Williams-Sonoma vs Dollar General
This page compares Williams-Sonoma and Dollar General, exploring business models, financial performance, and market context in a neutral, accessible manner. You will find an overview of each company’s approach to customers, channels, and growth, alongside the factors that shape their position in the retail sector. Educational content, not financial advice.
This page compares Williams-Sonoma and Dollar General, exploring business models, financial performance, and market context in a neutral, accessible manner. You will find an overview of each company’s...
Why It's Moving
Williams-Sonoma Attracts Mixed Institutional Moves as Zelman Upgrades to Neutral Amid Steady Trading
- Arjuna Capital sold off 11,789 shares, trimming its position sharply and highlighting selective investor caution.
- Principal Financial Group added 231,489 shares, boosting its holdings to nearly 1 million and underscoring confidence in WSM's fundamentals.
- Zelman upgraded WSM from underperform to neutral with a $205 target, aligning with Wall Street's Hold consensus as shares hover above key moving averages.
Dollar General ramps up savings blitz and delivery push to lure budget shoppers amid strong Q3 momentum.
- Launched '7 Days of Savings' event with limited-time daily deals and free myDG Delivery on one order through February 28, boosting convenience for essential buys.
- Q3 net sales hit $10.6B, up 4.6% with same-store sales +2.5% and operating profit jumping 31.5% to $425.9M, signaling resilient demand in discount retail.
- Raised FY2025 guidance to 4.7-4.9% sales growth and $6.30-$6.50 EPS, while planning ~450 new U.S. stores in FY2026 to fuel expansion.
Williams-Sonoma Attracts Mixed Institutional Moves as Zelman Upgrades to Neutral Amid Steady Trading
- Arjuna Capital sold off 11,789 shares, trimming its position sharply and highlighting selective investor caution.
- Principal Financial Group added 231,489 shares, boosting its holdings to nearly 1 million and underscoring confidence in WSM's fundamentals.
- Zelman upgraded WSM from underperform to neutral with a $205 target, aligning with Wall Street's Hold consensus as shares hover above key moving averages.
Dollar General ramps up savings blitz and delivery push to lure budget shoppers amid strong Q3 momentum.
- Launched '7 Days of Savings' event with limited-time daily deals and free myDG Delivery on one order through February 28, boosting convenience for essential buys.
- Q3 net sales hit $10.6B, up 4.6% with same-store sales +2.5% and operating profit jumping 31.5% to $425.9M, signaling resilient demand in discount retail.
- Raised FY2025 guidance to 4.7-4.9% sales growth and $6.30-$6.50 EPS, while planning ~450 new U.S. stores in FY2026 to fuel expansion.
Investment Analysis
Pros
- Williams-Sonoma operates a diversified portfolio of well-known home-focused brands with strong customer loyalty.
- The company maintains a robust balance sheet with significant cash reserves and minimal debt.
- It has a growing presence in business-to-business and franchise segments, expanding its total addressable market.
Considerations
- Williams-Sonoma faces exposure to supply chain disruptions and potential increases in freight costs.
- Its stock carries a relatively high valuation compared to sector peers, which may limit upside.
- The business is sensitive to consumer discretionary spending trends, making it vulnerable to economic downturns.
Pros
- Dollar General benefits from a resilient business model focused on essential goods in low-income and rural communities.
- The company has a large store footprint and continues to expand into new markets domestically.
- It maintains strong cash flow generation, supporting ongoing share buybacks and dividend payments.
Considerations
- Dollar General faces increasing competition from other discount retailers and e-commerce platforms.
- The company is exposed to inflationary pressures on both input costs and pricing power.
- Rapid store expansion may lead to operational challenges and margin compression over time.
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Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma's next earnings report is scheduled for March 18, 2026. The company will report results for its Q4 2026 fiscal quarter. Analysts currently forecast earnings per share of $2.88 for this period, which would represent an increase from the prior year. The earnings announcement is expected to occur before market open.
Dollar General (DG) Next Earnings Date
Dollar General's next earnings date is estimated for Thursday, March 12, 2026, covering the Q4 fiscal 2025 period, based on historical reporting patterns. The company has not yet confirmed this date, with prior quarters like Q2 2026 reported on August 28, 2025. Investors should monitor official announcements for any updates to this schedule.
Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma's next earnings report is scheduled for March 18, 2026. The company will report results for its Q4 2026 fiscal quarter. Analysts currently forecast earnings per share of $2.88 for this period, which would represent an increase from the prior year. The earnings announcement is expected to occur before market open.
Dollar General (DG) Next Earnings Date
Dollar General's next earnings date is estimated for Thursday, March 12, 2026, covering the Q4 fiscal 2025 period, based on historical reporting patterns. The company has not yet confirmed this date, with prior quarters like Q2 2026 reported on August 28, 2025. Investors should monitor official announcements for any updates to this schedule.
Which Baskets Do They Appear In?
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Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
The Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
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