Thursday preview: Taylor Wimpey, Dunelm updates in focus
By Michele Maatouk
Date: Wednesday 14 Jan 2026
(Sharecast News) - Thursday sees the releases of a slew of UK economic data, along with updates from the likes of housebuilder Taylor Wimpey, recruiter Robert Walters and homeware retailer Dunelm.
Also on the corporate front, asset manager Ashmore and pub group Fuller, Smith & Turner are due to release updates, along with Brooks Macdonald.
As far as Dunelm is concerned, UBS expects second-quarter revenue of £517m, up 5.5%, compared to Visible Alpha consensus of £514m, up .8%.
"We are confident in Dunelm's ability to continue to drive market share gains and +5.3% topline growth for FY26e," UBS said. "We forecast +9.0% profit growth for FY26e (versus Visible Alpha consensus +5.5%), weighted towards H2."
On the UK macro front, the latest GDP, construction, manufacturing and industrial output figures are due.
Kathleen Brooks, research director at XTB, said: "Monthly GDP for November is expected to pick up to 0.1% from a -0.1% reading in October. A downside surprise could lead to an increase in fears that a recession is coming to the UK, which could weigh on UK shares, especially small caps, which have so far remained resilient to UK growth fears.
"The pound could also come under pressure. It was the second weakest performer in the G10 FX space last week and fell more than 1% versus the USD. It slipped below $1.34 and tested the 200-day SMA. It has bounced above this level as the dollar has weakened on Monday, but the monthly GDP report could still have a negative impact on sterling later this week."
Across the pond, attention will turn to quarterly results from Morgan Stanley, Goldman Sachs and BlackRock as the US earnings season continues.
Thursday January 15
INTERIM DIVIDEND PAYMENT DATE
VP
INTERIM EX-DIVIDEND DATE
Foresight Group Holdings Limited NPV, JPMorgan Emerging Markets Growth & Income
QUARTERLY EX-DIVIDEND DATE
BlackRock Latin American Inv Trust, Custodian Property Income Reit, JPMorgan Asia Growth & Income, JpMorgan China Growth & Income
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Business Inventories (US) (15:00)
Consumer Price Index (US) (13:30)
Continuing Claims (US) (13:30)
Import and Export Price Indices (US) (13:30)
Industrial Production (EU) (10:00)
Initial Jobless Claims (US) (13:30)
Retail Sales (US) (13:30)
Wholesale Price Index (GER) (07:00)
GMS
Next
FINALS
Safestore Holdings, Titon Holdings
AGMS
AB Dynamics
TRADING ANNOUNCEMENTS
Dunelm Group, Fuller Smith & Turner, Oxford Instruments, Rathbones Group, Robert Walters, Taylor Wimpey
UK ECONOMIC ANNOUNCEMENTS
Balance of Trade (07:00)
Gross Domestic Product (07:00)
Index of Services (07:00)
Industrial Production (07:00)
Manufacturing Production (07:00)
RICS Housing Market Survey (00:01)
FINAL EX-DIVIDEND DATE
AB Dynamics, Cardiff Property, Cerillion , Compass Group, Diploma, Future, Grainger, Origin Enterprises (CDI), Premier Miton Group, RWS Holdings, The Character Group
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