Williams-Sonoma (WSM)
Market Price (9/18/2026): $224.2 | Market Cap: $26.4 BilSector: Consumer Discretionary | Industry: Homefurnishing Retail
Williams-Sonoma (WSM)
Market Price (9/18/2026): $224.2Market Cap: $26.4 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 5.9%, FCF Yield is 5.2% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% Stock buyback supportStock Buyback 3Y Total is 2.0 Bil Low stock price volatilityVol 12M is 34% 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 -0.9% Key risksWSM key risks include [1] tariffs and supply chain disruptions, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.9%, FCF Yield is 5.2% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Stock buyback supportStock Buyback 3Y Total is 2.0 Bil |
| Low stock price volatilityVol 12M is 34% |
| 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 -0.9% |
| Key risksWSM key risks include [1] tariffs and supply chain disruptions, Show more. |
Qualitative Assessment
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Williams-Sonoma (WSM) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Beat and Raised Full-Year Guidance. Williams-Sonoma reported robust financial results for its fiscal second quarter ended August 2, 2026, surpassing analyst expectations. The company announced non-GAAP diluted earnings per share (EPS) of $2.10, exceeding the $2.06 forecast, and revenue of $1.96 billion, outperforming the $1.92 billion estimate. This strong performance led management to raise its full-year fiscal 2026 guidance, projecting annual net revenue growth in the range of +4.7% to +7.2% and a non-GAAP operating margin between 17.8% and 18.2%.
2. Significant Market Share Gains in a Flat Industry. Despite the broader home furnishings market being "essentially flat" during fiscal Q2 2026, Williams-Sonoma achieved a comparable brand revenue increase of 6.2%. This growth indicates successful market share capture, driven by the company's diversified brand portfolio and strong execution across its retail and e-commerce channels.
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Williams-Sonoma (WSM) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Beat and Raised Full-Year Guidance. Williams-Sonoma reported robust financial results for its fiscal second quarter ended August 2, 2026, surpassing analyst expectations. The company announced non-GAAP diluted earnings per share (EPS) of $2.10, exceeding the $2.06 forecast, and revenue of $1.96 billion, outperforming the $1.92 billion estimate. This strong performance led management to raise its full-year fiscal 2026 guidance, projecting annual net revenue growth in the range of +4.7% to +7.2% and a non-GAAP operating margin between 17.8% and 18.2%.
2. Significant Market Share Gains in a Flat Industry. Despite the broader home furnishings market being "essentially flat" during fiscal Q2 2026, Williams-Sonoma achieved a comparable brand revenue increase of 6.2%. This growth indicates successful market share capture, driven by the company's diversified brand portfolio and strong execution across its retail and e-commerce channels.
3. Substantial Tariff Refunds Provided a Financial Boost. The company collected approximately $200.2 million in tariff refunds, including related interest, in the first half of fiscal 2026. Of this, $174 million was recognized as GAAP income in fiscal Q2 2026, with an additional $29.3 million expected to reduce cost of goods sold in fiscal Q3 2026, significantly boosting financial results.
4. Positive Analyst Sentiment and Upgraded Price Targets. Following the strong fiscal Q2 2026 earnings report and optimistic outlook, several Wall Street analysts raised their price targets and reiterated positive ratings for Williams-Sonoma. For example, Royal Bank of Canada increased its price target from $192.00 to $260.00, Morgan Stanley from $210.00 to $240.00, and Argus from $230.00 to $250.00. These revisions signal increased confidence in the company's future performance.
5. Consistent Strength Across Brands and Channels. Williams-Sonoma reported broad-based growth, with all major brands and both e-commerce and retail channels contributing to the positive comparable brand revenue. The Williams Sonoma brand achieved a 7.6% comparable brand revenue increase, while West Elm grew by 6.4% in fiscal Q2 2026, demonstrating the effectiveness of the company's diversified strategy.
