Member Info for Midastouch2015

Positives from ASOS’s Statement (September 30, 2025)

• Progress on turnaround plan: The company highlighted “meaningful” cost-saving measures implemented between March and September 2025, which are expected to positively impact fiscal 2026 profitability and free cash flow in line with market expectations.

• Strong customer response to new model: Emphasis on full-price sales and quality improvements, with sales of new products up 24% year-over-year in July-September 2025 (with only 6% higher stock levels), showing demand for higher-quality items.

• Improved gross margins: Achieved a c.500bps year-over-year increase in H1 2025, driven by reduced markdowns and a higher full-price sales mix, supporting overall profitability transformation.

• UK market share gains: ASOS Design sales grew 9% year-over-year in H1 2025 in the UK (its largest market), aided by faster market response via Test & React initiatives and quality investments.

• Future outlook confidence: Expects FY2026 profit and cash flow to meet expectations, building on FY2025’s projected at least 60% EBITDA growth to £130m-£150m (despite the lower-end tilt for FY2025).

Negatives from ASOS’s Statement (September 30, 2025)

• Revenue shortfall: Annual revenue expected to be slightly below market consensus (analysts forecasted an 8.4% constant-currency decline for FY2025), due to weak consumer demand in a challenging environment.

• Lower-end profit guidance: Adjusted EBITDA for FY2025 projected at the bottom of the £130m-£150m range, reflecting impacts from the ongoing overhaul and sales pressures.

• GMV underperformance: Gross merchandise value (GMV) also lower than anticipated, as the focus on “higher-quality” sales prioritizes profitability over volume.

• Ongoing sales declines: Continuation of FY2024 trends, with H1 revenue down 13% year-over-year, driven by reduced old inventory sales (down c.30% from 60% lower stock levels).

• Market and share reaction: Shares tumbled 11% following the announcement, signaling investor concerns over the sluggish demand and restructuring risks.

Quick Summary

ASOS’s September 30, 2025 trading update revealed headwinds from weak demand, leading to FY2025 revenue and EBITDA (at the lower end of £130m-£150m) missing expectations slightly, with shares dropping 11%. However, positives include robust cost controls, a 24% surge in new product sales, margin gains, and UK growth, underscoring confidence in a profitability-focused turnaround for FY2026. Overall, it’s a mixed bag: short-term pain for long-term gain amid a tough retail landscape.

Se nds share down 13 percent. Mad times

Snyone have issues logging in? Or with acvount? Positions disappeared

Not my problem you can’t read. Even if mistakes are there normal clever person can read no problem nyou moron

Board ever. Just looking for so called upgrades from such losers as barcklays etc. They always write bollo@ks. look at the real numbers they don’t lie. Learn how to read financial statement, at least a bit. I have s feeling most of you just read an article snd buy. Than another and sell and your messages are so childish and amateuris. This is unbelievable. I do follow lot chats but recently i only commented here. This os one of tbe worst. Wow. Read peter lynch book perhahp or something similar. Nothing wrong with being rookie but most of you silly roomies

Silly yahoo news just reporting missing estimates and planes issues rather than net profit up and cash increased. There is an agenda against wizzair i swear.

You seriously follow broker ratings? Some put 50 other 20. Than from 50 to 20 without news. Morons are paid to print that garbage

Wizz Air has faced significant issues with Pratt & Whitney engine reliability, grounding 41 planes in 2024 and expecting 40-45 more over the next 18 months. Exiting a challenging region allows the airline to reallocate resources and aircraft to more stable, profitable markets like Europe, where demand remains strong. Leaving Middle East reduces exposure to these uncertainties, potentially protecting the airline’s financial health. Wizz Air’s primary strength lies in low-cost travel across Europe, particularly Central and Eastern Europe. Redirecting resources to markets like Poland, where the airline is expanding its fleet, could boost efficiency and profitability. Operating in the Middle East involves high costs (e.g., regulatory compliance, infrastructure, and competition with established Gulf carriers). Exiting may cut losses in a region where Wizz Air Abu Dhabi struggled to compete with giants like Emirates or Qatar Airways.

As mentioned previously, Wizz Air hasn’t explicitly outlined plans for Wizz Air Abu Dhabi’s fleet, but the aircraft (likely Airbus A321neos) are valuable assets. They could be:

• Redeployed to Wizz Air’s other subsidiaries (Hungary, Malta, UK) to support expansion in Europe or new routes elsewhere.

• Grounded temporarily for engine inspections, given the ongoing Pratt & Whitney issues.

• Leased or sold, though this is less likely given Wizz Air’s focus on maintaining a modern fleet for cost efficiency.

Market cap 1.1 bilions. Cash 1.6 bilions

Hello Teodor

Kap is bagladeshi

You didn’t misread it. You just cant read simple rns. Thats the reason market went bonkers in the last 20 years because any imbecile can trade. You read new you sell. Than on monday you read another and but

Probkem is people like you! Not knowing how to read simple rns but investing. Now go sell because they reduced holding. Than buy on monday when u read other news. Joke

That this is not an opportunity to invest than investing not for you. Go and gamble on sone crypto and leave it to people with some common sense and knowdledge

Wow you do clever sherlock

During covid was 45. This is crazy share i have to say.

We trying to locate him. We know from where he is posting from.

So i can accumulate more

Just fook off from here mate and take david kov and kpn1 your boyfriends

is incompetence and stupidity of fellow ‘investors’ who gets affected by so called price targets. them idiots don’t know what they doing!!! onenprice target 4000 other 2500 and the next one 1780. you read *******s and you sell on friday tjan you read another *******s and you buy monday