WILLIAMS SONOMA (WSM) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for WILLIAMS SONOMA.

Executives

Executive leadership at WILLIAMS SONOMA.

Laura Alber

Detailed

Chief Executive Officer

CEO

David King

Executive Vice President, General Counsel

Jeff Howie

Chief Financial Officer

Karalyn Yearout

Chief Talent Officer

Monica Bhargava

President, Pottery Barn

Board Members

Board of directors at WILLIAMS SONOMA.

Andrew Campion

Detailed

Director

Anne Finucane

Detailed

Director

Arianna Huffington

Detailed

Director

Esi Eggleston Bracey

Detailed

Director

Frits van Paasschen

Detailed

Director

Scott Dahnke

Detailed

Board Chair

William Ready

Detailed

Director

Analyst Coverage

Research analysts who have asked questions during WILLIAMS SONOMA earnings calls.

Simeon Gutman

Morgan Stanley

11 questions for WSM

Also covers: AAP, ACI, ARHS +32 more

Cristina Fernandez

Telsey Advisory Group

10 questions for WSM

Also covers: ARHS, ASO, BWMX +7 more

Peter Benedict

Robert W. Baird & Co.

10 questions for WSM

Also covers: ARHS, BJ, COOK +9 more

Maksim Rakhlenko

Cowen and Company

9 questions for WSM

Also covers: BOOT, FND, OSW +3 more

Jonathan Matuszewski

Jefferies Financial Group Inc.

8 questions for WSM

Also covers: ARHS, ASO, BBBY +11 more

Christopher Horvers

JPMorgan Chase & Co.

6 questions for WSM

Also covers: AAP, ASO, AZO +17 more

Seth Sigman

Cantor Fitzgerald

6 questions for WSM

Also covers: AAP, ARHS, AZO +13 more

Bradley Thomas

KeyBanc Capital Markets Inc.

4 questions for WSM

Also covers: CENT, ETD, FIVE +10 more

Oliver Wintermantel

Evercore ISI

4 questions for WSM

Also covers: FND, W, WOOF

Steven Zaccone

Citigroup

4 questions for WSM

Also covers: AAP, AZO, BBY +14 more

Brian Nagel

Oppenheimer & Co. Inc.

3 questions for WSM

Also covers: ASO, AZO, BBY +17 more

Emily Gosh

Goldman Sachs

3 questions for WSM

Also covers: ASO

Kate McShane

Goldman Sachs

3 questions for WSM

Also covers: ASO, AZO, BBWI +19 more

Maddy Check

Bank of America

3 questions for WSM

Robbie Ohmes

Bank of America

3 questions for WSM

Also covers: ARHS, DKS, DLTR +5 more

Charles Grom

Gordon Haskett Research Advisors

2 questions for WSM

Also covers: BJ, CASY, COST +13 more

Katharine McShane

Goldman Sachs Group, Inc.

2 questions for WSM

Also covers: AAP, ASO, BBWI +16 more

Max Rakhlenko

TD Cowen

2 questions for WSM

Also covers: ARHS, BOOT, ORLY +2 more

Michael Lasser

UBS

2 questions for WSM

Also covers: AAP, ASO, AZO +24 more

Zach Fadum

Wells Fargo

2 questions for WSM

Chuck Grom

Gordon Haskett Research Advisors

1 question for WSM

Also covers: BJ, CASY, COST +11 more

Chuck Grum

Gordon Haskett

1 question for WSM

Jonathan Matuszak

Jefferies

1 question for WSM

Jonathan Matzuzki

Jefferies

1 question for WSM

Marni Shapiro

The Retail Tracker

1 question for WSM

Also covers: AEO, ANF, BBWI +10 more

Seth Basham

Wedbush Securities

1 question for WSM

Also covers: AAP, ARHS, ASO +9 more

Latest news

Recent press releases and 8-K filings for WSM.

