WSM Williams Sonoma (WSM) Q4 FY25 earnings call
Williams-Sonoma concluded FY24 with a strong Q4, achieving positive comparable sales and record operating margins, driven by effective strategies in product newness, collaborations, and operational efficiencies. Despite an unpredictable macro environment and anticipated tariff headwinds, the company is confident in its ability to drive growth and maintain profitability in FY25 through continued focus on customer service, supply chain optimization, and strategic capital allocation, leveraging its vertically integrated model and digital-first approach.
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WSM operating KPIs by quarter
| KPI | Aug 2025 Q2 FY26 | Nov 2025 Q3 FY26 | Feb 2026 Q4 FY26 | May 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|---|
| Stores Rejuvenation | 11We currently have 11 Rejuvenation stores and we'll be opening up our 12th store in Nashville in September.Source: earnings call transcript | 13This quarter, we expanded our Rejuvenation store count to 13, with the opening of 2 new storefronts, one in Nashville and one in Salt Lake City.Source: earnings call transcript | 13With only 13 stores and great online growth, we are thrilled with the progress in Rejuve, and we continue to believe in the potential for Rejuvenation to be our next billion-dollar brand.Source: earnings call transcript | 13With only 13 stores and great online growth, we are thrilled with the progress in Rejuvenation, and we continue to believe in the opportunity for Rejuvenation to be our next billion-dollar brand.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.