Williams-Sonoma, Inc.

WSM Consumer Cyclical Specialty Retail

Williams-Sonoma, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $7.8 billion, up 1.24% from fiscal 2025.

Revenue
+6.70%
EPS
+41.4%
Free cash flow
+108.4%

Quarter to July 2026, against a year earlier

265.71 12.01 +4.73%
Market cap
$29.9B
P/E
25.6×
Fwd P/E
25.4×
Dividend yield
1.16%
F-score
5/9
Altman Z
7.34
Beneish M
−2.58
Dividend safety
96/100

Revenue by segment Fiscal 2026

  • Pottery Barn
  • West Elm
  • Williams Sonoma
  • Pottery Barn Kids and Teen
  • Other

Every year since 2010 →

Insider Decisions last twelve months

Sold, $m 44.36
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — 2 — 2 3 2 2 1 2 2 2 —
Insider Ownership 1.97%

Capital & Financial Ratios $m

Size
Market Cap 29,880.00
Revenue ttm 8,005.16
Net income ttm 1,179.08
Free cash flow ttm 1,343.49
Net debt Q (1,028.94)
Valuation
P/E 25.59
Forward P/E 25.40
Price / sales 3.73
Forward P/S Powerpack
Price / FCF 22.21
Price / book 13.94 (above 6: high)
Financial health
Current ratio Q 1.45
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (36.16)
Growth
Revenue growth Q +6.70% (above 0%: growing)
Operating income growth Q +36.80% (above 0%: growing)
EPS, this year +11.07%
EPS, next year A +10.53%
Revenue, next year A +5.95%
EPS, past 5 yrs +15.48% (at or above 15%: strong)
EPS, next 5 yrs A +10.56%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 99.49%
10-year low 10-year high
P/S against its own 10 years 99.85%
10-year low 10-year high
P/B against its own 10 years 98.50%
10-year low 10-year high
EV/Sales against its own 10 years 99.85%
10-year low 10-year high
EV/FCF against its own 10 years 91.74%
10-year low 10-year high

Dividends raised every year since 2018

Yield
1.16%
Annual rate
2.94
Payout ratio
30.1%
Growth, 2018–26
+17.0%/yr
  1. 0.84 ’18
  2. 0.94 ’19 +11
  3. 0.99 ’20 +5
  4. 1.21 ’21 +23
  5. 1.53 ’22 +26
  6. 1.74 ’23 +14
  7. 2.16 ’24 +24
  8. 2.55 ’25 +18
  9. 2.94 ’26 +15
paid change on the year, % Powerpack

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 1,262 1,213 1,020 1,029
Receivables 123 118 127 146
Inventory 1,246 1,332 1,463 1,447
Other 29 25 24 18
2,720 2,755 2,713 2,747
2024 2025 2026 Q'26
Payables 608 646 638 704
ST’ Debt — — — —
Other 677 678 701 708
1,880 1,912 1,954 1,899

Compound Annual Growth %

10y 5y 3y
Sales 4.61% 2.85% (3.45%)
Cash Flow 9.23% 0.62% 7.69%
Earnings 13.38% 9.84% (1.18%)
Book Value 5.68% 4.75% 6.98%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 1.93 2.84 — — —
’26 1.85 2.00 1.96 3.04 8.84
’25 2.04 1.74 1.96 3.28 8.79
’24 1.18 1.56 1.83 2.72 7.28
’23 1.75 1.94 1.86 2.64 8.16
’22 1.45 1.61 1.65 2.71 7.38
’21 0.23 0.85 1.27 1.96 4.31
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 1,805 1,960 — — —
’26 1,730 1,837 1,883 2,357 7,807
’25 1,660 1,788 1,801 2,462 7,712
’24 1,755 1,863 1,854 2,279 7,751
’23 1,891 2,138 2,193 2,453 8,674
’22 1,749 1,948 2,048 2,501 8,246
’21 1,235 1,491 1,765 2,293 6,783
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 156 540 — — —
’26 119 283 316 597 1,315
’25 227 246 253 633 1,360
’24 343 372 290 675 1,680
’23 185 199 205 464 1,053
’22 239 237 313 583 1,371
’21 54 163 510 548 1,275
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 99 481 — — —
’26 61 231 248 516 1,055
’25 187 215 170 566 1,139
’24 292 330 248 621 1,492
’23 113 122 119 345 699
’22 197 201 250 497 1,145
’21 12 129 461 504 1,105
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 8.2% a year for ten years. It grew 14.8% a year over the last ten.

