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Dunelm Group plc (DNLMY) Discusses Growth Strategy Focused on Omnichannel Expansion, Cost Reduction and Business Simplification Transcript

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Dunelm Group plc (DNLMY) Discusses Growth Strategy Focused on Omnichannel Expansion, Cost Reduction and Business Simplification September 9, 2026 5:00 AM EDT

Company Participants

Clodagh Moriarty – Chief Executive Officer
Karen Witts – CFO & Director
Faye Atkins
Laura Harricks
John Gahagan – Chief Information Officer & Technology Officer

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Conference Call Participants

John Stevenson – Peel Hunt LLP, Research Division
Richard Taylor – Barclays Bank PLC, Research Division
David Hughes – Shore Capital Group Ltd., Research Division
Georgina Johanan – JPMorgan Chase & Co, Research Division
Benedict Anthony John Hunt – Panmure Liberum Limited, Research Division
Anne Critchlow – Joh. Berenberg, Gossler & Co. KG, Research Division
Timothy Ramskill – BofA Securities, Research Division
Yashraj Rajani – UBS Investment Bank, Research Division
Kate Calvert – Investec Bank plc, Research Division
Manjari Dhar – RBC Capital Markets, Research Division
Benjamin Yokyong-Zoega – Deutsche Bank AG, Research Division

Presentation

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Clodagh Moriarty
Chief Executive Officer

Good morning. Thank you all so much for battling the rain and making it here. We really appreciate you being here. For those of you who I haven’t met, my name is Clo Moriarty, and I’m our CEO here at Dunelm. Now, I joined this business almost a year ago, and I knew from the outside in, there were opportunities. But it’s been really encouraging over the last 12 months to really see that not only do those opportunities exist, but actually, there’s so much more.

So we’re really excited actually to bring that to life. And I’ll do that for the first 30 minutes or so before I hand over to Karen Witts, who I know you all know, and — as our CFO. We then have a number of breakouts. So we brought along a number of members of our exec to bring the plan to life. So we’ll have Faye Atkins. So Faye is our Chief Commercial Officer. And she’s been in our business for 17 years, always in

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