Williams-Sonoma (WSM)
Market Price (12/28/2025): $188.69 | Market Cap: $22.9 BilSector: Consumer Discretionary | Industry: Homefurnishing Retail
Williams-Sonoma (WSM)
Market Price (12/28/2025): $188.69Market Cap: $22.9 BilSector: Consumer DiscretionaryIndustry: Homefurnishing Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.3% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.0% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14% | Key risksWSM key risks include [1] tariffs and supply chain disruptions, Show more. |
| Low stock price volatilityVol 12M is 41% | |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, Luxury Consumer Goods, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.3% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14% |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, Luxury Consumer Goods, Show more. |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.0% |
| Key risksWSM key risks include [1] tariffs and supply chain disruptions, Show more. |
Why The Stock Moved
Qualitative Assessment
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Here are the key points for why Williams-Sonoma (WSM) stock has shown movements during the approximate period from August 31, 2025, to December 28, 2025:
1. <b>Positive Q2 2025 Earnings and Raised Outlook:</b> Williams-Sonoma announced strong second-quarter 2025 results on August 27, 2025, with comparable brand revenue up 3.7% and diluted EPS growing nearly 20% to $2.00. The company exceeded profitability estimates and raised its net revenue outlook for fiscal year 2025, projecting annual net revenues in the range of +0.5% to +3.5% with comps in the range of +2.0% to +5.0%.
2. <b>Q3 2025 Earnings Beat Expectations and Share Repurchase Authorization:</b> On November 19, 2025, Williams-Sonoma reported strong Q3 2025 results, with net revenues of $1.88 billion and adjusted EPS of $1.96, surpassing forecasts of $1.87. The comparable brand revenue increased by 4.0%, and the operating margin expanded to 17.0%. The company also authorized a new $1 billion stock repurchase program, signaling confidence in its financial stability.
3. <b>Analyst Price Target Adjustments:</b> Throughout the period, there were various analyst ratings and price target adjustments. For instance, on December 23, 2025, Evercore ISI Group raised its price target for WSM to $195.00 while maintaining an "In-Line" rating. However, several other analysts, including RBC Capital, Telsey Advisory Group, TD Cowen, Citigroup, and UBS, lowered their price targets in November 2025, though largely maintaining "Outperform" or "Neutral" ratings. The average target price from 19 analysts was $198.54 with an implied upside of 5.69% from the price of $187.84 as of December 23, 2025.
4. <b>Consistent Dividend Payouts:</b> Williams-Sonoma maintained its quarterly dividend at $0.66 per share, with announcements in September and December 2025. This consistency, supported by a 20-year history of dividend increases and a sustainable payout ratio, contributes to investor confidence.
5. <b>Institutional Investor Activity:</b> Institutional investors continued to adjust their holdings. For example, Texas Permanent School Fund Corp decreased its stake by 41.3% in the second quarter, while Norges Bank acquired a new position valued at $212,107,000. Other institutions like Robeco Institutional Asset Management B.V., Jacobs Levy Equity Management Inc., Invesco Ltd., and First Trust Advisors LP significantly increased their positions in the second quarter of 2025.
Show moreStock Movement Drivers
Fundamental Drivers
The -6.0% change in WSM stock from 9/27/2025 to 12/27/2025 was primarily driven by a -6.9% change in the company's P/E Multiple.| 9272025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 200.64 | 188.59 | -6.01% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 7829.76 | 7911.90 | 1.05% |
| Net Income Margin (%) | 14.39% | 14.30% | -0.66% |
| P/E Multiple | 21.75 | 20.25 | -6.89% |
| Shares Outstanding (Mil) | 122.12 | 121.43 | 0.56% |
| Cumulative Contribution | -6.01% |
Market Drivers
9/27/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| WSM | -6.0% | |
| Market (SPY) | 4.3% | 43.0% |
| Sector (XLY) | 1.8% | 45.6% |
Fundamental Drivers
The 15.7% change in WSM stock from 6/28/2025 to 12/27/2025 was primarily driven by a 10.6% change in the company's P/E Multiple.| 6282025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 163.01 | 188.59 | 15.69% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 7781.31 | 7911.90 | 1.68% |
| Net Income Margin (%) | 14.09% | 14.30% | 1.49% |
| P/E Multiple | 18.31 | 20.25 | 10.59% |
| Shares Outstanding (Mil) | 123.11 | 121.43 | 1.36% |
| Cumulative Contribution | 15.67% |
Market Drivers
6/28/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| WSM | 15.7% | |