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Stock Movement Drivers
Fundamental Drivers
The 7.9% change in WSM stock from 5/31/2026 to 9/17/2026 was primarily driven by a 6.7% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9172026 | Change |
|---|---|---|---|
| Stock Price ($) | 202.89 | 218.92 | 7.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,882 | 8,005 | 1.6% |
| Net Income Margin (%) | 13.8% | 14.7% | 6.7% |
| P/E Multiple | 22.1 | 21.9 | -0.9% |
| Shares Outstanding (Mil) | 118 | 118 | 0.5% |
| Cumulative Contribution | 7.9% |
Market Drivers
5/31/2026 to 9/17/2026| Return | Correlation | |
|---|---|---|
| WSM | 7.9% | |
| Market (SPY) | 0.8% | 37.5% |
| Sector (XLY) | -7.8% | 44.0% |
Fundamental Drivers
The 7.2% change in WSM stock from 2/28/2026 to 9/17/2026 was primarily driven by a 3.1% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 9172026 | Change |
|---|---|---|---|
| Stock Price ($) | 204.15 | 218.92 | 7.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,912 | 8,005 | 1.2% |
| Net Income Margin (%) | 14.3% | 14.7% | 3.0% |
| P/E Multiple | 21.9 | 21.9 | -0.2% |
| Shares Outstanding (Mil) | 121 | 118 | 3.1% |
| Cumulative Contribution | 7.2% |
Market Drivers
2/28/2026 to 9/17/2026| Return | Correlation | |
|---|---|---|
| WSM | 7.2% | |
| Market (SPY) | 11.5% | 46.0% |
| Sector (XLY) | -4.5% | 52.6% |
Fundamental Drivers
The 18.0% change in WSM stock from 8/31/2025 to 9/17/2026 was primarily driven by a 8.7% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9172026 | Change |
|---|---|---|---|
| Stock Price ($) | 185.58 | 218.92 | 18.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,830 | 8,005 | 2.2% |
| Net Income Margin (%) | 14.4% | 14.7% | 2.3% |
| P/E Multiple | 20.1 | 21.9 | 8.7% |
| Shares Outstanding (Mil) | 122 | 118 | 3.7% |
| Cumulative Contribution | 18.0% |
Market Drivers
8/31/2025 to 9/17/2026| Return | Correlation | |
|---|---|---|
| WSM | 18.0% | |
| Market (SPY) | 19.2% | 46.1% |
| Sector (XLY) | -3.3% | 49.0% |
Fundamental Drivers
The 225.2% change in WSM stock from 8/31/2023 to 9/17/2026 was primarily driven by a 154.1% change in the company's P/E Multiple.| (LTM values as of) | 8312023 | 9172026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.33 | 218.92 | 225.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,539 | 8,005 | -6.2% |
| Net Income Margin (%) | 12.1% | 14.7% | 22.1% |
| P/E Multiple | 8.6 | 21.9 | 154.1% |
| Shares Outstanding (Mil) | 132 | 118 | 11.8% |
| Cumulative Contribution | 225.2% |
Market Drivers
8/31/2023 to 9/17/2026| Return | Correlation | |
|---|---|---|
| WSM | 225.2% | |
| Market (SPY) | 75.3% | 48.0% |
| Sector (XLY) | 33.5% | 47.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WSM Return | 69% | -30% | 80% | 87% | -2% | 23% | 376% |
| Peers Return | 21% | -44% | 33% | -5% | 8% | -9% | -16% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| WSM Win Rate | 50% | 33% | 67% | 58% | 50% | 44% | |
| Peers Win Rate | 53% | 37% | 57% | 48% | 48% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| WSM Max Drawdown | -27% | -37% | -22% | -21% | -37% | -23% | |
| Peers Max Drawdown | -36% | -62% | -47% | -41% | -50% | -41% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[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 9/17/2026 (YTD)
How Low Can It Go
| Event | WSM | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.6% | -18.8% |
| % Gain to Breakeven | 55.2% | 23.1% |
| Time to Breakeven | 275 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -14.2% | -6.7% |
| % Gain to Breakeven | 16.5% | 7.1% |
| Time to Breakeven | 13 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.9% | -24.5% |
| % Gain to Breakeven | 58.5% | 32.4% |
| Time to Breakeven | 84 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -58.0% | -33.7% |
| % Gain to Breakeven | 138.4% | 50.9% |
| Time to Breakeven | 70 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.3% | -19.2% |
| % Gain to Breakeven | 37.6% | 23.8% |
| Time to Breakeven | 176 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -44.4% | -12.2% |
| % Gain to Breakeven | 79.8% | 13.9% |
| Time to Breakeven | 1591 days | 62 days |
In The Past
Williams-Sonoma's stock fell -35.6% during the 2025 US Tariff Shock. Such a loss loss requires a 55.2% gain to breakeven.
