Williams-Sonoma (WSM)
Market Price (3/13/2026): $180.0 | Market Cap: $21.9 BilSector: Consumer Discretionary | Industry: Homefurnishing Retail
Williams-Sonoma (WSM)
Market Price (3/13/2026): $180.0Market Cap: $21.9 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 6.6%, FCF Yield is 5.1% | 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 42% | |
| 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 6.6%, FCF Yield is 5.1% |
| 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 42% |
| 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. |
Qualitative Assessment
AI Analysis | Feedback
1. Strong Q3 Fiscal Year 2025 Earnings Beat and Upgraded Guidance.
Williams-Sonoma reported Q3 2025 earnings per share (EPS) of $1.96, surpassing analyst forecasts of $1.87 by 4.81%, with revenue also exceeding expectations at $1.88 billion against an anticipated $1.86 billion. Following these results, the company raised its full-year operating margin guidance by 40 basis points to a range of 17.8%-18.1%, signaling robust financial health and an optimistic outlook.
2. Positive Analyst Sentiment and Increased Price Targets.
Multiple investment firms adjusted their ratings and price targets for Williams-Sonoma, contributing to positive market sentiment. For instance, TD Cowen maintained a "Buy" rating and significantly raised its price target by 16.67% to $245 from $210 on January 20, 2026. Similarly, Citigroup maintained a "Neutral" rating but increased its price target to $208 from $188 on March 6, 2026, marking a 10.64% rise. These upward revisions reflect growing Wall Street confidence in the company's valuation.
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Stock Movement Drivers
Fundamental Drivers
The -0.1% change in WSM stock from 11/30/2025 to 3/12/2026 was primarily driven by a -0.1% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3122026 | Change |
|---|---|---|---|
| Stock Price ($) | 179.44 | 179.30 | -0.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,912 | 7,912 | 0.0% |
| Net Income Margin (%) | 14.3% | 14.3% | 0.0% |
| P/E Multiple | 19.3 | 19.2 | -0.1% |
| Shares Outstanding (Mil) | 121 | 121 | 0.0% |
| Cumulative Contribution | -0.1% |
Market Drivers
11/30/2025 to 3/12/2026| Return | Correlation | |
|---|---|---|
| WSM | -0.1% | |
| Market (SPY) | -2.5% | 58.7% |
| Sector (XLY) | -5.7% | 55.9% |
Fundamental Drivers
The -4.1% change in WSM stock from 8/31/2025 to 3/12/2026 was primarily driven by a -5.0% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3122026 | Change |
|---|---|---|---|
| Stock Price ($) | 186.94 | 179.30 | -4.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,830 | 7,912 | 1.0% |
| Net Income Margin (%) | 14.4% | 14.3% | -0.7% |
| P/E Multiple | 20.3 | 19.2 | -5.0% |
| Shares Outstanding (Mil) | 122 | 121 | 0.6% |
| Cumulative Contribution | -4.1% |
Market Drivers
8/31/2025 to 3/12/2026| Return | Correlation | |
|---|---|---|
| WSM | -4.1% | |
| Market (SPY) | 3.5% | 49.2% |
| Sector (XLY) | -3.6% | 46.4% |
Fundamental Drivers
The -6.4% change in WSM stock from 2/28/2025 to 3/12/2026 was primarily driven by a -14.3% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3122026 | Change |
|---|---|---|---|
| Stock Price ($) | 191.61 | 179.30 | -6.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,528 | 7,912 | 5.1% |
| Net Income Margin (%) | 14.2% | 14.3% | 0.7% |
| P/E Multiple | 22.5 | 19.2 | -14.3% |
| Shares Outstanding (Mil) | 125 | 121 | 3.2% |
| Cumulative Contribution | -6.4% |
Market Drivers
2/28/2025 to 3/12/2026| Return | Correlation | |
|---|---|---|
| WSM | -6.4% | |
| Market (SPY) | 13.1% | 64.0% |
| Sector (XLY) | 4.0% | 65.3% |
Fundamental Drivers
The 203.1% change in WSM stock from 2/28/2023 to 3/12/2026 was primarily driven by a 186.8% change in the company's P/E Multiple.| (LTM values as of) | 2282023 | 3122026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.15 | 179.30 | 203.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,722 | 7,912 | -9.3% |
