Primer: Dunelm (DNLM LN) - Oct 2025
Market Leader with Room to Grow: Dunelm is the UK's leading homewares retailer with a market share of 11.5%, yet it only holds 7.7% of the...
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UK Consumer Discretionary Positioning: A Consensus Overweight
Consumer Discretionary is the UK’s standout active overweight. Absolute allocations are stable, but the sector’s relative overweight has surged to...
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Dunelm Group - Appealing offer
Dunelm Group’s (DNLM’s) H124 results demonstrated the benefits of its strategy of broadening its addressable market by strengthening the core offer...
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Dunelm Group - Getting the house in order
Dunelm’s new CEO is taking steps to address recent underperformance and build the core brand. These include closing or selling the loss-making...
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