Latest revenue
$1.88B
as of 2025-11-02
Latest net income
$241.6M
as of 2025-11-02
Net margin
12.8%
as of 2025-11-02
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $22.67B
- Enterprise value
- $21.78B
- P/E (trailing)
- 20.8×
- Forward P/E
- —
- P/B
- 10.96×
- Dividend yield
- 1.4%
- 52-wk high
- $222.00
- 52-wk low
- $152.20
- Beta
- —
- Shares out
- 117.7M
5-year trend
What this company does
Williams-Sonoma sells home furnishings, cookware, and furniture through brands including Williams Sonoma, Pottery Barn, West Elm, and Pottery Barn Kids, via stores, catalogs, and websites. Revenue comes from merchandise sales to consumers, with e-commerce now the dominant channel alongside a smaller fleet of physical stores. Sales grew 4.6% year-over-year to $5.45 billion year-to-date with margin expansion, while management aggressively returned cash through $556 million in buybacks and $237 million in dividends.
Generated from WSM's filing dated 2026-03-26
Key risks
- Inventory build-up: merchandise inventories rose to $1.53B from $1.40B YoY (+10%), outpacing 4.6% revenue growth and risking markdowns.
- Aggressive capital return depleting cash: $556M buybacks plus $237M dividends drove cash down to $885M from $1.21B since February.
- Margin pressure emerging: SG&A grew 7% YoY to $549M while revenue grew only 4.6%, compressing operating leverage amid tariff/freight exposure.
Generated from WSM's filing dated 2026-03-26
Profitability
Gross margin
46.2%
0.6%Operating margin
18.1%
2.2%Net margin
13.9%
4.5%Return on equity
52.3%
0.5%Return on assets
20.1%
5.2%Leverage
Debt / equity
1.60×
8.4%Debt / assets
61.5%
3.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-01 | $2.36B | -4.3% | $368.0M | -10.4% | 15.6% |
Q4 2025 2025-11-02 | $1.88B | +4.6% | $241.6M | +1.8% | 12.8% |
Q3 2025 2025-08-03 | $1.84B | +2.7% | $247.6M | +14.2% | 13.5% |
Q2 2025 2025-05-04 | $1.73B | +4.2% | $231.3M | -11.2% | 13.4% |
Q1 2025 2025-02-02 | $2.46B | — | $410.7M | — | 16.7% |
Q4 2024 2024-10-27 | $1.80B | -2.9% | $237.3M | -0.0% | 13.2% |
Q3 2024 2024-07-28 | $1.79B | -4.0% | $216.9M | +7.6% | 12.1% |
Q2 2024 2024-04-28 | $1.66B | — | $260.4M | — | 15.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Retail-Home Furniture, Furnishings & Equipment Stores · SIC 5700
Your notes
Keep private notes on WSM — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$63.7M
Net activity
−$63.7M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns WSM
Institutional value
$10.44B
Total shares held
58.6M
Distinct holders
683
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.6M | $2.11B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.8M | $1.42B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.0M | $1.09B | — | New |
| 4 | FIRST TRUST ADVISORS LP | 2.7M | $485.8M | — | New |
| 5 | Invesco Ltd. | 1.8M | $324.8M | — | New |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.7M | $316.4M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $269.6M | — | New |
| 8 | Boston Partners | 1.2M | $223.7M | — | New |
| 9 | Voya Investment Management LLC | 997.2K | $181.5M | — | New |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 988.3K | $180.2M | — | New |
| 11 | NORDEA INVESTMENT MANAGEMENT AB | 892.6K | $159.8M | — | New |
| 12 | Bank of New York Mellon Corp | 819.9K | $149.5M | — | New |
| 13 | JPMORGAN CHASE & CO | 841.4K | $148.8M | — | New |
| 14 | UBS Group AG | 748.4K | $136.5M | — | New |
| 15 | DEUTSCHE BANK AG\ | 728.2K | $132.8M | — | New |
| 16 | VANGUARD FIDUCIARY TRUST CO | 673.4K | $122.8M | — | New |
| 17 | Legal & General Group Plc | 651.7K | $118.8M | — | New |
| 18 | Nuveen, LLC | 632.7K | $115.4M | — | New |
| 19 | ASSETMARK, INC | 477.1K | $87.0M | — | New |
| 20 | TRUIST FINANCIAL CORP | 475.5K | $86.7M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Inventories jumped to $1.53B from $1.40B YoY on just 4% revenue growth—are you carrying tariff-exposed goods that risk Q4 markdowns?
- 2
SG&A rose 7% YoY this quarter versus 4.6% revenue growth, compressing leverage—what's structurally driving deleverage and when does it reverse?
- 3
You repurchased $560M YTD at an average near $185, yet cash fell to $885M—why accelerate buybacks now versus preserving tariff-cycle flexibility?
Refreshed when WSM files a new report · last from 2026-03-26