| Net Income Margin (%) | 13.5% | 14.3% | 6.1% |
| P/E Multiple | 6.7 | 19.2 | 186.8% |
| Shares Outstanding (Mil) | 133 | 121 | 9.9% |
| Cumulative Contribution | 203.1% |
Market Drivers
2/28/2023 to 3/12/2026| Return | Correlation | |
|---|---|---|
| WSM | 203.1% | |
| Market (SPY) | 74.3% | 47.7% |
| Sector (XLY) | 56.9% | 46.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WSM Return | 69% | -30% | 80% | 87% | -2% | 4% | 303% |
| Peers Return | 21% | -44% | 33% | -5% | 8% | -22% | -28% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 80% |
Monthly Win Rates [3] | |||||||
| WSM Win Rate | 50% | 33% | 67% | 58% | 50% | 67% | |
| Peers Win Rate | 53% | 37% | 57% | 48% | 48% | 27% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| WSM Max Drawdown | 0% | -37% | -2% | -4% | -25% | 0% | |
| Peers Max Drawdown | -12% | -61% | -19% | -26% | -41% | -22% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RH, ARHS, W, ETD, LOVE. 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] 2026 data is for the year up to 3/12/2026 (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 RH, ARHS, W, ETD, LOVE
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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About Williams-Sonoma (WSM)
AI Analysis | Feedback
Here are 1-3 brief analogies for Williams-Sonoma (WSM):
- Gap Inc. for the home
- An upscale, multi-brand Bed Bath & Beyond
AI Analysis | Feedback
- Cooking & Dining Products: A variety of items including cookware, kitchen tools, electrics, cutlery, tabletop, barware, and outdoor cooking essentials.
- Home Furnishings: Furniture, bedding, lighting, rugs, and decorative accessories for various living spaces.
- Home Decor Products: A wide selection of decorative accessories and items to enhance the home environment.
- Kids & Teen Home Products: Specialty furniture, bedding, and accessories designed for children and teenagers.
- Historical-Inspired Decor & Hardware: Made-to-order lighting, hardware, furniture, and home decor items with historical inspirations.
- Personal Accessories & Gifts: Women's and men's accessories, travel items, entertaining products, home décor, and seasonal gifts.
- Digital Design Platform: A 3-D imaging and augmented reality platform utilized for home furnishings and décor design.
AI Analysis | Feedback
Williams-Sonoma, Inc. (WSM) primarily sells its products directly to individuals through its e-commerce websites, direct-mail catalogs, and retail stores, operating under various well-known brands such as Williams Sonoma, Pottery Barn, West Elm, Pottery Barn Kids, Pottery Barn Teen, Rejuvenation, and Mark and Graham.
Based on its diverse product offerings and brand portfolio, the company serves the following categories of individual customers:
- Homeowners and Individuals Furnishing Their Homes: This is the broadest customer segment, encompassing individuals seeking to decorate, furnish, and equip their homes. This includes customers purchasing furniture, bedding, lighting, rugs, kitchenware, cooking tools, tabletop items, and general home decor from brands like Williams Sonoma, Pottery Barn, West Elm, and Rejuvenation. These customers are typically focused on home aesthetics, functionality, and quality lifestyle products.
- Parents and Families: This category is specifically targeted by the Pottery Barn Kids and Pottery Barn Teen brands. These customers purchase furniture, bedding, decor, and accessories designed for nurseries, children's rooms, and teenagers' spaces, prioritizing safety, design, and durability for younger family members.
- Gift Shoppers and Individuals Seeking Personalized Items: The Mark and Graham brand, with its focus on personalization across accessories, travel, entertaining, and home decor, directly caters to customers looking for unique and custom gifts. Additionally, many items across Williams Sonoma's other brands, particularly in entertaining and decorative accessories, are frequently purchased for gifting purposes.
