Member Info for Reardon95

Massive trade has just gone through!

Check this care.

Impressive!

https://www.similarweb.com/website/debenhams.com/#overview

DEBS still at no 5 in the UK for retail and apparel 🚀

Is the credible plan going to be to delist the company? Take it private for peanuts? I’m just not sure but the last results really are a car crash and shows how tough the market is for BOO. Even Primark is struggling…the Chinese brands are killing this end of the market.

Boohoo being left in the dust with it's cowboy board and shoddy investor relations...Very poor.

Flying this morning. Could be some more twists here.

Will I ever get a positive RNS holding BOO?

If we can keep youth brands stable at this gmv and improve return rates and keep DEBS growing at 170% a year with a spin off to some physical outlets we have every chance. Need to control debt and rein in all costs.

If we are that doomed why have we just had numerous director buys at a substantial amount and our 2 biggest holders pumping millions in.

Ignore the noise. Finley and Morana will get this moving in the right direction.

Finley has made it clear we do not need such a large facility with the change of direction the business is going in.

Finally got a response from investor relations

Many thanks for your email and apologies for the delayed response – I have been out of the office unwell.

We have made clear to Frasers that we do not recognise the £2m figure that they quote.

As previously communicated we plan to hold a Capital Markets Day and the date for this will be announced shortly.

With best wishes,

Victoria

Glowacki, nobody knows currently. Probably a while as they are not updating as frequently as results have fallen off a cliff. Carol has just brought more so will be in a closed period..

This is unlikely to move anywhere until we get some results. Debenhams will likely be growing expotentially with over 13.500 brands onboard. A very very shrewd purchase.

Yes some mistakes have been made but I must say Debs and Karen Millen are great buys here.

PLT was an absolute force a few years ago before SHEIN/TEMU.

All is not lost but a stalemate for now.

I will be voting no! Not long left. This will likely do 200% on the day if a no vote comes. Business likely to be sold shortly after listing with JP Jenkins, new monitor non invasive device coming, revenue growing and costs / capex falling. The hard work has been done here.

GAC it has been a turbulent few years but I do think both are very undervalued. A recovery will come and these prices will look silly. Fill your 🥾 if the directors are buying so should you!

Surely not with old Carol’s buys…

Https://www.debenhams.com/pages/informational/payments/payplus?srsltid=AfmBOoovSvX8-2rOmI3IkQiNNPmAEZUR7eqBRqA6d06SsVxhDeFRspgR

Ashley terrorising all online retailers and now HMRC…

Debenhams has just released pay plus. Another loss to Ashley as he wants to push Frasers +

Finley won’t be interested in selling DEBS. More likely to get rid of a youth brand or labels in my opinion…

He’s got by far the biggest holding in BOO. Which tells me he believes BOO is the most undervalued / shows the most promise. This could fly if the figures start to see an improvement. The focus on profitable customers here is clear to see.

After SHEIN’s disastrous parliamentary committee meeting the other day, in which Temu came off as the more responsible business by actually answering a question 🤦‍♀️ its worth mentioning that if your cotton originated in China, there is a high risk of some of it being a product of forced labour.

At the end of the day it’s the Chinese government that orchestrate internationally illegal detention centres. If we think they’d just roll over to international pressure and ensure Xinjiang cotton in only Chinese local brands, then you have wildly underestimated how brutal the Chinese regime is.

This cotton is in plain sight. Hiding in tiny percentages of the total volume of the Chinese cotton fibres in your clothes. Mixed in before going to auction. This has been the practice for years.

If you want to look at a good response to near certain forced labour in the supply chain, Philip Morris International has a good comms strategy on this. (I say comms because I’m not actually sure how success their strategy is at eliminating forced labour. If someone knows I would love to hear about it).

Does Shein have Xinjiang cotton in their products? I’d nearly guarantee it. Do they knowingly have it in their supply chain? It’s not to them I would look for the answer. Rather to the strategy of the PRC. A Chinese business doesn’t get as big as Shein without the support of the government. And that comes at a price. Just ask the founder of Alibaba Group.

Just my two pence worth.