TIDMASC
RNS Number : 8812I
ASOS PLC
05 June 2014
5 June 2014
ASOS plc ("the Company")
Global Online Fashion Destination
Trading Statement for the three months ended 31 May 2014
Three months to 31 May Nine months to 31 May
GBP'000s 2014 2013 Increase CCY^ 2014 2013 Increase CCY^
increase increase
---------------------------------- ------- ------- -------- --------- ------- ------- -------- ---------
UK retail sales 91,880 64,347 43% 43% 273,920 201,926 36% 36%
---------------------------------- ------- ------- -------- --------- ------- ------- -------- ---------
US retail sales 24,765 21,255 17% 28% 71,514 56,806 26% 31%
EU retail sales 64,710 47,215 37% 42% 192,336 124,672 54% 52%
ROW retail sales 61,600 60,796 1% 16% 177,504 162,472 9% 20%
---------------------------------- ------- ------- -------- --------- ------- ------- -------- ---------
Total International retail sales 151,075 129,266 17% 28% 441,354 343,950 28% 33%
---------------------------------- ------- ------- -------- --------- ------- ------- -------- ---------
Total retail sales 242,955 193,613 25% 33% 715,274 545,876 31% 34%
---------------------------------- ------- ------- -------- --------- ------- ------- -------- ---------
Total group revenues* 248,081 197,199 26% 34% 729,807 556,930 31% 34%
---------------------------------- ------- ------- -------- --------- ------- ------- -------- ---------
*Includes retail sales, delivery receipts and third party
revenues.
^On constant exchange rate basis
Three months to 31 May 2014 highlights
-- Retail sales +25% year on year (UK +43%, International +17%)
-- International retail sales 62% of total (67% last year)
-- Retail gross margin down c.370bps on prior year
-- 8.6 million active customers* at 31 May 2014 (+32% year on year)
-- Strong balance sheet and cash position
*Defined as having shopped in the last 12 months
Nick Robertson, CEO, commented:
"Retail sales for the quarter were strong, increasing by 25%
(+33% at constant exchange rates) with particularly strong growth
in the UK of 43%. However, Sterling's continued strengthening has
resulted in a slowdown in our international sales growth to 17%
(+28% at constant exchange rates).
The resultant higher mix of UK and European sales, with lower
retail margins, together with increased levels of promotional
activity, leads us to reduce our EBIT margin guidance to c.4.5%
from c.6.5% for the current financial year.
Whilst our profit performance for this financial year is not
what we had hoped for due to an unusual combination of factors, our
accelerated investment in technology and infrastructure to support
our GBP2.5bn sales ambition is progressing and capex remains within
guided levels. All customer metrics - active customers, new
customers, order frequency and units per basket - are positive and
we are totally focussed on rolling out the ASOS business model
globally as the world's leading online fashion destination for
20-somethings."
Analyst/Investor conference call:
ASOS will be hosting a conference call for analysts and
investors at 8:30am (UK Time) today. Please call Jamie Ramsay at
Instinctif Partners for dial-in details on 020 7457 2047 or email
jamie.ramsay@instinctif.com.
A recording of this conference call will be available on the
ASOS Plc investor centre website later today:
http://www.asosplc.com/investors.aspx
Photography:
Latest photography will be available at:
http://www.asosplc.com/media/image-library.aspx
For further information:
ASOS plc Tel: 020 7756 1000
Nick Robertson, Chief Executive
Nick Beighton, Finance Director
Greg Feehely, Head of Investor Relations
Instinctif Partners Tel: 020 7457 2020
Matthew Smallwood / Justine Warren / Jamie
Ramsay
JPMorgan Cazenove Tel: 020 7742 4000
Luke Bordewich / Gina Gibson
Numis Securities Tel: 020 7260 1000
Alex Ham
Background note
ASOS is a global fashion destination for 20-somethings. We sell
cutting-edge 'fast fashion' and offer a wide variety of
fashion-related content, making ASOS.com the hub of a thriving
fashion community. We sell over 75,000 branded and own-brand
products through localised mobile and web experiences, delivering
from our UK hub to almost every country in the world.