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Asset Allocation
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| Event | WSM | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.6% | -18.8% |
| % Gain to Breakeven | 55.2% | 23.1% |
| Time to Breakeven | 275 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.9% | -24.5% |
| % Gain to Breakeven | 58.5% | 32.4% |
| Time to Breakeven | 84 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -58.0% | -33.7% |
| % Gain to Breakeven | 138.4% | 50.9% |
| Time to Breakeven | 70 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.3% | -19.2% |
| % Gain to Breakeven | 37.6% | 23.8% |
| Time to Breakeven | 176 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -44.4% | -12.2% |
| % Gain to Breakeven | 79.8% | 13.9% |
| Time to Breakeven | 1591 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -23.8% | -6.8% |
| % Gain to Breakeven | 31.2% | 7.3% |
| Time to Breakeven | 867 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -25.4% | -17.9% |
| % Gain to Breakeven | 34.1% | 21.8% |
| Time to Breakeven | 70 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -22.7% | -15.4% |
| % Gain to Breakeven | 29.4% | 18.2% |
| Time to Breakeven | 76 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -81.6% | -53.4% |
| % Gain to Breakeven | 444.2% | 114.4% |
| Time to Breakeven | 477 days | 1085 days |
In The Past
Williams-Sonoma's stock fell -35.6% during the 2025 US Tariff Shock. Such a loss loss requires a 55.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Williams-Sonoma (WSM)
Williams-Sonoma, Inc. (WSM) operates as an omni-channel specialty retailer, offering a comprehensive range of products designed for the home. The company leverages a portfolio of distinct lifestyle brands to provide customers with everything from cooking and dining essentials to furniture, bedding, and decorative accessories. Its business model effectively integrates e-commerce websites, direct-mail catalogs, and a broad network of physical retail stores to reach its diverse customer base.
The company's main products and services are categorized under several well-known brands. Williams Sonoma focuses on high-quality cookware, kitchen tools, tabletop items, and home furnishings. Pottery Barn, Pottery Barn Kids, and Pottery Barn Teen offer furniture, bedding, lighting, and decor tailored for adults, children, and teenagers, respectively. West Elm specializes in modern home decor, while Rejuvenation provides historically inspired lighting, hardware, and furniture. Mark and Graham offers a variety of accessories, travel items, and personalized gifts. Additionally, Williams-Sonoma utilizes a 3-D imaging and augmented reality platform to enhance the home furnishings and decor shopping experience.
Williams-Sonoma primarily serves consumers seeking quality and stylish home goods across various aesthetics and price points. The company maintains a strong retail presence with hundreds of stores in 41 U.S. states, Washington D.C., Puerto Rico, Canada, Australia, and the United Kingdom. Its primary markets also extend internationally through e-commerce websites and franchised stores in numerous countries, including those in the Middle East, the Philippines, Mexico, South Korea, and India, establishing a broad global footprint.
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Here are 1-3 brief analogies for Williams-Sonoma (WSM):
- Gap Inc. for the home
- An upscale, multi-brand Bed Bath & Beyond
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- 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.
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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.