Williams-Sonoma (WSM) Reports Strong Q3 2025 Results and Raises Full-Year Operating Margin Guidance

WSM

Earnings

Guidance Update

Share Buyback

Williams-Sonoma (WSM) delivered strong Q3 2025 results, with comparable brand revenue growth of 4% and an operating margin of 17%, resulting in $1.96 earnings per share.
The company raised its full-year 2025 operating margin guidance to 17.8%-18.1% from the previous 17.4%-17.8%, while reiterating its full-year comparable brand revenue growth outlook of 2%-5%.
WSM announced an additional $1 billion share repurchase authorization, bringing the total authorization to approximately $1.6 billion, and will continue its quarterly dividend of $0.66 per share.
Strategic initiatives include leveraging AI for customer service and sales, continued investment in store remodels, and a six-point plan to mitigate significant tariff headwinds, which are expected to have a larger impact in Q4 2025.

Nov 19, 2025, 3:00 PM

Transcript

Williams-Sonoma Reports Strong Q3 2026 Results and Raises Full-Year Operating Margin Guidance

WSM

Earnings

Guidance Update

Share Buyback

Williams-Sonoma delivered strong Q3 2026 results, with comparable brand revenue growth of 4% and net revenue reaching $1.88 billion.
The company achieved an operating margin of 17%, expanding 10 basis points, and diluted earnings per share grew 5% year over year to $1.96.
For fiscal year 2025, Williams-Sonoma reiterated its comparable brand revenue growth guidance of 2%-5% and raised its operating margin guidance by 40 basis points to a range of 17.8%-18.1%.
The company noted the increasing impact of tariffs, with the incremental tariff rate more than doubling from 14% earlier in the year to 29% today, and expects tariffs to have a greater impact on margins in Q4.
Strategic initiatives include leveraging AI for customer service and new product experiences, with AI-powered chat resolving over 60% of chats without human assistance. The company also returned $267 million to shareholders through stock repurchases and $80 million in dividends during the quarter, and approved an additional $1 billion share repurchase authorization.

Nov 19, 2025, 3:00 PM

Transcript

Williams-Sonoma Reports Strong Q3 2026 Results, Raises Operating Margin Guidance, and Expands AI Initiatives

WSM

Earnings

Guidance Update

Share Buyback

Williams-Sonoma reported Q3 2026 net revenue of $1.88 billion with positive 4% comparable sales growth, and EPS grew 5% to $1.96 per share. The company also achieved operating margin expansion of 10 basis points to 17%.
The company raised its full-year operating margin guidance for fiscal year 2025 by 40 basis points to a range of 17.8%-18.1%.
AI is a key business driver, with AI-powered chat experiences resolving over 60% of chats without human assistance and reducing handle times from 23 minutes to 5 minutes, contributing to cost reduction and sales growth.
Despite tariff headwinds, which have seen the incremental tariff rate more than double from 14% to 29%, the company's six-point mitigation plan has helped offset impacts.
The Board approved an additional $1 billion share repurchase authorization, bringing the total authorization to approximately $1.6 billion, and the quarterly dividend remains at $0.66 per share, marking the 16th consecutive year of increased payouts.

Nov 19, 2025, 3:00 PM

Transcript

Williams-Sonoma, Inc. Announces Strong Q3 2025 Results and New Share Buyback

WSM

Earnings

Guidance Update

Share Buyback

Williams-Sonoma, Inc. reported strong third quarter 2025 results, with comparable brand revenue increasing by 4.0%, an operating margin of 17.0%, and diluted EPS of $1.96.
The company's Board of Directors approved a new $1 billion stock repurchase authorization in November 2025, which will become effective once the current authorization is fully utilized.
Williams-Sonoma, Inc. raised its fiscal 2025 operating margin outlook to a range of 17.8% to 18.1%.
The company reiterated its full year comparable brand revenue growth guidance to be in the range of 2% to 5% for fiscal 2025.

