View ValuationDunelm Group 将来の成長Future 基準チェック /26Dunelm Group利益と収益がそれぞれ年間5%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に128.5% 4.8%なると予測されています。主要情報5.0%収益成長率4.76%EPS成長率Specialty Retail 収益成長13.8%収益成長率3.4%将来の株主資本利益率128.52%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm 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.お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.お知らせ • Jan 19Dunelm Group plc Provides Earnings Guidance for the Full Year of 2023Dunelm 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.すべての更新を表示Recent updatesお知らせ • Apr 22Dunelm Group plc to Report First Half, 2027 Results on Feb 10, 2027Dunelm Group plc announced that they will report first half, 2027 results on Feb 10, 2027お知らせ • Apr 21Dunelm Group plc to Report Fiscal Year 2027 Results on Sep 08, 2027Dunelm Group plc announced that they will report fiscal year 2027 results on Sep 08, 2027お知らせ • Feb 18Dunelm 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.お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares an Interim Ordinary Dividend for the First Half of Fiscal Year 2026Dunelm Group plc announced the board has declared an Interim ordinary dividend per share of 17.0 pence (FY25 H1: 16.5 pence), an increase of 3.0% for the first half of Fiscal year 2026.お知らせ • Oct 09Dunelm Group plc, Annual General Meeting, Nov 19, 2025Dunelm Group plc, Annual General Meeting, Nov 19, 2025. Location: watermead business park, syston, leicester, leicestershire, le7 1ad, United Kingdomお知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm 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.お知らせ • Jul 07Dunelm Group plc Appoints Clodagh Moriarty as Chief Executive Officer, with Effect from 1 October 2025Dunelm 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.お知らせ • May 24+ 1 more updateDunelm Group plc to Report Fiscal Year 2026 Results on Sep 08, 2026Dunelm Group plc announced that they will report fiscal year 2026 results on Sep 08, 2026お知らせ • May 07Dunelm Group plc Appoints Katharine Poulter as Non-Executive Director and Member of the Audit and Risk, Remuneration and Nomination CommitteesDunelm 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.お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.お知らせ • Feb 13Nick Wilkinson to Retire as Chief Executive Officer of Dunelm Group plcDunelm 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.お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares A Special Dividend for the Period Ending 28 June 2025, Payable on 8 April 2025Dunelm Group plc announced the board has declared a special dividend of 35 pence per Ordinary Share for the period ending 28 June 2025 which equates to £70.8 million . These dividends will be paid on 8 April 2025 to shareholders on the register at the close of business on 14 March 2025.お知らせ • Nov 20Dunelm 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.お知らせ • Oct 11+ 1 more updateDunelm Group plc to Report Q2, 2025 Results on Feb 11, 2025Dunelm Group plc announced that they will report Q2, 2025 results on Feb 11, 2025お知らせ • Jul 12Dunelm Group plc Announces Board and Committee ChangesDunelm 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.お知らせ • Jun 08Dunelm Group plc Announces Resignation of Arja Taaveniku as Independent Non-Executive DirectorDunelm 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.お知らせ • Apr 16Dunelm Group plc Appoints Marion Sears as Non-Executive Director, with Effect from 24 April 2024Dunelm 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 01High number of new directorsThere 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.お知らせ • Mar 12Dunelm Group plc Announces Directorate ChangesDunelm 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 07Upcoming dividend of UK£0.51 per shareEligible 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 British dividend payers (6.3%). Higher than average of industry peers (3.6%).Declared Dividend • Feb 17First half dividend of UK£0.51 announcedShareholders will receive a dividend of UK£0.51. Ex-date: 13th March 2024 Payment date: 9th April 2024 Dividend yield will be 7.0%, which is higher than the industry average of 3.7%. 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 15First 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 4.6% growth forecast for the Specialty Retail industry in the United Kingdom. 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.お知らせ • Feb 15+ 1 more updateDunelm Group plc Declares Special Dividend for the Period Ending 29 June 2024, Payable on 9 April 2024Dunelm Group plc announced the board has declared a £70.7 million special dividend of 35 pence per share for the period ending 29 June 2024. The special dividend will be paid on 9 April 2024 to shareholders on the register at the close of business on 14 March 2024.お知らせ • Feb 08Dunelm Group plc Announces Directorate Appointments, Effective 1 March 2024Dunelm 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.お知らせ • Jan 11Dunelm Group plc Announces Resignation of Peter Ruis from His Role as A Non-Executive DirectorDunelm 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 • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£13.24, 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.