Jason Del VicarioDunelm GroupDNLM.LTOP PICKNov 13, 2026
UK's largest homeware distributor/retailer. Competes against IKEA, etc. Approximately 7.6% market share. Founding family still involved at board level, owns ~30% of shares. Some debt, not a lot. Very strong history of producing strong ROIC. Strong repeat-customer behaviour. Tied to the housing market, but not really. (Price target in pounds.) Yield is 5.10%.
UK's largest homeware distributor/retailer. Competes against IKEA, etc. Approximately 7.6% market share. Founding family still involved at board level, owns ~30% of shares. Some debt, not a lot. Very strong history of producing strong ROIC. Strong repeat-customer behaviour. Tied to the housing market, but not really. (Price target in pounds.) Yield is 5.10%.
(Analysts’ price target is $980.07)