WSM Williams Sonoma (WSM) Q4 FY26 earnings call
Williams-Sonoma delivered strong Q4 FY26 results with positive comp sales and robust profitability, driven by brand momentum and strategic execution despite a dynamic macro and tariff environment. The company is pivoting to accelerate growth in FY26 through retail expansion, product innovation, and B2B opportunities, while maintaining a focus on customer service and earnings. Management anticipates continued tariff headwinds, particularly in the first half of FY26, but remains confident in its competitive advantages and long-term outlook.
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WSM operating KPIs by quarter
| KPI | Aug 2025 Q2 FY26 | Nov 2025 Q3 FY26 | This call 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.