Annuncio • Apr 22
Dunelm Group plc to Report First Half, 2027 Results on Feb 10, 2027 Dunelm Group plc announced that they will report first half, 2027 results on Feb 10, 2027 Annuncio • Apr 21
Dunelm Group plc to Report Fiscal Year 2027 Results on Sep 08, 2027 Dunelm Group plc announced that they will report fiscal year 2027 results on Sep 08, 2027 Annuncio • Feb 18
Dunelm Group plc (LSE:DNLM) commences an Equity Buyback for 20,000,000 shares, representing 9.92% of its issued share capital, under the authorization approved on November 19, 2025. Dunelm Group plc (LSE:DNLM) commences share repurchases on February 17, 2026, under the program mandated by the shareholders in the Annual General Meeting held on November 19, 2025. As per the mandate, the company is authorized to repurchase up to 20,000,000 shares, representing 9.92% of its issued share capital. The minimum price which may be paid for each ordinary share is £0.01 pence and the maximum price which may be paid for each ordinary share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share, as derived from the London Stock Exchange Daily Official List, for the five business days immediately preceding the day on which the ordinary share is purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The Company may either retain any of its own ordinary shares which it has purchased as treasury shares with a possible re-issue at a future date, or cancel them. The authority shall expire at the earliest of the conclusion of the next Annual General Meeting, or on December 31, 2026, whichever is earlier. As of November 19, 2025, the company had 203,426,835 ordinary shares in issue, with 1,882,614 ordinary shares in treasury.
On February 16, 2026, the company initiated a Market Repurchase. Under the program,the company has entered into an arrangement with Barclays Bank PLC to purchase up to 1,600,000 ordinary shares in the Company (the "Shares") during open periods of the Company arising from the date of this announcement for the period up to and including the last trading day before the Company holds its 2026 Annual General Meeting. The aggregate purchase price of all shares acquired under the Program will be no greater than £17 million. The purpose of the Program is to satisfy employee share-based award obligations. Annuncio • Oct 09
Dunelm Group plc, Annual General Meeting, Nov 19, 2025 Dunelm Group plc, Annual General Meeting, Nov 19, 2025. Location: watermead business park, syston, leicester, leicestershire, le7 1ad, United Kingdom Annuncio • Jul 17
Dunelm Group plc Provides Earnings Guidance for the Full Year 2025 Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT is expected is £210m, with a range of £207 million to £21 million. Annuncio • Jul 07
Dunelm Group plc Appoints Clodagh Moriarty as Chief Executive Officer, with Effect from 1 October 2025 Dunelm Group plc announced the appointment of Clodagh ("Clo") Moriarty as Chief Executive Officer, with effect from 1 October 2025. Clo will succeed Nick Wilkinson who, as announced in February, had informed the Board of his intention to retire from Dunelm and full-time executive life, following seven years in the role. To ensure a smooth transition, Nick will continue in his role until Clo's appointment and will step down from the Board at the end of September, before leaving the business in early October. The appointment follows a thorough recruitment process, considering both internal and external candidates and supported by an independent executive search firm. Clo is an established retail leader and is currently the Chief Retail and Technology Officer at J Sainsbury plc ("Sainsbury's"). As a member of the Operating Board, she holds responsibility for all stores and their operations, alongside Sainsbury's digital offer and strategy, customer experience and end to end technology platforms. She has been with the business for 15 years, holding a variety of leadership roles, having previously worked for nine years at Bain & Company. Annuncio • May 07
Dunelm Group plc Appoints Katharine Poulter as Non-Executive Director and Member of the Audit and Risk, Remuneration and Nomination Committees Dunelm announced the appointment of Katharine Poulter as Non-Executive Director with immediate effect. Katharine will be a member of the Audit and Risk, Remuneration and Nomination committees. Katharine has a strong retail background and a broad, transferable skillset, developed through significant experience in large and entrepreneurial consumer-facing businesses. She is currently the Chief Commercial Officer at McCarthy Stone, the developer and manager of retirement communities, where she is responsible for driving the company's commercial strategy. Prior to this, she was the Chief Commercial Officer at Indigo Books & Music Inc., Canada's largest book retailer. Katharine started her career in retail at Marks and Spencer Group Plc and has held senior roles at Laura Ashley, Hobbycraft, Wilko and Dobbies Garden Centre, amongst others. Annuncio • Apr 17
Dunelm Group plc Provides Earnings Guidance for the Full Year 2025 Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus. Annuncio • Feb 13
Nick Wilkinson to Retire as Chief Executive Officer of Dunelm Group plc Dunelm Group plc announced that Nick Wilkinson, Chief Executive Officer of Dunelm, has informed the Board of his intention to retire from Dunelm and full-time executive life, following seven years in the role. The Board will commence a formal and thorough recruitment process for Nick's successor, considering both internal and external candidates, and will provide an update in due course. Nick will remain in role until a successor is appointed, continuing to drive business performance and ensuring a smooth and orderly transition, supported by his Executive team. Annuncio • Nov 20
Dunelm Group plc (LSE:DNLM) acquired Homefocus Group Limited. Dunelm Group plc (LSE:DNLM) acquired Homefocus Group Limited on November 20, 2024.
