View ValuationDunelm Group 향후 성장Future 기준 점검 2/6Dunelm Group (는) 각각 연간 4.5% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 114.2% 로 예상됩니다.핵심 정보4.5%이익 성장률4.34%EPS 성장률Specialty Retail 이익 성장14.1%매출 성장률3.4%향후 자기자본이익률114.22%애널리스트 커버리지Good마지막 업데이트01 Jun 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • 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, 2027공시 • 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, 2027공시 • 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.공시 • 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.공시 • 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 Kingdom공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BATS-CHIXE:DNLML - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281,955169166264106/30/20271,886161154253126/30/20261,8231561492461212/27/20251,804150192244N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DNLML 의 연간 예상 수익 증가율(4.5%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: DNLML 의 연간 수익(4.5%)이 UK 시장(11.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: DNLML 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: DNLML 의 수익(연간 3.4%)이 UK 시장(연간 4.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: DNLML 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DNLML의 자본 수익률은 3년 후 114.2%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/16 00:53종가2026/06/16 00:00수익2025/12/27연간 수익2025/06/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Dunelm Group plc는 25명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Christodoulos ChaviarasBarclaysRichard TaylorBarclaysAnne CritchlowBerenberg22명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.