WSM · NYSE · Specialty Retail

Williams-Sonoma (WSM)

Sells kitchenware and home furnishings across Pottery Barn, West Elm and Williams Sonoma.

$231.04
vs last close+3.88 (+1.71%)
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Williams-Sonoma, Inc.WSM
Consumer Discretionary

Sells kitchenware, furniture, bedding, decor and gifts across a portfolio led by Pottery Barn, West Elm and Williams Sonoma. Revenue comes through e-commerce, stores, catalogs and business customers; most merchandise is sourced abroad.

Sells kitchenware, furniture, bedding, lighting, decor and gifts through Williams Sonoma and Williams Sonoma Home; Pottery Barn, Pottery Barn Kids and Pottery Barn Teen; West Elm; Rejuvenation; Mark and Graham; GreenRow; and Dormify. The brands span cooking, whole-home furnishings, children's and teen rooms, personalized gifts and compact living.

Reaches shoppers through e-commerce, catalogs, stores and business-to-business sales, supported by in-house design, integrated sourcing, marketing and data analytics. Company-operated retail extends from the United States to Canada, Australia and the United Kingdom, while franchisees serve several Asian and Latin American markets.

Pottery Barn is the largest brand. Demand follows discretionary spending, housing conditions and the holiday season. Most merchandise comes from foreign suppliers, so costs and availability depend partly on tariffs and supply-chain continuity.

Company facts

CEOLaura J. Alber
ListedJul 7, 1983
ExchangeNYSE
HeadquartersSan Francisco, CA
CountryUnited States
Employees19,800
CIK0000719955
ISINUS9699041011

Market cap$26.75B
EPS (ttm)$9.77
P/E (ttm)23.25
ROE57.8%
P/B12.49
P/S3.34
Dividend yieldDiv yield1.25%
Beta1.21vs XLY 0.59

Price target$253.00+11.4%Average of 56 analysts
ConsensusHold32 of 56 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 2, 2026Argus ResearchReiterate
Rating: Target: $230
Rating: BuyTarget: $250
Aug 27, 2026Morgan StanleyReiterate
Rating: Target: $210
Rating: Equal WeightTarget: $240
Aug 27, 2026Evercore ISITarget
Target: $240
Target: $245
Aug 27, 2026UBSReiterate
Rating: Target: $175
Rating: NeutralTarget: $247
Aug 27, 2026KeyBancReiterate
Rating: Target: $250
Rating: OverweightTarget: $270

Next report
Nov 18, 26
in 57 days
EPS estimate
$2.16
Revenue estimate
$2.00B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$3.28$1.85$2.00$1.96$3.04$1.93$2.10Pending
Estimate$2.94$1.76$1.81$1.88$2.90$1.81$2.08$2.16
Surprise+11.6%+5.1%+10.5%+4.3%+4.8%+6.6%+1.0%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.46B$1.73B$1.84B$1.88B$2.36B$1.81B$1.96BPending
Estimate$2.36B$1.67B$1.83B$1.87B$2.41B$1.80B$1.93B$2.00B
Surprise+4.5%+3.8%+0.4%+0.9%−2.4%+0.4%+1.7%
Estimate$2.16
ReportedDue Nov 18, 2026
Estimate$2.00B
ReportedDue Nov 18, 2026
View details

Debt to equity71.40%
Current ratio144.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.80B$2.46B$1.73B$1.84B$1.88B$2.36B$1.81B$1.96B
Net income$249.0M$384.9M$231.3M$247.6M$241.6M$368.0M$231.4M$338.1M
Net margin13.8%15.6%13.4%13.5%12.8%15.6%12.8%17.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$320.6M$495.8M$290.7M$328.1M$319.1M$477.8M$291.7M$448.8M
YoY growth+1.8%+8.2%−8.3%+13.2%−0.5%−3.6%+0.3%+36.8%

Balance sheet, Aug 2, 2026Cash & short-term investments $1.03B · Total debt $1.53B · Total assets $5.51B · Shareholders' equity $2.14B

Revenue
$1.96B
Operating income
$448.8M
Net income
$338.1M
View details

Dividend yield
1.25%
Next ex-date
Oct 16, 26
in 24 days
Annual dividend
$2.84
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Dividend$0.57$0.66$0.66$0.66$0.66$0.76$0.76$0.76
Annual yield1.12%1.70%1.44%1.38%1.25%1.38%1.24%1.27%
Ex-dateJan 17Apr 17Jul 18Oct 17Jan 16Apr 17Jul 17Oct 16
Payment dateFeb 21May 24Aug 22Nov 21Feb 20May 22Aug 21Nov 20
View details

Institutions96.77%113.97M shares
1,039 holders · as of Jun 30, 2026
Insiders1.06%1.25M shares
14 holders · as of Sep 18, 2026
Other2.17%2.56M shares
remainder

117.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.67%11.39Mas of Jun 30, 2026
Aristotle Capital Management, LLCInstitution
9.39%11.06Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%7.69Mas of Jun 30, 2026
Blackhill Capital IncInstitution
6.52%7.68Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.26%6.20Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 16, 2026Laura Alberdirector, officer: PRESIDENT & CEO−35,000$221.20
Sep 16, 2026Jeffrey Howieofficer: EVP CHIEF FINANCIAL OFFICER−3,045$220.61
Aug 7, 2026Karalyn Yearoutofficer: EVP CHIEF TALENT OFFICER−522$246.39
Aug 4, 2026Karalyn Yearoutofficer: EVP CHIEF TALENT OFFICER−1,000$250.00
Jul 15, 2026Laura Alberdirector, officer: PRESIDENT & CEO−35,000$221.37
View details

  • RH

    Luxury home brand competing head-to-head in premium furniture and décor.

  • Wayfair

    Leading online home goods marketplace attacking WSM's e-commerce base.

  • Arhaus

    Premium artisan-crafted furniture retailer competing in Pottery Barn's tier.

  • TJX Companies

    Off-price home fashions juggernaut pulling buyers from full-price brands.

  • Ethan Allen Interiors

    Vertically integrated custom furniture and interior design brand since 1932.

  • Target

    Mass-market retailer with $15.6B home category competing at mid-to-entry tier.

  • Walmart

    Global mass-market retailer with a vast home and kitchen online marketplace.

Compare

CompanyPriceChange
Williams-Sonoma$231.04+1.71%$26.75B23.323.33.3+6.7%
RH$132.85+4.44%$2.40B22.619.40.7+2.6%
Wayfair$106.08+1.08%$14.38B31.31.1+7.5%
Arhaus$9.08+4.01%$1.24B17.618.10.7+7.4%
TJX Companies$131.72+0.58%$144.66B24.224.42.3+5.4%
Ethan Allen Interiors$21.48+2.43%$533.6M13.417.70.9−8.5%
Target$158.70+0.62%$71.63B16.417.10.7+5.3%
Walmart$108.04+0.56%$855.02B38.836.11.2+5.9%
Median20.119.40.9+5.4%