Implied
8.2%
10 years, reported
14.8%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 5,084 5,292 5,672 5,898 6,783 8,246 8,674 7,751 7,712 7,807 8,005 +4.9% 8,271 8,704 9,175 +5.5%
Gross margin, % 37.05 36.50 37.04 36.27 38.86 44.05 42.40 42.62 46.45 46.15 47.19 +9.1 pt
EBT 472 452 429 457 894 1,451 1,501 1,273 1,486 1,453 1,575 +13.3%
EBT margin, % 9.28 8.55 7.57 7.75 13.19 17.60 17.30 16.43 19.27 18.61 19.67 +9.3 pt
Net income 305 260 334 356 681 1,126 1,128 950 1,125 1,088 1,179 +15.2%
Per share, $
Per share, $ Revenue 28.69 30.92 34.83 37.76 43.90 55.51 63.76 60.01 61.09 64.28 67.98 +9.4%
Earnings 1.73 1.52 2.05 2.28 4.41 7.59 8.29 7.36 8.91 8.96 9.90 +20.1%
Cash flow 2.96 2.92 3.60 3.89 8.25 9.23 7.74 13.01 10.77 10.83 13.66 +15.5%
Capex (1.11) (1.11) (1.17) (1.19) (1.10) (1.52) (2.60) (1.46) (1.76) (2.14) (2.26) +7.5%
Free cash flow 1.85 1.81 2.43 2.70 7.15 7.71 5.14 11.55 9.02 8.69 11.41 +18.8%
Book value 7.04 7.03 7.10 7.91 10.69 11.20 12.50 16.48 16.97 17.15 18.18 +10.4%
Shares, m 177 171 163 156 155 149 136 129 126 121 120 (4.1%)
Valuation, ×
Valuation, × P/E 13.98 16.86 13.18 15.30 14.20 10.54 8.11 13.11 23.36 23.81 25.59 15.2
P/S 0.84 0.83 0.78 0.93 1.43 1.45 1.06 1.61 3.46 3.33 3.73 1.6
P/B 3.42 3.64 3.84 4.43 5.87 7.16 5.40 5.87 12.46 12.48 13.94 6.5
EV/Sales 0.80 0.81 0.77 1.09 1.34 1.42 1.08 1.53 3.38 3.28 3.67 1.5
EV/FCF 12.41 13.86 11.10 15.29 8.22 10.20 13.47 7.93 22.89 24.23 21.89 14.0
Cash, $m
Cash, $m Operating cash flow 525 500 586 607 1,275 1,371 1,053 1,680 1,360 1,315 1,609 +10.7%
Capex (197) (190) (190) (186) (170) (227) (354) (188) (222) (259) (266) +3.1%
Free cash flow 327 310 396 421 1,105 1,145 699 1,492 1,139 1,055 1,343 +13.9%
Balance, $m
Balance, $m Working capital 406 629 620 146 619 552 400 839 843 759 848 +7.2%
Net debt (214) (91) (39) (132) (901) (850) (367) (1,262) (1,213) (1,020) (1,029) +19.0%
Shareholders’ equity 1,248 1,204 1,156 1,236 1,651 1,664 1,701 2,128 2,142 2,083 2,141 +5.9%
Returns, %
Returns, % ROA 12.48 9.86 11.92 10.37 15.62 24.26 24.29 19.12 21.28 20.32 21.97 +7.8 pt
ROIC 28.55 25.49 24.41 26.39 75.87 111.59 70.22 89.81 96.17 83.26 86.41 +54.7 pt
ROE 24.97 21.17 28.29 29.78 47.16 67.95 67.03 49.61 52.70 51.52 54.96 +26.5 pt
People
People Employees 28,300 27,800 28,200 27,000 21,000 21,000 21,100 19,300 19,600 19,800 — (3.9%)
Revenue/emp, $m 0.18 0.19 0.20 0.22 0.32 0.39 0.41 0.40 0.39 0.39 — +9.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026 · fundamentals updated 25 Oct 2026

Business profile

Updated

Williams-Sonoma is an omni-channel specialty retailer of products for the home. It sells kitchen equipment, cookware, food, furniture, bedding, lighting, rugs, décor, hardware, personalized gifts and other home goods through brands aimed at different rooms, customer needs and life stages.

Its core portfolio comprises Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham and GreenRow. Williams Sonoma focuses on cooking, dining and entertaining, while Pottery Barn and West Elm sell furnishings and décor. The children’s brands address baby, kids, teen and dorm uses; Rejuvenation sells lighting, hardware, furniture and décor; and Mark and Graham sells personalized gifts across home, travel, pet, baby and kids categories. GreenRow uses sustainable materials and artisan manufacturing practices.

