earnings released - EPS €1.26 Over 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 16
Annual earnings released: Revenue beats expectations Annual 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 07
New 90-day high: €59.68 The 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. 
