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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