WILLIAMS SONOMA (WSM) Company Report

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 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.

Mar 19, 2025, 12:00 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for WILLIAMS SONOMA.

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