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Laura Alber, Chief Executive Officer
Laura Alber has served as President and Chief Executive Officer of Williams-Sonoma, Inc. and a member of its Board of Directors since 2010. She joined the company in 1995 as a senior buyer for the Pottery Barn brand and served as President of Pottery Barn from 2002 to 2006. During her tenure as CEO, Alber has been instrumental in the company's growth, transforming it into one of the largest U.S. e-tailers and spearheading its expansion into new markets and the introduction of new brands such as Pottery Barn Kids, Pottery Barn Teen, West Elm, Mark & Graham, and Rejuvenation. She currently serves on the Board of Salesforce and the Board of Trustees at the University of Pennsylvania. No information is available regarding her founding or managing other companies, selling companies, or a pattern of managing private equity-backed companies.
Jeff Howie, Chief Financial Officer
Jeff Howie was appointed Chief Financial Officer of Williams-Sonoma, Inc. in September 2022. A veteran of the company for over 20 years, Howie has held various executive leadership roles across the Williams Sonoma, Pottery Barn, Pottery Barn Kids, and Pottery Barn Teen brands. Prior to his appointment as CFO, he served as the Executive Vice President, Chief Administrative Officer, overseeing finance, inventory, and outlets for the Pottery Barn brands, as well as real estate, store development, corporate facilities, and business-to-business for all of Williams-Sonoma, Inc. Howie has been instrumental in key initiatives including the company's global expansion, real estate optimization, and omnichannel transformation. No information is available regarding his founding or managing other companies, selling companies, or a pattern of managing private equity-backed companies.
Monica Bhargava, President, Pottery Barn Brand; Executive Vice President of Product Development
Monica Bhargava is the President of the Pottery Barn brand and also serves as Executive Vice President of Product Development for Pottery Barn and Williams-Sonoma brands. She has been with Williams-Sonoma, Inc. since 2000. Bhargava has played a crucial role in shaping the aesthetic direction of the Pottery Barn brand, contributing to its growth. Her responsibilities include creating product lines that align with evolving lifestyles and directing design teams throughout the development process. She is also recognized as the Chief Design Officer at Pottery Barn and Williams-Sonoma Home. No information is available regarding her founding or managing other companies, selling companies, or a pattern of managing private equity-backed companies.
Felix Carbullido, President, Williams Sonoma Brand
Felix Carbullido became the President of the Williams Sonoma brand in July 2022. He joined Williams-Sonoma, Inc. in 2009 as Vice President, Pottery Barn e-commerce. Before his current role, Carbullido served as Chief Marketing Officer (CMO) for Williams-Sonoma, Inc. since 2014, where he was responsible for leading marketing strategy and operations across the company's portfolio of brands. He was promoted to Senior Vice President, Pottery Barn DTC, in 2011, overseeing the brand's online and catalog business. No information is available regarding his founding or managing other companies, selling companies, or a pattern of managing private equity-backed companies.
AI Analysis | Feedback
The key risks to Williams-Sonoma's business operations and financial performance are primarily linked to external economic factors, global trade policies, and the competitive retail landscape.
- Sensitivity to Macroeconomic Conditions and Discretionary Consumer Spending: As a specialty retailer of home furnishings and kitchenware, Williams-Sonoma's business is highly dependent on consumer demand for discretionary items. Factors such as general economic conditions, including inflationary pressures, interest rates, the health of the U.S. housing market, consumer disposable income, and overall consumer confidence, can significantly influence spending on its products. A decline in consumer spending in these areas can directly reduce demand and negatively impact sales and operating results. The company has faced pressure from subdued home sales due to rising mortgage rates and consumer uncertainty.
- Tariffs and Supply Chain Disruptions/Costs: Williams-Sonoma sources a substantial portion of its merchandise from international locations, including China, India, and Vietnam. The imposition or escalation of tariffs on these imports significantly increases the company's costs and can pressure profit margins. Beyond tariffs, the company also faces risks from broader supply chain vulnerabilities, such as rising fuel costs, labor disputes, geopolitical instability, and other disruptions that can affect the timely and cost-effective delivery of merchandise. Williams-Sonoma has actively been working to diversify its sourcing to mitigate these tariff impacts.
