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
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.
Ulta Beauty Accelerates Global Push with UAE Entry and Wellness Shop-In-Shops Launch.
- UAE debut on January 23 signals bold international growth, building on existing Middle East footprint to capture affluent beauty shoppers.
- Wellness shop-in-shops launching soon position Ulta as a leader in the fast-expanding wellness-beauty crossover market.
- Fresh product launches like NYX brow tools and Rare Beauty rollout keep shelves stocked with buzzworthy items amid strong consumer interest.
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.
Ulta Beauty Accelerates Global Push with UAE Entry and Wellness Shop-In-Shops Launch.
- UAE debut on January 23 signals bold international growth, building on existing Middle East footprint to capture affluent beauty shoppers.
- Wellness shop-in-shops launching soon position Ulta as a leader in the fast-expanding wellness-beauty crossover market.
- Fresh product launches like NYX brow tools and Rare Beauty rollout keep shelves stocked with buzzworthy items amid strong consumer interest.
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.
Related Market Insights
The Umansky Effect: Why Luxury Housing Stocks Could Defy Market Gravity
Discover why luxury housing stocks may defy market trends. Mauricio Umansky predicts strength in high-end real estate, creating unique investment opportunities. Explore the Neme.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
The Umansky Effect: Why Luxury Housing Stocks Could Defy Market Gravity
Discover why luxury housing stocks may defy market trends. Mauricio Umansky predicts strength in high-end real estate, creating unique investment opportunities. Explore the Neme.
Aimee Silverwood | Financial Analyst
July 25, 2025
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.
Ulta Beauty (ULTA) Next Earnings Date
Ulta Beauty (ULTA) is estimated to report its next earnings on Thursday, March 12, 2026, covering the Q4 2025 period (fiscal quarter ended early February 2026). This date aligns with the company's historical reporting pattern and is listed on their investor relations calendar for the earnings conference call. Note that the exact timing remains unconfirmed by the company as of now.
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.
Ulta Beauty (ULTA) Next Earnings Date
Ulta Beauty (ULTA) is estimated to report its next earnings on Thursday, March 12, 2026, covering the Q4 2025 period (fiscal quarter ended early February 2026). This date aligns with the company's historical reporting pattern and is listed on their investor relations calendar for the earnings conference call. Note that the exact timing remains unconfirmed by the company as of now.
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
Explore BasketBuy WSM or ULTA in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Williams-Sonoma vs Tapestry
Williams-Sonoma vs Tapestry: A comparison
Williams-Sonoma vs PulteGroup
Williams-Sonoma vs PulteGroup
Williams-Sonoma vs Darden
Williams-Sonoma vs Darden