Member Info for LDLD

There are no comms

Boohoo method, p iss on positive news. Ignore negative. F the haters hay K clan.

But they won't, we all know that. Enron come to mind.

I think the warning signs are there. They are in a hole and doing everything to avoid telling people. REVB has really hit them hard as that was a asset they could have freed up. Now it's waiting for the curtain call.

It started with the refunds now the suppliers, looks like bad news all round.

I agree with Kach here, any uplift will be minimal in the scheme of things. Bad marketing by the board, the silence causes negative speculation. However, REVB did the same and dropped the bombshell so I'm very cautious about the possibility of a positive outcome.

The proof is in the pudding though, no data, no results, no truth.

His comms are terrible. Also these things help operations not growth. Reputation is equally important and boohoos and debs are being hit hard.

Thank ChatGPT. But I needed to understand what it's all about. But like I said board comms are horrendous. I hate the company, but maybe this is the credible plan being brought through.

I still think the board are c u next Tuesday BTW. But it looks like vinted's model who also use mangopay.

Have some more:

Both AWS and Mangopay directly improve Debenhams Group’s business model, especially as it shifts from being a traditional online retailer to a modern, tech-enabled marketplace. Here’s how they do it in plain terms:

🚀 1. Faster, Leaner, Smarter Operations

Mangopay automates payments, refunds, and seller payouts.

AWS automates tech systems, speeds up performance, and uses AI to personalise shopping.

✅ Result:

The business runs more smoothly, needs fewer staff to handle operations, and delivers a better customer experience — faster and cheaper.

🛍️ 2. Supports the New Marketplace Model

The Group no longer wants to buy and hold all its own stock (too risky and expensive).

Instead, it’s building a multi-brand marketplace where third-party sellers list and sell on Debenhams/Boohoo sites.

✅ Mangopay manages the complex money side of this (payments, refunds, tax rules).

✅ AWS supports the digital infrastructure (seller tools, order processing, product listings).

👉 This cash-light, scalable model is more like Amazon or Zalando, and helps the group grow faster without the financial risk of holding inventory.

💸 3. Cuts Costs and Increases Margins

With AWS, there’s no need for expensive physical servers or IT staff—they only pay for what they use.

With Mangopay, less admin is needed for accounting, fraud checks, and seller support.

✅ Over time, this reduces overhead and boosts profitability — especially important as the group tries to recover from years of declining margins.

🌍 4. Makes Global Growth Easier

AWS allows them to launch in new countries faster, with low-latency websites and regional compliance built in.

Mangopay supports multi-currency payments, tax, and fraud tools — so they can add sellers and buyers from anywhere.

✅ This gives Debenhams Group a clear path to international expansion — something it struggled with before.

🔁 5. Builds Customer Trust Through Better Experiences

Faster refunds, better fraud protection, and personalised shopping make customers more likely to return.

Less friction with payments and returns also reduces negative reviews and churn.

✅ This builds brand loyalty and long-term value — essential for Boohoo, PrettyLittleThing, and Debenhams.

🧭 Summary: Do AWS & Mangopay Improve the Business Model?

Area Problem Before AWS + Mangopay Fix

Stock-heavy retail model Risky, high-cost Lean, seller-based marketplace

Refunds & payments Slow, manual, error-prone Automated, fast, multi-seller-friendly

Tech & infrastructure Costly, hard to scale On-demand, scalable, secure

Customer experience Slower, less personalised AI-driven, reliable, trust-building

Expansion strategy Complex and limited Global-ready with compliance and currency support

✅ Final Verdict:

Yes — AWS and Mangopay will significantly improve Debenhams Group’s business model, helping it become:

Faster

More profitable

Scala

Some positive : my god we need it.

Mangopay helps Debenhams Group fix key business problems by improving how it handles money in its marketplace model. Here’s a breakdown of how it helps and why it matters:

🧾 1. Faster & Easier Refunds

Problem: Refunds are slow, messy, and frustrate customers—especially when orders come from multiple sellers.

How Mangopay helps:

Lets Debenhams issue refunds directly and instantly, without waiting for each seller.

Keeps customers happy and reduces complaints.

✅ Better customer experience = more repeat buyers

🛒 2. Smooth Payments to Sellers

Problem: Managing payments for hundreds of marketplace sellers is time-consuming and prone to errors.

How Mangopay helps:

Automatically splits and sends money to the right sellers after a customer pays.

Handles international payments and currencies too.

✅ Saves time, avoids mistakes, keeps sellers happy

🔁 3. Simplifies Returns and Order Tracking

Problem: Marketplace orders often have complex return and payout rules.

How Mangopay helps:

Tracks each transaction by item and seller.

Makes returns and partial refunds simple and traceable.

✅ Fewer disputes = smoother operations

🛡️ 4. Stronger Fraud Protection & Compliance

Problem: Online marketplaces are targets for fraud, and handling customer data must follow regulations.

How Mangopay helps:

Has built-in fraud checks, ID verification, and is fully regulated.

Keeps the business legally safe and trusted by customers.

✅ Reduces risk of fines or bad publicity

💡 5. Supports Growth Without Huge Costs

Problem: Boohoo Group wants to sell more products without buying and storing more stock.

How Mangopay helps:

Makes the "marketplace model" work efficiently—other people sell on Debenhams, but Debenhams handles the money safely.

That means the group can grow its business without needing big warehouses or holding stock.

✅ Scalable, low-risk business model

🧭 Bottom Line

Mangopay helps Debenhams Group:

Make refunds quicker and easier.

Pay sellers automatically and accurately.

Handle returns and disputes more smoothly.

Stay legally compliant and protected.

Grow its marketplace without massive costs.

It's like upgrading the business's financial "engine"—so it can run faster, smoother, and with fewer breakdowns, especially as it shifts to marketplace-style selling.

Would it be better to just sell and bet on an ASOS revival. Seems they had an easier time refinancing.

Like thier customer service. Dan has been a disgrace.

Have, doesn't respond

The IR, members of the board ect don't reply to any inquiries. Look at the reviews for customers, they are the same.

Well the shareprice just keeps declining. I think it's very bad news coming. That's a lot of money lost due to one mans hubris.

Bfd, again your the one working it. I'll not be surprised if your hired to shake it for the board at one of thier shareholder paid functions.

Mr CFD, you are just trying to discredit him. Then get all up in arms when you're called a patsy.

So it's a solid quarter and down 6% make sense of that?