お知らせ • Oct 20Dunelm Group plc, Annual General Meeting, Nov 16, 2023Dunelm 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 KingdomUpcoming Dividend • Oct 19Upcoming dividend of UK£0.27 per share at 8.0% yieldEligible 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 British dividend payers (6.6%). Higher than average of industry peers (3.4%).Buying Opportunity • Oct 04Now 21% undervaluedOver the last 90 days, the stock is up 1.2%. The fair value is estimated to be UK£12.78, 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 20Full 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 5.7% growth forecast for the Specialty Retail industry in the United Kingdom. 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 7% per year, which means it is significantly lagging earnings.お知らせ • Sep 20Dunelm Group plc Proposes Final Ordinary Dividend, Payable on 20 November 2023The 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.お知らせ • Sep 12+ 2 more updatesDunelm Group plc to Report First Half, 2024 Results on Feb 14, 2024Dunelm Group plc announced that they will report first half, 2024 results on Feb 14, 2024Buying Opportunity • Aug 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be UK£14.26, 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 09Upcoming dividend of UK£0.55 per share at 6.4% yieldEligible 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 British dividend payers (5.6%). Higher than average of industry peers (2.7%).Reported Earnings • Feb 16First half 2023 earnings releasedFirst half 2023 results: 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 6.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 15+ 1 more updateDunelm Group plc Declares an Interim Ordinary Dividend, Payable on 11 April 2023The Board of Dunelm Group plc has declared an interim ordinary dividend of 15 pence per share, totaling £30 million. The interim dividend will be paid on 11 April 2023 to shareholders on the register on 17 March 2023.お知らせ • Jan 19Dunelm Group plc Provides Earnings Guidance for the Full Year of 2023Dunelm 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.Recent Insider Transactions • Nov 16CEO & Executive Director recently sold UK£437k worth of stockOn the 7th of November, Nick Wilkinson sold around 47k shares on-market at roughly UK£9.27 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.Recent Insider Transactions • Nov 09CEO & Executive Director recently sold UK£437k worth of stockOn the 7th of November, Nick Wilkinson sold around 47k shares on-market at roughly UK£9.27 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 03Upcoming dividend of UK£0.26 per shareEligible 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 British dividend payers (6.0%). Higher than average of industry peers (3.5%).Board Change • Nov 01High number of new directorsThere 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 16High number of new directorsThere 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 19Independent Chairman of the Board recently bought UK£248k worth of stockOn the 15th of September, Andrew Harrison bought around 33k shares on-market at roughly UK£7.48 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 UK£645k worth in shares.Reported Earnings • Sep 15Full 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 5.2% growth forecast for the Specialty Retail industry in the United Kingdom. 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 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 16+ 2 more updatesDunelm Group plc to Report Fiscal Year 2023 Results on Sep 20, 2023Dunelm Group plc announced that they will report fiscal year 2023 results on Sep 20, 2023Board Change • Aug 01High number of new directorsCFO & Director Karen Witts was the last director to join the board, commencing their role in 2022.Board Change • Jul 02High number of new directorsCFO & Director Karen Witts was the last director to join the board, commencing their role in 2022.Recent Insider Transactions • Jun 19Independent Non-Executive Director recently bought UK£48k worth of stockOn the 10th of June, Arja Taaveniku bought around 6k shares on-market at roughly UK£8.07 per share. In the last 3 months, there was an even bigger purchase from another insider worth UK£298k. Insiders have collectively bought UK£544k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jun 18Independent Non-Executive Director recently bought UK£48k worth of stockOn the 10th of June, Arja Taaveniku bought around 6k shares on-market at roughly UK£8.07 per share. In the last 3 months, there was an even bigger purchase from another insider worth UK£298k. Insiders have collectively bought UK£544k more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 05Independent Chairman of the Board recently bought UK£99k worth of stockOn the 29th of April, Andrew Harrison bought around 10k shares on-market at roughly UK£9.81 per share. In the last 3 months, they made an even bigger purchase worth UK£298k. Andrew has been a buyer over the last 12 months, purchasing a net total of UK£397k worth in shares.Recent Insider Transactions • Apr 27Independent Chairman of the Board recently bought UK£298k worth of stockOn the 19th of April, Andrew Harrison bought around 28k shares on-market at roughly UK£10.55 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.Recent Insider Transactions • Apr 21Independent Chairman of the Board recently bought UK£298k worth of stockOn the 19th of April, Andrew Harrison bought around 28k shares on-market at roughly UK£10.55 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.Upcoming Dividend • Mar 10Upcoming dividend of UK£0.14 per shareEligible 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%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.2%).Upcoming Dividend • Feb 17Upcoming dividend of UK£0.37 per shareEligible 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%. Lower than top quartile of British dividend payers (4.3%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 10First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst 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 13% growth forecast for the industry in the United Kingdom. 