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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Peter Benedict | Robert W. Baird | 8 | 0% |
| Cristina Fernandez | Telsey Advisory Group | 7 | 0% |
| Jon Matuszewski | Jefferies | 7 | 14% |
| Oliver Wintermantel | Evercore ISI | 7 | 0% |
| Kate McShane | Goldman Sachs | 6 | 0% |
| Max Rakhlenko | TD Cowen | 6 | 0% |
| Chuck Grom | Gordon Haskett | 5 | 0% |
| Chris Horvers | JPMorgan | 5 | 20% |
| Simeon Gutman | Morgan Stanley | 5 | 0% |
| Steve Zaccone | Citigroup | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 1 | 8 | 0% |
| Evercore ISI | 1 | 7 | 0% |
| Goldman Sachs | 2 | 7 | 0% |
| Telsey Advisory Group |
| 1 |
| 7 |
| 0% |
| Jefferies | 1 | 7 | 14% |
| TD Cowen | 1 | 6 | 0% |
| JPMorgan | 1 | 5 | 20% |
| Morgan Stanley | 1 | 5 | 0% |
Williams-Sonoma delivered 4.8% comp growth with all brands running positive, led by West Elm at +8.5% and the Williams Sonoma brand at +5.0% on top of a 7.3% comp last year. Operating margin of 16.2% came in ahead of expectations despite tariff-driven merchandise margin pressure of 100 basis points, partially offset by 50 basis points of supply chain efficiencies. B$2B hit a record quarter at 13.7% growth with contract business up 22%. Management reiterated full-year guidance of 2-6% comp growth and 17.5-18.1% operating margin, citing macro uncertainty despite the Q1 beat.
Margin | Demand | Revenue Growth | Pricing | Trade Tariffs | Competitive Dynamics | Cost Pressure | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 4 | 3 | 1 | 3 | 1 | 1 | ||
| 2024Q4 | 5 | 3 | 2 | 1 | 2 | 1 | 3 | |
| 2025Q1 | 3 | 3 | 4 | 2 | 4 | 2 | ||
| 2025Q2 | 2 | 3 | 2 | 5 | 5 | 1 | 1 | |
| 2025Q3 | 5 | 4 | 4 | 5 | 3 | 1 | 1 | |
| 2025Q4 | 2 | 3 | 3 | 2 | 3 | 1 | ||
| 2026Q1 | 4 | 4 | 6 | 2 | 2 | 3 | 1 | 2 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Margin | 4 | 5 | 3 | 2 | 5 | 2 | 4 |
| Demand | 3 | 3 | 3 | 3 | 4 | 3 | 4 |
| Revenue Growth | 1 | 2 | 4 | 2 | 4 | 3 | 6 |
| Pricing | 3 | 1 | 2 | 5 | 5 | 2 | 2 |
| Trade Tariffs | 2 | 4 | 5 | 3 | 3 | 2 | |
| Competitive Dynamics | 1 | 1 | 1 | 1 | 3 | ||
| Cost Pressure | 1 | 3 | 1 | 1 | |||
| Supply Chain | 2 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WSM Williams-Sonoma | 6 | +4.3% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 7 | +11.8% |