WSM
FY2026 Q1 · Calendar Q2 2026
Williams-Sonoma, Inc.
Williams-Sonoma opened fiscal 2026 with broad-based comparable revenue growth of 4.8% across all brands, an EPS beat of $1.93 versus $1.81 consensus, and an operating margin of 16.2% that held despite tariff and fuel cost pressure. The company maintained its full-year guidance (2%–6% revenue comp growth, 17.5%–18.1% operating margin), launched its 10th brand Dormify targeting dorm and small-space living, and deepened AI integration across personalization and design tools. Management returned $373 million to shareholders through buybacks and a 15% dividend increase, signaling confidence that brand momentum, supply-chain efficiency, and B2B strength can offset persistent macro and tariff uncertainty.
EPS surprise+6.6%
Market move+6.5%
