Williams-Sonoma, Inc.
- Open
- 221.24
- Day high
- 224.69
- Day low
- 220.99
- Prev close
- 219.77
- Volume
- 760K
- Mkt cap
- $26.1B
- P/E (TTM)
- 24.5
- EPS (TTM)
- $9.06
- P/B
- 14.0
- P/S
- 3.3
- Yield
- 0.34%
- Per share
- $0.76
- ▼Insiders net selling -$9.8M over the last 3 months (0 open-market buys, 8 sales)
- 🏛Institutions mixed (13F)
Williams-Sonoma, Inc. (WSM) is a Consumer Cyclical company listed on NYSE. The stock is up 25% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 8 sales (SEC Form 4).
Williams-Sonoma, Inc. (WSM) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
WSM earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 21, 2026 | $1.81 | $1.93 | +6.6% | $1.8B | +0.4% |
| Mar 18, 2026 | $1.81 | $3.04 | +68.0% | $2.4B | +31.1% |
| Nov 19, 2025 | $1.88 | $1.96 | +4.3% | $1.9B | +0.9% |
| Aug 27, 2025 | $1.81 | $2.00 | +10.5% | $1.8B | +0.4% |
| May 22, 2025 | $1.76 | $1.85 | +5.1% | $1.7B | +3.8% |
| Mar 19, 2025 | $2.94 | $3.28 | +11.6% | $2.5B | +4.5% |
| Nov 20, 2024 | $1.76 | $1.96 | +11.4% | $1.8B | +1.1% |
| Aug 22, 2024 | $1.60 | $1.74 | +8.7% | $1.8B | -1.2% |
| May 22, 2024 | $2.74 | $2.04 | -25.5% | $1.7B | +0.4% |
| Mar 13, 2024 | $2.53 | $2.72 | +7.5% | $2.3B | +2.1% |
| Nov 16, 2023 | $1.67 | $1.83 | +9.6% | $1.9B | -16.7% |
| Aug 23, 2023 | $1.36 | $1.56 | +14.7% | $1.9B | -4.8% |
WSM insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 22, 2026 | Huffington Ariannadirector | Grant | 994 | — |
| Jun 22, 2026 | Finucane Anne A.director | Option | 109 | — |
| Jun 22, 2026 | Dahnke Scott Arnolddirector | Grant | 1,616 | — |
| Jun 22, 2026 | Finucane Anne A.director | Option | 148 | — |
| Jun 22, 2026 | Ready William Jdirector | Grant | 1,045 | — |
| Jun 22, 2026 | Bracey Esi Egglestondirector | Grant | 1,011 | — |
| Jun 22, 2026 | VAN PAASSCHEN FRITS Ddirector | Grant | 1,107 | — |
| Jun 22, 2026 | Finucane Anne A.director | Grant | 1,028 | — |
| Jun 22, 2026 | Finucane Anne A.director | Option | 171 | — |
| Jun 22, 2026 | Finucane Anne A.director | Option | 162 | — |
| Jun 22, 2026 | Campion Andrewdirector | Grant | 1,011 | — |
| Jun 16, 2026 | Yearout Karalynofficer: EVP CHIEF TALENT OFFICER | Sell | 1,112 | $228.49 |
| Jun 12, 2026 | Bracey Esi Egglestondirector | Option | 1,257 | — |
| Jun 12, 2026 | Finucane Anne A.director | Option | 1,280 | — |
| Jun 12, 2026 | Huffington Ariannadirector | Option | 1,233 | — |
Source: WSM SEC Form 4 filings, latest Jun 22, 2026. For informational purposes only — not investment advice.
See the full WSM insider & 13F page →Williams-Sonoma, Inc. company profile
Overview
Williams-Sonoma, Inc. (NYSE:WSM) is a San Francisco-based omni-channel specialty retailer that has evolved from a single cookware store founded in 1956 into one of the world's largest home furnishing retailers. The company went public in 1983 and has built a portfolio of premium lifestyle brands focused on cooking, dining, furniture, and home décor. Williams-Sonoma operates through both physical retail locations and e-commerce platforms, with digital channels representing approximately two-thirds of total revenues. The company has positioned itself as a digital-first, design-led retailer serving affluent consumers seeking high-quality home products.
