Williams Sonoma (WSM) Q2 FY26 earnings call

Earnings call· Aug 2025 (Q2 FY26)· Consumer Discretionary· Aug 27, 2025

Source: earnings call transcript

Williams-Sonoma delivered strong Q2 FY26 results, exceeding expectations with accelerated positive comparable sales and robust profitability, driven by product innovation and strategic initiatives. The company raised its full-year revenue guidance but reiterated operating margin guidance, reflecting significant tariff headwinds and a commitment to protecting growth and service investments. AI integration is yielding measurable improvements in customer experience, supply chain, and internal operations.

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WSM operating KPIs by quarter

WSM operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Aug 2025 Q2 FY26	Nov 2025 Q3 FY26	Feb 2026 Q4 FY26	May 2026 Q1 FY27	Change vs prior quarter
Stores Rejuvenation	11 We currently have 11 Rejuvenation stores and we'll be opening up our 12th store in Nashville in September. Source: earnings call transcript	13 This 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	13 With 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	13 With 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.