Added to YB: 2026-07-07
Pitch date: 2026-07-03
DNLM.L [neutral]
Dunelm Group plc
-2.86%
current return
Author Info
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Company Info
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.
Market Cap
GBP 1.6B
Pitch Price
GBP 8.21
Price Target
N/A
Dividend
8.74%
EV/EBITDA
6.33
P/E
10.89
EV/Sales
1.03
Sector
Specialty Retail
Category
N/A
The Pond Tracker | H1'26 - Dunelm Group plc
DNLM.L (update): British homeware retailer down 29% YTD, 21% since conflict. Q3 FY26 sales £472m (+2.1%), YTD £1,398m (+3.1%), GM +30bps, digital 43%. Consumer shift to discounts, FY26 PBT guided to low end (£210-217m). High quality, consistent growth/margins but trades on demanding multiples; lacks margin of safety. Possible future opportunity.
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