ASOS Plc (ASC) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

We're ready? Okay, good morning everyone. Thank you so much for spending time with us this morning in our half-year results presentation. And as always, it's very exciting to have you here in ASOS. So let me start because I'll try to speak less than last time. Last time we didn't leave enough time for questions, so I'm going to try to be more concise. That doesn't really mean I'm going to speak faster. I know I already speak fast enough. I'll try to be more concise so that we can leave more time for questions. So what is it that we want to share with you today? I'm going to start just by sharing the big messages that we want to highlight. Then I will give you more color on the strategic update, on the main actions we have been delivering during the course of the last six months. Then Dave, our CFO, will give you more detail on our financial results, and this is probably where everybody's more interested in, and the outlook, and then we will make sure we have enough time for Q&A at the end. So let me start. And let me start by taking a second, and I promise it's going to be very short, and talking about some concepts that I've been hammering on you over the course of the last one and a half years so that I'm going to try to put them together, let's say, if I do a good job in a way that it resonates with everyone. Over the course of the last two and a half years, I've been talking about things like becoming the most inspirational destination for fashion lovers and some things I've been talking about making sustainable profitable growth, creating a business model that is resilient, a business model that is flexible and hence sustainable. And I want to try to put it all together today. This transformational journey is about doing these two things at the same time. And I ...