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Dunelm

December 2019

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  • Epic Code:
  • DNLM
  • Price:
  • 831p
Dunelm’s first quarter to 28th September beat expectations with sales rising 7.5% to £262.6m, including 6.4% like-for-like, helped by a fairly easy comparison with last year’s drought-affected summer. Online sales sparkled with an almost 35% increase despite the tough comparatives (+33% in Q1 ’18) and stores grew 2.9% like-for-like with broker Stifel noting some market share gains even though large competitors were highly promotional (John Lewis reported 68% sales growth in the week of its Home category sales event).Gross margins pleasantly surprised,  increasing 130 basis points (against Stifel’s unchanged forecast) reflecting a better stock position with a reduced need for mark-down and continua ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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