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 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be UK£16.03, 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.Board Change • Nov 02High number of new directorsNon-Executive Director Vijay Talwar was the last director to join the board, commencing their role in 2021.Upcoming Dividend • Oct 21Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 19 November 2021. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.8%).Reported Earnings • Oct 16Full 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 30% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£15.13, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.91 per share.Recent Insider Transactions • Sep 11Independent Non-Executive Director recently bought UK£57k worth of stockOn the 9th of September, Ian Bull bought around 4k shares on-market at roughly UK£14.22 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 09Full 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 27Independent Non-Executive Director has left the companyOn 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.Reported Earnings • Feb 11First 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). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 11New 90-day high: UK£13.52The company is up 8.0% from its price of UK£12.49 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£10.27 per share.Is New 90 Day High Low • Jan 26New 90-day low: UK£11.36The company is down 15% from its price of UK£13.44 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£10.78 per share.Is New 90 Day High Low • Dec 09New 90-day low: UK£11.56The company is down 14% from its price of UK£13.38 on 10 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£8.70 per share.業績と収益の成長予測BATS-CHIXE:DNLML - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20281,960170166264106/30/20271,890163154253126/30/20261,8251571492461212/27/20251,804150192244N/A9/27/20251,787153202250N/A6/28/20251,771156211256N/A3/28/20251,749154256293N/A12/28/20241,728152300329N/A9/28/20241,717152250281N/A6/29/20241,707151200232N/A3/29/20241,691150205236N/A12/30/20231,676150211240N/A9/30/20231,658151215240N/A7/1/20231,639152219241N/A4/1/20231,630151222244N/A12/31/20221,621151224247N/A9/30/20221,601161226249N/A7/2/20221,581171228252N/A4/2/20221,497162200223N/A12/25/20211,412152171195N/A9/25/20211,374141170189N/A6/26/20211,336129169184N/A3/26/20211,264120214229N/A12/26/20201,192110259274N/A9/26/20201,12599239259N/A6/27/20201,05888219244N/A3/27/20201,096100184210N/A12/28/20191,134113149175N/A9/28/20191,117107N/A175N/A6/29/20191,100101N/A174N/A3/29/20191,07893N/A160N/A12/29/20181,05784N/A146N/A9/29/20181,05379N/A122N/A6/30/20181,05073N/A99N/A3/31/20181,04574N/A92N/A12/30/20171,04174N/A86N/A9/30/201799874N/A83N/A7/1/201795673N/A80N/A4/1/201792480N/A92N/A12/31/201689387N/A104N/A9/30/201688795N/A126N/A7/2/2016881102N/A148N/A4/2/2016879102N/A152N/A1/2/2016878102N/A156N/A10/2/201585799N/A137N/A7/4/201583696N/A118N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DNLMLの予測収益成長率 (年間5% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: DNLMLの収益 ( 5% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: DNLMLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: DNLMLの収益 ( 3.4% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: DNLMLの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DNLMLの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 128.5 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 06:04終値2026/05/22 00:00収益2025/12/27年間収益2025/06/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dunelm Group plc 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Christodoulos ChaviarasBarclaysRichard TaylorBarclaysAnne CritchlowBerenberg23 その他のアナリストを表示
お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm 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.
お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.
お知らせ • Jan 19Dunelm Group plc Provides Earnings Guidance for the Full Year of 2023Dunelm 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.
お知らせ • Apr 22Dunelm Group plc to Report First Half, 2027 Results on Feb 10, 2027Dunelm Group plc announced that they will report first half, 2027 results on Feb 10, 2027
お知らせ • Apr 21Dunelm Group plc to Report Fiscal Year 2027 Results on Sep 08, 2027Dunelm Group plc announced that they will report fiscal year 2027 results on Sep 08, 2027
お知らせ • Feb 18Dunelm 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.
お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares an Interim Ordinary Dividend for the First Half of Fiscal Year 2026Dunelm Group plc announced the board has declared an Interim ordinary dividend per share of 17.0 pence (FY25 H1: 16.5 pence), an increase of 3.0% for the first half of Fiscal year 2026.
お知らせ • Oct 09Dunelm Group plc, Annual General Meeting, Nov 19, 2025Dunelm Group plc, Annual General Meeting, Nov 19, 2025. Location: watermead business park, syston, leicester, leicestershire, le7 1ad, United Kingdom
お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm 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.
