ASOS' Customers Aren't Returning as Fast as Expected -- Market Talk

Dow Jones09-30

0751 GMT - ASOS' attempts to re-engage customers is taking longer than expected, Deutsche Bank analysts Adam Cochrane and Benjamin Yokyong-Zoega write. Weaker sales in the second half of the year means full-year adjusted Ebitda will miss consensus expectations by around 5%, they write. ASOS has dealt with inventory overhang and introduced a new commercial model but boosting sales is proving a challenge, they say. The online fashion retailer remains on the right track but investors may soon start questioning whether it can deliver sales growth without hitting margins, they write. Shares trade down 9.2% at 266 pence. (adam.whittaker@wsj.com)

(END) Dow Jones Newswires

September 30, 2025 03:51 ET (07:51 GMT)

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