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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.
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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.
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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.
Peer Outperformance in Homefurnishing Retail
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -16.7% | 81.0% | 70.1% | LINC 299% · PRDO 230% · CVSA 219% |
| Homebuilding | 18 | -11.3% | 26.2% | 46.7% | GRBK 189% · PHM 156% · MHO 125% |
| Specialty Stores | 7 | 7.9% | 38.2% | 4.6% | SIG 33% · FIVE 23% · ASO 18% |
| Home Improvement Retail | 5 | -26.0% | -5.3% | 2.3% | HVT 13% · LOW 2% · HD 2% |
| Hotels, Resorts & Cruise Lines | 22 | 12.0% | 42.6% | 2.2% | RCL 208% · MAR 142% · HLT 134% |
| Automotive Retail | 18 | -19.7% | -2.4% | -0.6% | MUSA 222% · PAG 151% · ORLY 112% |
| Distributors | 4 | -11.3% | -25.1% | -11.1% | ARMK 159% · GPC 24% · LKQ -46% |
| Home Furnishings | 4 | -6.1% | 20.2% | -14.7% | SGI 44% · LZB 0% · MHK -29% |
| Restaurants | 35 | -15.5% | -18.5% | -18.5% | EAT 298% · CAKE 139% · BH-A 131% |
| Specialized Consumer Services | 10 | -16.1% | 21.0% | -20.3% | HRB 111% · FTDR 75% · SCI 39% |
| Footwear | 9 | 49.6% | 42.3% | -20.7% | WEYS 162% · SHOO 18% · DECK 10% |
| Leisure Products | 13 | -25.9% | -21.7% | -35.1% | GOLF 72% · HAS 11% · MCFT -21% |
| Apparel, Accessories & Luxury Goods | 27 | -10.3% | 4.4% | -37.5% | ELA 227% · TPR 226% · RL 226% |
| Leisure Facilities | 11 | -1.6% | -2.0% | -38.7% | OSW 124% · JAKK 112% · ESCA 26% |
| Automotive Parts & Equipment | 38 | -14.7% | -13.8% | -39.1% | MOD 1545% · GTX 309% · BWA 81% |
| Casinos & Gaming | 20 | -9.8% | -28.1% | -41.1% | MCRI 108% · RRR 41% · RSI 31% |
| Apparel Retail | 25 | -8.7% | 12.3% | -41.6% | ANF 272% · URBN 133% · ROST 111% |
| Household Appliances | 18 | -5.9% | 4.8% | -43.1% | KEQU 173% · FLXS 144% · HBB 124% |
| Computer & Electronics Retail | 3 | -12.8% | 29.7% | -55.6% | BBY 9% · GME -56% · UPBD -62% |
| Broadline Retail | 15 | -18.7% | 14.6% | -57.1% | DDS 308% · EBAY 66% · AMZN 45% |
| Automobile Manufacturers | 8 | -77.2% | -50.6% | -72.9% | GM 76% · TSLA 45% · F 37% |
| Consumer Electronics | 11 | -12.1% | -16.4% | -76.6% | AXIL 2673% · GRMN 82% · SONO -57% |
| Other Specialty Retail | 18 | -34.3% | -50.5% | -78.5% | TLF 111% · BBW 71% · WINA 60% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 61.98 |
| Mkt Cap | 7.3 |
| Rev LTM | 4,707 |
| Op Inc LTM | 161 |
| FCF LTM | 237 |
| FCF 3Y Avg | 146 |
| CFO LTM | 390 |
| CFO 3Y Avg | 314 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.8% |
| Rev Chg 3Y Avg | 1.0% |
| Rev Chg Q | 7.0% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Inc Chg LTM | 4.4% |
| Op Inc Chg 3Y Avg | -7.4% |
| Op Mgn LTM | 7.3% |
| Op Mgn 3Y Avg | 8.7% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 8.6% |
| CFO/Rev 3Y Avg | 10.9% |
| FCF/Rev LTM | 5.3% |
| FCF/Rev 3Y Avg | 6.5% |
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Single Segment | 7,807 | 7,712 | 7,751 | 8,674 | 8,246 |
| Total | 7,807 | 7,712 | 7,751 | 8,674 | 8,246 |
| $ Mil | 2026 | 2025 | 2024 | 2023 | 2019 |
|---|---|---|---|---|---|
| Single Segment | 1,416 | 1,430 | 1,244 | 1,498 | |
| E-commerce | 644 | ||||
| Retail | 217 | ||||
| Unallocated | -425 | ||||
| Total | 1,416 | 1,430 | 1,244 | 1,498 | 436 |
| $ Mil | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|
| Retail | 1,184 | 1,115 | 1,078 | 1,050 | 1,028 |
| E-commerce | 914 | 777 | 614 | 626 | 601 |
| Unallocated | 715 | 894 | 785 | 742 | 701 |
