DFS FURNITURE PLC
Specialty Retail · Consumer Cyclical
Analyst
Berenberg
Equibles does not estimate personal net worth.
Anne Critchlow is recorded as Analyst at Berenberg. Anne Critchlow has spoken on 5 earnings calls across 5 companies, most recently for DFS FURNITURE PLC on September 24, 2026. Those appearances were for DFS FURNITURE PLC, JD SPORTS FASHION PLC, H&M Hennes & Mauritz AB (HMRZF), GLOBAL FASHION GRP EO-,01 and INDUSTRIA DE DISEÑO TEXTIL, S.A.. The companies whose calls Anne Critchlow spoke on are classified in the Consumer Cyclical sector.
“So you've just referenced performance marketing, but I wondered if you could give me a bit more detail about marketing plans in general, any particular weighting into the first half and second half, and what your thoughts are about the conventional traditional marketing channels and digital and AI, and the split of…”
“I've got one question please on the online replatforming. I think US online sales grew quite strongly as a result of the new app and I just wondered what the impact was in your view and whether you expect to benefit on UK online sales in the second half.”
“The first is on the um sorting and gross margin i'm just wondering when the spike in materials prices um will really affect the gross margin whether it will be q4 this year and then perhaps into h1 next year before easing back and then secondly i just wondered if you could comment on the outlook for marketing costs in…”
“So the first one's on current trading, because last time you spoke to us, I think at the beginning of March, you did mention a weaker consumer in January and February compared to Q4 in Australia and Brazil.”
“My question is a follow-up to Monique's, actually, on inventory, as it was 2% lower, I guess, in reported terms, year on year in January.”
Berenberg
Analyst
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