Williams-Sonoma, Inc. (WSM)

NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04

$270.08+6.46%

Close 2026-11-04 · 1-day change

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge Williams-Sonoma, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-0.0%

+10% or more+5%0%−5%−10% or less

10.51 → 10.51 EPS · FY ending Feb 1, 2028 · 11 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 12 to 11; this is not the number of analysts revising. The ±10% axis is a display range.

Price, analyst earnings & P/E reference

The EPS and P/E reference is not available for WSM yet.

Measure / period	Management expectations	Analyst expectations

Management figures unavailable.

Current consensus figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Quarterly cash dividend increased by 15% in fiscal 2026	The company raised its quarterly dividend by 15%.	Intact	Dividend growth stalls or reverses in FY26	Dividend per share: $0.76 per share FY2026-Q2; GAAP. Published target: 15% increase in quarterly dividend. Annual target cannot be compared with a quarterly or TTM observation. Aug 28, 20260.76 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-02-01 · fmp

FY2028 EPS$10.51

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Quarterly cash dividend increased by 15% in fiscal 2026Dividend per share: $0.76 per share
Operating margin between 17.5% and 18.1% for fiscal 2026Operating margin: 22.9%
Revenue growth between 2.7% and 6.7% for fiscal 2026Revenue growth: 6.7%

Next proof point

Nov 18, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.1%Typical daily move · historical

Downside history

-23.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Williams-Sonoma, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

WSM is a consumer discretionary business with a durable-premium profile, supported by recent strong financial performance. Its long-term thesis is intact, though the signal has recently shifted from mildly favorable to mixed and confidence is medium.

What's priced into Williams-Sonoma, Inc.

WSM is expensive versus peers, with a durable premium and elevated fragility because of valuation and weak execution quality. The expectations gap is 0.35, but model confidence is low, so the evidence on what the market already assumes is limited.

What the fundamentals likely do

Near term, revenue growth and margins are progressing toward management’s fiscal 2026 goals: second-quarter revenue grew 5.6% from the prior quarter, and non-GAAP operating margin rose to 17.3%. Management has raised its revenue growth guidance, while recent earnings beats support the setup; however, a recent quarter was missed and a past deep miss remains a risk.

What Williams-Sonoma, Inc. hinges on

The multi-year thesis depends on WSM sustaining revenue growth and reaching its operating-margin range. Near term, a guidance cut would weaken the setup, while results and guidance from sector bellwethers such as AMZN, BABA, and PDD may signal whether the sector tailwind persists.

Bottom line

Over the next 1 to 3 years, improving revenue and margins support an intact thesis, but expensive valuation and uneven execution make continued delivery important. Not investment advice.

