WSM
Williams-Sonoma, Inc.NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-05-08
As of May 8, 2026, WSM has a composite score of 14.5, categorized as "mild favorable." This score is influenced by a high confidence level of 80.3 and reflects various factors, including macroeconomic conditions and sector trends. Key drivers include macro growth, rates, inflation, and labor. The analysis is provisional, indicating that the data may change.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.16
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.02 → $2.02 (+0.2% / 30d). 2 raised, 6 cut, 12 covering analysts.
1 upgrade, 0 downgrades / 30d, 1 maintained. 41% of analysts rate Buy.
1 PT revisions / 30d. Avg target 3.3% above current price.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
3 material events in the last 24 months — top 3 listed below.
Stated priorities
Insufficient transcript history for this ticker.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 33%; 252d 34%.
Drawdown — Max 1y −21%. Bad day move −3%.
Beta to sector ETF (XLY) — 0.05 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 43/100, drawdown 59/100, beta 5/100, earnings vol —.
via XLY
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Richer than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
WSM Williams-Sonoma, Inc. | +15 | full | elevated |
AMZN Amazon | +16 | full | moderate |
TSLA Tesla, Inc. | +0.4 | expensive | elevated |
HD Home Depot (The) | +14 | full | moderate |
CVNA Carvana | +14 | — | high |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If consumer_discretionary sector trend rises from +0.10 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-03-18)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-03-18)-8.0 pts
- If consumer_discretionary sector trend falls from +0.10 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-03-181mo agoItem 2.02
Results of Operations and Financial Condition On March 18, 2026, the Company issued a press release announcing the Company’s financial results for its fourth quarter and fiscal year ended February 1, 2026. A copy of the Company’s press release is attached as Exhibit 99.1. The attached exhibit is provided under
earnings preannouncementneutralscore 20 - 2026-03-181mo agoItem 8.01
Other Events On March 18, 2026, the Company issued a press release announcing that its Board of Directors authorized a 15% increase in the Company’s quarterly cash dividend. A copy of the Company’s press release is attached as Exhibit 99.2 and is incorporated herein by reference.
capital allocationneutralscore 16 - 2025-11-195mo agoItem 2.02
Results of Operations and Financial Condition On November 19, 2025, Williams-Sonoma, Inc. (the “Company”) issued a press release announcing the Company’s financial results for its third quarter ended November 2, 2025. A copy of the Company’s press release is attached as Exhibit 99.1. The attached exhibit is provided under
earnings preannouncementneutralscore 1 - 2025-06-2710mo agoItem 1.01
Entry into a Material Definitive Agreement On June 26, 2025, Williams-Sonoma, Inc. (the “Company”) entered into that certain Ninth Amended and Restated Credit Agreement (the “Amended Credit Agreement”) with Bank of America, N.A., as administrative agent (the “Agent”), letter of credit issuer and swingline lender, and the lenders party thereto, which amended and restated that certain Eighth Amended and Restated Credit Agreement, dated as of September 30, 2021 (as amended, the “Existing Credit…
capital allocationneutralscore 0 - 2025-06-2710mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information included in
capital allocationnegativescore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.