WSM Williams Sonoma (WSM) Q1 FY27 earnings call
A broad-based acceleration quarter: every brand comped positive, volume rather than price did the work, and share gains widened even as the home-furnishings market contracted. Management is absorbing tariff and fuel pressure through supply-chain efficiency instead of price increases, and held full-year guidance out of macro caution rather than business weakness — the margin story hinges on tariff costs peaking in Q2 and fading thereafter.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
WSM operating KPIs by quarter
| KPI | Aug 2025 Q2 FY26 | Nov 2025 Q3 FY26 | Feb 2026 Q4 FY26 | This call 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.