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WSWSM

Williams-Sonoma, Inc.

$WSM·$26B·Specialty Retail·Consumer Cyclical
$230.61+0.9%YTD+24.7%1Y+14.1%
Price updated 8m ago·X counts updated 11d ago
WSWSM
$WSMWilliams-Sonoma, Inc.
$230.61+0.85%24 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WSM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

24X posts · last 7 days
Sep 7Sep 14
Bullish sentiment⚠AI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-02 · top-engagement diverged

Williams-Sonoma beats Q2 by $0.76 with EPS $2.84 versus $2.08 (helped by tariff refunds), revenue +6.7% YoY to $1.96B, comps +6.2% across every brand, and management raises FY27 sales and margin guidance. CEO Laura Alber's 'our business can succeed regardless of the housing market' framing lands, and posters praise clarity of tariff-refund disclosure vs WMT/HD. A short 'priced to perfection' argument is the lone bear voice.

Read what X is saying about $WSM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WSM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-25

The move is getting stronger, with heavier trading behind it.

Williams-Sonoma is +25% YTD after Q2 EPS crushed by 37% and comps grew 6.2% across every brand — CEO Alber sold $7.7M on Sept 18.

Williams-Sonoma runs Williams-Sonoma, Pottery Barn, West Elm, Rejuvenation, and Mark and Graham brands across specialty retail — a franchise executing extraordinarily well against a sluggish housing market by leaning on non-housing categories.

  • Q2 (Aug 26 print) revenue of $1.96B was +6.7% YoY with EPS of $2.84 vs $2.08 est (+37%, helped by tariff refunds), comps +6.2% across every brand, and management raised FY27 sales + margin guidance.
  • CEO Laura Alber sold $7.7M on Sept 18 (35K shares at $221) and CFO Howie sold $672K same day plus $891K F-InKind Sept 15 — a real insider cluster paired with the recent strength.
  • Sept 21 CNBC piece 'Williams-Sonoma's stock has soared in a sluggish housing market' and Sept 21 YouTube on how it became one of retail's best-performing stocks reinforce the compounder narrative.

Next earnings Nov 18 (Street $2.16 EPS). Analysts model FY2026 EPS $8.71 rising to $9.51 in FY2027 and $10.51 in FY2028. What matters: same-store sales trend by brand, holiday-quarter margin execution, tariff-cost commentary, and 2027 outlook. Stock at 71% of 52-week range and 10% above 200-day — the trend is intact but insider selling shows management sees value at these levels.

Agrees with X sentimentX sentiment is bullish on the Q2 crush and CEO Alber's 'succeed regardless of housing market' framing, with a lone 'priced to perfection' bear voice. Sentiment aligns with the fundamental picture — real execution paired with legitimate valuation caution.

What to watch: Q3 earnings Nov 18 ($2.16 EPS estimate). Same-store sales by brand, holiday-quarter margin, tariff-refund/-cost commentary, 2027 outlook, and continued insider disposition patterns from CEO/CFO.

On the calendar: 2026-11-18 — Q3 FY2026 earnings

Read the AI verdict on $WSM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Premium home goods retailer operating Williams-Sonoma, Pottery Barn, and West Elm brands across DTC and store channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $WSM.

Specialty Retail · Consumer Cyclical

Consumer discretionary bifurcation deepens as XRT falls -7.3% T12M; Amazon's AI-personalized logistics and Temu's value pricing widen the share gap versus mid-market specialty chains. Pet-staples and value retail outperform while home furnishings and electronics face weakening demand.

What this means for $WSM

Headwind — premium home furnishings face housing market softness and consumer spending caution on big-ticket items; West Elm mid-market exposure adds vulnerability.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
-5.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
30.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
53.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$2.10$2.08+1.0%
Q1 2026May 21, 2026$1.93$1.81+6.6%
Q4 2025Mar 18, 2026$3.04$2.90+4.8%
Q3 2025Nov 19, 2025$1.96$1.88+4.3%
Next earningsWed, Nov 18·consensus EPS $2.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.8B+4.4%43.9%16.2%$1.95$98.6M
Q4 FY25$2.4B-4.3%46.9%20.3%$3.09$517.2M
Q3 FY25$1.9B+4.6%46.1%17.0%$1.99$249.3M
Q2 FY25$1.8B+2.7%47.1%17.9%$2.03$230.7M

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.9B$7.8B – $7.9B$8.71$8.66 – $8.7713
FY27$8.3B$8.2B – $8.4B$9.51$9.31 – $9.7316
FY28$8.7B$8.5B – $8.9B$10.51$10.17 – $11.0916
FY29$9.2B$9.0B – $9.3B$11.58$11.19 – $12.318

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 16Jeffrey HowieCFO3.0K sh$672KSellSep 16Laura AlberCEO35.0K sh$7.7MSellAug 7Karalyn YearoutEVP CHIEF TALENT OFFICER522 sh$129KSellAug 4Karalyn YearoutEVP CHIEF TALENT OFFICER1.0K sh$250KSellJul 15Laura AlberCEO35.0K sh$7.7MSellJun 15Karalyn YearoutEVP CHIEF TALENT OFFICER1.1K sh$254KSellJun 8Karalyn YearoutEVP CHIEF TALENT OFFICER522 sh$106KSellMay 27Laura AlberCEO15.0K sh$3.0MSellMay 14Laura AlberCEO19.6K sh$3.4M
+ 25 other (14 awards · 9 exempts · 1 inkind · 1 gift) in window

See when $WSM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Williams-Sonoma (WSM) reported its 2026 Annual Meeting voting results (June 18, 2026). All eight director nominees were elected, with William Ready receiving the fewest votes (78.5M for, 22.9M against). The advisory say-on-pay vote for executive compensation passed with approximately 85.0 million votes in favor (about 84%) versus 16.2 million against. Deloitte & Touche LLP was ratified as auditor. Total shares eligible to vote and broker non-votes were approximately 7.1 million.

3New insider — initial holdingsMay 293
+ 14 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Investors Heavily Search Williams-Sonoma, Inc. (WSM): Here is What You Need to Knowzacks.com·2d agoHow Williams-Sonoma Became One Of Retail's Best-Performing Stocksyoutube.com·4d agoWilliams-Sonoma CFO Jeffrey Howie Sells 3,045 Sharesfool.com·4d agoWilliams-Sonoma's stock has soared in a sluggish housing market. Here's how it won over Wall Streetcnbc.com·5d agoJeffrey Howie Sells 3,045 Shares of Williams-Sonoma (NYSE:WSM) Stockdefenseworld.net·5d ago

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Voices on X · last 7 days

No standout posts about $WSM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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