The earnings call reflected strong sales growth and profitability, driven by positive comps across all brands, effective cost management, and strategic innovations such as AI. However, significant challenges remain due to increased tariffs and macroeconomic uncertainties, affecting their ability to improve operating margins.

Company Guidance

During the Williams-Sonoma, Inc. Second Quarter Fiscal 2025 Earnings Conference Call, the company provided updated guidance reflecting strong performance and strategic initiatives. The company raised its full-year comparable brand revenue growth forecast to 2% to 5%, driven by a positive 3.7% comp in Q2 and robust performance across all brands. Despite the incremental tariff costs that have doubled since the last earnings call, the operating margin guidance remains at 17.4% to 17.8%. The company emphasized its focus on innovation, expanding product offerings, and strategic collaborations, alongside leveraging AI for enhancing customer service and optimizing operations. With a strong cash balance of $986 million and no outstanding debt, Williams-Sonoma reiterated its commitment to returning value to shareholders through dividends and stock repurchases. The company's strategic priorities for 2025 include returning to growth, elevating customer service, and driving earnings amidst macroeconomic uncertainties.

Positive Comparable Sales Growth

Williams-Sonoma reported a 3.7% comp in Q2, with all brands posting positive comps for the second consecutive quarter.

Strong Earnings Performance

Earnings per share increased nearly 20% to $2, and operating income grew 18% to $328 million, with an operating margin of 17.9%.

B2B Growth

The B2B segment grew by 10% in Q2, delivering a near-record quarter in the contract business.

Emerging Brands and Rejuvenation Growth

Emerging brands delivered double-digit comps, with Rejuvenation experiencing its seventh consecutive quarter of double-digit comps.

AI Integration

Williams-Sonoma is leveraging AI across customer experience, supply chain, and internal operations, driving cost savings and productivity gains.

Increased Full-Year Revenue Guidance

The company raised its full-year revenue guidance, now expecting comparable brand revenue growth of 2% to 5%.

Williams-Sonoma (WSM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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WSM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	1.86 / -	1.96	―	―	―
Aug 27, 2025	2025 (Q2)	1.81 / 2.00	1.74	14.94% (+0.26)	―
May 22, 2025	2025 (Q1)	1.76 / 1.56	1.74	-10.34% (-0.18)	―
Mar 19, 2025	2024 (Q4)	2.94 / 3.28	2.72	20.59% (+0.56)
Nov 20, 2024	2024 (Q3)	1.77 / 1.96	1.83	7.10% (+0.13)
Aug 22, 2024	2024 (Q2)	1.61 / 1.74	1.56	11.54% (+0.18)	―
May 22, 2024	2024 (Q1)	1.37 / 1.74	1.32	31.82% (+0.42)	―
Mar 13, 2024	2023 (Q4)	2.56 / 2.72	2.75	-1.09% (-0.03)	―
Nov 16, 2023	2023 (Q3)	1.67 / 1.83	1.86	-1.61% (-0.03)	―
Aug 23, 2023	2023 (Q2)	1.36 / 1.56	1.935	-19.38% (-0.38)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WSM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$197.93	$192.17	-2.91%
May 22, 2025	$167.27	$159.77	-4.48%
Mar 19, 2025	$170.79	$164.83	-3.49%
Nov 20, 2024	$135.66	$173.03	+27.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.