- Intense Competition in the Home Furnishings and Kitchenware Market: The market for home furnishings and kitchenware is highly competitive. Williams-Sonoma competes with a wide array of direct and indirect rivals, including other specialty retailers (e.g., Crate & Barrel, Restoration Hardware), large broad-line retailers (e.g., IKEA, Walmart, Amazon, Wayfair, H&M HOME, The Home Depot), and emerging direct-to-consumer (DTC) brands. This intense competition can lead to pricing pressures, increased marketing expenses, and challenges in maintaining or growing market share, potentially impacting sales and profitability.
AI Analysis | Feedback
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Williams-Sonoma, Inc. (WSM) operates in several large addressable markets for its diverse range of home products and services.
Home Furnishings and Decor
- The global home furnishings market was valued at approximately USD 903.87 billion in 2024 and is projected to reach USD 1.305 trillion by 2034.
- In the U.S., the home decor market generated an estimated revenue of USD 237.87 billion in 2024 and is expected to reach USD 392.56 billion by 2030.
- The global furniture market was valued at approximately USD 747.72 billion in 2024 and is projected to reach USD 1.19 trillion by 2033.
- The U.S. furniture market was estimated at USD 172.33 billion in 2024 and is expected to grow at a CAGR of 6.2% from 2025 to 2033.
Cooking, Dining, and Entertaining Products (Kitchenware/Cookware)
- The global kitchenware market was valued at approximately USD 74.74 billion in 2025 and is projected to reach USD 137.64 billion by 2034.
- The U.S. kitchenware market was estimated at USD 8.95 billion in 2024 and is expected to reach USD 14.1085 billion by 2033.
Kids Accessories and Furniture
- The global kids' furniture market was valued at approximately USD 49.31 billion in 2024 and is projected to reach USD 99.40 billion by 2033.
- The U.S. kids' furniture market was estimated at USD 13.49 billion in 2023 and is expected to reach USD 46.26 billion by 2030.
3-D Imaging and Augmented Reality Platform
While Williams-Sonoma operates a 3-D imaging and augmented reality platform for the home furnishings and decor industry, a specific addressable market size for this niche technology as a standalone figure is not readily available. However, major players in home furnishings are investing in AR/VR visualization tools for digital shopping experiences.
AI Analysis | Feedback
Williams-Sonoma (WSM) is expected to drive future revenue growth over the next two to three years through several strategic initiatives and ongoing strengths in its business model:
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Strong Performance and Expansion of its Brand Portfolio: Williams-Sonoma anticipates continued growth through the robust performance of its diverse brand portfolio. The company has reported positive comparable brand sales across all its brands and expects future unit growth, particularly within emerging brands such as Rejuvenation and GreenRow, and existing key brands like West Elm, Pottery Barn Kids, and Pottery Barn Teen.
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Growth in the Business-to-Business (B2B) Segment: The B2B segment is a significant growth driver, with the company targeting an anticipated $1 billion in sales for 2024 and demonstrating consistent year-over-year sales increases. This expansion into the B2B market represents a strategic focus on a lucrative customer segment.
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Product Innovation, Exclusivity, and Assortment Focus: Williams-Sonoma emphasizes its competency in product development, delivering exclusive and high-quality merchandise, and focusing on non-furniture assortments. This continuous innovation and differentiated product offering are crucial for attracting and retaining customers, thereby fueling revenue.
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Strategic Store Expansion and Remodels: The company's store strategy, including remodels and new store openings, is contributing to retail outperformance. Future unit growth is specifically anticipated for West Elm, Rejuvenation, and new concepts, enhancing physical presence and customer access.