| Total | 2,813 | 2,786 | 2,477 | 2,417 | 2,330 |
Price Behavior
| Market Price | $218.92 | |
| Market Cap ($ Bil) | 25.8 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -13.1% | |
| 50 Days | 200 Days | |
| DMA Price | $231.90 | $205.26 |
| DMA Trend | up | up |
| Distance from DMA | -5.6% | 6.7% |
| 3M | 1YR | |
| Volatility | 28.8% | 33.6% |
| Downside Capture | 120.13 | 121.59 |
| Upside Capture | 89.48 | 114.02 |
| Correlation (SPY) | 33.6% | 46.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.09 | 1.02 | 0.89 | 1.11 | 1.21 | 1.36 |
| Up Beta | 2.92 | 0.50 | 0.73 | 1.27 | 1.35 | 1.30 |
| Down Beta | 1.30 | 0.43 | 0.93 | 0.99 | 1.03 | 1.28 |
| Up Capture | 136% | 126% | 119% | 110% | 135% | 443% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 9 | 19 | 31 | 61 | 128 | 387 |
| Down Capture | 229% | 151% | 68% | 109% | 115% | 107% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 12 | 23 | 33 | 66 | 123 | 362 |
[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 | 13.3% | 33.5% | 0.41 | - |
| Sector ETF (XLY) | -7.5% | 19.5% | -0.52 | 49.4% |
| Equity (SPY) | 16.6% | 12.9% | 0.92 | 45.9% |
| Gold (GLD) | 17.4% | 29.3% | 0.55 | 11.3% |
| Commodities (DBC) | 45.8% | 20.7% | 1.72 | -31.8% |
| Real Estate (VNQ) | 5.7% | 13.5% | 0.16 | 38.8% |
| Bitcoin (BTCUSD) | -34.9% | 43.9% | -0.85 | 18.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSM | |
|---|---|---|---|---|
| WSM | 21.6% | 44.4% | 0.57 | - |
| Sector ETF (XLY) | 4.7% | 24.1% | 0.16 | 55.9% |
| Equity (SPY) | 12.6% | 17.2% | 0.56 | 53.8% |
| Gold (GLD) | 18.9% | 18.8% | 0.81 | 5.9% |
| Commodities (DBC) | 11.7% | 19.6% | 0.47 | 6.3% |
| Real Estate (VNQ) | 1.0% | 18.8% | -0.05 | 42.5% |
| Bitcoin (BTCUSD) | 10.4% | 52.5% | 0.38 | 20.9% |
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 | 26.7% | 44.2% | 0.69 | - |
| Sector ETF (XLY) | 11.8% | 22.2% | 0.48 | 55.4% |
| Equity (SPY) | 15.1% | 18.0% | 0.71 | 51.1% |
| Gold (GLD) | 12.0% | 16.4% | 0.60 | 5.7% |
| Commodities (DBC) | 8.5% | 18.1% | 0.39 | 12.6% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.17 | 42.2% |
| Bitcoin (BTCUSD) | 62.0% | 66.1% | 1.02 | 15.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/26/2026 | 1.1% | -5.4% | |
| 5/21/2026 | 6.5% | 14.1% | 25.4% |
| 3/18/2026 | 1.1% | -0.6% | 5.1% |
| 11/19/2025 | -3.4% | -0.6% | 5.6% |
| 8/27/2025 | -2.9% | -2.9% | 1.6% |
| 5/22/2025 | -4.5% | -2.0% | -6.0% |
| 3/19/2025 | -3.5% | -1.8% | -20.1% |
| 11/20/2024 | 27.5% | 26.8% | 30.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 14 |
| # Negative | 9 | 12 | 8 |
| Median Positive | 6.5% | 13.0% | 9.9% |
| Median Negative | -3.5% | -3.5% | -6.5% |
| Max Positive | 27.5% | 26.8% | 30.9% |
| Max Negative | -11.0% | -10.1% | -22.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/26/2026 | 1.1% | -5.4% | |
| 5/21/2026 | 6.5% | 14.1% | 25.4% |
| 3/18/2026 | 1.1% | -0.6% | 5.1% |
| 11/19/2025 | -3.4% | -0.6% | 5.6% |
| 8/27/2025 | -2.9% | -2.9% | 1.6% |
| 5/22/2025 | -4.5% | -2.0% | -6.0% |
| 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% |
| 8/23/2023 | 13.5% | 13.8% | 12.9% |
| 5/23/2023 | -0.3% | 3.2% | 7.0% |
| 3/16/2023 | 1.1% | 0.3% | -0.1% |
| 11/17/2022 | -6.2% | -6.1% | -11.4% |
| 8/24/2022 | 2.2% | -8.4% | -22.7% |
| 5/25/2022 | 13.1% | 13.0% | 6.4% |
| 3/16/2022 | 5.4% | -2.3% | -2.3% |
| 8/25/2021 | 9.3% | 7.3% | 12.0% |
| 5/26/2021 | -0.1% | -4.1% | -7.0% |
| 3/17/2021 | 18.5% | 21.6% | 27.8% |
| 11/19/2020 | 6.6% | 8.8% | 7.8% |
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 14 |
| # Negative | 9 | 12 | 8 |
| Median Positive | 6.5% | 13.0% | 9.9% |
| Median Negative | -3.5% | -3.5% | -6.5% |
| Max Positive | 27.5% | 26.8% | 30.9% |