Development preview · refreshed Nov 5, 2026Open Living FV detail

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$10.25	$8,560,174,505	13 / 14
2026-07-25	$10.25	$8,560,174,505	13 / 14
2026-07-26	$10.25	$8,560,174,505	13 / 14
2026-07-27	$10.25	$8,560,174,505	13 / 14
2026-07-28	$10.25	$8,560,174,505	13 / 14
2026-07-29	$10.25	$8,560,174,505	13 / 14
2026-07-30	$10.25	$8,560,174,505	13 / 14
2026-07-31	$10.24	$8,554,313,598	14 / 15
2026-08-01	$10.24	$8,554,313,598	14 / 15
2026-08-02	$10.24	$8,554,313,598	14 / 15
2026-08-03	$10.24	$8,554,313,598	14 / 15
2026-08-04	$10.24	$8,554,313,598	14 / 15
2026-08-05	$10.24	$8,554,313,598	14 / 15
2026-08-06	$10.24	$8,554,313,598	14 / 15
2026-08-08	$10.24	$8,554,313,598	14 / 15
2026-08-09	$10.24	$8,554,313,598	14 / 15
2026-08-10	$10.24	$8,554,313,598	14 / 15
2026-08-12	$10.24	$8,554,313,598	14 / 15
2026-08-13	$10.24	$8,554,313,598	14 / 15
2026-08-14	$10.24	$8,554,313,598	14 / 15
2026-08-15	$10.24	$8,554,313,598	14 / 15
2026-08-16	$10.24	$8,554,313,598	14 / 15
2026-08-17	$10.24	$8,554,313,598	14 / 15
2026-08-18	$10.24	$8,554,313,598	14 / 15
2026-08-19	$10.24	$8,554,313,598	14 / 15
2026-08-20	$10.31	$8,573,027,179	14 / 15
2026-08-21	$10.31	$8,573,027,179	14 / 15
2026-08-22	$10.31	$8,573,027,179	14 / 15
2026-08-23	$10.31	$8,573,027,179	14 / 15
2026-08-24	$10.31	$8,573,027,179	14 / 15
2026-08-25	$10.32	$8,577,017,184	14 / 15
2026-08-26	$10.32	$8,577,017,184	14 / 15
2026-08-27	$10.32	$8,577,017,184	14 / 15
2026-08-28	$10.32	$8,577,017,184	14 / 15
2026-08-29	$10.50	$8,707,591,061	13 / 15
2026-08-30	$10.50	$8,707,591,061	12 / 16
2026-08-31	$10.50	$8,707,591,061	12 / 16
2026-09-01	$10.50	$8,707,591,061	12 / 16
2026-09-02	$10.50	$8,707,591,061	12 / 16
2026-09-03	$10.51	$8,707,591,061	12 / 16
2026-09-04	$10.51	$8,707,591,061	12 / 16
2026-09-05	$10.51	$8,707,591,061	12 / 16
2026-09-06	$10.51	$8,707,591,061	12 / 16
2026-09-07	$10.51	$8,707,591,061	12 / 16
2026-09-08	$10.51	$8,707,591,061	12 / 16
2026-09-09	$10.51	$8,707,591,061	12 / 16
2026-09-10	$10.51	$8,707,591,061	12 / 16
2026-09-11	$10.51	$8,707,591,061	12 / 16
2026-09-12	$10.51	$8,707,591,061	12 / 16
2026-09-13	$10.51	$8,707,591,061	12 / 16
2026-09-14	$10.51	$8,707,591,061	12 / 16
2026-09-15	$10.51	$8,707,591,061	12 / 16
2026-09-16	$10.51	$8,707,591,061	12 / 16
2026-09-17	$10.51	$8,707,591,061	12 / 16
2026-09-18	$10.51	$8,707,591,061	12 / 16
2026-09-19	$10.51	$8,707,591,061	12 / 16
2026-09-20	$10.51	$8,707,591,061	12 / 16
2026-09-21	$10.51	$8,707,591,061	12 / 16
2026-09-22	$10.51	$8,707,591,061	12 / 16
2026-09-23	$10.51	$8,707,591,061	12 / 16
2026-09-24	$10.51	$8,707,591,061	12 / 16
2026-09-25	$10.51	$8,707,591,061	12 / 16
2026-09-26	$10.51	$8,707,591,061	12 / 16
2026-09-27	$10.51	$8,707,591,061	12 / 16
2026-09-28	$10.51	$8,707,591,061	12 / 16
2026-09-29	$10.51	$8,707,590,745	12 / 16
2026-09-30	$10.51	$8,707,590,745	12 / 16
2026-10-01	$10.51	$8,707,590,745	12 / 16
2026-10-02	$10.51	$8,707,590,745	12 / 16
2026-10-03	$10.51	$8,707,590,745	12 / 16
2026-10-04	$10.51	$8,707,606,534	12 / 16
2026-10-05	$10.51	$8,707,606,534	12 / 16
2026-10-06	$10.51	$8,707,606,534	12 / 16
2026-10-07	$10.51	$8,707,606,534	12 / 16
2026-10-08	$10.51	$8,707,606,534	12 / 16
2026-10-09	$10.51	$8,707,606,534	12 / 16
2026-10-10	$10.51	$8,707,606,534	12 / 16
2026-10-11	$10.51	$8,707,606,534	12 / 16
2026-10-12	$10.51	$8,707,606,534	12 / 16
2026-10-13	$10.51	$8,707,606,534	12 / 16
2026-10-14	$10.51	$8,707,606,534	12 / 16
2026-10-15	$10.51	$8,707,606,534	12 / 16
2026-10-16	$10.51	$8,707,606,534	12 / 16
2026-10-17	$10.51	$8,707,606,534	12 / 16
2026-10-18	$10.51	$8,707,606,534	12 / 16
2026-10-19	$10.51	$8,707,606,534	12 / 16
2026-10-20	$10.51	$8,707,606,534	12 / 16
2026-10-21	$10.52	$8,709,043,376	12 / 16
2026-10-22	$10.51	$8,705,193,308	12 / 16
2026-10-23	$10.51	$8,705,193,308	12 / 16
2026-10-24	$10.51	$8,705,193,308	12 / 16
2026-10-25	$10.51	$8,705,193,308	12 / 16
2026-10-26	$10.51	$8,705,193,308	12 / 17
2026-10-27	$10.51	$8,705,193,308	12 / 17
2026-10-28	$10.51	$8,705,193,308	12 / 17
2026-10-29	$10.51	$8,705,193,308	12 / 17
2026-10-30	$10.51	$8,705,848,308	12 / 16
2026-10-31	$10.51	$8,705,848,308	12 / 16
2026-11-01	$10.51	$8,705,848,308	12 / 16
2026-11-02	$10.51	$8,705,848,308	12 / 16
2026-11-03	$10.51	$8,705,848,308	11 / 17
2026-11-04	$10.51	$8,705,848,308	11 / 17

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-06-01	10	12	2
2026-07-01	11	11	1
2026-08-01	11	11	1
2026-09-01	11	11	2
2026-10-01	11	11	2
2026-11-01	11	11	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 11 Buy / Strong Buy · 11 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades3 maintains

Recent actions · Oct 6–Nov 4 · 3 recorded

Williams-Sonoma, Inc. (WSM) Outlook: What's Priced In | QuarterlyIQ

What could strengthen or challenge Williams-Sonoma, Inc.’s outlook?

Price, analyst earnings & P/E reference

What the Thesis Depends On

Incoming Evidence

Expectations trend

Outlook in Brief

What's improving

Still unresolved / key risks

Next proof point

Historical risk context

Williams-Sonoma, Inc. outlook in detail

What kind of bet this is

What's priced into Williams-Sonoma, Inc.

What the fundamentals likely do

What Williams-Sonoma, Inc. hinges on

Bottom line

Analyst view

Price-target changes

Bottom line