Williams-Sonoma vs Tapestry
This page compares Williams-Sonoma Inc. and Tapestry, Inc., examining business models, financial performance, and market context to help readers understand how each company operates and competes. The analysis is presented in clear terms to support informed discussion without speculation. Educational content, not financial advice.
This page compares Williams-Sonoma Inc. and Tapestry, Inc., examining business models, financial performance, and market context to help readers understand how each company operates and competes. The ...
Why It's Moving
Williams-Sonoma Shares Slide as Market Climbs, Spotlight Shifts to Earnings Ahead
- Stock fell -2.62% on Jan 23 from $210, lagging S&P 500's uptick and signaling investor jitters over near-term outlook.
- Upcoming quarterly EPS seen at $2.88, down 12.2% year-over-year, with revenue projected to slip 1.67% to $2.42B, raising flags on consumer spending.
- Month-to-date, shares had surged 13.76% ahead of peers, but recent insider selling on Jan 19 adds to pre-earnings caution.
Tapestry's Q1 Earnings Crush Forecasts but Shares Tumble on Investor Jitters
- EPS hit $1.38, topping $1.26 forecast by 9.52%, with revenue at $1.7B exceeding $1.64B expectations, signaling robust global demand.
- Adjusted operating margin expanded 200 basis points, acquired 2.2M new customers, highlighting brand strength amid luxury sector pressures.
- Raised FY2026 outlook incorporating Q1 strength, yet shares dropped to $94.75, reflecting unease over potential headwinds like tariffs or Kate Spade turnaround risks.
Williams-Sonoma Shares Slide as Market Climbs, Spotlight Shifts to Earnings Ahead
- Stock fell -2.62% on Jan 23 from $210, lagging S&P 500's uptick and signaling investor jitters over near-term outlook.
- Upcoming quarterly EPS seen at $2.88, down 12.2% year-over-year, with revenue projected to slip 1.67% to $2.42B, raising flags on consumer spending.
- Month-to-date, shares had surged 13.76% ahead of peers, but recent insider selling on Jan 19 adds to pre-earnings caution.
Tapestry's Q1 Earnings Crush Forecasts but Shares Tumble on Investor Jitters
- EPS hit $1.38, topping $1.26 forecast by 9.52%, with revenue at $1.7B exceeding $1.64B expectations, signaling robust global demand.
- Adjusted operating margin expanded 200 basis points, acquired 2.2M new customers, highlighting brand strength amid luxury sector pressures.
- Raised FY2026 outlook incorporating Q1 strength, yet shares dropped to $94.75, reflecting unease over potential headwinds like tariffs or Kate Spade turnaround risks.
Investment Analysis
Pros
- Williams-Sonoma maintains a strong omni-channel retail presence with leading brands in home furnishings and specialty products.
- The company has delivered consistent profitability, with robust gross margins and EBITDA performance in recent quarters.
- Analyst sentiment remains positive, with a consensus 'buy' rating and moderate upside forecast for the next twelve months.
Considerations
- Williams-Sonoma's stock trades at a relatively high price-to-earnings ratio, which may limit near-term upside and increase volatility risk.
- The company faces ongoing competitive pressures from both traditional retailers and e-commerce platforms in the home goods sector.
- Recent enterprise value trends indicate some volatility, with a notable decline compared to the previous year's average.
Tapestry
TPR
Pros
- Tapestry owns a portfolio of globally recognised luxury brands, including Coach, Kate Spade, and Stuart Weitzman.
- The company has demonstrated solid revenue growth and margin expansion through effective brand management and international expansion.
- Tapestry maintains a strong balance sheet with healthy liquidity and a history of returning capital to shareholders.
Considerations
- Tapestry's performance is sensitive to changes in consumer spending, particularly in the luxury goods segment, which can be cyclical.
- The company faces risks from shifting fashion trends and increasing competition in the global luxury market.
- Recent regulatory scrutiny and macroeconomic headwinds in key markets have created uncertainty for future earnings.
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Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma's next earnings date is estimated for March 17-18, 2026, covering the Q4 2025 period, as the company has not yet confirmed the exact date. This projection aligns with historical patterns, following the prior Q3 2025 release on November 19, 2025. Investors should monitor official announcements for any updates.
Tapestry (TPR) Next Earnings Date
Tapestry, Inc. (TPR) is scheduled to report its next earnings on February 5, 2026, before market open. This earnings release will cover the fiscal quarter ending December 2025. Analysts are forecasting an EPS of $2.16 for this period, which would represent growth compared to the prior year. The company's conference call is expected to begin at 8:00 AM ET on that date.
Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma's next earnings date is estimated for March 17-18, 2026, covering the Q4 2025 period, as the company has not yet confirmed the exact date. This projection aligns with historical patterns, following the prior Q3 2025 release on November 19, 2025. Investors should monitor official announcements for any updates.
Tapestry (TPR) Next Earnings Date
Tapestry, Inc. (TPR) is scheduled to report its next earnings on February 5, 2026, before market open. This earnings release will cover the fiscal quarter ending December 2025. Analysts are forecasting an EPS of $2.16 for this period, which would represent growth compared to the prior year. The company's conference call is expected to begin at 8:00 AM ET on that date.
Which 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
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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