Zacks.com users have recently been watching Williams-Sonoma (WSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Telsey Advisory Group analyst Cristina Fernández shared key points from a meeting with Williams-Sonoma, Inc. WSM CFO Jeff Howie and Chief Accounting Officer & Head of IR Jeremy Brooks this week.
I maintain a hold rating on Williams-Sonoma due to high valuation and uncertain macro conditions despite recent positive performance in 4Q24. WSM's 4Q24 earnings showed strong same-store sales growth and margin expansion, but FY25 guidance indicates flattish growth, raising concerns. The B2B segment shows promise for long-term growth and diversification, but tariff impacts and housing demand pose risks.
Williams-Sonoma NYSE: WSM will hit fresh highs in 2025 with its brand strength, retail market position, earnings quality, cash flow, and capital return.
Williams-Sonoma's Q4-2024 results beat estimates, but the stock still fell, possibly due to conservative FY2025 guidance. Despite strong cash flow, steady revenue growth, and a pristine balance sheet, WSM's current valuation is above historical averages, limiting upside potential. Long-term growth can be driven by non-furniture offerings, B2B expansion, AI initiatives, and potential acquisitions.
Analysts revised the price forecast for Williams-Sonoma, Inc. WSM following fourth-quarter results reported on Wednesday.
Williams-Sonoma's Q4 results reflect impressive revenue growth, record operating margins, and robust earnings performance.
Williams-Sonoma, Inc. WSM released upbeat results for its fourth quarter on Wednesday.
Williams-Sonoma's recent correction to the $150s presents a buying opportunity, supported by strong Q4 earnings and revenue beats. Neutral rating above that level. Q4 saw a 7.9% sales increase to $2.46 billion, with positive comparable sales across most segments, notably West Elm and Williams-Sonoma brand. Gross margin improved to 47.3%, driven by higher merchandise margins and supply chain efficiencies, indicating strong operational performance.
Shares of Williams-Sonoma dropped Wednesday, extending their 2025 losses, as an outlook that raised the prospect of declining sales offset fourth-quarter results that were stronger than expected.
Williams-Sonoma, Inc. (NYSE:WSM ) Q4 2024 Results Conference Call March 19, 2025 10:00 AM ET Company Participants Jeremy Brooks - Chief Accounting Officer and Head of IR Laura Alber - President and CEO Jeff Howie - CFO Conference Call Participants Oliver Wintermantel - Evercore Max Rakhlenko - TD Cowen Simeon Gutman - Morgan Stanley Steven Zaccone - Citi Brian Nagel - Oppenheimer Jonathan Matuszewski - Jefferies Kate McShane - Goldman Sachs Operator Welcome to the Williams-Sonoma, Inc. Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. [Operator Instructions].
Williams-Sonoma (NYSE:WSM) shares fell more than 6% after the homewares retailer issued light guidance, overshadowing an earnings beat for the fourth quarter. The company guided annual revenue growth in the range of -1.5% to 1.5% and comparable sales growth of flat to 3%, compared to the consensus of 1%.