| Max Negative | -11.0% | -10.1% | -22.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 08/28/2026 | 10-Q |
| 04/30/2026 | 05/22/2026 | 10-Q |
| 01/31/2026 | 03/26/2026 | 10-K |
| 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 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 08/28/2026 | 10-Q |
| 04/30/2026 | 05/22/2026 | 10-Q |
| 01/31/2026 | 03/26/2026 | 10-K |
| 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 |
| 10/31/2021 | 12/06/2021 | 10-Q |
| 07/31/2021 | 09/09/2021 | 10-Q |
| 04/30/2021 | 06/09/2021 | 10-Q |
| 01/31/2021 | 03/30/2021 | 10-K |
| 10/31/2020 | 12/07/2020 | 10-Q |
| 07/31/2020 | 09/09/2020 | 10-Q |
| 04/30/2020 | 06/08/2020 | 10-Q |
| 01/31/2020 | 03/27/2020 | 10-K |
| 10/31/2019 | 12/12/2019 | 10-Q |
Recent Forward Guidance
Updated 8/27/2026Latest: Q2 2026 Earnings Reported 8/26/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Comparable Brand Revenue Growth | Reported | 4.0% | 5.25% | 6.5% | 1.2% | Raised | Guidance: 4.0% for 2026 | |
| 2026 Annual Net Revenue Growth | Reported | 4.7% | 5.95% | 7.2% | 1.2% | Raised | Guidance: 4.7% for 2026 | |
| 2026 Operating Margin | Reported | 17.8% | 18.0% | 18.2% | 0.2% | Raised | Guidance: 17.8% for 2026 | |
| 2026 Annual Interest Income | Reported | 25.00 Mil | 0 | Affirmed | Guidance: 25.00 Mil for 2026 | |||
| 2026 Effective Tax Rate | Reported | 26.0% | 0.5% | Raised | Guidance: 25.5% for 2026 | |||
Prior: Q1 2026 Earnings Reported 5/21/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Comparable Brand Revenue Growth | Reported | 2.0% | 4.0% | 6.0% | 0.0% | Affirmed | Guidance: 4.0% for 2026 | |
| 2026 Annual Net Revenue Growth | Reported | 2.7% | 4.7% | 6.7% | 0.0% | Affirmed | Guidance: 4.7% for 2026 | |
| 2026 Operating Margin | Reported | 17.5% | 17.8% | 18.1% | 0.0% | Affirmed | Guidance: 17.8% for 2026 | |
| 2026 Annual Interest Income | Reported | 25.00 Mil | ||||||
| 2026 Effective Tax Rate | Reported | 25.5% | ||||||
Q4 2025 Earnings Reported 3/18/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Comparable Brand Revenue Growth | Reported | 2.0% | 4.0% | 6.0% | 0.5% | Higher New | Guidance: 3.5% for 2025 | |
| 2026 Annual Net Revenue Growth | Reported | 2.7% | 4.7% | 6.7% | 2.7% | Higher New | Guidance: 2.0% for 2025 | |
| 2026 Operating Margin | Reported | 17.5% | 17.8% | 18.1% | -0.2% | Lower New | Guidance: 17.95% for 2025 | |
Q3 2025 Earnings Reported 11/19/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Comparable Brand Revenue Growth | Reported | 2.0% | 3.5% | 5.0% | 0.0% | Affirmed | Guidance: 3.5% for 2025 | |
| 2025 Net Revenue Growth | Reported | 0.5% | 2.0% | 3.5% | 0.0% | Affirmed | Guidance: 2.0% for 2025 | |
| 2025 Operating Margin | Reported | 17.8% | 17.95% | 18.1% | 0.4% | Raised | Guidance: 17.6% for 2025 | |
| 2025 Annual Interest Income | Reported | 35.00 Mil | 16.7% | Raised | Guidance: 30.00 Mil for 2025 | |||
| 2025 Effective Tax Rate | Reported | 26.0% | -0.5% | Lowered | Guidance: 26.5% for 2025 | |||
Insider Activity
Updated 9/18/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Howie, Jeffrey | EVP CHIEF FINANCIAL OFFICER | Direct | Sell | 9182026 | 220.61 | 3,045 | 671,772 | 7,531,347 | Form |
| 2 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 9182026 | 221.20 | 35,000 | 7,742,139 | 188,802,909 | Form |
| 3 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 8102026 | 246.39 | 522 | 128,616 | 4,975,846 | Form |
| 4 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 8062026 | 250.00 | 1,000 | 250,000 | 5,179,250 | Form |