お知らせ • Jul 07Dunelm Group plc Appoints Clodagh Moriarty as Chief Executive Officer, with Effect from 1 October 2025Dunelm 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.
お知らせ • May 24+ 1 more updateDunelm Group plc to Report Fiscal Year 2026 Results on Sep 08, 2026Dunelm Group plc announced that they will report fiscal year 2026 results on Sep 08, 2026
お知らせ • May 07Dunelm Group plc Appoints Katharine Poulter as Non-Executive Director and Member of the Audit and Risk, Remuneration and Nomination CommitteesDunelm 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.
お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.
お知らせ • Feb 13Nick Wilkinson to Retire as Chief Executive Officer of Dunelm Group plcDunelm 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.
お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares A Special Dividend for the Period Ending 28 June 2025, Payable on 8 April 2025Dunelm Group plc announced the board has declared a special dividend of 35 pence per Ordinary Share for the period ending 28 June 2025 which equates to £70.8 million . These dividends will be paid on 8 April 2025 to shareholders on the register at the close of business on 14 March 2025.
お知らせ • Nov 20Dunelm 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.
お知らせ • Oct 11+ 1 more updateDunelm Group plc to Report Q2, 2025 Results on Feb 11, 2025Dunelm Group plc announced that they will report Q2, 2025 results on Feb 11, 2025
お知らせ • Jul 12Dunelm Group plc Announces Board and Committee ChangesDunelm 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.
お知らせ • Jun 08Dunelm Group plc Announces Resignation of Arja Taaveniku as Independent Non-Executive DirectorDunelm 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.
お知らせ • Apr 16Dunelm Group plc Appoints Marion Sears as Non-Executive Director, with Effect from 24 April 2024Dunelm 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 01High number of new directorsThere 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.
お知らせ • Mar 12Dunelm Group plc Announces Directorate ChangesDunelm 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 07Upcoming dividend of UK£0.51 per shareEligible 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 British dividend payers (6.3%). Higher than average of industry peers (3.6%).
Declared Dividend • Feb 17First half dividend of UK£0.51 announcedShareholders will receive a dividend of UK£0.51. Ex-date: 13th March 2024 Payment date: 9th April 2024 Dividend yield will be 7.0%, which is higher than the industry average of 3.7%. 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 15First 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 4.6% growth forecast for the Specialty Retail industry in the United Kingdom. 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.
お知らせ • Feb 15+ 1 more updateDunelm Group plc Declares Special Dividend for the Period Ending 29 June 2024, Payable on 9 April 2024Dunelm Group plc announced the board has declared a £70.7 million special dividend of 35 pence per share for the period ending 29 June 2024. The special dividend will be paid on 9 April 2024 to shareholders on the register at the close of business on 14 March 2024.
お知らせ • Feb 08Dunelm Group plc Announces Directorate Appointments, Effective 1 March 2024Dunelm 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.
お知らせ • Jan 11Dunelm Group plc Announces Resignation of Peter Ruis from His Role as A Non-Executive DirectorDunelm 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 • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£13.24, 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.
お知らせ • Oct 20Dunelm Group plc, Annual General Meeting, Nov 16, 2023Dunelm 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 19Upcoming dividend of UK£0.27 per share at 8.0% yieldEligible 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 British dividend payers (6.6%). Higher than average of industry peers (3.4%).
Buying Opportunity • Oct 04Now 21% undervaluedOver the last 90 days, the stock is up 1.2%. The fair value is estimated to be UK£12.78, 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 20Full 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 5.7% growth forecast for the Specialty Retail industry in the United Kingdom. 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 7% per year, which means it is significantly lagging earnings.
お知らせ • Sep 20Dunelm Group plc Proposes Final Ordinary Dividend, Payable on 20 November 2023The 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.
お知らせ • Sep 12+ 2 more updatesDunelm Group plc to Report First Half, 2024 Results on Feb 14, 2024Dunelm Group plc announced that they will report first half, 2024 results on Feb 14, 2024
Buying Opportunity • Aug 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be UK£14.26, 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 09Upcoming dividend of UK£0.55 per share at 6.4% yieldEligible 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 British dividend payers (5.6%). Higher than average of industry peers (2.7%).
Reported Earnings • Feb 16First half 2023 earnings releasedFirst half 2023 results: 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 6.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15+ 1 more updateDunelm Group plc Declares an Interim Ordinary Dividend, Payable on 11 April 2023The Board of Dunelm Group plc has declared an interim ordinary dividend of 15 pence per share, totaling £30 million. The interim dividend will be paid on 11 April 2023 to shareholders on the register on 17 March 2023.
