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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Benedict | Robert W. Baird | 10 questions · 0% challenging |
| Cristina Fernandez | Telsey Advisory Group | 8 questions · 0% challenging |
| Jonathan Matuszewski | Jefferies | 8 questions · 13% challenging |
| Max Rakhlenko | TD Cowen | 7 questions · 0% challenging |
| Oliver Wintermantel | Evercore ISI | 7 questions · 0% challenging |
| Kate McShane | Goldman Sachs | 7 questions · 0% challenging |
| Chuck Grom | Gordon Haskett | 6 questions · 0% challenging |
| Chris Horvers | JPMorgan | 6 questions · 17% challenging |
| Steven Zaccone | Citigroup | 5 questions · 40% challenging |
| Simeon Gutman | Morgan Stanley | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 10 questions · 0% challenging |
| Jefferies | 1 analyst | 8 questions · 13% challenging |
| Goldman Sachs | 2 analysts | 8 questions · 0% challenging |
| Telsey Advisory Group | 1 analyst | 8 questions · 0% challenging |
| TD Cowen | 1 analyst | 7 questions · 0% challenging |
| Evercore ISI | 1 analyst | 7 questions · 0% challenging |
| Gordon Haskett | 1 analyst | 6 questions · 0% challenging |
| JPMorgan | 1 analyst | 6 questions · 17% challenging |
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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 |
Calendar quarter Q2 2026Earnings call May 21, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Williams-Sonoma (WSM), FY2026 Q1: 6/10. Scores: Williams-Sonoma’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: WSM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.46B | +8.0% | $3.07 | +13.0% | 45.2% | 20.1% | 15.6% | $566M |
| FY2025 Q1 | $1.73B | +4.2% | $1.85 | -9.0% | 44.3% | 16.8% | 13.4% | $61M |
| FY2025 Q2 | $1.84B | +2.7% | $2.00 | +14.9% | 47.1% | 17.9% | 13.5% | $231M |
| FY2025 Q3 | $1.88B | +4.6% | $1.96 | 0.0% | 46.1% | 17.0% | 12.8% | $249M |
| FY2025 Q4 | $2.36B | -4.3% | $3.04 | -1.1% | 46.9% | 20.3% | 15.6% | $517M |
| FY2026 Q1Selected | $1.81B | +4.4% | $1.93 | +4.3% | 43.9% | 16.2% | 12.8% | $99M |
| FY2026 Q2 | $1.96B | +6.7% | $2.84 | +42.0% | 51.6% | 22.9% | 17.3% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +4.35% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What WSM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also launched the Stanley Tucci pizza oven from Green Pan”
Williams-Sonoma launched a Stanley Tucci pizza oven sourced from cookware maker Green Pan, a product-partnership signal.
“Collaborations and licensing remain key drivers led by Love Shack Fancy, Christopher Loves Julia, and partners, to keep the assortment fresh and bring in new customers.”
Williams-Sonoma cites its Love Shack Fancy collaboration as a key growth driver for the Pottery Barn children's business.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WSM Williams-Sonoma | 6 | +4.3% | |
| AMZN Amazon.com, Inc. | 9 | +19.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BABA Alibaba Group Holding Limited | 6 | +8.3% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +14.8% | |
| GME GameStop Corp. | 8 | +14.1% | |
| GPC Genuine Parts Company | 6 | +6.0% | |
| MELI MercadoLibre | 7 | +49.8% | |
| ORLY O'Reilly Automotive | 8 | +8.1% | |
| PDD PDD Holdings | 6 | +8.1% | |
| TSCO Tractor Supply | 2 | +2.3% | |
| ULTA Ulta Beauty | 8 | +11.1% |