Williams-Sonoma Inc.

Williams-Sonoma Inc.

Williams‑Sonoma Inc (WSM) is a US-based premium home‑furnishings retailer operating brands such as Williams‑Sonoma, Pottery Barn, West Elm, Rejuvenation and Mark and Graham. The business combines physical stores with a growing e‑commerce platform and private‑label products, targeting mid-to-upscale consumers. With a market capitalisation around $23.25B, performance is driven by consumer spending, product mix, pricing power and the company’s omnichannel execution. Strengths include strong brand recognition, direct-to-consumer margins and ongoing digital investment; risks include cyclicality in discretionary spending, supply‑chain pressures, rising input costs and retail competition. Investors should consider valuation, earnings consistency and sensitivity to economic cycles. This content is general educational information and not personalised financial advice — values can rise or fall and past performance is not a reliable guide. Suitability depends on personal circumstances; consult a regulated adviser before making investment decisions.

Why It's Moving

Williams-Sonoma Inc.

WSM Faces Analyst Caution Despite Recent Rally and AI Ad Push

Williams-Sonoma shares have soared amid broader retail strength and innovative moves like testing ads in ChatGPT, but analysts warn of limited upside with consensus targets below current levels. Recent upgrades coexist with Hold ratings, signaling potential pullback risks as valuation stretches amid softening earnings outlook.
Sentiment:
🐻Bearish
  • Evercore ISI raised price target to $215 on February 10 while keeping In-Line rating, reflecting optimism on brand momentum but tempered expectations.
  • Participation in OpenAI's ChatGPT ad pilot starting February 11 boosts digital reach, helping shares rise 1% that day amid retail sector surge.
  • Insider sales by CEO and others totaling $12.8M over recent months raise eyebrows, even as strong Q3 results and $1B repurchase authorization supported gains.

When is the next earnings date for Williams-Sonoma Inc. (WSM)?

Williams-Sonoma's next earnings release is scheduled for March 18, 2026, when the company will report results for Q4 2025. Analysts are forecasting earnings per share of $2.88 for this period. The earnings announcement will be released before market open, followed by a conference call with management.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Williams-Sonoma's stock, believing it may rise to $181.35.

Above Average

Financial Health

Williams-Sonoma is performing well, generating strong revenue, profits, and cash flow consistently.

Below Average

Dividend

Williams-Sonoma's dividend yield of 1.19% is below average, making it less attractive for dividend-seeking investors. If you invested $1000 you would be paid $11.90 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring WSM

The Umansky Effect: Riding the Luxury Housing Wave

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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Why You’ll Want to Watch This Stock

📈 growth

E‑commerce Momentum

Online sales and omnichannel fulfilment have driven higher margins and reach, though results remain sensitive to consumer spending cycles.

🌍 global

Brand Portfolio Strength

Multiple established brands help diversify customer segments and price points, but international expansion and retail rents add execution risk.

⚡ innovation

Product & Supply Focus

Private‑label design, assortment curation and supply‑chain improvement can support margins, though input costs and logistics interruptions may weigh on profits.

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