Question · Q3 2026
Zach Fadum from Wells Fargo inquired about the broader category performance from Q2 to Q3, underlying improvements, and how the furnishings category's strength compares to macro pressures in home improvement and other big-ticket categories.
Answer
Laura Alber, CEO, expressed satisfaction with continued improvements across quarters and brands, particularly West Elm's progress. She highlighted improved furniture comps despite a challenging housing market and strong performance in seasonal categories like dorm, back-to-school, and holiday-related products.
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WSM's earnings beat/miss a week before the call