Dunelm Group plc (LSE:DNLM) completed the acquisition of Homefocus Group Limited on November 20, 2024. Upcoming Dividend • Oct 24
Upcoming dividend of UK£0.28 per share Eligible shareholders must have bought the stock before 31 October 2024. Payment date: 26 November 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.1%). Reported Earnings • Oct 11
Full year 2024 earnings released: EPS: UK£0.75 (vs UK£0.75 in FY 2023) Full year 2024 results: EPS: UK£0.75 (down from UK£0.75 in FY 2023). Revenue: UK£1.71b (up 4.1% from FY 2023). Net income: UK£151.2m (flat on FY 2023). Profit margin: 8.9% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year. Reported Earnings • Sep 12
Full year 2024 earnings released: EPS: UK£0.75 (vs UK£0.75 in FY 2023) Full year 2024 results: EPS: UK£0.75 (down from UK£0.75 in FY 2023). Revenue: UK£1.71b (up 4.1% from FY 2023). Net income: UK£151.2m (flat on FY 2023). Profit margin: 8.9% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annuncio • Jul 12
Dunelm Group plc Announces Board and Committee Changes Dunelm Group plc announced resignation of William Reeve, Senior Independent Director of the Company and Chair of the Remuneration Committee and following changes to the Board's Committees have been approved by the Board. Ian Bull will succeed William Reeve as Senior Independent Director while retaining from his role as Chair of the Audit and Risk Committee and Ajay Kavan will succeed William Reeve as Chair of the Remuneration Committee, in each case with effect from the end of the 2024 AGM, so as to enable a smooth transition and handover. Annuncio • Jun 08
Dunelm Group plc Announces Resignation of Arja Taaveniku as Independent Non-Executive Director Dunelm Group plc announced that Arja Taaveniku, an independent Non-Executive Director of the Company, has informed the Board of her decision to step down as a Director at the end of 2024. This follows her acceptance of a full-time position as CEO of Home Centre, a home furnishings company in the Middle East. Annuncio • Apr 16
Dunelm Group plc Appoints Marion Sears as Non-Executive Director, with Effect from 24 April 2024 Dunelm Group plc announced that Marion Sears, non-executive director of the Company, has been appointed as a non-executive director and a member of the audit and risk, management engagement and nomination committees of Schroder Asia Total Return Investment Trust plc, with effect from 24 April 2024. Board Change • Apr 01
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ajay Kavan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Mar 12
Dunelm Group plc Announces Directorate Changes Dunelm Group plc announced that Kelly Devine will be stepping down from her role as a Non-Executive Director of the Company on 5 July 2024. This follows her acceptance of a full-time position with the Company as Customer Director. Kelly will join Dunelm's Executive Team, reporting directly to Nick Wilkinson, CEO. Since 2020 Kelly has been President, UK & Ireland, for Mastercard. In this role she has led substantial growth across the network, with a particular focus on evolving and broadening the customer offer, expanding customer relationships and building the brand. Kelly will be considered non-independent with immediate effect and has stepped down as a member of the Company's audit and risk, nominations and remuneration committees. Upcoming Dividend • Mar 07
Upcoming dividend of UK£0.51 per share Eligible shareholders must have bought the stock before 14 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.2%). Declared Dividend • Feb 16
First half dividend of UK£0.51 announced Shareholders will receive a dividend of UK£0.51. Ex-date: 13th March 2024 Payment date: 9th April 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 15
First half 2024 earnings released: EPS: UK£0.45 (vs UK£0.46 in 1H 2023) First half 2024 results: EPS: UK£0.45 (down from UK£0.46 in 1H 2023). Revenue: UK£872.5m (up 4.5% from 1H 2023). Net income: UK£90.7m (down 2.5% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annuncio • Feb 08
Dunelm Group plc Announces Directorate Appointments, Effective 1 March 2024 Dunelm announced the appointment of Ajay Kavan and Daniel Taylor as Non-Executive Directors with effect from 1 March 2024. Both Ajay and Dan will be members of the Audit and Risk, Remuneration and Nominations committees. Ajay is a senior advisor to the global investment firm, KKR, and a member of the advisory panel to Piper Private Equity. He serves in a non-executive capacity on the board of Rohlik Group, a European technology leader in e-grocery and an Index Ventures-backed unicorn, and he is Vice Chair at the Prince of Wales' charity, In Kind Direct. Ajay brings extensive retail experience having been CEO of Matches Fashion from 2020 to 2021 and an Amazon Vice President from 2011 to 2020, where he scaled multiple categories and held global roles including launching Amazon Fresh in Europe/Asia. Prior to this, he held executive roles at Kingfisher and Home Retail Group. Dan has very strong experience in digital, consumer-facing brands. He is currently the Chief Executive Officer - Flutter International, at global betting and gaming company Flutter Entertainment plc, where he is responsible for all of the Group's international brands, a role he has held since 2020. Prior to this, he was the Chief Executive Officer of PaddyPowerBetfair, where he has also held the roles of MD, UK & Ireland and MD, Retail. Dan has also held roles as Managing Director of Teletext Holidays and Director of Strategy and Commercial Development at DMG Media. Annuncio • Jan 11
