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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