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Dunelm Group plc (DNLMY)
OTHER OTC:DNLMY
Earnings Data
Report Date
Sep 08, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.42Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial update: sales growth, margin expansion (+60bps to 53.4%), market share gains (+0.2pp to 7.9%), improved CSAT (+2.6pp), strong free cash flow (GBP 171m) and disciplined capital returns (increased interim dividend plus special dividend). Management acknowledged near-term challenges—softer Q2 trading, a GBP 9m PBT decline, higher H1 operating costs, temporary working capital timing effects, and initial forecasting issues in furniture—but laid out remediation actions (availability recovery to ~95%), productivity plans, reduced CapEx guidance and confidence in delivering full-year PBT in line with consensus. Overall, positives (margin, cash generation, customer metrics, strategic initiatives and recovery actions) outweigh the operational and cost headwinds.Company Guidance
Revenue Growth in H1
Group sales increased 3.6% year-on-year to GBP 926m for the half, driven by a strong Q1 (+6.2%) and a softer Q2 (+1.6%).
Gross Margin Expansion
Gross margin improved by 60 basis points year-on-year to 53.4%, with upside mainly driven by favorable foreign exchange.
Market Share Gain
Dunelm consolidated market share, up 0.2 percentage points to 7.9%.
Customer Satisfaction Increase (CSAT)
Introduced CSAT metric and reported a 2.6 percentage-point increase year-on-year, indicating stronger customer experience outcomes.
Strong Cash Generation and Free Cash Flow
Headline free cash flow was GBP 171.4m with a 65% conversion ratio; headline net cash position of GBP 13m at period end (note: included a temporary GBP 93m favourable timing variance on payables).
Shareholder Returns
Interim ordinary dividend increased 3% to 17p per share and a special dividend of 25p per share announced; buyback program of up to 1.6m shares to satisfy employee schemes.
Digital Participation and App Engagement
Digital participation rose by 2 percentage points to 41%; soft app launch attracted ~130,000 organic downloads with high early engagement and larger basket sizes ahead of official launch.
Availability Recovery in Furniture
After addressing forecasting issues, furniture availability significantly improved and is reported north of ~95% availability.
Productivity and Operational Improvements
Productivity benefits of GBP 6m in H1 driven by performance marketing optimisation and store labour initiatives (including early benefits from self-serve checkout rollout).
Lower CapEx Guidance
CapEx guidance reduced to around GBP 40m for the year (down from ~GBP 50m previously) reflecting timing of store openings.
Reduced Complaints via Packaging Change
Packaging change prior to Christmas reduced complaints in 1-person home delivery by 20%, improving customer experience and reducing downstream costs.
Store Format and Pipeline Progress
Micro/urban format stores (e.g., Wandsworth) trading well; pipeline for FY27 stronger and medium-term store opening guidance maintained at 5–10 per year.
DNLMY 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
DNLMY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $12.82 | $13.12 | +2.36% |
Sep 09, 2025 | $16.44 | $14.81 | -9.91% |
Feb 11, 2025 | $11.18 | $11.22 | +0.36% |
Sep 11, 2024 | $14.67 | $14.11 | -3.82% |
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 plc (DNLMY) report earnings?
Dunelm Group plc (DNLMY) is schdueled to report earning on Sep 08, 2026, TBA (Confirmed).
What is Dunelm Group plc (DNLMY) earnings time?
Dunelm Group plc (DNLMY) 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 DNLMY EPS forecast?
Currently, no data Available