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ASOS
ASOS (ASC) investor relations material
ASOS Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading update summary25 Mar, 2026
Executive summary
Achieved approximately 50% year-over-year increase in adjusted EBITDA for H1 FY26, driven by strategic focus on product, customer experience, and operational efficiency.
Continued progress on three strategic pillars: Relevant Fashion Product, Inspirational Shopping Experience, and Efficient Operating Model.
Improvements in new customer growth and strong performance in womenswear signal positive sales momentum.
Financial highlights
GMV declined 9% year-over-year, but showed sequential quarterly improvement: +4 percentage points from Q4 2025 to Q1 2026, and +2 percentage points in Q2 2026.
UK market outperformed group with GMV down 5% year-over-year.
Adjusted gross margin increased by 330bps year-over-year to 48.5%.
Adjusted EBITDA rose approximately 50% year-over-year, despite negative impact from IEEPA tariffs.
Total fixed costs reduced by more than 10% year-over-year; supply chain cost to serve improved by 150bps.
Outlook and guidance
FY2026 guidance reiterated: GMV expected to improve throughout the year, 3-4 percentage points ahead of revenue.
Gross margin improvement of at least 100bps to 48-50% targeted.
Adjusted EBITDA guidance set at £150m–£180m.
Free cash flow expected to be broadly neutral.
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Latest events from ASOS
- 75% Topshop/Topman stake sold, £118m proceeds, FY24 EBITDA at top end, focus on growth.ASC
Trading Update22 Jan 2026 - Inventory halved, free cash flow up, and FY25 targets strong margin and EBITDA growth.ASCH2 202416 Jan 2026
- Adjusted EBITDA up, gross margin surged, and net debt fell despite double-digit revenue decline.ASCH1 202523 Dec 2025
- AI-driven growth, strong Q1, and efficient scaling position the business for accelerated expansion.ASCStatus Update26 Nov 2025
- Adjusted EBITDA up 60%+ and gross margin up 370bps, setting up for FY26 growth.ASCH2 202521 Nov 2025
Next ASOS earnings date
H1 202624 Apr, 2026
ASOS
Next ASOS earnings date
H1 202624 Apr, 2026
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@theshortbearx.com
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