WSM Williams Sonoma (WSM) Q3 FY26 earnings call
Williams-Sonoma delivered strong Q3 FY26 results, driven by accelerating comparable sales across all brands and continued profitability outperformance despite significant tariff headwinds. The company raised its full-year operating margin guidance, reflecting confidence in its operating model and tariff mitigation strategies. Strategic investments in retail experiences, AI, and supply chain efficiency are driving growth and cost savings, positioning the company for continued market share gains even in a challenging housing market.
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WSM operating KPIs by quarter
| KPI | Aug 2025 Q2 FY26 | This call 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.