Williams-Sonoma vs Ulta Beauty
This page compares Williams-Sonoma and Ulta Beauty, outlining how the two companies differ in business models, financial performance, and market context. It presents neutral, accessible information to help readers understand each company’s approach and position within the sector without favouring one over the other. Educational content, not financial advice.
This page compares Williams-Sonoma and Ulta Beauty, outlining how the two companies differ in business models, financial performance, and market context. It presents neutral, accessible information to...
Why It's Moving
WSM Gears Up for Q4 Earnings as Analysts Lift Targets Ahead of Key Release
- UBS Group raised its price target on WSM to $185 from $175 while maintaining a neutral rating, reflecting belief in steady performance despite modest downside from current levels.
- Market consensus points to WSM beating EPS estimates for the January 2026 quarter, building on a streak of four straight quarterly surprises that underscore operational strength.
- Shares traded around $185-188 this week, with anticipation building for the March 18 earnings drop that could highlight demand trends in a cautious consumer environment.
ULTA Stock Warning: Why Analysts See -4% Downside Risk
- Q4 revenue hit $3.9B, topping $3.83B expectations with double-digit e-commerce growth, yet operating margins shrank from rising SG&A costs on marketing and investments.
- FY2027 guidance forecasts 6-7% sales growth and 2.5-3.5% comps, down from 9.7% prior year, as shoppers hunt value in a tough macro with sentiment at multi-year lows.
- TD Cowen cut target from $775 to $750 citing profitability worries, aligning with consensus 'Moderate Buy' but implying near-term downside amid sector weakness.
WSM Gears Up for Q4 Earnings as Analysts Lift Targets Ahead of Key Release
- UBS Group raised its price target on WSM to $185 from $175 while maintaining a neutral rating, reflecting belief in steady performance despite modest downside from current levels.
- Market consensus points to WSM beating EPS estimates for the January 2026 quarter, building on a streak of four straight quarterly surprises that underscore operational strength.
- Shares traded around $185-188 this week, with anticipation building for the March 18 earnings drop that could highlight demand trends in a cautious consumer environment.
ULTA Stock Warning: Why Analysts See -4% Downside Risk
- Q4 revenue hit $3.9B, topping $3.83B expectations with double-digit e-commerce growth, yet operating margins shrank from rising SG&A costs on marketing and investments.
- FY2027 guidance forecasts 6-7% sales growth and 2.5-3.5% comps, down from 9.7% prior year, as shoppers hunt value in a tough macro with sentiment at multi-year lows.
- TD Cowen cut target from $775 to $750 citing profitability worries, aligning with consensus 'Moderate Buy' but implying near-term downside amid sector weakness.
Investment Analysis
Pros
- Williams-Sonoma has a favorable analyst consensus with 16 to 21 analysts mostly rating it as a buy or moderate buy in the past year.
- The company has demonstrated a generally upward stock price trend recently with expectations of an 8% rise over the next three months.
- Williams-Sonoma operates in a strong niche market for home furnishings and has strong brand recognition and retail presence.
Considerations
- Its stock price has shown some volatility, including a recent 3.56% drop and a warning sign from declining volume on rising prices.
- Wall Street analysts project a limited upside potential with average 12-month price targets suggesting under 5% gains.
- Williams-Sonoma faces potential short-term resistance near $185.73 in its stock price, implying possible price pullbacks.
Ulta Beauty
ULTA
Pros
- Ulta Beauty has a large and diversified product offering with around 20,000 beauty products across 500 brands including its own private label.
- The company operates approximately 970 retail stores plus a robust e-commerce presence, supporting broad market penetration.
- Ulta’s stock trades at a relatively moderate price-to-earnings ratio around 15, indicating potentially reasonable valuation compared to peers.
Considerations
- Ulta Beauty’s stock has experienced significant price range volatility, with a 52-week high of $574 and a current price near $373.
- The company is exposed to economic cyclicality and discretionary consumer spending trends which can affect sales.
- Competition in the beauty retail sector is intense, including e-commerce and specialty stores, which may pressure margins and growth.
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Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma's next earnings release is estimated for March 18, 2026, prior to the official confirmation by the company. This report will cover the Q4 2025 fiscal period, following the pattern of their prior releases such as November 19, 2025, for Q3. Investors should monitor updates from the company for any adjustments to this projected date.
Ulta Beauty (ULTA) Next Earnings Date
Ulta Beauty is scheduled to report its Q4 2025 earnings on March 12, 2026, after market close with a conference call at 4:30 PM ET. Analysts are projecting earnings per share of $7.93 to $7.98 with revenue expected around $3.81 billion. The company has demonstrated strong momentum in recent quarters, consistently beating earnings expectations, which positions this upcoming report as a key catalyst for investor sentiment.
Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma's next earnings release is estimated for March 18, 2026, prior to the official confirmation by the company. This report will cover the Q4 2025 fiscal period, following the pattern of their prior releases such as November 19, 2025, for Q3. Investors should monitor updates from the company for any adjustments to this projected date.
Ulta Beauty (ULTA) Next Earnings Date
Ulta Beauty is scheduled to report its Q4 2025 earnings on March 12, 2026, after market close with a conference call at 4:30 PM ET. Analysts are projecting earnings per share of $7.93 to $7.98 with revenue expected around $3.81 billion. The company has demonstrated strong momentum in recent quarters, consistently beating earnings expectations, which positions this upcoming report as a key catalyst for investor sentiment.
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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