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Dunelm Group plc Stock Price

LSE:DNLM Community·UK£1.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 81 Fair Values set on narratives written by author

DNLM Share Price Performance

UK£8.78
-3.16 (-26.47%)
UK£11.04
Fair Value
UK£8.78
-3.16 (-26.47%)
20.5% undervalued intrinsic discount
UK£11.04
Fair Value
Price UK£8.78
AnalystConsensusTarget UK£11.04
AnalystLowTarget UK£8.10
AnalystHighTarget UK£14.25

DNLM Community Narratives

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Fair Value UK£11.04 20.5% undervalued intrinsic discount

Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture

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·
Fair Value UK£8.1 8.4% overvalued intrinsic discount

Digital Shift And Efficiency Programs Will Support A Fairly Valued Long Term Outlook

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Fair Value UK£14.25 38.4% undervalued intrinsic discount

Multichannel Expansion And Product Elevation Will Shape A Stronger Long Term Outcome

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UK£8.1
8.4% overvalued intrinsic discount
Revenue
3.54% p.a.
Profit Margin
8.44%
Future PE
12.58x
Price in 2029
UK£10.47
UK£14.25
38.4% undervalued intrinsic discount
Revenue
5.69% p.a.
Profit Margin
8.76%
Future PE
19.98x
Price in 2029
UK£18.56

Trending Discussion

No trending discussion available.

Updated Narratives

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DNLM: Softer Consumer Backdrop Will Shape A More Measured Outlook

Fair Value: UK£8.1 8.4% overvalued intrinsic discount
1 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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DNLM: Softer UK Confidence Is Expected To Offer Longer Term Upside

Fair Value: UK£11.04 20.5% undervalued intrinsic discount
47 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Multichannel Expansion And Product Elevation Will Shape A Stronger Long Term Outcome

Fair Value: UK£14.25 38.4% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued established dividend payer.

1 Risk
3 Rewards

Dunelm Group plc Key Details

UK£1.8b

Revenue

UK£852.5m

Cost of Revenue

UK£951.1m

Gross Profit

UK£801.6m

Other Expenses

UK£149.5m

Earnings

Last Reported Earnings
Dec 27, 2025
Next Reporting Earnings
Sep 08, 2026
0.74
52.73%
8.29%
19.0%
View Full Analysis

About DNLM

Founded
1979
Employees
12500
CEO
Clodagh Moriarty
WebsiteView website
www.dunelm.com

Dunelm Group plc engages in the retail of homewares in the United Kingdom. The company offers furniture and beds products, which include bedroom, living room, dining room, and other furniture, as well as bed and mattresses, and sofas and armchairs; bedding products comprising bed linen, dorma, baby and kid’s bedding, duvets, pillows, and protectors; curtains; rugs; and venetian, roller, roman, vertical, and made to measure blinds. It also offers range of home decor products, such as wall art and décor, mirrors, clocks, ornaments, pictures and frames, candle and home fragrance, flower and plants, vases, decorative trays and bowls, kid’s decor, coffee table books, plant pots, cushions, throws, draught excluders, fireplace extras, and bean bags, as well as housewarming, engagement, personalised, anniversary, wedding gifts, and gift cards; and lighting products, including ceiling lights, lamp shades, table lamps, floor lamps, wall lights, chandeliers, led lighting, bathroom lighting, outdoor lighting, kids lighting, string lights, lamp bases, picture lights, and cabinet lights, as well as light bulbs, light switches, pendant flex cables, electrical and wiring accessories. In addition, the company provides kitchen and utility products comprising cooking, dining, electrical, utility, and pet products; bathroom accessories; storage products, such as travel and luggage, home, clothes and shoe, storage furniture, and food storage; kids bedroom, furniture, nursery, and accessories products; and Christmas products, including trees, decoration, and gifts; and loungewear’s, meal prepping’s, and winter laundry products. Further, it offers wallpaper, paint, DIY and upcycling, and decorating tools and supplies. It operates through a network of stores, as well as sells its products through an online store. The company was founded in 1979 and is based in Syston, the United Kingdom.

Recent DNLM News & Updates

Narrative Update Jul 09

DNLM: Softer Consumer Backdrop Will Shape A More Measured Outlook

The latest Narrative Update on Dunelm Group reflects a reduced analyst price target to £850 from £1,200, as analysts incorporate softer UK consumer confidence and slower recent retail spending into lower fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent analyst commentary around Dunelm Group points to a more cautious tone, with price targets reset and ratings trimmed as weaker UK consumer confidence and slower retail spending are factored into valuation models.
Narrative Update Jun 25

DNLM: Softer UK Confidence Is Expected To Offer Longer Term Upside

The analyst price target for Dunelm Group has been revised lower to £850 from £1,200, as analysts point to softer UK consumer confidence and slower recent retail spending when reassessing the stock. Analyst Commentary Recent research updates on Dunelm Group reflect a mixed tone, with some analysts trimming price targets while still seeing upside, and others turning more cautious as UK consumer confidence and retail spending soften.
Narrative Update Jun 10

DNLM: Softer Consumer Data Is Expected To Support Future Re Rating

Narrative Update: Dunelm Group Analyst Price Target Shift The analyst price target for Dunelm Group has been reduced, reflecting a slightly lower fair value estimate of £11.04 from £11.31, as analysts factor in softer UK consumer confidence and slower recent retail spending, along with modest adjustments to revenue growth, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent research on Dunelm Group highlights a mix of cautious and constructive views as analysts reassess valuation in light of softer UK consumer confidence and slower retail spending data.

Recent updates

No updates