Dunelm grows market share but yet to see ‘sustained’ consumer recovery

Dunelm Group PLC on Tuesday reported modest growth in annual pretax profit and sales, but said consumer confidence in the UK remains ‘lacklustre’.

The Leicestershire, England-based company which provides homewares including furniture and kitchenware said pretax profit rose 2.7% to £211.0 million in the 52 weeks to June 28 from £205.4 million the year prior. Diluted earnings per share increased 3.2% to 76.8 pence from 74.4p.

Revenue climbed 3.8% to £1.77 billion from £1.71 billion as market share of the combined homewares and furniture markets rose to 7.9% from 7.7%, the first increase since financial 2022.

Sales growth reflected a combination of higher volumes and increased average item values, Dunelm said.

Pretax profit margin of 11.9% was broadly stable year-on-year as the company absorbed cost pressures, while gross margin strengthened by 60 basis points to 52.4%, reflecting continued tight control of input costs.

Looking ahead, Dunelm said it is pleased with early trading in the new financial year, although it is ‘yet to see signs of a sustained consumer recovery’ and consumer confidence has remained ‘lacklustre.’

Nonetheless, the firm said it is confident of gaining further market share as it targets 10% in the medium term and feels ‘well-placed’ to continue to deliver sustainable, profitable growth.

The final dividend per share was boosted 1.8% to 28.0 pence from 27.5p, taking the total payout to 44.5p, up 2.3% from 43.5p a year ago. In April, Dunelm declared a special dividend of 35.0p.

Shares in Dunelm were 6.7% lower at 1,158.00 pence each in London on Tuesday morning.

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