Added to YB: 2026-04-02
Pitch date: 2026-02-09
DNLM.L [bullish]
Dunelm Group plc
-12.55%
current return
Author Info
No bio for this author
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 9.20
Price Target
16.50 (+110%)
Dividend
8.97%
EV/EBITDA
6.18
P/E
10.61
EV/Sales
1.00
Sector
Specialty Retail
Category
value
Dunelm Group plc - $DNLM.L
DNLM.L: UK homewares/furniture retailer w/ 202 stores, 7.9% share of £24bn market targeting 10%. 30%+ ROIC, 50-100%+ ROE, 8-9% 10yr rev CAGR, 540bps GM expansion. Family owns 37%. Trading 11x FY27 EPS vs 14-15x historical avg after -20% selloff on softer guidance. 100-110p EPS potential at 10% share = 21-28% IRR / 1.7-2.0x MOIC over 3yrs w/ 8% yield
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