Half-Year Results on Tuesday |
Added on the dip today. Expect this to recover from her |
 Here is a summary of the trading update for Dunelm Group plc for the second quarter and first half of the 2025 fiscal year: - Dunelm Group plc, the UKs leading homewares retailer, reported solid sales growth and maintained strong gross margins despite a challenging market environment. - For the first half of FY25, total sales grew by 2.4% to £894 million, with a 1.6% sales increase in Q2. Digital participation increased by 3 percentage points to 39% in H1. - Gross margin improved by 10 basis points year-on-year due to operational efficiency and disciplined pricing. The company expects full-year gross margin to be in the upper half of the guided range. - Dunelm made strategic progress, including expanding to Ireland with 13 stores, opening its first inner London store, and improving its online customer experience. Five new UK superstores are planned for the second half. - The company anticipates that full-year profit before tax (PBT) will be within the range of market expectations, despite cost challenges and the impact of the Autumn Budget announcement. - Dunelms CEO, Nick Wilkinson, expressed satisfaction with the companys performance and highlighted their focus on elevating the product offer, connecting with more customers, and harnessing operational capabilities.Here is an HTML table comparing the year-on-year financials and debt for Dunelm Group plc based on the provided text:Year Total Sales (£) Sales Growth Digital % of Total Sales Gross Margin PBT Range (£)FY2025 H1 894 million 2.4% 39% 51 - 52% 207 million - 217 millionFY2024 H1 872.5 million 4.5% 36% N/A N/AFY2025 Q2 490 million 1.6% 40% N/A N/AFY2024 Q2 482.9 million 1.0% 37% N/A N/APlease note that the data provided in the text only includes figures for the first half (H1) and second quarter (Q2) of FY2025 and FY2024. Additionally, the text does not explicitly mention debt-related information, so it is not included in the table. |
Looking like a good buy here. |
Good to see the Irish acquisition. I am sure they can quickly enhance the online range and grow the business quickly. |
Good opportunity to pick up some cheaper today after a sale that I imagine was only made to cover an increase in CGT. |
Did it really take you 2 months to formulate a response... |
Yeah it*s all about the number of people in a shop and nothing to do with margins you dopey tool |
Judging by the high number of customers at my local store I believe trading to be excellent, so much so, that we might just receive a higher or even a special dividend later this year. |
Chubb
Ha ha yes it's a bit mysterious the lack of chat regarding this share.
When there is a large jump / share reaches a 12 month high I review my holding.
Must admit to being unsure whether to take profits or let it run on....
1250 would be next barrier, then 1400.
Dividend is much better than is generally quoted, due to special dividends, so think I may just let it ride for now.
Good Luck |
thankfully the shops are busier than this board! |
Was thinking of buying in this morning but the last month's softening of trading didn't bode well.
Long term DNLM is strong. A well managed business but I wonder how much further this has to fall |
Trading Update day tomorrow. |
I'm thinking 13.50 by June end?? |
Ex divi today. |
Interesting mention in the twin petes investing podcast episode 107. |
Going down another 200 points yet so sell or lose!? |
Ikhalifa thanks for your reply |
 These Broker downgrades are often a good time to buy, and if we’re holding a share and wondering whether we should be, then the bounce on the Broker upgrade is a good time to get out.
Admittedly it was a few years ago but Investors Chronicle researched all the Broker buy and sell decisions in a full year. The results were eye opening! The Broker sells went on to perform much better than the Broker buys. What’s more BATS was THE share with the most Broker buys and it ended up THE very worst performing share in the FTSE100 that year!
Another useful guide is the share price behaviour for a few days following those Broker downgrades and upgrades. So if Dunelm keeps falling there might be something in it. But very often the share starts to recover the next day with the gains continuing.
I hold Dunelm and bought on a big dip last year. It’s a fabulous Business and according to those who work in our nearest store, a great Company to work for too.
I decide on trading and Results updates and if a share I’m holding is going down while most in the sector are going up, as that’s often a warning sign, and not on Brokers who get it wrong more often than not. |
Quickest for me is SharePad under "Latest UK news. You need to subscribe to SharePad which has tons of other tools. Also free in an hour or two on |
Please may I ask where you read broker ratings so quickly.
I never see them till the evening or next day
Thanks |
Downgraded today by RBC |
Here we go! |
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