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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“is Williams Sonoma's version of Agent Force, which they call Olive.”
Williams-Sonoma runs an AgentForce deployment ('Olive') handling ~60% of chats, cited as a flagship customer success story.
“William Sonoma, and we've only been live for a few weeks, started with agent force powering customer support for just one of their brands”
Williams-Sonoma rolled Agentforce out across eight of its brands within weeks of going live, including new use cases, an expansion proof point.
“shop online later with us like they do Amazon and others because they trust us to deliver before Christmas”
Williams-Sonoma benchmarks its late-holiday delivery reliability against Amazon.
“a limited edition Le Creuset Dutch oven inspired by Elphaba and Glinda”
Williams-Sonoma launched a limited-edition product collaboration with cookware maker Le Creuset.
“an increase in commercial workspace wins, including projects with Google, WeWork, TurboTax, and PayPal”
PayPal is named as a B2B commercial workspace customer win for Williams-Sonoma.
“an increase in commercial workspace wins, including projects with Google, WeWork, TurboTax, and PayPal”
TurboTax (Intuit) is named as a B2B commercial workspace customer win for Williams-Sonoma.
“an increase in commercial workspace wins, including projects with Google, WeWork, TurboTax, and PayPal”
WeWork is cited as a B2B commercial workspace customer of Williams-Sonoma.
“an increase in commercial workspace wins, including projects with Google, WeWork, TurboTax, and PayPal”
Williams-Sonoma names Google among its B2B commercial workspace project wins, an incremental corporate customer.
“In India, where we work with Reliance, growth is driven by new marketing initiatives that are driving brand awareness.”
Williams-Sonoma's India business runs through a partnership with Reliance, with growth coming from new brand-awareness marketing.
“In Mexico, where we partner with Liverpool, results remain strong, driven by the success of our expanded summer assortment and strategic growth in the design and trade business.”
Williams-Sonoma operates in Mexico through a franchise/partnership with department-store operator Liverpool, which is delivering strong results.
“In the quarter, we acquired the intellectual property of Dormify, which we believe will expand our presence in the dorm space as we develop it as our tenth brand.”
Williams-Sonoma acquired Dormify's intellectual property to build out its dorm-focused business as a tenth brand, absorbing the dorm e-tailer's IP.
“The category also saw success with the launch of KitchenAid's new butter yellow stand mixer, another Williams-Sonoma exclusive.”
KitchenAid launched an exclusive new stand mixer color through Williams-Sonoma that contributed to category success, another data point on KitchenAid's product-launch cadence.
“The electrics category benefited from the launch of Breville Brass, an exclusive line of kitchen countertop appliances that combine Breville's cutting-edge technology with bold brass colored trim and accents.”
Breville partnered with Williams-Sonoma on an exclusive countertop-appliance line that boosted the electrics category, a co-branded product win for Breville.
“our first furniture order for a cruise ship, Royal Caribbean's Utopia of the Seas”
Williams-Sonoma's B2B division won its first furniture order for a cruise ship from Royal Caribbean, for the Utopia of the Seas, a notable new customer win in the B2B growth channel.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Oliver Wintermantel | Evercore ISI | 7 (0%) |
| Jon Matuszewski | Jefferies | 7 (14%) |
| Max Rakhlenko | TD Cowen | 6 (0%) |
| Kate McShane | Goldman Sachs | 6 (0%) |
| Chuck Grom | Gordon Haskett | 5 (0%) |
| Simeon Gutman | Morgan Stanley | 5 (0%) |
| Chris Horvers | JPMorgan | 5 (20%) |
| Steve Zaccone | Citigroup | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed FY2025 with five consecutive quarters of positive comps including Q4 at 3.2%, delivering record full-year EPS of $8.84 and operating margin of 18.1%. FY2026 guidance was introduced with comp acceleration to 2-6% at a 4% midpoint but operating margin of 17.5-18.1% below the 2025 actual due to tariff headwinds. Pottery Barn Q4 disappointed at negative 2.3% comp, though the company pivoted to retail growth with the most store openings in a decade and B$2B recorded its largest contract quarter at 13.7% growth.
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. | 9 | +14.5% | |
| 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 | 8 | +11.1% |