evolve or die! · 2017-06-06 · 1. e-commerce is disrupting traditional retail 2. it’s all about...

EVOLVE OR DIE!

Brian McBride Chairman ASOS.com and Wiggle.comFormer CEO of Amazon.co.uk

1. Moore’s Law

2. Darwin’s Theory of Evolution

Market Capitalisation – Apple Vs Nokia

0

50

100

150

200

250

Apple Nokia

($bn)

iPod

introduced

iPod Mini

introduced

iPhone

introduced

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

Source: Bloomberg, 18 June 2010.

1. E-Commerce is disrupting

traditional retail

2. It’s all about mobile, especially

the smartphone

3. Know Thy customer – social

media, engagement marketing

Leading Social Media Platforms by YoY User Growth

Source: Yahoo Finance, company announcements, GSV Asset Management.

1 Market Values as of 5 March 2017.

2 Reported by Fortune and Re/code.

Platform MAU (m)Market Value

per User Revenue (TTM)

ARPU

(Avg. Rev / User)

Time Spent

per Day (Min)

Snap 250(2) $152 $405.0m $1.6 25-30 min

Tencent/

WeChat762 $328 $20.7bn $27.0 ~40 Min

Whatsapp 1,000 n.a. n.a. n.a. >20 min

Instagram 600 n.a. n.a. n.a. 20 min

Pinterest 150 $73 n.d. n.d. <18 min

LINE 217 $34 $1.3bn $5.8 n.d.

Facebook 1,860 $213 $27.6bn $15.0 ~30 min

Twitter 319 $37 $2.5bn $8.0 <18 min

MOMO 72 $66 $346.0m $4.8 n.d.

YY 122 $21 $1.1bn $9.0 n.d.

• Users, Engagement, and Growth Dynamics by Social Media Platform

• Percentage of Time Spent with Major Media per Day by US Adults

13%

19%21%

24%26% 27% 28%

21%19% 19% 18% 18% 18% 18%

40%38% 37%

35% 34% 33% 32%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

2012 2013 2014 2015 2016 2017 2018

Mobile Desktop TV

Mobile is Set to Overtake TV

Source: Snap S11 Filing, eMarketer.

ACTIVE

CUSTOMERS

+25%

VISITS

+22%

PRODUCES

60,000+PIECES OF CONTENT EACH MONTH

~60,300 POSTS ON SOCIAL CHANNELS

~140 ARTICLES ON ASOS LIKES

~30 VIDEOS ON YOUTUBE

~615 ARTICLES ON SITE

~70 FEATURES ON ASSEENONME

Other2

19.3M(>50% YOY)

TOTAL SOCIAL FOLLOWERS1

6.5M

7.4M

153.6K

110K

1.5M

850.4K

83.6K

2.7M

Source: Facebook Analytics, Twitter Analytics, Sprinklr, ASOS own records

Note: 1 ASOS brand accounts only. 2 Other social media platforms include VK,

WeChat, Weibo, Spotify.

ORDERS

+30%

AVERAGE BASKET

VALUE

+3%

AVERAGE ORDER

FREQUENCY

+4%

TAYLOR SWIFT

March

COVERAGE

Kate Middleton

March

COVERAGE

Insist on the Highest Standards

Are Right, A Lot

Are Vocally Self Critical

Think Big

Hire and Develop the Best

Develop and Earn Trust in Others

Have Backbone; Will Disagree and Commit

Deliver Results

At , Leaders…

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