Nov 19, 2025, 2:03 PM

8-K

Williams-Sonoma Inc. Reports Strong Q2 2026 Results and Raises Full-Year Revenue Guidance

WSM

Earnings

Guidance Update

Share Buyback

Williams-Sonoma Inc. (WSM) delivered strong Q2 2026 results, with comparable brand revenue growth of 3.7%, an operating margin of 17.9%, and diluted earnings per share of $2.00, representing nearly 20% growth year-over-year.
The company raised its full-year 2025 comparable brand revenue growth guidance to 2% to 5% but reiterated its operating margin guidance of 17.4% to 17.8%, primarily due to a doubling of incremental tariff rates from 14% to 28% since the last earnings call.
WSM maintained a strong financial position, ending Q2 2026 with a cash balance of $986 million and no outstanding debt, and returned $280 million to shareholders through stock repurchases and dividends.
Growth was driven by a 10% increase in the B2B business and continued double-digit comparable growth from emerging brands, with Rejuvenation achieving its seventh consecutive quarter of double-digit comps and being projected as the next billion-dollar brand.

Aug 27, 2025, 5:20 PM

Williams-Sonoma Reports Q4 2025 Strong Results and Sets FY '25 Guidance

WSM

Earnings

Guidance Update

Dividends

Q4 2025 highlights: The company delivered a positive 3.1% comp, an operating margin of 21.5%, and EPS of $3.28, driven by strong holiday performance and improved trends across both retail and online channels.
Full-year FY '24 performance: Net revenues reached $7.7 billion with a record operating margin of 17.9% (excluding certain adjustments) and EPS of $8.50, underpinned by efficient cost control and supply chain management.
FY '25 outlook: Guidance includes net revenue comps in the range of flat to +3%, operating margins between 17.4% and 17.8% (after accounting for tariff impacts), increased capital expenditure plans of $275–$300 million, and a 16% increase in quarterly dividends alongside continued share repurchases.

Mar 19, 2025, 2:01 PM

Transcript

Williams-Sonoma Inc Q4 2025 Earnings Call Overview

WSM

Earnings

Revenue Acceleration/Inflection

Williams-Sonoma reported strong revenue of $7.7B with brand contributions from Pottery Barn, West Elm, and others, underscoring its leadership in the specialty home furnishings space.
The company emphasized a strategic focus on organic growth through core brand initiatives and emerging brands such as Rejuvenation, along with expanding its business-to-business channel.
Management highlighted operational discipline with an expected operating margin in the range of 17.4%–17.8% for FY25 and a continued track record of profitable growth.

Mar 19, 2025, 2:00 PM

Presentation

Williams-Sonoma Reports Strong Q4 2024 Results and Provides 2025 Guidance

WSM

Earnings

Guidance Update

Dividends

Williams-Sonoma concluded fiscal year 2024 with a strong Q4 comparable sales increase of 3.1% and a record operating margin of 21.5%, resulting in diluted earnings per share of $3.28.
For the full fiscal year 2024, the company delivered a record operating margin of 17.9% and diluted earnings per share of $8.50 (excluding a Q1 adjustment), despite a full-year comparable sales decline of 1.6%.
The company provided guidance for fiscal year 2025, projecting comparable sales to be flat to positive 3% and an operating margin between 17.4% and 17.8%, which accounts for the full impact of current tariffs.
Williams-Sonoma also announced a 16% increase in its quarterly dividend to $0.66 per share and has $1.2 billion available under its share repurchase authorizations.

Mar 19, 2025, 2:00 PM

Transcript

Williams-Sonoma Announces Q4 and FY 2024 Results

WSM

Earnings

Dividends

Revenue Acceleration/Inflection

Q4 Highlights: Comparable brand revenue rose by 3.1%, with a record operating margin of 21.5% and diluted EPS of $3.28.
Fiscal Year Overview: FY 2024 delivered a record annual operating margin of 17.9% and EPS of $8.50, despite a 1.6% decline in comparable brand revenue.
Dividend Increase: The Board authorized a 16% increase in the quarterly dividend to $0.66 per share.