WSM
WILLIAMS SONOMA INCEvidence as of 2026-09-02Overview · 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
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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.
+0.5 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 Constructive (+0.5 of a possible +2; confidence high). Revenue rose from USD 1,805,456,000 in Q1 2026 (fiscal quarter ended 2026-05-17) to USD 1,959,757,000 in Q2 2026 (fiscal quarter ended 2026-08-23), an increase of USD 154,201,000 (about + 8.5 %). Gross profit expanded from USD 793,426,000 to USD 1,011,948,000 across those quarters and gross margin moved from about 43.9 % to about 51.7 %.
Net income increased from USD 231,362,000 in Q1 2026 to USD 338,109,000 in Q2 2026 (a rise of USD 106,747,000, about + 46 %), and diluted EPS went from USD 1.93 to USD 2.84 while weighted‑average diluted shares outstanding declined modestly from 119,894,000 to 118,892,000. Market and valuation signals are mixed: momentum readings are positive (3‑month + 9.3 %, 6‑month + 12.1 %, 12‑1 + 30.0 %), the stock sits about + 9.6 % above its 200‑day SMA but − 4.7 % below its 50‑day SMA, trailing twelve‑month P/E is 25.44, price‑to‑FCF is 41.32, and implied FCF growth priced by the market is 27.68 %.
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 increased from USD 1,805,456,000 in fiscal Q1 2026 (2026-02-02 to 2026-05-03) to USD 1,959,757,000 in fiscal Q2 2026 (2026-05-04 to 2026-08-02), a rise of USD 154,201,000 (about +8.5%).
XBRL companyfacts · 0000719955-26-000131Gross profit expanded from USD 793,426,000 in fiscal Q1 2026 (2026-02-02 to 2026-05-03) to USD 1,011,948,000 in fiscal Q2 2026 (2026-05-04 to 2026-08-02); gross margin increased from about 43.9% to about 51.7% (calculated from the cited revenue and gross profit figures).
XBRL companyfacts · 0000719955-26-000208Reads 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.
On August 26, 2026 the company furnished (but did not file) a press release announcing financial results for its second quarter ended August 2, 2026.
8-K filed 2026-08-26The Form 8-K filed August 26, 2026 attaches Exhibit 99.1 (the press release dated August 26, 2026) and includes a cover page interactive data file as Exhibit 104.
8-K filed 2026-08-26Reads 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.
Momentum measures are positive: 3-month momentum +9.3%, 6-month +12.1%, and 12-1 momentum +30.0%, with the 6-month momentum at the 63th percentile and the 12-1 momentum at the 70th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debatePrice technicals are mixed: the security is above its 200-day SMA by +9.6% but below its 50-day SMA by -4.7%, and a golden cross is present as of 2026-09-01.
Moneyta signal set · 2026-09-01Reads 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.
As of 2026-09-02T13:45:47.228469+00:00, WSM had a reported weight of 0.04% of the ETF with symbol IVV.
ETF constituents · market dataThe provided evidence includes one ETF membership record for WSM (etf symbol IVV) dated 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads 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 outlets report Williams‑Sonoma beat quarterly expectations and raised full‑year guidance following its recent quarter.
News · kalkinemedia.com · 2026-09-02Coverage notes that comparable brand revenue accelerated across Williams‑Sonoma’s home‑furnishings brands in the quarter ended with the recent results.
News · kalkinemedia.com · 2026-09-01Reads 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.
No insider transactions on file in the trailing 180 days.
Reads 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 reports the implied free cash flow (FCF) growth rate that today's price would justify as 27.68% (0.2768).
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FFO/FCF (price to FCF trailing twelve months) is 41.32.
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.
Sequential quarterly results show a clear improvement in top-line and profitability metrics: revenue rose ~8.5% quarter-to-quarter while gross profit and gross margin expanded materially (fundamentals-0, fundamentals-1). Net income and diluted EPS jumped (~+46% and +0.91 EPS respectively) alongside a modest reduction in diluted shares and evidence of share repurchases, which together amplified per‑share results (fundamentals-2, fundamentals-3, fundamentals-4). Market signals and coverage provide corroborating context: momentum measures are positive and several outlets reported a beat‑and‑raise quarter with management citing AI‑driven conversion gains and tariff refunds that helped margins (market-0, market-1, news-0, news-2, news-3). While valuation metrics look rich on trailing FCF and implied growth (valuation-0, valuation-1, valuation-4), historically, improving margin and cash‑generation dynamics can materially change how those multiples are interpreted; financial advisors often suggest linking valuation discussion to the trajectory of profitability rather than trailing snapshots. Taken together, the company‑specific operational improvements and supportive market/coverage signals jointly support a favorable read of the recent quarter and its implications for the firm’s reported performance.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
29 surviving claims rest on 13 distinct sources; the heaviest analyst carries 24% of them, and 98% of what the desk raised survived the debate.
The read rests on a moderate number of distinct sources but a relatively concentrated analyst contribution and very high debate-survival rate; this implies the narrative is internally consistent and durable within the desk, yet not immune to single-source or analyst‑centric weaknesses. Source concentration and analyst dependence increase fragility: a problem in one or two key documents or the lead analyst's inputs would disproportionately reduce confidence in the full set of surviving claims.
Peer context · computed, not argued
12-1 momentum ranks 1st of 4 in Specialty Retail (as of 2026-09-01).
6-month relative strength ranks 2nd of 4 in Specialty Retail (as of 2026-09-01).
90-day volatility ranks 4th of 4 in Specialty Retail (as of 2026-09-01).
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.
13 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+1.8 to the score
3 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 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
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 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
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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The full terminal on WSM Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.