Dunelm Group plc Announces Resignation of Peter Ruis from His Role as A Non-Executive Director Dunelm Group plc announced that on 10 January 2024 Peter Ruis resigned from his role as a Non-Executive Director of the Company with immediate effect. This follows his acceptance of a full-time executive position at another UK retailer. Buying Opportunity • Dec 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 8.4%. The fair value is estimated to be €15.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 4.6% per annum over the same time period. Buying Opportunity • Nov 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.4%. The fair value is estimated to be €15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years. Annuncio • Oct 20
Dunelm Group plc, Annual General Meeting, Nov 16, 2023 Dunelm Group plc, Annual General Meeting, Nov 16, 2023, at 11:30 Coordinated Universal Time. Location: Stoke 2 Distribution Centre White Rock Road, Prologis Park Stoke- On-Trent United Kingdom Upcoming Dividend • Oct 19
Upcoming dividend of UK£0.27 per share at 8.0% yield Eligible shareholders must have bought the stock before 26 October 2023. Payment date: 20 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.1%). Buying Opportunity • Oct 01
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 7.8%. The fair value is estimated to be €14.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 5.1% per annum over the same time period. Reported Earnings • Sep 20
Full year 2023 earnings released: EPS: UK£0.75 (vs UK£0.84 in FY 2022) Full year 2023 results: EPS: UK£0.75 (down from UK£0.84 in FY 2022). Revenue: UK£1.64b (up 3.6% from FY 2022). Net income: UK£151.9m (down 11% from FY 2022). Profit margin: 9.3% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Annuncio • Sep 20
Dunelm Group plc Proposes Final Ordinary Dividend, Payable on 20 November 2023 The Board of Dunelm Group plc proposed a final ordinary dividend of 27 pence per share, recognising its strong performance in the year and its ongoing confidence in the business. This takes the full year ordinary dividend to 42 pence per share, 5% ahead of the 40 pence per share paid in fiscal year 2022, with dividend cover of 1.8×, which is within the range of its stated policy. The final dividend will be paid on 20 November 2023 to shareholders on the register on 27 October 2023, subject to it being approved by shareholders at the AGM. Buying Opportunity • Aug 10
Now 21% undervalued Over the last 90 days, the stock is up 2.3%. The fair value is estimated to be €16.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is also forecast to grow by 4.6% per annum over the same time period. Upcoming Dividend • Mar 09
Upcoming dividend of UK£0.55 per share at 6.4% yield Eligible shareholders must have bought the stock before 16 March 2023. Payment date: 11 April 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%). Reported Earnings • Feb 16
First half 2023 earnings released: EPS: UK£0.46 (vs UK£0.56 in 1H 2022) First half 2023 results: EPS: UK£0.46 (down from UK£0.56 in 1H 2022). Revenue: UK£835.0m (up 5.0% from 1H 2022). Net income: UK£93.0m (down 18% from 1H 2022). Profit margin: 11% (down from 14% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Annuncio • Jan 19
Dunelm Group plc Provides Earnings Guidance for the Full Year of 2023 Dunelm Group plc provided earnings guidance for the full year of 2023. Fiscal 2023 guidance remains unchanged from company's Preliminary results in September and ahead of current market expectations. Annuncio • Nov 30
Dunelm Group plc Announces Board Changes Dunelm Group plc confirmed that Alison Brittain, Independent Non-Executive Director, will succeed Andy Harrison as Chair of the Board and the Nominations Committee on 1 January 2023. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alison Brittain was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 09
CEO & Executive Director recently sold €501k worth of stock On the 7th of November, Nick Wilkinson sold around 47k shares on-market at roughly €10.63 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nick's only on-market trade for the last 12 months. Upcoming Dividend • Nov 03
Upcoming dividend of UK£0.26 per share Eligible shareholders must have bought the stock before 10 November 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (4.5%). Board Change • Nov 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alison Brittain was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Alison Brittain was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Sep 19
