ASOS Plc (ASC) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Okay, good morning. I don't need that, right? No, I have this. Good morning, everyone. Super, super happy to see you here one more time in our, in this case, fiscal year 25 results announcement. And I'm gonna cover the first part, the strategic part, and I'm gonna then hand over to Aaron, who's our CFO, and I will give him the opportunity to introduce himself much better later. He will do a better job. And he's going to cover our financial results over fiscal year 25 and our outlook for fiscal year 26. And then we will move to Q&A that I'm sure this is what you guys are looking forward to. So let me start sharing with you a couple of reflections. I promise I'm going to be short. Since I joined ASOS four years ago and since I became the CEO three years ago as well, I think it's clear in my mind, and I'm pretty sure you feel the same every time you come here, that this is a place full of energy, full of passion, and with a very bold ambition to become the most inspirational destination for young fashion lovers in the planet. But it was also clear that we had a lot to do to get there. And what I'm going to try to do today briefly is to try to cover these two things. The first one is like And you already know, but I think it's always good to do a little bit of balance and to take stock. It's like, what is it that gives us the right to compete in a market that is as dynamic as, probably I should say, ultra-dynamic as our market? And a market that is changing so much and where things like AI is bringing a complete revolution to the market. So what is it that makes ASOS different and gives us the right to compete? And where are we in this journey to transform ASOS into this very ambitious vision that we have? So let me start with the first one. What is it that makes us diff...