Where the money comes from and where it goes Fiscal 2026

Fiscal 2026: revenue by segment, and margins
Pottery Barn 2,999 38.42%
West Elm 1,860 23.82%
Williams Sonoma 1,362 17.45%
Pottery Barn Kids and Teen 1,138 14.58%
Other 448 5.73%
Gross margin 46.15%
Operating margin 18.13%
Pre-tax margin 18.61%

Revenue by segment since 2010

Williams-Sonoma, Inc. vs peers in Specialty Retail (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
WSM Williams-Sonoma, Inc. $29.9B 25.6× 25.4× +6.70% (above 0%: growing) +41.38% (above 0%: growing) +108.42% (above 0%: growing) 51.64% 22.90%
ULTA Ulta Beauty Inc. $27.2B 23.1× 22.1× +8.87% (above 0%: growing) +13.28% (above 0%: growing) +96.46% (above 0%: growing) 39.10% 12.51% Compare
CASY Casey's General Stores, Inc. $24.6B 32.0× 31.9× +24.33% (above 0%: growing) +27.59% (above 0%: growing) −30.95% (below 0%: shrinking) 21.82% 6.50% Compare
BBY Best Buy Co., Inc. $19.7B 15.5× 14.3× +3.61% (above 0%: growing) +69.32% (above 0%: growing) +28.40% (above 0%: growing) 23.91% 4.31% Compare
TSCO Tractor Supply Company $18.3B 18.8× 17.9× +5.15% (above 0%: growing) −12.24% (below 0%: shrinking) +30.28% (above 0%: growing) 36.44% 7.87% Compare
FIVE Five Below, Inc. $13.0B 21.0× 19.3× +22.85% (above 0%: growing) +415.38% (above 0%: growing) +194.67% (above 0%: growing) 48.55% 21.83% Compare
GME GameStop Corp. $12.2B 12.2× 70.5× −18.72% (below 0%: shrinking) +76.32% (above 0%: growing) +115.70% (above 0%: growing) 43.66% 20.27% Compare
DKS DICK'S Sporting Goods, Inc. $12.2B 14.3× 12.2× +53.21% (above 0%: growing) −26.35% (below 0%: shrinking) −55.09% (below 0%: shrinking) 34.78% 7.89% Compare
MUSA Murphy USA Inc. $9.2B 14.2× 15.3× +34.83% (above 0%: growing) +41.21% (above 0%: growing) +185.48% (above 0%: growing) 10.36% 3.78% Compare
Median of peers $15.6B 17.2× 18.6× +15.86% +34.40% +63.37% 35.61% 7.88%

All 45 Specialty Retail stocks →

From the latest earnings call

Updated

  • Laura Alber said all brands posted positive comparable sales, while B2B grew 14.5% and the company raised its annual outlook.
  • Jeffrey Yurcisin said fiscal 2026 guidance excludes tariff-refund benefits and assumes tariff pressure moderates in the second half.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 95.78%
Held by the ten largest 54.36%
Holder Shares Stake Change
Vanguard 15.13m 12.85% +131.07k
BlackRock 11.39m 9.68% −200.31k
Aristotle Capital Management, LLC 11.06m 9.39% −83.20k
BLACKHILL CAPITAL INC 7.68m 6.53% −246.00
State Street 5.91m 5.02% +112.68k
Geode Capital Management 3.82m 3.24% +36.79k
First Trust 2.79m 2.37% +125.97k
UBS 2.78m 2.36% +295.93k
Norges Bank 1.76m 1.49% +1.76m
Invesco 1.69m 1.43% −92.29k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 6 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 33.30m 56.22m 349.00
2025 27.69m 132.46m 355.00
2024 23.70m 65.27m 172.58
2023 17.32m (163.58k) 102.31
2022 21.32m 78.79m 122.02

Ownership

Directors and executive officers, together 1.10%
BlackRock Inc.55 East 9.60%
Aristotle Capital Management, LLC11100 Santa Monica Blvd., Suite 7.80%
Blackhill Capital, Inc.161 Madison AvenueMorristown, NJ 6.50%
State Street CorporationOne Congress Street, Suite 5.20%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Williams-Sonoma, Inc. (WSM) Latest News

28 Oct

Impact 4 · · Barchart

25 Oct

Impact 3 · · Simply Wall St.

22 Oct

19 Oct

14 Oct

Impact 3 · · Business Wire

31 Aug

Impact 4 · · The Motley Fool transcript

WSM metrics, ten years each

stockrow.com/WSM · Data as of Oct 25, 2026 · For information only; not investment advice. · © 2026 stockrow.com