DFS

This coverage analyses DFS’s strategy, operations, and performance within the UK furniture retail market. Reporting focuses on financial results, store development, leadership appointments, supply chain initiatives, and market positioning. Content is aimed at retail executives, category managers, and planners monitoring consumer trends, competitive dynamics, and operational strategy in the home furnishings sector.

Oct- 2025 -

22 October

Features

Corina Duma

The Cotswold Company: when success spurs a sale

When a private equity firm begins preparing to sell a company performing at its peak, it can seem counterintuitive. Yet reports that True, the private equity owner of The Cotswold Company, has appointed Arrowpoint Advisory to explore a potential sale suggest a strategic play. It’s one that reveals as much…
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15 October

Luxury Goods

Lewis Catchpole

LVMH Q3 revenues reach €18.28bn as luxury demand stabilises

LVMH Moët Hennessy Louis Vuitton reported revenue of €18.28bn (£15.9bn) for the third quarter of 2025, marking 1% organic growth as improving demand in Asia and the United States offset softer sales in Europe. The world’s largest luxury goods group said currency effects reduced quarterly revenue by about 5%, while…
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Sep- 2025 -

25 September

Department Stores

Liam J Moran

DFS profits rebound to £32.9m

DFS has announced it has returned to profit in the year ended 29 June 2025, posting a profit-before-tax of £32.9m, up from a loss of £1.7m. Alongside this, the company saw its revenues jump 4.4% to £1.03bn, up from £987.1m in the previous year. It also saw its reported order…
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Jul- 2025 -

25 July

Luxury Goods

Corina Duma

LVMH H1 revenues dip 4% to €39.8bn amid softened luxury demand

LVMH has reported a 4% fall in revenues to €39.8bn (£34.7bn) for the first half of 2025, which the luxury fashion group attributed to geopolitical and economic disruption. Profits from recurring operations dropped 15% to €9bn (£7.8bn), representing an operating margin of 22.6%, while net profit attributable to the group…
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17 July

DIY

Corina Duma

DFS annual profits to exceed guidance for FY25

DFS Furniture expects its full-year profits before tax to be “slightly above” the top end of its £25m to £29m guidance range, and up by about £20m year-on-year, for the year to 29 June. The retailer of upholstered furniture attributed its performance to a combination of strong trading and tighter…
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Apr- 2025 -

30 April

People Moves

Corina Duma

B&M’s chief financial officer appointed interim CEO

B&M has announced the appointment of chief financial officer Mike Schmidt to the role of interim chief executive, effective immediately. The news comes as former chief executive Alex Russo, who joined the discounter in 2020, officially retired today (30 April) after three years in the role. In a very short…
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Mar- 2025 -

13 March

News-In-Brief

Liam J Moran

Today’s news in brief-13/3/25

John Lewis Partnership has announced that its staff will not receive a bonus for the third consecutive year, despite tripling its full-year profits from £42m to £126m. Instead, the company is investing £114m into staff pay, building on a £116m increase in 2024, and up to £600m in business transformation.…
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13 March

DIY

Cynera Rodricks

DFS Furniture profits surge to £17.0m in H1 FY25

DFS Furniture Group has seen its underlying profit performance, uPBT(A) almost doubled to £17m in H1 FY25 (H1 FY24: £8.7m), despite a relatively flat growth in revenues of 0.1% to £504.5m. For the 26 week period ended 29 December 2024, the group’s gross sales were also up 1.4% to £675.6m…
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Feb- 2025 -

24 February

News-In-Brief

Liam J Moran

Today’s news in brief-24/2/25

Shein, the global online fashion retailer, saw its profits plummet by 40% to $1bn in 2024. The company faced a challenging final quarter and intensified competition from rival Temu. Shein’s declining profitability complicates its efforts to secure regulatory approval for a London listing, with some investors urging a valuation reduction…
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24 February

High Street

Liam J Moran

DFS appoints former Holland and Barrett CEO as NED

DFS Furniture has announced the appointment of former Holland and Barrett CEO Tony Buffin as an independent non-executive director. Buffin was the leader of the health and wellness retailer between 2019 and 2021 and will join the DFS board with immediate effect. He is also the chair of Nobia AB,…
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