ASOS Plc (ASC) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Okay, good morning everybody. Phil Clark here, look after investor relations here at ASOS. So just very quickly, housekeeping. We're going to start with the presentation, so I'll hand over to Jose in a minute. Him and Aaron will run through the presentation. We've got some great material in there. I'll then come back and I'll host the Q&A from here. We'll do questions in the room first, and then we'll do questions from the web platform. Jose? Okay. Well, I don't know why I do that because I have the other one. So morning, everyone. It's always very, very happy to see you here in our presentation of the first half of this financial year 26. And let me first tell you a little bit what is going to happen this morning, even though probably you already know. I will start giving you a little bit of the strategic highlights. Then I will cover the really important thing, that is the numbers. And then I will go back to give you a little bit of the strategic outlook. for the rest of the year and then we will move to Q&A that I know that this is what everybody wants. You know I tend to talk a lot so please don't let me talk too much so that we can really have enough time for Q&A not like in other occasions. I really do my best but please keep me honest I think you say in English. So with this spirit let me try to start by giving you the most important messages in one page so that with that you can probably forget about the rest of the presentation. And if I want to summarize everything into one liner is like we are delivering to our promises. That would be the one liner. Why do I say that? Well, we started three years ago a big transformation and what we see is that this is happening and now we're building on solid pillars and obviously I'll give you more about that. We told yo...