Consumer Cyclical
Dunelm Group plc(DNLMY)
Live Price
Offline$10.94
+0.00% today
1Y Change
-34.29%
Window
Jun 25, 2025 β Jun 17, 2026
- Market Cap
- $1.53B
- Revenue Growth
- +3.8%
- EPS Growth
- +2.7%
- Dividend Yield
- 9.2%
Coverage: 246 bars Β· Jun 25, 2025 β Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Dunelm Group plc (DNLMY) is a Consumer Cyclical stock with a market cap of $1.53B and listed on OTC. The stock last traded around $10.94 and down 34.3% across the available one-year price window (Jun 25, 2025 β Jun 17, 2026). Baseline metrics include revenue growth of +3.8%, EPS growth of +2.7%, a dividend yield of 9.2%. What stands out right now is revenue +3.8%, EPS +2.7%, free cash flow +10.4% with operating margin 11.6% and ROIC 34.0%. The dividend matters to the case here, with a current yield around 9.2%. Valuation is more restrained than many high-expectation growth names at P/E 10.3 and price/sales 0.8. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines DNLMY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+3.8% vs +7.5% peer median
Operating Margin
Above sector median
+11.6% vs +8.4% peer median
P/E
Below sector median
10.3 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report was closer to in-line
2026 was reported on Feb 9, 2026 with revenue ahead of estimates by +139.0%.
The operating story is still moving forward
Revenue is running at +3.8% and EPS at +2.7%, with operating margin around 11.6%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 9.2%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.9% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Feb 9, 2026 | β | -0.6% | +10.9% | +0.6% |
2025 Sep 9, 2025 | β | +0.0% | +0.0% | -8.4% |
2025 Feb 11, 2025 | β | -5.2% | -5.2% | -3.3% |
Benchmark Edge
DNLMY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
DNLMY
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
DNLMY Max Drawdown
-43.54%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for DNLMY and SPY.
Company Overview
Dunelm Group plc
Other OTC
Dunelm Group plc retails 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 chairs; bedding products comprising bed linen, dorma, baby and kid's bedding, and duvets, pillows and protectors; curtains and rugs; and venetian, roller, roman, vertical, and made to measure blinds. It also offers range of home decor products, such as mirrors, clocks, ornaments, pictures and frames, candle and home fragrance, flower and plants, vases, kid accessories, cushions, bean bags, and letterbox flowers, as well as housewarming, engagement, anniversary, and wedding gifts; lighting products, including ceiling and wall lights, table and desk lamps, floor lamps, and pendants and lamp shades; and paint, wallpaper, DIY and upcycling, and haberdashery products. In addition, the company provides kitchen and utility products comprising cooking, dining, electrical, utility, and pet products; towel and bathmats, and bathroom accessories, as well as furniture and decor products; storage products, such as travel and luggage, home, clothes, and kitchen storage; kids bedroom, nursery, and accessories products; outdoor products, which include garden furniture and decoration, and entreating and dining products; and trends christmas products and winter essentials. It operates through a network of 177 stores and 2 distribution centers, as well as sells its products through an online store at dunelm.com. Dunelm Group plc was founded in 1979 and is headquartered in Syston, the United Kingdom.
- Leadership
- Clodagh Moriarty
- IPO Date
- Apr 8, 2014
- Employees
- 12.0k
- Street Address
- Watermead Business Park
- Mailing
- Syston, LE7 1AD
- Region
- Syston, GB
- Reporting Currency
- USD
- Investor Line
- 44 11 6264 4400
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 10.3
- EV/EBITDA
- 6.7
- Price/Sales
- 0.8
- Price/Book
- 9.4
Growth
- Revenue
- +3.8%
- EPS
- +2.7%
- Free Cash Flow
- +10.4%
Profitability
- Gross Margin
- 50.5%
- Operating Margin
- 11.6%
- Net Margin
- 8.3%
- ROE
- 105.9%
- ROIC
- 34.0%
Balance Sheet
- Debt/Equity
- 1.76
- Current Ratio
- 0.83
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.