Independent Chairman of the Board recently bought €286k worth of stock On the 15th of September, Andrew Harrison bought around 33k shares on-market at roughly €8.60 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €762k worth in shares. Reported Earnings • Sep 15
Full year 2022 earnings released: EPS: UK£0.84 (vs UK£0.64 in FY 2021) Full year 2022 results: EPS: UK£0.84 (up from UK£0.64 in FY 2021). Revenue: UK£1.58b (up 18% from FY 2021). Net income: UK£171.2m (up 33% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Annuncio • Sep 07
Dunelm Group plc Announces Joining of Alison Brittain as Non-Executive Director Dunelm Group plc confirmed that Alison Brittain has joined the Board as a Non-Executive Director and Chair Designate. Valuation Update With 7 Day Price Move • Aug 27
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €8.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Negligible returns to shareholders over past three years. Board Change • Aug 01
High number of new directors CFO & Director Karen Witts was the last director to join the board, commencing their role in 2022. Annuncio • Jul 22
Dunelm Group plc Appoints Alison Brittain as an Independent Non-Executive Director and Chair Designate Dunelm announced the appointment of Alison Brittain as an Independent Non-Executive Director and Chair Designate. Alison will join the Dunelm Board on 7 September 2022 and it is expected that she will succeed Andy Harrison as Chair comfortably in advance of the expiry of his nine year term in September 2023. Alison is a highly experienced business leader who brings considerable experience from a range of consumer-facing companies. She is currently Chief Executive of Whitbread PLC ("Whitbread"), the FTSE 100 leisure business, a role she has held since 2015. In this post she has been responsible for successfully scaling the company's various hospitality brands before overseeing the sale of its Costa Coffee portfolio in 2019. Since then, she has refocused the Group as a pureplay hotel company, strengthening the success of the UK business whilst developing an international platform for long term growth. Following the recent announcement of her retirement as CEO at Whitbread, it is expected that she will leave the business in early 2023. Prior to her role at Whitbread, Alison held a number of senior roles in the UK banking industry, serving as Group Director in the Retail Division of Lloyds Banking Group PLC(2011-2015) and as Board Director at Santander UK PLC (2007-2011) and Barclays PLC (1987-2007). Alison is a Non-Executive Director of Experian plc, and has previously served as a Non-Executive Director of Marks & Spencer Group PLC. Annuncio • Jul 21
Dunelm Group plc Provides Earnings Guidance for the Full Year of 2023 Dunelm Group plc provided earnings guidance for the full year of 2023. For the period, the company expects that profit before tax for the 52-week period will be slightly ahead of analyst consensus of £207 million. This performance reflects both the particularly strong profitability in H1, when store sales bounced back following re-opening, and robust trading in the second half. Board Change • Jul 02
High number of new directors CFO & Director Karen Witts was the last director to join the board, commencing their role in 2022. Recent Insider Transactions • Jun 17
Independent Non-Executive Director recently bought €57k worth of stock On the 10th of June, Arja Taaveniku bought around 6k shares on-market at roughly €9.45 per share. In the last 3 months, there was an even bigger purchase from another insider worth €359k. Insiders have collectively bought €649k more in shares than they have sold in the last 12 months. Annuncio • Jun 09
Dunelm Group plc Announces Chief Financial Officer Changes Dunelm Group plc confirmed that Karen Witts has joined the Board as Chief Financial Officer, effective from June 9, 2022. Karen succeeds Laura Carr, who further to the announcement of her resignation on December 13, 2021, stepped down from the Board on June 8, 2022. Recent Insider Transactions • May 05
Independent Chairman of the Board recently bought €118k worth of stock On the 29th of April, Andrew Harrison bought around 10k shares on-market at roughly €11.68 per share. In the last 3 months, they made an even bigger purchase worth €359k. Andrew has been a buyer over the last 12 months, purchasing a net total of €477k worth in shares. Recent Insider Transactions • Apr 21
Independent Chairman of the Board recently bought €359k worth of stock On the 19th of April, Andrew Harrison bought around 28k shares on-market at roughly €12.71 per share. This was the largest purchase by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months. Annuncio • Apr 09
Dunelm Group plc, Annual General Meeting, Nov 30, 2022 Dunelm Group plc, Annual General Meeting, Nov 30, 2022. Upcoming Dividend • Mar 10