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Leveraging AI and Enhancing Digital Capabilities: Williams-Sonoma is integrating AI across its business to improve customer service, drive sales, and enhance its robust e-commerce platform. The introduction of new design tools online and in-store, along with continuous digital advancements, is expected to support revenue growth by improving customer engagement and conversion.
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Capital Allocation Decisions (Last 3-5 Years) for Williams-Sonoma (WSM)
Share Repurchases
- Williams-Sonoma's Board of Directors approved a new $1 billion stock repurchase authorization in November 2025, which will become effective after the then-current $637 million authorization is fully utilized.
- In the third quarter of 2025, the company repurchased $267 million in stock.
- In March 2024, a new $1 billion stock repurchase authorization was approved, superseding the previous program.
Share Issuance
- Williams-Sonoma's shares outstanding have steadily declined, with 0.128 billion shares outstanding in 2025, a 1.92% decrease from 2024, and 0.131 billion in 2024, a 5.54% decrease from 2023, indicating net share repurchases.
Capital Expenditures
- Capital expenditures were $170 million in fiscal year 2021, $226 million in fiscal year 2022, and $354 million in fiscal year 2023.
- Projected capital expenditures for fiscal year 2025 are between $275 million and $300 million.
- Approximately 85% of fiscal year 2025 capital expenditures are allocated towards e-commerce, retail optimization, and supply chain efficiency.
Latest Trefis Analyses
Trade Ideas
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|---|---|---|---|---|---|---|---|
| 02272026 | MBLY | Mobileye Global | Dip Buy | DB | Cash/EquityDip Buyer with High Net Cash % EquityBuying dips for companies with significant net cash as a % of market cap along with meaningful cash flow generation | 0.0% | 0.0% | 0.0% |
| 02202026 | SAH | Sonic Automotive | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -5.9% | -5.9% | -6.1% |
| 02132026 | MAT | Mattel | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 2.9% | 2.9% | 0.0% |
| 02132026 | SONO | Sonos | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -0.7% | -0.7% | -4.6% |
| 02062026 | DECK | Deckers Outdoor | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.6% | 1.6% | -0.8% |
| 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% | 7.3% | -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
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 47.88 |
| Mkt Cap | 1.7 |
| Rev LTM | 2,394 |
| Op Inc LTM | 91 |
| FCF LTM | 92 |
| FCF 3Y Avg | 60 |
| CFO LTM | 237 |
| CFO 3Y Avg | 183 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.1% |
| Rev Chg 3Y Avg | -0.7% |
| Rev Chg Q | 4.9% |
| QoQ Delta Rev Chg LTM | 1.2% |
| Op Mgn LTM | 7.4% |
| Op Mgn 3Y Avg | 10.0% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 9.1% |
| CFO/Rev 3Y Avg | 8.9% |
| FCF/Rev LTM | 4.0% |
| FCF/Rev 3Y Avg | 3.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.7 |
| P/S | 0.7 |
| P/EBIT | 10.3 |
| P/E | 17.0 |
| P/CFO | 13.4 |
| Total Yield | 5.7% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.6% |
| D/E | 0.5 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -19.5% |
| 3M Rtn | -15.5% |
| 6M Rtn | -30.1% |
| 12M Rtn | -16.5% |
| 3Y Rtn | -9.3% |
| 1M Excs Rtn | -17.1% |
| 3M Excs Rtn | -18.4% |
| 6M Excs Rtn | -33.1% |
| 12M Excs Rtn | -39.3% |
| 3Y Excs Rtn | -96.2% |
