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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Williams-Sonoma (WSM) is 6/10.
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. B2B 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.
Scored from Williams-Sonoma’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q1 | $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% | — |