Mine has been "compromised" too. It doesn't look like anything has been spent, but my card was declined when trying to book accommodation in South Africa via hotels.com.

Part of the story (eventually) came out during my subsequent three phone calls to Lloyds. First I was told that "a company where card details are stored" had suffered a data breach. Right away I suspected Uber, but this turned out not to be the case.

The third agent I spoke with eventually admitted that it was a widespread problem with Lloyds Amex cards, but deflected this onto Amex. She stated that it was a "business decision" to cancel cards.

It is now crystal clear that there is a massive data breach somewhere along the supply chain.