お知らせ • Jan 19Dunelm Group plc Provides Earnings Guidance for the Full Year of 2023Dunelm 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.
Recent Insider Transactions • Nov 16CEO & Executive Director recently sold UK£437k worth of stockOn the 7th of November, Nick Wilkinson sold around 47k shares on-market at roughly UK£9.27 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.
Recent Insider Transactions • Nov 09CEO & Executive Director recently sold UK£437k worth of stockOn the 7th of November, Nick Wilkinson sold around 47k shares on-market at roughly UK£9.27 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 03Upcoming dividend of UK£0.26 per shareEligible 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 British dividend payers (6.0%). Higher than average of industry peers (3.5%).
Board Change • Nov 01High number of new directorsThere 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 16High number of new directorsThere 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 19Independent Chairman of the Board recently bought UK£248k worth of stockOn the 15th of September, Andrew Harrison bought around 33k shares on-market at roughly UK£7.48 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 UK£645k worth in shares.
Reported Earnings • Sep 15Full 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 5.2% growth forecast for the Specialty Retail industry in the United Kingdom. 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 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 16+ 2 more updatesDunelm Group plc to Report Fiscal Year 2023 Results on Sep 20, 2023Dunelm Group plc announced that they will report fiscal year 2023 results on Sep 20, 2023
Board Change • Aug 01High number of new directorsCFO & Director Karen Witts was the last director to join the board, commencing their role in 2022.
Board Change • Jul 02High number of new directorsCFO & Director Karen Witts was the last director to join the board, commencing their role in 2022.
Recent Insider Transactions • Jun 19Independent Non-Executive Director recently bought UK£48k worth of stockOn the 10th of June, Arja Taaveniku bought around 6k shares on-market at roughly UK£8.07 per share. In the last 3 months, there was an even bigger purchase from another insider worth UK£298k. Insiders have collectively bought UK£544k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jun 18Independent Non-Executive Director recently bought UK£48k worth of stockOn the 10th of June, Arja Taaveniku bought around 6k shares on-market at roughly UK£8.07 per share. In the last 3 months, there was an even bigger purchase from another insider worth UK£298k. Insiders have collectively bought UK£544k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 05Independent Chairman of the Board recently bought UK£99k worth of stockOn the 29th of April, Andrew Harrison bought around 10k shares on-market at roughly UK£9.81 per share. In the last 3 months, they made an even bigger purchase worth UK£298k. Andrew has been a buyer over the last 12 months, purchasing a net total of UK£397k worth in shares.
Recent Insider Transactions • Apr 27Independent Chairman of the Board recently bought UK£298k worth of stockOn the 19th of April, Andrew Harrison bought around 28k shares on-market at roughly UK£10.55 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.
Recent Insider Transactions • Apr 21Independent Chairman of the Board recently bought UK£298k worth of stockOn the 19th of April, Andrew Harrison bought around 28k shares on-market at roughly UK£10.55 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.
Upcoming Dividend • Mar 10Upcoming dividend of UK£0.14 per shareEligible 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%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.2%).
Upcoming Dividend • Feb 17Upcoming dividend of UK£0.37 per shareEligible 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%. Lower than top quartile of British dividend payers (4.3%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 10First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst 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 13% growth forecast for the industry in the United Kingdom. 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 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be UK£16.03, 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.
Board Change • Nov 02High number of new directorsNon-Executive Director Vijay Talwar was the last director to join the board, commencing their role in 2021.
Upcoming Dividend • Oct 21Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 19 November 2021. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.8%).
Reported Earnings • Oct 16Full 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 30% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£15.13, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.91 per share.
Recent Insider Transactions • Sep 11Independent Non-Executive Director recently bought UK£57k worth of stockOn the 9th of September, Ian Bull bought around 4k shares on-market at roughly UK£14.22 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 09Full 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 27Independent Non-Executive Director has left the companyOn 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.
Reported Earnings • Feb 11First 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). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 11New 90-day high: UK£13.52The company is up 8.0% from its price of UK£12.49 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£10.27 per share.
Is New 90 Day High Low • Jan 26New 90-day low: UK£11.36The company is down 15% from its price of UK£13.44 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£10.78 per share.
Is New 90 Day High Low • Dec 09New 90-day low: UK£11.56The company is down 14% from its price of UK£13.38 on 10 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£8.70 per share.