We tailor the mix of own-label, global and local brands sold
through each of our nine local language websites: UK, US, France,
Germany, Spain, Italy, Australia, Russia and China.
ASOS's websites attract 83 million visits per month (May 2013:
69 million) and as at 31 May 2014 had 8.6 million active
customers(1) (31 May 2013: 6.5 million), of which 3.3 million were
located in the UK and 5.3 million were located in our international
territories (31 May 2013: 2.7 million in the UK and 3.8 million
internationally).
(1) Defined as having shopped in the last 12 months
www.asos.com www.asos.es
www.us.asos.com www.asos.com/ru
www.asos.de www.asos.cn
www.asos.fr m.asos.com
www.asos.com/au marketplace.asos.com
www.asos.it fashionfinder.asos.com
Appendix 1
Retail sales by quarter for the year ending 31 August 2014
YTD
GBP'000s Q1(1) YOY% Q2(2) YOY% Q3 YOY% Q4 YOY% 2013/14 YOY%
------------------ ------- ---- ------- ---- ------- ---- ---- -------- ----
UK retail sales 133,667 37% 48,373 21% 91,880 43% 273,920 36%
US retail sales 32,253 28% 14,496 41% 24,765 17% 71,514 26%
EU retail sales 87,295 69% 40,331 57% 64,710 37% 192,336 54%
ROW retail
sales 82,450 19% 33,454 3% 61,600 1% 177,504 9%
International
retail sales 201,998 38% 88,281 29% 151,075 17% 441,354 28%
------------------ ------- ---- ------- ---- ------- ---- ---- -------- ----
Total retail
sales 335,665 38% 136,654 26% 242,955 25% 715,274 31%
------------------ ------- ---- ------- ---- ------- ---- ---- -------- ----
Retail sales by quarter for the year ending 31 August 2013
GBP'000s Q1(1) YOY% Q2(2) YOY% Q3 YOY% Q4 YOY% 2012/13 YOY%
------------------ ------- ---- ------- ---- ------- ---- ------- ---- --------- ----
UK retail sales 97,713 28% 39,866 23% 64,347 39% 74,101 49% 276,027 34%
US retail sales 25,280 56% 10,271 48% 21,255 59% 20,872 59% 77,678 57%
EU retail sales 51,780 29% 25,677 53% 47,215 56% 53,036 73% 177,708 51%
ROW retail
sales 69,083 39% 32,593 34% 60,796 38% 59,922 26% 222,394 35%
International
retail sales 146,143 38% 68,541 43% 129,266 48% 133,830 47% 477,780 44%
------------------ ------- ---- ------- ---- ------- ---- ------- ---- --------- ----
Total retail
sales 243,856 34% 108,407 35% 193,613 45% 207,931 47% 753,807 40%
------------------ ------- ---- ------- ---- ------- ---- ------- ---- --------- ----
Retail sales by quarter for the year ending 31 August 2012
GBP'000s Q1(1) YOY% Q2(2) YOY% Q3 YOY% Q4 YOY% 2011/12 YOY%
------------------ ------- ---- ------ ---- ------- ---- ------- ---- ------- ----
UK retail sales 76,581 11% 32,386 4% 46,437 8% 49,854 15% 205,258 10%
US retail sales 16,209 154% 6,928 66% 13,351 78% 13,097 65% 49,585 91%
EU retail sales 40,118 37% 16,728 29% 30,224 27% 30,678 22% 117,748 29%
ROW retail
sales 49,654 196% 24,317 106% 43,912 71% 47,413 53% 165,296 94%
International
retail sales 105,981 102% 47,973 66% 87,487 54% 91,188 42% 332,629 64%
------------------ ------- ---- ------ ---- ------- ---- ------- ---- ------- ----
Total retail
sales 182,562 50% 80,359 34% 133,924 34% 141,042 31% 537,887 38%
------------------ ------- ---- ------ ---- ------- ---- ------- ---- ------- ----
(1) Four months to 31 December
(2) Two months to 28 February
This information is provided by RNS
The company news service from the London Stock Exchange
END
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