| Market (SPY) | 12.6% | 40.3% |
| Sector (XLY) | 11.9% | 41.9% |
Fundamental Drivers
The 2.9% change in WSM stock from 12/27/2024 to 12/27/2025 was primarily driven by a 5.1% change in the company's Total Revenues ($ Mil).| 12272024 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 183.26 | 188.59 | 2.91% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 7528.26 | 7911.90 | 5.10% |
| Net Income Margin (%) | 14.20% | 14.30% | 0.68% |
| P/E Multiple | 21.49 | 20.25 | -5.77% |
| Shares Outstanding (Mil) | 125.33 | 121.43 | 3.11% |
| Cumulative Contribution | 2.81% |
Market Drivers
12/27/2024 to 12/27/2025| Return | Correlation | |
|---|---|---|
| WSM | 2.9% | |
| Market (SPY) | 17.0% | 65.0% |
| Sector (XLY) | 7.0% | 66.3% |
Fundamental Drivers
The 247.6% change in WSM stock from 12/28/2022 to 12/27/2025 was primarily driven by a 228.9% change in the company's P/E Multiple.| 12282022 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 54.25 | 188.59 | 247.62% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 8722.37 | 7911.90 | -9.29% |
| Net Income Margin (%) | 13.48% | 14.30% | 6.05% |
| P/E Multiple | 6.16 | 20.25 | 228.93% |
| Shares Outstanding (Mil) | 133.41 | 121.43 | 8.98% |
| Cumulative Contribution | 244.82% |
Market Drivers
12/28/2023 to 12/27/2025| Return | Correlation | |
|---|---|---|
| WSM | 91.4% | |
| Market (SPY) | 48.0% | 48.0% |
| Sector (XLY) | 37.7% | 47.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WSM Return | 42% | 69% | -30% | 80% | 87% | 4% | 483% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| WSM Win Rate | 58% | 50% | 33% | 67% | 58% | 58% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| WSM Max Drawdown | -58% | 0% | -37% | -2% | -4% | -25% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See WSM Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | WSM | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -52.4% | -25.4% |
| % Gain to Breakeven | 110.1% | 34.1% |
| Time to Breakeven | 629 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -60.0% | -33.9% |
| % Gain to Breakeven | 149.8% | 51.3% |
| Time to Breakeven | 72 days | 148 days |
| 2018 Correction | ||
| % Loss | -37.6% | -19.8% |
| % Gain to Breakeven | 60.2% | 24.7% |
| Time to Breakeven | 329 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -87.1% | -56.8% |
| % Gain to Breakeven | 673.7% | 131.3% |
| Time to Breakeven | 811 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Williams-Sonoma's stock fell -52.4% during the 2022 Inflation Shock from a high on 11/16/2021. A -52.4% loss requires a 110.1% gain to breakeven.
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AI Analysis | Feedback
- Gap Inc. for home goods
- Nordstrom for the home
- Saks Fifth Avenue for home furnishings
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- Kitchenware and Cookware: High-quality kitchen tools, small appliances, bakeware, and cookware for cooking and entertaining.
- Home Furnishings and Decor: Furniture, rugs, decorative accessories, and outdoor living items for various rooms within the home.
- Tableware and Entertaining Essentials: Dinnerware, serveware, glassware, and linens designed for dining and hosting.
- Bedding and Bath Goods: A wide selection of sheets, duvets, pillows, towels, and bath accessories.
- Lighting and Hardware: Decorative and architectural lighting fixtures, along with a range of home hardware and fixtures.
- Gifts and Personalized Items: A curated collection of giftable products, many offering personalization options across various categories.
- Kids' and Teen Furnishings: Furniture, decor, and textiles specifically designed and curated for children's and teenagers' rooms.
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Williams-Sonoma (symbol: WSM) primarily sells its products directly to individual consumers through its various brands, including Williams Sonoma, Pottery Barn, West Elm, Pottery Barn Kids, Pottery Barn Teen, Rejuvenation, and Mark and Graham. Therefore, it does not have major corporate customers in the traditional B2B sense.
The company serves the following primary categories of individual customers:
- Home Enthusiasts & Decorators: This category includes individuals who are furnishing, decorating, or renovating their homes and are seeking high-quality, stylish, and functional furniture, decor, textiles, and lighting. These customers value design, craftsmanship, and brand reputation to create specific aesthetics and comfortable living spaces.
- Culinary & Entertaining Aficionados: Primarily customers of the Williams Sonoma brand, this group comprises individuals passionate about cooking, baking, and entertaining. They purchase premium kitchenware, bakeware, gourmet food items, tabletop essentials, and appliances to enhance their culinary experiences and host gatherings.