Business
Williams-Sonoma operates as a specialty retailer in the home furnishings and housewares industry, which encompasses everything from kitchen appliances and cookware to furniture and decorative accessories. The company's business is built around creating aspirational lifestyle brands that help customers design and furnish their homes. The company operates through several distinct brand segments: Williams-Sonoma Brand (approximately 15-20% of revenues): The original brand focuses on cooking, dining, and entertaining products including professional-grade cookware, kitchen electrics, cutlery, tabletop items, and gourmet foods. This brand targets serious home cooks and entertaining enthusiasts who value quality and performance. Pottery Barn (approximately 45-50% of revenues): The largest segment offers furniture, home décor, bedding, lighting, and rugs with a classic American aesthetic. Pottery Barn targets families and homeowners looking for timeless, well-designed home furnishings at accessible luxury price points. Pottery Barn Kids and Pottery Barn Teen (approximately 10-15% of revenues): These brands extend the Pottery Barn aesthetic to children's and teenagers' rooms, offering furniture, bedding, décor, and accessories designed specifically for younger demographics. West Elm (approximately 20-25% of revenues): Positioned as the more contemporary and affordable brand, West Elm offers modern furniture and home décor targeting younger, urban consumers and first-time homeowners with mid-century modern and eclectic design sensibilities. Emerging Brands (approximately 5% of revenues): This includes Rejuvenation, which offers vintage-inspired lighting and hardware; Mark and Graham, focusing on personalized gifts and monogrammed items; and other smaller brands that serve niche markets within the home category. The company also operates a significant Business-to-Business (B2B) segment that has grown to over $1 billion in annual revenues, serving commercial clients including hotels, restaurants, and corporate offices through contract and trade sales.
Revenue model
Williams-Sonoma generates revenue primarily through direct product sales to consumers via multiple channels. The company operates an omni-channel model where customers can purchase through e-commerce websites (66% of revenues), physical retail stores (34% of revenues), and direct-mail catalogs. The company maintains healthy gross margins of approximately 42-44% by focusing on proprietary and exclusive products that command premium pricing. The company's revenue streams include: 1. Product Sales to Consumers: The primary revenue driver comes from selling home furnishings, housewares, and décor directly to end consumers through owned retail channels. The company emphasizes full-price selling and has reduced promotional activity to maintain margin integrity. 2. Business-to-Business Sales: A rapidly growing segment serving commercial clients, hospitality companies, and design professionals. This B2B business achieved $1 billion in annual revenues and provides higher-margin opportunities through bulk sales and custom projects. 3. Design Services: The company offers interior design consultation services, which not only generate direct revenue but also drive higher-value product sales as customers implement recommended designs. Several factors influence the company's profitability and margins. Positive margin drivers include the company's focus on proprietary and exclusive products that reduce direct competition, strong brand recognition that supports premium pricing, supply chain efficiencies gained through scale and technology investments, and reduced promotional activity that preserves pricing integrity. The company's digital-first approach also provides cost advantages over traditional brick-and-mortar retailers. Margin pressures come from macroeconomic factors such as housing market volatility, which directly impacts demand for home furnishings, and rising input costs including raw materials, transportation, and labor. Trade tariffs, particularly on goods imported from China, create additional cost pressures. Intense competition in the home goods sector leads to promotional pressure, and consumer discretionary spending patterns can shift during economic uncertainty, affecting demand for higher-priced home furnishing items.
