ASOS

4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jun 21, 2021 by Benedict Evans · said 35 times in 6 episodes since 2020 · across every show →

Mentions by year

brought up most by Toni Cowan-Brown (28), Benedict Evans (7)

tap a year for its mentions
00102203202020212022episodesmentions
023202020212022episodes it came up in
0051.5103202020212022episodesmentions per episode
2022 17 mentions in 2 episodes 9 per episode
2021 13 mentions in 3 episodes 4 per episode
2020 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about ASOS, oldest first

Jun 21, 2021 positive
Insight
Evans: ASOS functions as a media company monetized via e-commerce
“They are a fashion company, you know, they are a media company that monetizes through e-commerce way before, an e-commerce company that made content as opposed to a content company that made e-commerce.”
Benedict Evans Jun 21, 2021 ▶ 22:03 The Business of publishing
Jul 5, 2021 positive
Assertion Partly supported
Cowan-Brown: Shein turns around fashion production in two to three days
“Unlike Zara or Asus, and most people have gotten familiar with their e-commerce model and being able to turn things around in two or three weeks. Shein is turning things around in two or three days, which is absolutely insane.”
Toni Cowan-Brown Jul 5, 2021 ▶ 29:20 'Digital transformation' - beyond the silly slogan
May 26, 2022
Assertion Supported
Evans: ASOS adds 5,000 new lines weekly and stocks 80,000-90,000 SKUs
“ASOS was this UK, is this UK online only fast fashion company, which does sort of 5000 new lines a week and stocks sort of a 80 to 80 to 90,000 SKUs at any given time.”
Benedict Evans May 26, 2022 ▶ 6:30 Shein, TikTok and Netflix - thinking about limits
May 26, 2022 positive
Insight
Evans: Shein and TikTok differ from Zara and Netflix via rapid feedback loops
“But it's also the feedback loop, and I think that's the change from ASOS, and certainly from Zara and H&M, and in some ways the change from Netflix, but it's what you have on TikTok, and what you have on on Shein is, is you have that very quick feedback cycle.”
Benedict Evans May 26, 2022 ▶ 16:42 Shein, TikTok and Netflix - thinking about limits
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