Williams-Sonoma, Inc. (WSM)

In the past six months, Williams-Sonoma, Inc. announced strong Q1 Fiscal 2025 results with a comparable brand revenue increase of 3.4% and an operating margin of 16.8%. The company outlined its tariff mitigation plan and acknowledged the soft housing market's impact. Williams-Sonoma, Inc. delivered a solid third quarter of fiscal 2025, with net revenues increasing by 4.6% and comparable brand growth of 4.0%, but the stock price declined by 3.4% following the Q3 release. CEO Laura Alber sold $5.3 million in company stock. Several analysts adjusted their price targets for Williams-Sonoma due to concerns about tariff impacts.

Williams-Sonoma, Inc.'s business is subject to substantial seasonal variations in demand, with a significant portion of its net revenues and net earnings realized during the period from October through January. Levels of net revenues and net earnings are typically lower during the period from February through September. In preparation for and during the holiday selling season, the company hires a substantial number of additional temporary associates.

Williams-Sonoma, Inc. is an American publicly traded consumer retail company specializing in high-quality products for the home, operating as a multi-channel specialty retailer through e-commerce, retail stores, and direct-mail catalogs. The company's sector is Consumer Discretionary, and its industry is Specialty Retail, specifically Home Furnishing Retail. Williams-Sonoma, Inc. has a diverse portfolio of brands, including Williams Sonoma, Pottery Barn, Pottery Barn Kids, PBteen, West Elm, Rejuvenation, Mark and Graham, and GreenRow.

Williams-Sonoma, Inc. has a significant global presence, operating retail stores in the United States, Canada, Puerto Rico, Australia, and the United Kingdom. The company also extends its reach through franchise operations in a number of countries in the Middle East, the Philippines, Mexico, South Korea, and India. As of early 2025, the company had 512 directly-operated stores in the United States and Puerto Rico, 19 in Canada, 14 in Australia, and 2 in the United Kingdom, alongside 126 franchised stores.

Williams-Sonoma, Inc. maintains a strong brand reputation, recognized for its high-quality products and customer service. Forbes listed Williams-Sonoma, Inc. as #188 for Best Customer Service in 2026 and #16 for America's Best Employers For Company Culture in 2025. The company has been actively introducing newness and collaborations, particularly within its West Elm and Pottery Barn Kids brands. Williams-Sonoma, Inc. is committed to sustainable practices, which can positively impact its brand reputation among environmentally conscious consumers.

Williams-Sonoma, Inc. has significant institutional ownership, with approximately 95.9% of shares held by institutions including Vanguard Group Inc. and BlackRock, Inc. Individual insiders own approximately 0.99% of the company's stock. Howard Lester is a significant individual shareholder. Recent insider trading activity includes sales by executives such as CEO Laura Alber and Chief Legal Officer David King.