- Family-Focused Shoppers: This category encompasses parents and guardians shopping for children and teenagers, predominantly through the Pottery Barn Kids and Pottery Barn Teen brands. These customers are looking for safe, durable, and age-appropriate furniture, bedding, decor, and accessories for nurseries, kids' rooms, and teen spaces.
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Laura Alber, Chief Executive Officer, President and Director
Laura Alber joined Williams-Sonoma in 1995 as a senior buyer for the Pottery Barn brand, rising to become its president from 2002 to 2006. She was appointed CEO of Williams-Sonoma, Inc. in 2010. Ms. Alber is credited with transforming the company into a major U.S. e-tailer and is the creator of Pottery Barn Kids. Prior to Williams-Sonoma, she gained experience at The Gap, Inc., Contempo Casuals, and as a small business owner. She also serves on the Board of Trustees at the University of Pennsylvania.
Jeff Howie, Executive Vice President, Chief Financial Officer
Jeff Howie was appointed Chief Financial Officer and Executive Vice President in September 2022. He has a long tenure with Williams-Sonoma, having joined in 2002, and has held various executive leadership roles across the Williams Sonoma, Pottery Barn, Pottery Barn Kids, and Pottery Barn Teen brands. His contributions include leading initiatives for global expansion, real estate optimization, and omni-channel transformation. Before his CFO role, he served as Executive Vice President, Chief Administrative Officer. Prior to joining Williams-Sonoma, Mr. Howie worked in various roles at Macy's and Saks Incorporated, focusing on stores, merchandising, planning, and operations.
Monica Bhargava, President, Pottery Barn Brand
Monica Bhargava was promoted to President of the Pottery Barn brand in August 2023. She has been with Williams-Sonoma, Inc. since 2000, and previously served as the company's Chief Design Officer, where she led visual merchandising and product development for Pottery Barn. Ms. Bhargava was instrumental in shaping the aesthetic direction that contributed to the growth of the Pottery Barn brand.
Sameer Hassan, Chief Technology & Digital Officer
Sameer Hassan serves as the Chief Technology & Digital Officer at Williams-Sonoma, Inc. He joined the company in 2011 and has held roles such as Senior Vice President, Digital Technology, and Senior Vice President, Technology. Mr. Hassan has a strong background in eCommerce and digital technology, driving innovation and enhancing customer experience. He previously worked as a Manager, Product Management for eBay. He holds a B.A. in Cognitive Science from the University of California, Berkeley.
Karalyn Smith, Chief Talent Officer
Karalyn Smith is the Chief Talent Officer of Williams-Sonoma. Before joining Williams-Sonoma, she served as the Chief People Officer for Sephora Americas. Her experience also includes various Human Resource leadership roles at Best Buy and Accenture, bringing 22 years of expertise in areas such as talent acquisition, employment branding and engagement, and compensation.
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Key Risks to Williams-Sonoma (WSM)
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Macroeconomic Environment and Consumer Spending: Williams-Sonoma's business is significantly influenced by the overall macroeconomic environment and consumer discretionary spending. The company's revenues and earnings are susceptible to economic downturns, as consumers tend to reduce purchases of non-essential home furnishings during challenging economic periods. For example, the company experienced a substantial drop in adjusted EPS during the 2008 recession. Unpredictable factors affecting consumer spending could lead to decreased demand for Williams-Sonoma's products.
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Tariffs and Supply Chain Disruptions: The potential for new and increased tariffs, particularly on goods imported from China, poses a significant risk to Williams-Sonoma's supply chain and profitability. While Williams-Sonoma has been proactive in diversifying its sourcing and reducing reliance on China, tariffs can still result in higher costs and pressure on profit margins. Geopolitical instability, fluctuating foreign currency exchange rates, and rising labor costs can also disrupt the global supply chain, impacting the company's operations and costs.
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Intense Competition and Evolving Consumer Preferences: Williams-Sonoma operates in a highly competitive retail landscape and must continuously innovate and adapt to evolving consumer habits and fashion trends. Failure to effectively identify and respond to changing preferences, or manage its e-commerce business and digital marketing efforts, could negatively impact brand value and financial performance.
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The rapid advancement and adoption of artificial intelligence (AI) powered interior design platforms and sourcing engines. These emerging tools are increasingly capable of offering hyper-personalized design solutions, visualizing spaces in real-time with high fidelity, and critically, sourcing products from an extremely wide array of global manufacturers and direct-to-consumer brands. If these sophisticated platforms become the primary interface for consumers making home furnishing decisions, they could diminish the unique value proposition of traditional retailers like Williams-Sonoma. WSM, which relies on curated brand collections, established retail channels, and human design services, faces a threat from AI tools that could offer more diverse, cost-effective, or unique alternatives tailored precisely to individual preferences, potentially disintermediating WSM from a significant portion of the customer journey and purchase decision.
