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ASOS (FY Update): margin progress but soft guidance

ASOS is starting to see improved performance, but soft sales and profit guidance has disappointed.
ASOS - inflation weighs on outlook

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Prices delayed by at least 15 minutes

ASOS expects full-year (2025) revenue to come in slightly below market expectations, amid soft consumer demand.

Underlying cash profit (EBITDA) rose over 60% year-on-year, reflecting higher gross margins and cost savings - but is now expected at the lower end of the £130-£150mn guided range.

ASOS also mentioned that it delivered a modest free cash inflow for the year.

For the full year 2026, the group expects profit and free cash flow to be in line with market expectations.

The shares fell 12.9% in early trading.

Our view

HL view to follow.

ASOS key facts

All ratios are sourced from LSEG Datastream, based on previous day’s closing values. Please remember yields are variable and not a reliable indicator of future income. Keep in mind key figures shouldn’t be looked at on their own – it’s important to understand the big picture.

This article is original Hargreaves Lansdown content, published by Hargreaves Lansdown. It was correct as at the date of publication, and our views may have changed since then. Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by LSEG. These estimates are not a reliable indicator of future performance. Yields are variable and not guaranteed. Investments rise and fall in value so investors could make a loss.

This article is not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment.

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Written by
Matt-Britzman
Matt Britzman
Senior Equity Analyst

Matt is a Senior Equity Analyst on the share research team, providing up-to-date research and analysis on individual companies and wider sectors. He is a CFA Charterholder and also holds the Investment Management Certificate.

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Article history
Published: 30th September 2025