Member Info for Mudis

Seems MS selling hard, yet price keep going up. New institutional investor?

Well, enough arguing for today, lets hope news will drop tomorrow and we are going to the moon, right past that resistance.

Amazon is outdated according to article dan posted and they have to invest a lot in to platform 2.0 Boo just making first baby steps, integrating website shouldnt be that hard. Topshop got wholesale business which Asos wants to keep, so it should be more complicated to integrate everything.

I saw it. Boo is the only *platform* that is doing such model it seems. So they will have to prove such model works. THG, Next, Asos will be able to offer full service basically. I havent read much about thg, just looking at hotel chocolate rns.
Asos said its building of new ‘rest of Europe’, ‘rest of the world’ and UK sites would result in a more localised site experience. The new sites allow experiences to be tailored to the market, around content, visual merchandising and price zones. From the new sites, it will also be possible to manage stock and fulfilment independently. Asos also plans to add two new language specific sites over the next six months. Is Boo able to do any of that?
Boo got warehouses in UK so far. Asos had to integrate us and Eu warehouses , thats where they had issues.
As i said, i don't see anything special so far about boo platform. They bought some brands which hardly generate any revenue yet. Except Nasty Gal. And i see NG losing instagram followers fast. Once i see this Debenhams model and new brands sales, then i will judge their *platform.* Right now all they do is throw money at google, fb and influencers to generate sales on their constantly crashing mobile apps according to customers. Boo could just tell more about their platform and its capabilities in their FY statement, instead of just shouting that they have a platform.

Wholesale could be part of platform in the future, where independent shops will go and pick products they want to stack and they will be delivered in one/few days. Brick and mortar aint going anywhere, but it will evolve in to something more interesting than current dull and boring high street. At least thats the way i see it.

I will wait to see if they are winning against other platforms that is offering same service. I agree with you about Boo, thg and Asos being ahead of the game. Asos in particular investing loads of money in to technology, AI. Warehousing is small portion of their investment. They talk about it in their financial statements. Boo i can't find much info about their platform. All they say is we got it and we can integrate other businesses we aquire. I would like to hear more about it and what's so special about it compared to other platforms.

My point is that everyone is making platforms these days. There will be nothing special about having one. It just the way forward from here and if growth slows down, nobody will care that Boo got a platform. Share price will adjust to different p/e ratio.

Next is building platform too
https://fashionunited.uk/news/fashion/next-to-become-online-host-for-other-brands-via-total-platform-service/2020051148864

Probably because they have higher revenue and operate in more hot sectors, like beauty and nutrition. I get your point that platforms are the future, but it's not like Boo is this one special company that built all of it in house and owns all intellectual property. So far i haven't seen anything special about this platform, maybe you can explain it to me why it is so better compared to any other company with their own platform?

Next is worth less because it is not growing at 40% per year. As soon as Boo growth slows down to Next level, nobody will give a damn about these fancy words like platform.

Thanks. Seems link wasn't working due to ad block

Is there a way to listen to webcast again? Link in rns just leads to blank page

Congrats to Asos. Meanwhile Boo going global with DP and Burtons.

id say fk all the marketplace and wholesale idea. Just sell Dorothy, Burton Oasis and other ex high street brands for £10-£30. most probably still remember prices of these brands. Make it online version of Primark basically. Everyone would go crazy.

Splice.
That's what i think too. People know Debenhams in UK. Other countries don't. People like simple, short, easy to remember names. Debs.com maybe? It will make money, but i doubt it will be something massive.

i don't know, Boo will have to prove me this Debenhams vision is working. Online is all about cheapest prices. Will they be able sell items cheaper than official websites?
To me it seems like a good place to stock all these run down brands they bought and i doubt Debenhams will go beyond UK.

Dont mess with redditors and gaming communities. They are massive force. There are loads of stories about reddit, 4chan and and what they are capable of. Once news spreads they will all go to gamestop to support it. I would be ****ting my pants if i was shorting gme

never mind, ignore that. it was in 2018 lol

https://www.boohoo.com/features/paris-hilton-x-boohoo.html

Old or not, but at least it explains a bit how they operate. You wont find anything about it on financial statements.
I guess companies with D2C solutions will be next big thing from here. Everyone wants to be online now. You just contact the likes of thg, asos, boo? And they will do everything for you. Seems all 3 got different idea how to execute it. Will be interesting to see which one consumers prefer most.