AI Analysis | Feedback
Williams-Sonoma, Inc. (WSM) operates in several distinct but often overlapping addressable markets through its various brands, which include Williams Sonoma, Williams Sonoma Home, Pottery Barn, Pottery Barn Kids, PBteen, West Elm, Rejuvenation, Mark and Graham, and Green Row. The primary markets for their products and services are home furnishings (encompassing furniture and home decor), cookware, kitchenware, and specialty foods.
Addressable Market Sizes for Williams-Sonoma's Main Products and Services:
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Home Furnishings:
- Global: The global home furnishing market size was estimated at approximately USD 1,018.2 billion in 2024 and is projected to reach USD 1,703.86 billion by 2030.
- U.S.: The North American home furnishing market held a 36.67% share of the global market in 2024, with the U.S. accounting for 67.56% of the North American market.
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Furniture:
- U.S.: The United States furniture market is valued at USD 193.60 billion in 2025 and is forecast to reach USD 232.61 billion by 2030.
- Global: The global furniture market size was valued at USD 568.60 billion in 2024 and is projected to grow to USD 878.14 billion by 2032.
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Home Decor:
- U.S.: The U.S. home decor market size is estimated at USD 215.21 billion in 2025 and is expected to reach USD 263.21 billion by 2030.
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Cookware:
- U.S.: The United States cookware market size was valued at USD 8.17 billion in 2024 and is projected to reach USD 12.2 billion by 2033.
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Kitchenware:
- Global: The global kitchenware market stood at USD 76.12 billion in 2025 and is forecast to climb to USD 93.64 billion by 2030.
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Specialty Foods:
- U.S.: The U.S. specialty foods market grew from USD 261.61 billion in 2024 to USD 295.54 billion in 2025.
AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Williams-Sonoma (WSM) over the next 2-3 years:- Returning to Growth and Positive Comparable Sales: Williams-Sonoma is actively focused on returning to growth, with recent positive comparable sales trends across all its core brands. The company achieved a positive 3.7% comparable sales growth in Q2 fiscal 2025 and a 3.4% comparable brand revenue increase in Q1 fiscal 2025. This growth is driven by strong performance in both furniture and non-furniture categories, as well as in retail and e-commerce channels.
- Strategic Collaborations and Growth of Emerging Brands: Strategic collaborations and the strong performance of emerging brands are expected to contribute to future revenue growth. For instance, the Williams-Sonoma brand itself saw a 7.3% comparable sales increase in Q1 2025, and emerging brands like Rejuvenation and Mark and Graham achieved impressive double-digit growth.
- Expansion of the Business-to-Business (B2B) Segment: The B2B segment is a significant growth driver, having experienced an 8% growth in Q1 fiscal 2025. This expansion includes substantial projects within the hospitality and education sectors, indicating a strategic push into new markets and opportunities.
- Product Innovation and Customer Response to Newness: A strong customer response to "newness innovation" is a key factor supporting the company's raised fiscal year 2025 net revenue guidance. Williams-Sonoma emphasizes product innovation as a focal point for optimism and growth.
- Leveraging AI and Supply Chain Efficiencies to Enhance Customer Service: Williams-Sonoma is investing in AI across its digital platforms and supply chain to elevate customer service and drive earnings. Supply chain efficiencies have already contributed to improved gross margins and cost savings, which can indirectly support revenue growth by allowing for competitive pricing and improved product availability.
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Share Repurchases
- The Board of Directors authorized a new $1 billion share repurchase program in the fourth quarter of fiscal 2023.
- As of January 28, 2024, approximately $243 million remained available for repurchase under a prior authorization.
- The company returned approximately $350 million to shareholders through share repurchases and dividends in fiscal 2023.
Capital Expenditures
- Capital expenditures for fiscal 2023 were $222.8 million.
- The company expects capital expenditures to be between $250 million and $300 million for fiscal 2024.