Upcoming dividend of UK£0.14 per share Eligible shareholders must have bought the stock before 17 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.5%). Higher than average of industry peers (2.5%). Upcoming Dividend • Feb 17
Upcoming dividend of UK£0.37 per share Eligible shareholders must have bought the stock before 24 February 2022. Payment date: 18 March 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (2.3%). Reported Earnings • Feb 10
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: UK£0.56 (up from UK£0.45 in 1H 2021). Revenue: UK£795.6m (up 11% from 1H 2021). Net income: UK£113.4m (up 26% from 1H 2021). Profit margin: 14% (up from 13% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 9.3%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year. Buying Opportunity • Jan 25
Now 25% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be UK£20.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years. Annuncio • Jan 12
Dunelm Group plc Provides Earnings Guidance for the Half Year and Full Year of 2022 Dunelm Group plc provided earnings guidance for the half year and full year of 2022. For the half year, the company expects profit before tax (PBT) for the first half to be approximately £140 million. The improved PBT margin reflects particularly strong store sales during the half.For the year, the company expects PBT will now be materially ahead of market expectations. Board Change • Nov 02
High number of new directors Non-Executive Director Vijay Talwar was the last director to join the board, commencing their role in 2021. Upcoming Dividend • Oct 21
Upcoming dividend of UK£0.23 per share Eligible shareholders must have bought the stock before 28 October 2021. Payment date: 19 November 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.5%). Reported Earnings • Oct 16
Full year 2021 earnings released: EPS UK£0.64 (vs UK£0.43 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.34b (up 26% from FY 2020). Net income: UK£128.9m (up 47% from FY 2020). Profit margin: 9.6% (up from 8.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Sep 11
Independent Non-Executive Director recently bought €67k worth of stock On the 9th of September, Ian Bull bought around 4k shares on-market at roughly €16.66 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Sep 09
Full year 2021 earnings released: EPS UK£0.64 (vs UK£0.43 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.34b (up 26% from FY 2020). Net income: UK£128.9m (up 47% from FY 2020). Profit margin: 9.6% (up from 8.3% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 25.9% vs FY 2020 Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • Apr 27
Independent Non-Executive Director has left the company On the 25th of April, Paula Vennells' tenure as Independent Non-Executive Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Paula's name. Paula is the only executive to leave the company over the last 12 months. Annuncio • Feb 16
Dunelm Group plc Appoints Arja Taaveniku as Non-Executive Director Dunelm Group plc confirmed that Arja Taaveniku has joined the Board as a Non-Executive Director. Reported Earnings • Feb 11
First half 2021 earnings released: EPS UK£0.45 (vs UK£0.34 in 1H 2020) The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£719.4m (up 23% from 1H 2020). Net income: UK£90.2m (up 33% from 1H 2020). Profit margin: 13% (in line with 1H 2020). Is New 90 Day High Low • Feb 11
New 90-day high: €15.60 The company is up 13% from its price of €13.78 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.32 per share. Is New 90 Day High Low • Dec 09
New 90-day low: €12.92 The company is down 18% from its price of €15.84 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.05 per share. Is New 90 Day High Low • Nov 19
New 90-day low: €13.59 The company is down 9.0% from its price of €14.98 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.20 per share. Is New 90 Day High Low • Oct 10
New 90-day high: €16.90 The company is up 32% from its price of €12.77 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.35 per share. Reported Earnings • Oct 10
Full year earnings released - EPS €0.43 Over the last 12 months the company has reported total profits of UK£87.7m, down 13% from the prior year. Total revenue was UK£1.06b over the last 12 months, down 3.8% from the prior year. Profit margins were 8.3%, which is lower than the 9.2% margin from last year. The decrease in margin was driven by lower revenue. Analyst Estimate Surprise Post Earnings • Oct 10
Annual earnings released: Revenue misses expectations Annual revenue missed analyst estimates by 0.2% at UK£1.06b. Revenue is forecast to grow 19% over the next year, compared to a 5.6% growth forecast for the Specialty Retail industry in Germany. Annuncio • Sep 19
Dunelm Group plc Do Not Proposes Final Dividend for the Period Ended 27 June 2020 Dunelm Group plc announced that due to the ongoing uncertainty in the wider environment, the Directors have not proposed a final dividend for the period ended 27 June 2020 against 20.5 pence paid for the same period a year ago.