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Dunelm Group (DE:DFQ)
FRANKFURT:DFQ
Earnings Data
Report Date
Sep 08, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.41Last Year’s EPS
0.37Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear operational and financial progress with near-term headwinds. Highlights include steady H1 sales growth (3.6%), a 60bp gross margin improvement to 53.4%, stronger cash generation (GBP 171m FCF), increased market share (7.9%), higher CSAT (+2.6ppt) and digital engagement (41% participation), plus decisive strategic actions (new CCO hire, app launch, range and store initiatives). Lowlights were an H1 PBT decline to GBP 114m (down GBP 9m), higher operating costs (+GBP 32m YoY), softer Q2 trading, a furniture forecasting availability lapse and a temporary working capital timing benefit of GBP 93m. Management communicated clear remediation steps, productivity levers and confidence in delivering full-year PBT in line with consensus while moderating CapEx, which supports a constructive near-to-medium term outlook.Company Guidance
Half-Year Sales Growth
Group sales grew 3.6% year-on-year to GBP 926m in H1, with Q1 up 6.2% and Q2 up 1.6%.
Gross Margin Expansion
Gross margin improved by 60 basis points year-on-year to 53.4%, driven largely by a favorable foreign exchange tailwind and disciplined pricing/promotions.
Market Share Gain
Market share increased by 0.2 percentage points to 7.9%.
Customer Satisfaction and Engagement
Introduced CSAT metric and delivered a 2.6 percentage point increase year-on-year; strong early engagement with the app (130k organic downloads pre-launch) and digital participation rose 2 percentage points to 41%.
Cash Generation and Balance Sheet Actions
Headline free cash flow of GBP 171.4m (65% conversion) and headline net cash of GBP 13m. Board declared an interim dividend of 17p (up 3% YoY) and a special dividend of 25p; share buyback program (up to 1.6m shares) announced for employee schemes.
Product Availability Recovery
Following forecasting issues in furniture, availability has materially improved and is now reported north of ~95% after system/process adjustments.
Product and Range Strength
Strong performance in core categories (soft textiles, lighting), higher average item values driven by product and category mix, 70% of products sold under Dunelm brand and focus on good/better/best range clarity.
Cost Productivity Initiatives
Productivity benefits of GBP 6m in H1 from optimization of performance marketing and store/labor efficiencies, rollout of self-serve checkouts (planned in >100 stores by year-end) and targeted packaging changes reduced 1-person home delivery complaints by 20%.
Reduced CapEx Guidance
CapEx guidance reduced to around GBP 40m for FY26 (down from prior estimate of ~GBP 50m) reflecting timing of store openings and a lower near-term investment profile.
Strategic Leadership and Priorities
New CEO reflections and appointment of a Chief Customer Officer to sharpen brand positioning, personalization, store format strategy and to accelerate digital and omnichannel initiatives.
DE:DFQ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:DFQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | €11.00 | €10.80 | -1.82% |
Sep 09, 2025 | €13.57 | €12.89 | -5.04% |
Feb 11, 2025 | €10.71 | €10.62 | -0.87% |
Sep 11, 2024 | €13.16 | €13.07 | -0.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dunelm Group (DE:DFQ) report earnings?
Dunelm Group (DE:DFQ) is schdueled to report earning on Sep 08, 2026, TBA (Confirmed).
What is Dunelm Group (DE:DFQ) earnings time?
Dunelm Group (DE:DFQ) earnings time is at Sep 08, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Dunelm Group stock?
The P/E ratio of Dunelm Group is N/A.
What is DE:DFQ EPS forecast?
DE:DFQ EPS forecast for the fiscal quarter 2026 (Q4) is 0.41.