Member Info for Reardon95

Brands section now launched on PLT. It has now joined the marketplace revolution!

Simon, I am hoping that there are some interested parties looking to make a bid here. It's a big old business with revenue circa £3b. £300m market cap is not to be sniffed at.

Anyone got anything constructive to share or just insults?

2 RNS's in 4 months is just not enough. Especially one being administration of another company that one of our directors is involved in.

Well done to THG. They do seem the most undervalued out of BOO, ASOS and THG and in the safest financial position. I have to say we are likely the worst of a bad bunch and it doesn't help that our investor relations team and board are currently not communicating.

Https://www.retailgazette.co.uk/blog/2025/06/debenhams-group-inpost/

Not sure what on earth is going on with Umar but looks like he’s done the rebrand then completely washed his hands with PLT. Pulled a fast one again!

I wouldn't say ignoring the youth brands. Just trying to focus on cash generation and profitability over revenue. We can't compete with Shein and Temu with the unfair advantages they have right now. Just a shame it took the board so long to realise this.

ASOS cancelling accounts now too and CFO leaving. Never usually a good sign. Hope I’m proved wrong!

Great interview on Retail week. Worth creating an account so you can read it through.

Bon it would be great if you could post the whole article.

Boo board going to call in the administrators' and pick it up in a pre pack deal me thinks.

Big mike was never interested in REVB. He is just doing this again to derail the current BOO board in my opinion. There are still several parties interested and options for REVB, all is not lost.

404 could you post the whole article please mate?

The market is liking this.

https://www.retail-week.com/health-and-beauty/debenhams-plots-more-beauty-showroom-openings/7048891.article

Moving in the right direction!

https://theindustry.beauty/debenhams-boosts-beauty-investment-with-showroom-expansion-plans/

Agreed, looking more rosey. I am hoping they can sort out the DEBS returns issue as it’s not looking pretty. Trying to show an improved cash flow position to get a better refinance deal is my thesis. What does you think Turnip?

De minimus review - Timeline, annoucement by July.

The UK government is currently reviewing its "de minimis" rule—the exemption allowing parcels under £135 to enter without customs duties. Here's the latest:

🔍 What’s Happening?

In April 2025, Chancellor Rachel Reeves announced the review at the IMF Spring Meetings, aiming to protect British retailers from cheap, potentially non-compliant imports

business-reporter.co.uk

+15

theguardian.com

+15

thetimes.co.uk

+15

.

The British Retail Consortium (BRC) pushed for the review, and the Treasury agreed on April 23, 2025, to formally assess the policy

brc.org.uk

.

⏳ Timeline & Process

The review is informal, led by HM Treasury and HMRC, gathering feedback from retailers and stakeholders .

An initial report with recommendations is expected by July 2025. Ministers will then decide whether to launch a formal consultation, enact immediate changes, or maintain the status quo .

Https://www.linkedin.com/posts/daniel-finley-18231019_the-summer-hour-is-live-and-its-lighting-activity-7339177841403613184-H3cu?utm_source=share&utm_medium=member_ios&rcm=ACoAABbm6a0BMu1_DU9-0kgK-ZnzIcRgXXU6ZVg

I don’t know what’s going on but likely something huge. I’m just praying it’s not severe cash flow issues. The Debenhams reviews of late are quite frightening. Surely it can’t be as we’re signing new AI deals, sponsoring festivals, internal promotions. We are all eagerly awaiting the next update 🍿