- These investments primarily focus on technology, infrastructure, and retail-related projects, including enhancements to IT systems, supply chain capabilities, and retail stores, to support growth initiatives.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to WSM. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.7% | 13.7% | 0.0% |
| 11262025 | HRB | H&R Block | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 6.0% | 6.0% | -0.1% |
| 11262025 | LRN | Stride | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.8% | 3.8% | -4.4% |
| 11212025 | ABNB | Airbnb | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.6% |
| 02282025 | WSM | Williams-Sonoma | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | -2.4% | -1.9% | -29.3% |
| 06302024 | WSM | Williams-Sonoma | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 32.8% | 17.5% | -8.7% |
| 11302022 | WSM | Williams-Sonoma | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.6% | 64.7% | -4.4% |
| 05312022 | WSM | Williams-Sonoma | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -8.5% | -8.9% | -13.3% |
| 12312016 | WSM | Williams-Sonoma | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.7% | 10.2% | -9.3% |
Research & Analysis
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Peer Comparisons for Williams-Sonoma
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 133.38 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.5% |
| Rev Chg 3Y Avg | 2.2% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 18.1% |
| Op Mgn 3Y Avg | 16.9% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 18.8% |
| CFO/Rev 3Y Avg | 19.8% |
| FCF/Rev LTM | 16.1% |
| FCF/Rev 3Y Avg | 16.9% |
Price Behavior
| Market Price | $188.59 | |
| Market Cap ($ Bil) | 23.0 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -12.3% | |
| 50 Days | 200 Days | |
| DMA Price | $186.70 | $177.05 |
| DMA Trend | down | down |
| Distance from DMA | 1.0% | 6.5% |
| 3M | 1YR | |
| Volatility | 30.3% | 41.2% |
| Downside Capture | 105.46 | 138.30 |
| Upside Capture | 54.25 | 119.88 |
| Correlation (SPY) | 39.8% | 65.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.63 | 1.07 | 1.04 | 1.21 | 1.40 | 1.35 |
| Up Beta | -0.20 | 1.22 | 1.62 | 2.10 | 1.48 | 1.35 |
| Down Beta | -0.02 | 1.06 | 0.84 | 0.94 | 1.30 | 1.15 |
| Up Capture | 14% | 63% | 70% | 98% | 161% | 473% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 7 | 19 | 33 | 63 | 127 | 377 |
| Down Capture | 137% | 128% | 116% | 106% | 123% | 107% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 12 | 22 | 29 | 61 | 119 | 371 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of WSM With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| WSM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 4.2% | 7.5% | 17.8% | 72.1% | 8.6% | 4.4% | -8.2% |
| Annualized Volatility | 41.0% | 24.3% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | 0.20 | 0.24 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 66.1% | 65.0% | -7.4% | 22.7% | 45.3% | 24.6% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of WSM With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| WSM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 29.7% | 9.6% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 45.9% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | 0.72 | 0.36 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 51.6% | 49.6% | 5.4% | 10.4% | 38.8% | 17.4% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 10-Year Data
| Comparison of WSM With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| WSM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 23.1% | 13.2% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 44.2% | 21.9% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.63 | 0.55 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 55.4% | 51.0% | 3.3% | 17.5% | 41.7% | 16.2% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/19/2025 | -3.4% | -0.6% | 5.6% |
| 8/27/2025 | -2.9% | -2.9% | 1.6% |
| 3/19/2025 | -3.5% | -1.8% | -20.1% |
| 11/20/2024 | 27.5% | 26.8% | 30.9% |
| 8/22/2024 | -9.3% | -6.1% | 3.4% |
| 5/22/2024 | -11.0% | -10.1% | -3.5% |
| 3/13/2024 | 17.8% | 21.7% | 22.2% |
| 11/16/2023 | 6.2% | 12.4% | 26.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 11 | 13 |
| # Negative | 8 | 10 | 8 |
| Median Positive | 13.1% | 13.8% | 12.9% |
| Median Negative | -4.8% | -5.1% | -9.2% |
| Max Positive | 27.5% | 42.7% | 68.4% |
| Max Negative | -11.0% | -10.7% | -22.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 11252025 | 10-Q 11/2/2025 |
| 7312025 | 8292025 | 10-Q 8/3/2025 |
| 4302025 | 5282025 | 10-Q 5/4/2025 |
| 1312025 | 3272025 | 10-K 2/2/2025 |
| 10312024 | 11222024 | 10-Q 10/27/2024 |
| 7312024 | 8232024 | 10-Q 7/28/2024 |
| 4302024 | 5242024 | 10-Q 4/28/2024 |
| 1312024 | 3202024 | 10-K 1/28/2024 |
| 10312023 | 11282023 | 10-Q 10/29/2023 |
| 7312023 | 9012023 | 10-Q 7/30/2023 |
| 4302023 | 5262023 | 10-Q 4/30/2023 |
| 1312023 | 3242023 | 10-K 1/29/2023 |
| 10312022 | 12022022 | 10-Q 10/30/2022 |
| 7312022 | 9022022 | 10-Q 7/31/2022 |
| 4302022 | 6022022 | 10-Q 5/1/2022 |
| 1312022 | 3282022 | 10-K 1/30/2022 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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