Citable filing context

WSM filing events and research context

Server-rendered

WSM's research view summarizes recent SEC filing context, starting with earnings from Aug 26, 2026.

WSM filing events and research context
FiledItemContext
Aug 26, 2026earningsWilliams-Sonoma, Inc. reported Q2 2026 comparable brand revenue growth of 6.2% and raised its full-year outlook.
Jun 22, 2026otherWilliams-Sonoma, Inc. stockholders elected directors and approved executive compensation at the 2026 Annual Meeting.
May 21, 2026earningsWilliams-Sonoma announced Q1 2026 results with 4.8% comparable brand revenue growth and diluted EPS of $1.93.
Aug 26, 2026Guidance: comparable_brand_revenue_growth4.00 to 6.50
Aug 26, 2026Guidance: net_revenue_growth4.70 to 7.20
Aug 26, 2026Guidance: non_gaap_effective_tax_rate26.00 to 26.00
Aug 28, 2026mda_quarterlyWilliams-Sonoma delivered a 6.7% net revenue increase in the second quarter of fiscal 2026, driven by a 6.2% total comparable brand revenue expansion, with e-commerce up 6.5% and retail up 5.5%. Comparable brand growth was led by Williams Sonoma (+7.6%), West Elm (+6.4%), Pottery Barn (+5.1%), and Pottery Barn Kids and Teen (+3.5%), alongside double-digit growth in emerging brands Rejuvenation, Mark and Graham, and GreenRow. Diluted EPS rose to $2.84 from $2.00 year-over-year. Operating results were heavily influenced by $200.2 million in collected IEEPA tariff refunds and interest, which contributed a net 610 basis point gain to gross margin, partially offsetting 230 basis points of pressure from higher tariff flow-through into cost of goods sold. Gross margin expanded 450 basis points to 51.6%, while SG&A leveraged 50 basis points to 28.7% of revenues. Williams-Sonoma closed the period with $1.0 billion in cash, no borrowings under its $600 million revolving line, and $695.9 million in first-half operating cash flow. The company deployed $116.4 million in capital expenditures and returned $463.2 million to shareholders via share repurchases and dividends, while continuing to navigate macroeconomic headwinds, including high interest rates, a stagnant housing market, and ongoing trade policy uncertainty.
May 22, 2026mda_quarterlyWilliams-Sonoma reported first-quarter fiscal 2026 net revenues increased 4.4%, driven by 4.8% company comparable growth across both e-commerce and retail channels. West Elm led brand performance with 8.5% comparable growth, followed by Williams Sonoma at 5.0% and Pottery Barn Kids and Teen at 4.5%, while Pottery Barn grew 1.0%. Diluted EPS rose 4.3% to $1.93. Gross margin contracted 30 basis points to 44.0%, as tariff flow-through reduced merchandise margins by 100 basis points, partially offset by 50 basis points in supply chain efficiencies and 20 basis points of occupancy leverage. SG&A increased to 27.8% of net revenues, primarily due to higher performance-based incentive compensation. The company maintains a strong liquidity position with $651.6 million in cash and no outstanding borrowings on its $600 million revolving credit facility, enabling $373.4 million in shareholder returns via dividends and stock repurchases. Management has filed for $197.8 million in tariff refunds, though these are not yet recorded as receivables. Future performance remains sensitive to a weak housing market, elevated interest rates, inflationary pressures, and geopolitical instability, alongside continued uncertainty in the global tariff and trade policy landscape.

Source: SEC EDGAR filing text and events; period Aug 26, 2026; filed Aug 26, 2026.

Create a free account to continue

WSM company research is free during early access. All you need is an account, with no card required. The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay open without one.