Competitive moat
Williams-Sonoma's competitive moat is moderately strong, built primarily around brand differentiation and customer loyalty rather than structural advantages. The company's strongest defensive characteristics include its portfolio of well-established lifestyle brands that have built emotional connections with affluent consumers over decades. Each brand occupies a distinct position in the market - from Williams-Sonoma's association with culinary expertise to Pottery Barn's family-friendly classic American aesthetic. The company's design capabilities and proprietary product development create differentiation that is difficult for competitors to replicate quickly. Williams-Sonoma invests heavily in in-house design teams and maintains exclusive relationships with manufacturers, allowing it to offer unique products not available elsewhere. This exclusivity supports premium pricing and reduces direct price comparison shopping. The omni-channel integration provides some competitive advantage, as the company has successfully blended digital and physical retail experiences. Customers can research online, experience products in showrooms, and receive design services, creating a comprehensive shopping ecosystem that pure-play online retailers struggle to match. However, the moat faces several vulnerabilities. The home furnishings industry has relatively low barriers to entry, and new competitors regularly emerge, particularly in the direct-to-consumer space. Companies like Wayfair have demonstrated that scale and logistics efficiency can challenge traditional retailers. Additionally, changing consumer preferences, particularly among younger demographics who may prioritize value over brand heritage, could erode brand loyalty over time. The company's dependence on discretionary consumer spending makes it vulnerable to economic cycles, and the shift toward online shopping has intensified price transparency and competition. While Williams-Sonoma has adapted well to digital commerce, maintaining differentiation in an increasingly crowded online marketplace requires continuous investment and innovation.
Risks & safety
Williams-Sonoma demonstrates a strong financial position with substantial margin of safety across multiple metrics. Liquidity and Solvency: - Strong cash position of $1.21 billion with minimal debt burden - Current ratio of 1.44 indicates adequate short-term liquidity - Debt-to-equity ratio of 0.63 represents manageable leverage - Strong free cash flow generation of $1.14 billion annually provides substantial financial flexibility - No immediate solvency concerns given strong cash generation and balance sheet position Valuation Metrics: - P/E ratio of 15.3x appears reasonable for a profitable, cash-generative retailer - EV/EBITDA of 10.8x suggests moderate valuation relative to earnings - Price-to-book ratio of 11.8x reflects premium valuation but justified by strong ROE of 19.2% - Graham number of $36.12 versus current price of $164.42 suggests potential overvaluation from a strict value perspective Other Considerations: - Consistent profitability with operating margins consistently above 17% - Strong return on equity demonstrates efficient capital allocation - Substantial dividend payments and share repurchases return capital to shareholders - Exposure to cyclical consumer discretionary spending creates some earnings volatility risk
Recent development
Over the past few years, Williams-Sonoma has executed several strategic initiatives to drive growth and adapt to changing market conditions. The company has significantly expanded its Business-to-Business operations, growing this segment to over $1 billion in annual revenues with consistent double-digit growth rates. This B2B expansion includes both contract sales to commercial clients and trade sales to design professionals, providing higher-margin revenue streams and reducing dependence on consumer retail. The company has prioritized product innovation and newness across all brands, moving away from heavy promotional strategies toward full-price selling supported by unique, exclusive merchandise. This includes strategic collaborations and partnerships that generate consumer excitement and differentiate the brands from competitors. Technology and AI implementation has become a major focus, with investments in artificial intelligence for operational efficiencies, supply chain optimization, and enhanced customer experiences. The company has also improved its e-commerce platforms and mobile applications to strengthen its digital-first positioning. Global expansion efforts have accelerated, with new market entries in India through partnerships, expansion in Mexico and Canada, and franchise operations in various international markets. The emerging brands portfolio, particularly Rejuvenation and Mark and Graham, has shown strong growth with minimal additional investment. Supply chain optimization has been ongoing, including the opening of new distribution centers and efforts to diversify sourcing away from China to mitigate tariff risks. The company has reduced China-sourced goods from 50% to 25% of total procurement and expanded domestic manufacturing capabilities. In response to potential tariff impacts, Williams-Sonoma has developed a comprehensive mitigation strategy including vendor cost negotiations, product resourcing to lower-cost countries, targeted pricing adjustments, and expansion of Made in USA product offerings.
WSM company profile · for informational purposes only — not investment advice.
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