WSM
WILLIAMS SONOMA INCEvidence as of 2026-10-03The desk's Snapshot
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Overview · WILLIAMS SONOMA INC
Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative accessories under the Williams Sonoma lifestyle brand; and furniture, beddin…
Management team
- Ms. Jennifer Kellor · President of Pottery Barn Kids & PBteen BrandsFind on LinkedIn
- Ms. Abby Teisch · Senior Vice President of MarketingFind on LinkedIn
- Abby Teisch · Senior Vice President of MarketingFind on LinkedIn
- Ms. Marta H. Benson · Chief Executive Officer of Pottery Barn BrandsFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.4 of a possible +2; confidence high). Revenue rose from $ 1,805,456,000 in fiscal Q1 2026 (2026-02-02 to 2026-05-03, 3mo) to $ 1,959,757,000 in fiscal Q2 2026 (2026-05-04 to 2026-08-02, 3mo). Gross profit expanded from $ 793,426,000 to $ 1,011,948,000 across those quarters, implying gross margin moved from roughly 43.95% to roughly 51.66% on the reported revenues.
Operating income increased from $ 291,688,000 to $ 448,795,000 and net income rose from $ 231,362,000 to $ 338,109,000, while diluted EPS went from $ 1.93 to $ 2.84. The company’s cash and cash equivalents grew from $ 651,601,000 as of 2026-05-03 to $ 1,028,936,000 as of 2026-08-02, stockholders’ equity rose from $ 1,869,804,000 to $ 2,140,914,000, and reported shares outstanding declined from 119,016,049 as of 2026-03-22 to 117,779,173 as of 2026-08-23.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue rose from $1,805,456,000 in fiscal Q1 2026 (2026-02-02 to 2026-05-03, 3mo) to $1,959,757,000 in fiscal Q2 2026 (2026-05-04 to 2026-08-02, 3mo).
XBRL companyfacts · 0000719955-26-000131Gross profit expanded from $793,426,000 in fiscal Q1 2026 (2026-02-02 to 2026-05-03, 3mo) to $1,011,948,000 in fiscal Q2 2026 (2026-05-04 to 2026-08-02, 3mo), implying an increase in gross margin (approximately 43.95% to approximately 51.66% using the reported revenues).
XBRL companyfacts · 0000719955-26-000131Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The company added an explicit risk that its industry is highly competitive and that increased competition could negatively impact sales.
10-K filed 2026-03-26Management added a risk stating the operation and growth of the business may be harmed if the company is unable to retain key associates, attract qualified personnel and manage employment-related costs.
10-K filed 2026-03-26Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Six-month price momentum is +29.9% and ranks in the 83th percentile of the 566‑stock research universe, while the 12-month (12_1) momentum is +17.1% and ranks in the 59th percentile.
Moneyta signal set · 2026-10-02weakened in debateThe series shows a golden cross is present and the cross age is 76 days, with current price 0.6% below the 50-day simple moving average and 11.7% above the 200-day simple moving average.
Moneyta signal set · 2026-10-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings total $26.39B as of 2026-06-30, with reported aggregate value up 30.1% quarter-over-quarter.
13F holdings · 1013 filers · as of 2026-06-30Top reported institutional holders as of 2026-06-30 include BlackRock, Inc. ($2.66B), Aristotle Capital Management, LLC ($2.58B), and VANGUARD CAPITAL MANAGEMENT LLC ($1.79B).
13F holdings · 1013 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple headlines report Williams‑Sonoma outpaced peers or the broader market following quarterly results, mentioning strong sales, firm margins, and raised guidance.
News · kalkinemedia.com · 2026-09-29Coverage notes a declared quarterly dividend alongside the company's quarterly results.
News · kalkinemedia.com · 2026-09-30Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Laura Alber (PRESIDENT & CEO) filed multiple sales on 16 September 2026 reporting dispositions of "$1.0M", "$1.9M", "$1.7M", "$2.6M", and "$531k" representing 4,710; 8,568; 7,734; 11,606; and 2,382 shares respectively, and those filings state the trades were made pursuant to a 10b5-1 plan.
Form 4 · ALBER LAURA (PRESIDENT & CEO) · $1.0M sold · 2026-09-16Jeffrey Howie (EVP CHIEF FINANCIAL OFFICER) filed multiple sales on 16 September 2026 reporting dispositions of "$127k", "$88k", "$44k", "$80k", "$93k", "$141k", "$42k", and "$57k" representing 585; 403; 202; 362; 420; 635; 186; and 252 shares respectively, and those filings state the trades were made pursuant to a 10b5-1 plan.
Form 4 · Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) · $127k sold · 2026-09-16Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model shows the current price implies a free cash flow growth rate of 28.91% (implied_growth = 0.2891).
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow on a trailing twelve-month basis is 43.21 (price_to_fcf = 43.21).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows quarter-to-quarter operational improvement: revenue, gross profit, operating income, and net income each rose materially from fiscal Q1 to Q2 2026, with gross margin expanding ~8 percentage points and EPS rising alongside a modest decline in diluted shares outstanding. Balance-sheet items show cash more than doubled over the quarter and the company reports a net cash position on the items shown, while institutional reported holdings increased notably quarter-over-quarter—signals that several market participants and the firm's liquidity position align with recent fundamental strength. Market technicals add context: positive 6- and 12-month momentum, a golden cross, and multi-outlet news coverage indicate the company’s results have been well received across media and some sell-side houses. Counterarguments that focus on headline multiples, insider sales, and expanded disclosure of industry and supply-chain risks are weaker when considered against the near-term operating leverage and cash accumulation reported; the insider transactions are documented as occurring under 10b5-1 plans and several filing risks are broad, industry-level cautions rather than company-specific failures. Taken together, these claims jointly support a favorable read on the company’s recent operational and liquidity profile while highlighting where external narratives (valuation, cyclical risks, insider activity) require careful contextualization.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
39 surviving claims rest on 17 distinct sources; the heaviest analyst carries 15% of them, and 99% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a relatively small set of distinct origins, so individual source errors could disproportionately affect several claims. No single analyst dominates the desk’s contributions, yet the very high debate survival rate suggests limited internal challenge — treat the set as informational but somewhat brittle to new contradicting filings or market data.
Peer context · computed, not argued
12-1 momentum ranks 1st of 4 in Specialty Retail (as of 2026-10-02).
90-day volatility ranks 4th of 4 in Specialty Retail (as of 2026-10-02).
dividend yield ranks 3rd of 4 in Specialty Retail (as of 2026-10-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
9 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+1.0 to the score
10 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.7 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.1 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
3 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−1.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Institutional holders
Net institutional flow, Q/Q
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Insider buys, 90 days
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