Dunelm Share Discussion Threads

[aishah] 28/7/2022 08:17

Added post update. Fcst p/e 11.2 with a 5.9% yield. Stocko Quality rank of 99. Recent director buys too mostly above currently share price Quality company doing all the right things imo.

[faz] 24/7/2022 12:49

To reply at least to nod to Ken. When there is a property downturn there is often an uptake of DIY and home furnishings, as people focus money on the home they have. WIth property prices sky high, that expensive duvet cover is not necessarily a priority in your new home. Just an observation. I hold here since the results; I think it is undervalued, and at 66% of its high if it does go up there's a lot of room.

[retirementfund] 23/7/2022 10:28

Dunelm are trading along really well with very strong cash flow. Decent yield wouldn't rule out another special dividend. Massively undervalued

[chessman2] 23/7/2022 10:15

Ken, I think you’re on the wrong thread as DNLM are doing very well.

Read the recent trading statement. At the current level the stock is a great buy. Hopefully private equity funds are not yet looking at the company.

[kendonagasaki] 23/7/2022 06:36

House sales down 49 percent for month of May!The rot is only just about to start imo.Dunelm will suffer heavily i the coming property crash.Caution is advised.

[site manager] 21/7/2022 14:57

Smiles all round then!

[don carter] 21/7/2022 14:24

Strong trading update.

[toffeeman] 17/7/2022 14:02

What about when you not?

[kendonagasaki] 16/7/2022 07:42

Hey toffee!You know me always smiling when making money!

[toffeeman] 15/7/2022 10:49

Hi Kendo - long time no 'see' how you doing?

[kendonagasaki] 14/7/2022 18:16

This company is way over priced as the goods it sells!They sell market stall quality at John Lewis price points.This is going all the way down to 5 pounds before Xmas Eve.Easiest short on the market.Sell if you have any sense left.These companies that get lucky on the housing and Covid spend boom always buckle under the first sign of recession.Car crash in motion.5 quid will be reached and breached.Or it is Hari Kari for me.

[cwa1] 13/6/2022 07:38

13 June 2022

DUNELM GROUP plc

NOTIFICATION OF TRANSACTIONS OF DIRECTORS/PERSONS DISCHARGING MANAGERIAL RESPONSIBILITY ("PDMR") AND PERSON CLOSELY ASSOCIATED

Dunelm Group plc (the "Company") has been notified of the following dealings by a Person Closely Associated ("PCA") of a PDMR in its ordinary shares of 1p each:


Name of PDMR/PCA Date of No of shares Price per Beneficial
purchase share holding following
dealing
Fredrik Taaveniku,
PCA of Arja
Taaveniku, Non-Executive 10 June
Director/PDMR 2022 6,000 GBP8.073 6,000
0.003%

[lennonsalive] 10/6/2022 09:33

Retailers under pressure with costs

[nakedmolerat] 09/6/2022 14:06

I dont think you will see £15 for a long time.

[don carter] 09/6/2022 14:01

As an ethical investor, I will sell my holding when the share price rises to £15, having found out Will Adderley is a big donor to this deeply corrupt Tory Party. So, as advised below LOL, I will be holding for a very long time.

[don carter] 09/6/2022 14:01

As an ethical investor, I will sell my holding when the share price rises to £15, having found out Will Adderley is a big donor to this deeply corrupt Tory Party.

[nakedmolerat] 25/5/2022 14:09

Even PETS & MKS results have failed to reinstall the love for Dunelm

[wetdream] 09/5/2022 16:00

My guess is that these are sellers forced to cover losses elsewhere.
Mo evidence I’ve come across that DNLM aren’t gaining share from other housefurnishers.

[pixtel] 09/5/2022 10:59

I have been buying below £9 as they should be able to pass on most of their increased inflationary costs. I have assumed their rate of sales growth will slow over the next 2 years but hopefully this will be offset by total sales going up and margins holding steady.

[tole] 27/4/2022 17:54

https://www.fool.co.uk/2022/04/27/this-uk-growth-share-has-hit-a-12-month-low-id-buy/This UK growth share has hit a 12-month low. I'd buyThis UK growth share is set for double-digit rises in sales and profits but its share price is tanking. Our writer considers his next move.Christopher Ruane?Published 27 April, 4:29 pm BSTDNLMBusinessman leading a chart upwardsImage source: Getty Images.The past year has been tough for quite a few shares. One hit a 12-month low in today's trading and has lost a third of its value over that period. Yet the company remains in strong growth mode and has an attractive dividend.Here is why I would happily use the price fall as a buying opportunity for my portfolio.Fast-growing retailerThe share in question is DunelmThe company is a homewares retailer that has become a familiar name for many shoppers over the past few years. It has focussed on growing sales in physical stores but also digitally. The digital story has been a fast-growing one, and last year such purchases (including tablet-based sales instore) jumped from 27% to 46% of the company's total sales.That helped revenue grow 26.3% compared to the prior year, reaching £1.3bn. The company also did a good job of translating those sales into profits. Its gross margin increased to 51.6% and pre-tax profit rose 44.6% to £157.8m.Falling Dunelm share priceGiven such apparent strength, why has the Dunelm share price been falling? Is it because shoppers have abandoned Dunelm now that many of them are spending much less time at home than in the past couple of years?That does not seem to be the case at all. This month the company said that total sales for the first nine months of its current financial year were 25% higher than in the same period last year. Dunelm expects pre-tax profits for the full year to be in line with expectations. Those expectations are in the range £195m-£215m. So even if Dunelm delivers at the bottom end of the range, that would still be a 24% jump in annual pre-tax profit.I think the falling price of this UK growth share reflects concerns that high inflation and a worsening economic environment could lead consumers to spend less money on home decoration. That could hurt both sales and profits at Dunelm. Indeed, the company itself noted that "the macro-economic outlook remains highly uncertain and there are significant pressures on UK consumers".Attractive dividendI do think consumer spending could slow down sharply. That may hurt both revenues and profits at Dunelm. But it is a strong operator with a proven business model. Its competitive pricing could mean that belt-tightening by shoppers actually attracts new customers trading down from more expensive retailers.The potential for a bigger business is not the only thing I like about this UK growth share. It also has a dividend yield of 3.6%. On top of that, it has occasionally paid out special dividends. Last year's special dividend of 65p per share is equivalent to around 6.7% of the current Dunelm share price. No dividends are ever guaranteed, but I like the proven cash generative nature of the business model.My move on this UK growth shareI think Dunelm has a compelling growth story, as shown in its recent results.Although a worsening economy could hurt its business, I think that is already factored in to the reduced share price. I would consider adding this UK growth share to my portfolio today.

[cwa1] 20/4/2022 07:45

Chunky Director buy from yesterday announced this morning:-



I aslo bought yesterday, though managed to pay a little bit less than him fortunately!

The recent trading update was pretty decent IMHO-but the share price seems to be in a downwards trend

[bartyb] 14/4/2022 08:32

Dunelm sales soar in time for blockbuster summer
By Rosie Shepard14 April 2022
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Save article
Dunelm has recorded an uplift in sales as its customers prepare their homes and gardens for the warmer weather.
Heading from Retail Week.
Look at the housing market which is still strong

[gswredland] 14/4/2022 08:19

Looking good