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

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Earnings Data

Report Date

Aug 26, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.05

Last Year’s EPS

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 21, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized broad-based, profitable top-line momentum with every brand posting positive comps, strong B2B growth, significant supply chain offsets, and meaningful shareholder returns. Headwinds from tariffs, higher fuel costs and an inventory build with embedded tariff costs pressured merchandise margins and produced a cautious posture on guidance (no raise). Overall the company presented strong execution and confidence while acknowledging near-term macro and tariff risks.

Company Guidance

The company reiterated fiscal 2026 guidance: comparable (brand) revenue growth of 2%–6% (midpoint 4%) and total net revenue growth of 2.7%–6.7%, with operating margin guided to 17.5%–18.1% (midpoint 17.8%); the outlook assumes no meaningful housing recovery, tariffs in place (front‑half weighted, no tariff refunds assumed), and higher oil prices at current levels embedded. Additional modeling inputs include full‑year interest income of ~$25 million, an effective tax rate of ~25.5%, and capital expenditures of ~$275 million (≈95% focused on e‑commerce, retail and supply chain); guidance also embeds ~70 basis points of non‑comp revenue from retail investments, a year‑end store count essentially flat to last year (then 1%–3% annual growth from FY27), and a long‑term outlook of mid‑to‑high single‑digit revenue growth with operating margins in the mid‑to‑high teens. The company reiterated its capital return priorities (quarterly dividend $0.76/share, +15% YoY; ~$1.1 billion remaining repurchase authorization) after returning $373 million in Q1 ($288M buybacks, ~1.4% of shares; $85M dividends).

Company-wide Comparable Sales Growth

Q1 comparable sales (comp) grew 4.8%, with both 1-year and 2-year comps accelerating; net revenues were $1.81 billion and every brand delivered a positive comp in the quarter.

Operating Margin and EPS Outperformance

Delivered operating margin of 16.2% (ahead of expectations) and diluted EPS of $1.93, up 4% versus $1.85 in the prior year.

Strong Brand-Level Performance

West Elm comp +8.5%; Williams Sonoma comp +5%; Pottery Barn +1%; Pottery Barn Kids +4.5%; Rejuvenation and Mark and Graham posted double-digit comps; launched Dormify as a 10th brand and opened GreenRow's first store.

Balanced Channel Strength and Market Share Gains

E-commerce comp +4.8% and retail comp +4.7%; accelerated market share gains while the home furnishings market declined low single digits.

B2B and Contract Momentum

B2B grew 13.7% overall with trade up 9% and contract up 22%; delivered marquee projects (e.g., Delano Miami, Bernardus Resort) and received industry recognition at Hospitality Design Expo.

Supply Chain Efficiencies Partially Offsetting Cost Headwinds

Supply chain improvements (including lower shrink accrual) delivered approx. 50 basis points of gross margin benefit this quarter, helping offset higher tariffs and fuel costs.

Capital Allocation and Shareholder Returns

Returned $373 million to shareholders in Q1 (share repurchases $288M representing ~1.4% of shares outstanding; dividends $85M, a 15% YoY increase); about $1.1B remaining share repurchase authorization; Q1 capex $58M with FY26 capex guidance ~$275M.

Investments in Customer Experience and AI

Scaled personalization and AI across the customer journey (e.g., AI-driven room planner/design tools), optimized shopping/checkout and customer care automation to improve discovery and service.

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
Aug 26, 2026	2026 (Q2)	2.04 / -	2	―	―	―
May 21, 2026	2026 (Q1)	1.80 / 1.93	1.56	23.72% (+0.37)	―
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)	―

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
May 21, 2026	$180.25	$191.94	+6.49%
Mar 18, 2026	$181.45	$183.37	+1.06%
Nov 19, 2025	$179.47	$173.38	-3.39%
Aug 27, 2025	$195.83	$190.13	-2.91%

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.