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Williams-Sonoma
Williams-Sonoma (WSM) investor relations material
Williams-Sonoma Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary19 Nov, 2025
Executive summary
Q3 2025 delivered a 4.0% increase in comparable brand revenue, with all major brands posting positive comps and diluted EPS rising 4.8% to $1.96.
Operating margin expanded to 17.0%, and gross margin improved to 46.1%, driven by higher merchandise margins and supply chain efficiencies.
Retail channel led with 8.5% comp growth, supported by store remodels and enhanced in-store experiences.
AI initiatives and digital-first strategies drove customer service improvements and operational efficiencies.
Strong liquidity maintained with $885 million in cash and significant shareholder returns through repurchases and dividends.
Financial highlights
Q3 2025 net revenues reached $1.88 billion, up 4.6% year-over-year; FY24 net revenues were $7.7 billion, with 66% from ecommerce.
Gross margin improved to 46.1%, up 70 basis points year-over-year.
SG&A was 29.1% of revenues, up 60 basis points, mainly due to higher incentive compensation and digital advertising.
Cash balance at quarter-end was $885 million, with no outstanding debt.
Returned $792.3 million to shareholders in the first nine months of 2025 via repurchases and dividends.
Outlook and guidance
FY2025 net revenue guidance: comps of +2% to +5%, total net revenue growth of +0.5% to +3.5%.
Operating margin guidance raised to 17.8%–18.1% for FY2025.
Guidance reflects current tariffs, with incremental tariff rate now at 29%.
Long-term targets: mid- to high-single-digit revenue growth and mid- to high-teens operating margins.
Management remains cautious due to macroeconomic uncertainty, including tariffs, housing market, and inflation.
Quantify tariff impact on FY25 operating margin
Explain the strategic inventory pull forward
What caused the $49M freight over-recognition?
What drives the larger Q4 tariff margin impact?
Quantify AI's impact on customer service costs
What is the outlook for net store unit growth?
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Next Williams-Sonoma earnings date
Q4 202618 Mar, 2026
Williams-Sonoma
Next Williams-Sonoma earnings date
Q4 202618 Mar, 2026
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Frequently asked questions
Williams-Sonoma, Inc. is a specialty retailer of various products for home in the United States and internationally. It operates through two segments, E-commerce and Retail. The company offers cooking, dining, and entertaining products, including cookware, tools, electrics, cutlery, tableware, outdoor, furniture, culinary education, and food. Williams-Sonoma, Inc. was founded in 1956 and is headquartered in San Francisco, California.
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