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ASOS plc (GB:ASC)
LSE:ASC
Earnings Data
Report Date
Oct 15, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
-8.6Last Year’s EPS
-80.1Same Quarter Last Year
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: -5.32%
|Next Earnings Date:Oct 15, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a strategic shift towards sustainable and profitable growth, with significant improvements in profitability metrics and operational efficiency. However, challenges remain in growing sales and customer base, particularly in the US market and third-party brand performance.Company Guidance
In the call, ASOS provided guidance on their performance and strategic direction, highlighting several key metrics. The company reported an increase in EBITDA by approximately £60 million compared to the previous year, indicating significant progress in their strategic initiatives. This improvement was driven by a 490 basis point increase in gross margin and a focus on cost efficiencies. The company emphasized the success of their new commercial model, which led to a full price business growth of 12 points compared to last year and a 35% acceleration in stock turn. ASOS also noted a reduction in supply chain costs by 140 basis points and a decrease in the underlying return rate by 150 basis points. Despite a 13% year-on-year decline in adjusted constant currency sales, the company's efforts to improve profitability are evident. Looking ahead, ASOS expects gross margins to surpass 46% and adjusted EBITDA to grow at least 60%, reaching between £130 million and £150 million for FY 2025. They also aim for a return to revenue growth, supported by the scaling of their Flexible Fulfillment models. Additionally, ASOS anticipates meaningful free cash flow inflow in FY 2026, driven by continued improvements in their operating model and gross margins.EBITDA Improvement
Increased EBITDA by approximately £60 million compared to last year, indicating a 30% rise in variable contribution over the last six months.
Gross Margin Growth
Gross margin increased by almost 500 basis points due to a better full price mix and reduced discounting.
Own Brands Full Price Business Growth
ASOS's own brands saw growth in full price business globally, with ASOS Design in the UK growing by 9%.
Reduction in Supply Chain Costs
Supply chain costs were reduced by 20%, contributing to operational efficiency.
Successful Launch of Test & React
Test & React now constitutes 15% of own brand sales, with plans to increase to 20%. The model improved reaction to market trends and quality.
Cost Efficiency and Stock Turn Improvement
Implemented cost management discipline and accelerated stock turn by 35%, allowing better capital use.
Loyalty Program Introduction
ASOS launched the ASOS.WORLD loyalty program, aiming to enhance customer engagement and retention.
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GB:ASC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GB:ASC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 24, 2025 | 310.00p | 316.50p | +2.10% |
| Nov 05, 2024 | 376.00p | 351.40p | -6.54% |
| Apr 17, 2024 | 333.40p | 349.60p | +4.86% |
| Nov 01, 2023 | 395.40p | 365.00p | -7.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does ASOS plc (GB:ASC) report earnings?
ASOS plc (GB:ASC) is schdueled to report earning on Oct 15, 2025, TBA Not Confirmed.
What is ASOS plc (GB:ASC) earnings time?
ASOS plc (GB:ASC) earnings time is at Oct 15, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of ASOS plc stock?
The P/E ratio of ASOS plc is N/A.
What is GB:ASC EPS forecast?
GB:ASC EPS forecast for the fiscal quarter 2025 (Q4) is -8.6.
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