| 5 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 7172026 | 221.37 | 35,000 | 7,747,893 | 196,691,115 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Howie, Jeffrey | EVP CHIEF FINANCIAL OFFICER | Direct | Sell | 9182026 | 220.61 | 3,045 | 671,772 | 7,531,347 | Form |
| 2 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 9182026 | 221.20 | 35,000 | 7,742,139 | 188,802,909 | Form |
| 3 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 8102026 | 246.39 | 522 | 128,616 | 4,975,846 | Form |
| 4 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 8062026 | 250.00 | 1,000 | 250,000 | 5,179,250 | Form |
| 5 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 7172026 | 221.37 | 35,000 | 7,747,893 | 196,691,115 | Form |
| 6 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 6162026 | 228.49 | 1,112 | 254,081 | 4,962,117 | Form |
| 7 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 6102026 | 203.07 | 522 | 106,003 | 4,635,885 | Form |
| 8 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 5292026 | 200.00 | 15,000 | 3,000,000 | 184,704,800 | Form |
| 9 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 5182026 | 172.61 | 20,000 | 3,452,137 | 161,995,669 | Form |
| 10 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 4212026 | 200.00 | 15,000 | 3,000,000 | 191,704,800 | Form |
| 11 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 4102026 | 192.49 | 2,267 | 436,366 | 4,494,748 | Form |
| 12 | Howie, Jeffrey | EVP CHIEF FINANCIAL OFFICER | Direct | Sell | 4102026 | 188.45 | 1,419 | 267,411 | 6,433,316 | Form |
| 13 | Howie, Jeffrey | EVP CHIEF FINANCIAL OFFICER | Direct | Sell | 3272026 | 180.64 | 32,684 | 5,903,906 | 6,166,551 | Form |
| 14 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 3182026 | 183.04 | 20,000 | 3,660,837 | 143,969,169 | Form |
| 15 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 1162026 | 207.39 | 35,000 | 7,258,551 | 167,265,420 | Form |
| 16 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 1162026 | 205.16 | 767 | 157,358 | 2,715,498 | Form |
| 17 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 11262025 | 181.07 | 12,161 | 2,201,992 | 153,353,072 | Form |
| 18 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 11262025 | 178.51 | 17,839 | 3,184,461 | 153,356,826 | Form |
| 19 | Yearout, Karalyn | EVP CHIEF TALENT OFFICER | Direct | Sell | 9262025 | 198.79 | 3,500 | 695,765 | 2,783,656 | Form |
| 20 | Howie, Jeffrey | EVP CHIEF FINANCIAL OFFICER | Direct | Sell | 9192025 | 198.84 | 3,153 | 626,951 | 6,788,092 | Form |
| 21 | Alber, Laura | PRESIDENT & CEO | Direct | Sell | 9172025 | 200.17 | 90,000 | 18,015,124 | 175,532,764 | Form |
| 22 | King, David Randolph | EVP GENERAL COUNSEL | Direct | Sell | 9102025 | 203.60 | 17,500 | 3,563,000 | 20,066,816 | Form |
Investor Activity (13F)
Updated Sep 18, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Blackhill Capital Inc | $1.4 Bil | 72.1% | 49 | Hold | 13F |
| Reik & Co., LLC | $37.6 Mil | 10.4% | 77 | Hold | 13F |
| HS Management Partners, LLC | $9.7 Mil | 3.4% | 24 | TRIM -34.9% | 13F |
| Promethos Capital, LLC | $5.9 Mil | 1.6% | 46 | TRIM -5.8% | 13F |
| Hook Mill Capital Partners, LP | $15.5 Mil | 1.4% | 39 | TRIM -21.4% | 13F |
| Active Manager |
|---|
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Blackhill Capital Inc | $1.4 Bil | 72.1% | 49 | Hold | 13F |
| Reik & Co., LLC | $37.6 Mil | 10.4% | 77 | Hold | 13F |
| Hook Mill Capital Partners, LP | $15.5 Mil | 1.4% | 39 | TRIM -21.4% | 13F |
| HS Management Partners, LLC | $9.7 Mil | 3.4% | 24 | TRIM -34.9% | 13F |
| Promethos Capital, LLC | $5.9 Mil | 1.6% | 46 | TRIM -5.8% | 13F |
Williams-Sonoma — Investor Video Playlist
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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