Price Behavior
| Market Price | $179.30 | |
| Market Cap ($ Bil) | 21.8 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -18.7% | |
| 50 Days | 200 Days | |
| DMA Price | $203.68 | $188.52 |
| DMA Trend | up | up |
| Distance from DMA | -12.0% | -4.9% |
| 3M | 1YR | |
| Volatility | 36.3% | 41.7% |
| Downside Capture | 196.08 | 151.85 |
| Upside Capture | 207.62 | 127.71 |
| Correlation (SPY) | 57.2% | 63.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.10 | 2.11 | 1.86 | 1.37 | 1.39 | 1.37 |
| Up Beta | 1.31 | 1.53 | 2.07 | 1.69 | 1.48 | 1.32 |
| Down Beta | 1.70 | 1.58 | 1.39 | 1.09 | 1.21 | 1.25 |
| Up Capture | 280% | 333% | 274% | 153% | 165% | 474% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 9 | 21 | 34 | 67 | 126 | 383 |
| Down Capture | 208% | 192% | 153% | 132% | 127% | 108% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 12 | 20 | 27 | 57 | 123 | 367 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSM | |
|---|---|---|---|---|
| WSM | 4.1% | 41.6% | 0.20 | - |
| Sector ETF (XLY) | 14.4% | 23.7% | 0.50 | 65.1% |
| Equity (SPY) | 21.0% | 18.9% | 0.87 | 63.5% |
| Gold (GLD) | 74.9% | 26.2% | 2.12 | -3.6% |
| Commodities (DBC) | 19.3% | 17.2% | 0.89 | 18.0% |
| Real Estate (VNQ) | 5.7% | 16.3% | 0.16 | 47.9% |
| Bitcoin (BTCUSD) | -16.1% | 44.2% | -0.27 | 27.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSM | |
|---|---|---|---|---|
| WSM | 25.2% | 45.8% | 0.64 | - |
| Sector ETF (XLY) | 8.1% | 23.7% | 0.30 | 53.3% |
| Equity (SPY) | 13.2% | 17.0% | 0.61 | 51.8% |
| Gold (GLD) | 24.2% | 17.3% | 1.14 | 5.5% |
| Commodities (DBC) | 10.9% | 19.0% | 0.46 | 10.6% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 40.3% |
| Bitcoin (BTCUSD) | 7.3% | 56.8% | 0.35 | 18.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSM | |
|---|---|---|---|---|
| WSM | 23.4% | 44.2% | 0.63 | - |
| Sector ETF (XLY) | 12.4% | 21.9% | 0.52 | 55.6% |
| Equity (SPY) | 14.7% | 17.9% | 0.70 | 51.1% |
| Gold (GLD) | 14.6% | 15.6% | 0.77 | 3.8% |
| Commodities (DBC) | 8.8% | 17.6% | 0.41 | 16.8% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 41.7% |
| Bitcoin (BTCUSD) | 66.7% | 66.8% | 1.06 | 14.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
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 |
|---|---|---|
| 10/31/2025 | 11/25/2025 | 10-Q |
| 07/31/2025 | 08/29/2025 | 10-Q |
| 04/30/2025 | 05/28/2025 | 10-Q |
| 01/31/2025 | 03/27/2025 | 10-K |
| 10/31/2024 | 11/22/2024 | 10-Q |
| 07/31/2024 | 08/23/2024 | 10-Q |
| 04/30/2024 | 05/24/2024 | 10-Q |
| 01/31/2024 | 03/20/2024 | 10-K |
| 10/31/2023 | 11/28/2023 | 10-Q |
| 07/31/2023 | 09/01/2023 | 10-Q |
| 04/30/2023 | 05/26/2023 | 10-Q |
| 01/31/2023 | 03/24/2023 | 10-K |
| 10/31/2022 | 12/02/2022 | 10-Q |
| 07/31/2022 | 09/02/2022 | 10-Q |
| 04/30/2022 | 06/02/2022 | 10-Q |
| 01/31/2022 | 03/28/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 11262025 | 178.51 | 17,839 | 3,184,461 | 153,356,826 | Form |
| 2 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 11262025 | 181.07 | 12,161 | 2,201,992 | 153,353,072 | Form |
| 3 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 9262025 | 198.79 | 3,500 | 695,765 | 2,783,656 | Form |
| 4 | Howie, Jeffrey | EVP CHIEF FINANCIAL OFFICER | Direct | Sell | 9192025 | 198.84 | 3,153 | 626,951 | 6,788,092 | Form |
| 5 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 9172025 | 200.17 | 90,000 | 18,015,124 | 175,532,764 | Form |
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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