Williams-Sonoma vs Restaurant Brands

This page compares Williams-Sonoma Inc. and Restaurant Brands International, offering an impartial look at their business models, financial performance, and market context. It explains how each company creates value, operates across regions, and adapts to changing conditions, without making recommendations. Educational content, not financial advice.

This page compares Williams-Sonoma Inc. and Restaurant Brands International, offering an impartial look at their business models, financial performance, and market context. It explains how each compan...

About The Companies

Williams-Sonoma (WSM)

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.

Restaurant Brands (QSR)

Restaurant Brands International (QSR) owns and franchises well-known quick-service brands including Tim Hortons, Burger King and Popeyes. Investors should know it operates a predominantly franchised model that generates recurring revenue through royalties, franchise fees and steady cash flow from company-owned restaurants. RBI’s growth thesis centres on international expansion, menu innovation and digital orders, while cost control and franchisee relations remain important to margins. Key risks include intense competition in fast food, fluctuations in commodity prices and currencies, and regulatory or labour pressures in different markets. The firm’s sizeable market capitalisation and diversified brand portfolio can offer exposure to global consumer trends, but performance can vary by region and economic cycles. This summary provides general information for educational purposes only and is not personal advice; investors should assess their own risk tolerance and consider seeking independent financial advice before acting.

Comparison Snapshot

Key Financial Metrics

WSM

Metric

QSR

$22.39B

Market Cap

$23.23B

7.50%

Potential Profit

-3.47%

Buy

Analyst Rating

Buy

Why It's Moving

Shares tick higher after Williams‑Sonoma posts solid Q3 results and signals healthy seasonal demand

Earnings beat: Q3 EPS of $1.96 and revenue of about $1.88 billion modestly topped forecasts, which investors interpreted as confirmation that the company’s merchandising and inventory execution are improving and converting into sales growth.
Stronger product mix and retail execution: Management credited new product introductions and improved in‑stock levels—especially at West Elm and Rejuvenation—for driving comp strength, implying higher-margin categories and better assortment are sustaining profitability.
Growth initiatives and corporate demand: Company called out gains in commercial/workspace projects and expansion of Rejuvenation retail locations, plus ramping corporate gifting for Q4—signs management expects diversified revenue streams to support holiday-season sales.

Sentiment:

⚖️Neutral

QSR Hits 52-Week High on Global Momentum and Solid Q3 Momentum

International sales jumped 12.1% in Q3 2025, powered by strong performances in Europe, Asia, and Latin America, signaling accelerating global demand.
Q3 earnings beat expectations with $1.03 EPS versus $1.00 forecast and $2.45B revenue topping $2.39B estimates, highlighting effective cost controls and menu innovations.
Secondary share offering by 3G Capital affiliate priced recently, with settlement by early December, alongside a steady 3.4% dividend yield bolstering investor confidence.

Sentiment:

🐃Bullish

Shares tick higher after Williams‑Sonoma posts solid Q3 results and signals healthy seasonal demand

Earnings beat: Q3 EPS of $1.96 and revenue of about $1.88 billion modestly topped forecasts, which investors interpreted as confirmation that the company’s merchandising and inventory execution are improving and converting into sales growth.
Stronger product mix and retail execution: Management credited new product introductions and improved in‑stock levels—especially at West Elm and Rejuvenation—for driving comp strength, implying higher-margin categories and better assortment are sustaining profitability.
Growth initiatives and corporate demand: Company called out gains in commercial/workspace projects and expansion of Rejuvenation retail locations, plus ramping corporate gifting for Q4—signs management expects diversified revenue streams to support holiday-season sales.

Sentiment:

⚖️Neutral

QSR Hits 52-Week High on Global Momentum and Solid Q3 Momentum

International sales jumped 12.1% in Q3 2025, powered by strong performances in Europe, Asia, and Latin America, signaling accelerating global demand.
Q3 earnings beat expectations with $1.03 EPS versus $1.00 forecast and $2.45B revenue topping $2.39B estimates, highlighting effective cost controls and menu innovations.
Secondary share offering by 3G Capital affiliate priced recently, with settlement by early December, alongside a steady 3.4% dividend yield bolstering investor confidence.

Sentiment:

🐃Bullish

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

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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

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Investment Analysis

Williams-Sonoma

WSM

Pros

Williams-Sonoma benefits from a diversified product portfolio that includes resilient categories like cookware and small appliances, providing some protection against economic downturns.
The company maintains strong profitability, with recent net income exceeding $1 billion and a solid return on invested capital.
Williams-Sonoma has a loyal customer base and a well-established omni-channel retail presence, supporting consistent revenue generation.

Considerations

The stock trades at a high valuation, with a price-to-earnings ratio above the broader market average, which may limit upside potential.
Williams-Sonoma is exposed to discretionary spending trends, making it vulnerable to shifts in consumer confidence and macroeconomic conditions.
The company faces intense competition from both traditional retailers and e-commerce platforms, which could pressure margins and market share.

Restaurant Brands

QSR

Pros

Restaurant Brands International owns globally recognised brands such as Burger King, Tim Hortons, and Popeyes, giving it a strong international footprint.
The company operates under a franchise-heavy model, which generates stable royalty income and requires limited capital investment.
Restaurant Brands has demonstrated consistent revenue growth and efficient cost management, supporting healthy cash flow generation.

Considerations

The business is highly sensitive to changes in consumer eating habits and regulatory pressures related to health and labour costs.
Restaurant Brands faces risks from franchisee performance and potential reputational issues across its diverse brand portfolio.
The company's growth is partly dependent on international markets, exposing it to currency fluctuations and geopolitical risks.

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About The Companies

Comparison Snapshot

Why It's Moving

Shares tick higher after Williams‑Sonoma posts solid Q3 results and signals healthy seasonal demand

QSR Hits 52-Week High on Global Momentum and Solid Q3 Momentum

Shares tick higher after Williams‑Sonoma posts solid Q3 results and signals healthy seasonal demand

QSR Hits 52-Week High on Global Momentum and Solid Q3 Momentum

Which Baskets Do They Appear In?

The Umansky Effect: Riding the Luxury Housing Wave

Which Baskets Do They Appear In?

The Umansky Effect: Riding the Luxury Housing Wave