Pottery Barn owner Williams-Sonoma slightly beats Q3 revenue estimates

Williams-Sonoma

19/11/2025 14:10

Overview

Williams-Sonoma Q3 revenue slightly beats analyst expectations, with a 4% comp brand revenue growth

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company announced new $1 bln stock repurchase authorization, indicating confidence in future growth

Outlook

Williams-Sonoma raises fiscal 2025 operating margin guidance to 17.8% to 18.1%

Company expects fiscal 2025 net revenue growth of 0.5% to 3.5%

Williams-Sonoma anticipates fiscal 2025 interest income of approximately $35 mln

Result Drivers

COMPARABLE BRAND REVENUE - Q3 comparable brand revenue increased by 4%, with positive comps across all brands

OPERATING MARGIN - Operating margin expanded to 17.0%, driven by higher merchandise margins and supply chain efficiencies

LIQUIDITY AND RETURNS - Strong liquidity position enabled $347 mln in returns to stockholders through stock repurchases and dividends

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$1.88 bln
$1.87 bln (16 Analysts)
Q3 EPS
Beat
$1.96
$1.87 (19 Analysts)
Q3 Net Income
$241.59 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 15 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the home furnishings retailers peer group is "buy"

Wall Street's median 12-month price target for Williams-Sonoma Inc is $208.50, about 13.3% above its November 18 closing price of $180.75

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw10cC81a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)