Williams-Sonoma (0LXC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 27, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.81

Last Year’s EPS

1.56

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 18, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a net-positive picture: management delivered record EPS, strong cash generation, broad-based comp gains across brands, robust B2B and emerging-brand momentum, and a confident fiscal 2026 plan including store investments and continued capital returns. Counterbalancing this are meaningful margin headwinds from tariffs, a YoY gross- and operating-margin decline, inventory exposed to embedded tariff costs, and a notable Q4 weakness at Pottery Barn. On balance the financial strength, cash returns, brand and channel momentum, and explicit guidance that anticipates growth outweigh the near-term margin and tariff challenges.

Company Guidance

The company guided fiscal 2026 to comp brand revenue growth of 2%–6% (midpoint 4%) and total net revenue growth of 2.7%–6.7%, with operating margin expected to be 17.5%–18.1% (midpoint 17.8%); the outlook assumes no meaningful housing recovery, does not include OB3 tax benefits, and embeds tariff assumptions (Section 232, current Section 301, and Section 122 at ~15%, with no UFLPA refund) with the tariff hit expected to be front‑half weighted. Capital plans call for roughly $275 million of capex (≈95% to e‑commerce, retail and supply‑chain), a near‑doubling of retail investment, 20 new store openings and ~19 repositions in 2026 (embedded ≈70 basis points of non‑comp growth from real estate), with store count roughly flat in 2026 and then targeted growth of ~1%–3% annually thereafter. Shareholder return priorities include a 15% dividend increase to $0.76 per quarter and $1.3 billion remaining on the repurchase authorization, and management reiterated a long‑term outlook of mid‑ to high‑single‑digit revenue growth and operating margins in the mid‑ to high‑teens.

Record EPS and Strong Profitability

Full-year diluted EPS reached a record $8.84, up 1% year-over-year; Q4 diluted EPS was $3.04. Full-year operating margin finished at 18.1% and Q4 operating margin was 20.3%, demonstrating continued profitable execution.

Top-Line Growth and Comparable Sales

Full-year comp sales grew 3.5% and Q4 comps were +3.2%. Retail comps were particularly strong: retail +6.4% for the year and +4.3% in Q4; Williams Sonoma Q4 comp +7.2% (FY +6.9%); West Elm Q4 comp +4.8% (FY +2.9%); Pottery Barn Kids/Kids & Teens FY comp +4.4% and Q4 +4.0%.

Business-to-Business and Emerging Brands Momentum

B2B delivered another record quarter with a 13.7% quarterly increase and grew 10% for the full year, anchored by the largest contract quarter in company history. Emerging brands (e.g., Rejuvenation, Mark & Graham, GreenRow) delivered double-digit comps and notable acceleration—Rejuvenation exceeded top-line and bottom-line expectations and is viewed as potential billion-dollar brand.

Cash Generation and Capital Return

Generated over $1.3 billion in operating cash flow and $1.1 billion in free cash flow in fiscal 2025. Returned nearly $1.2 billion to shareholders (share repurchases $854M, ~4% of shares; dividends $316M, +13% YoY). Board authorized a 15% increase in the quarterly dividend to $0.76 and $1.3B remains under repurchase authorization.

Balance Sheet Strength and Inventory Positioning

Ended the quarter with over $1 billion in cash and no outstanding debt. Merchandise inventories were $1.5 billion (+9.8% YoY) and included approximately $80 million of embedded incremental tariff costs; excluding tariff impact inventories are in line with sales growth.

Operational & AI-Enabled Improvements

Supply chain and customer service metrics improved: favorable physical inventory (shrink) benefits, supply chain efficiencies, and AI deployments across personalization, product discovery, forecasting, routing, and care workflows delivered measurable operational and conversion gains.

Return-to-Retail Growth Strategy

Company is pivoting to invest in retail: plans to open 20 new stores and complete 19 repositions in fiscal 2026 (net flat store count for 2026), with expected 1%–3% annual store growth thereafter. Retail Take It Home Today and Design Services 3.0 are key initiatives to drive further retail comp gains.

Positive Fiscal 2026 Guidance

Management guided comp brand revenue growth of 2%–6% (midpoint 4%) and operating margin range of 17.5%–18.1% (midpoint 17.8%), reflecting confidence in growth initiatives despite macro and tariff uncertainty.

Williams-Sonoma (GB:0LXC) 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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GB:0LXC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 27, 2026	2026 (Q1)	1.81 / -	1.56	―	―	―
Mar 18, 2026	2025 (Q4)	2.90 / 3.04	3.28	-7.32% (-0.24)	―
Nov 19, 2025	2025 (Q3)	1.88 / 1.96	1.96	0.00% (0.00)
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)	―

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

GB:0LXC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 18, 2026	$182.98	$188.09	+2.79%
Nov 19, 2025	$180.68	$174.03	-3.68%
Aug 27, 2025	$195.19	$194.53	-0.34%
May 22, 2025	$166.88	$159.33	-4.52%

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.