Jul 2026 (Q2 FY27) — Aug 26, 2026
Williams-Sonoma Q2 FY27 — Strong Broad-Based Growth and Raised Outlook
Read the full callWilliams Sonoma earnings: last reported Wed, 26 Aug 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,960 | +6.7% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 22.9 | +5.0 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 338 | +36.6% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Guidance
11 of 12 judged targets kept · 21 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Dormify brand launch | launch Dormify in late April | Jan 2026 | In the quarter, we also launched Dormify as our tenth brand which expands our reach in dorm in small space living | Achieved |
| Annual store count growth after fiscal 2026 | approximately 1% to 3% per year | Jan 2026 | after which we anticipate 1% to 3% growth in store count each year starting in fiscal year '27 | On Track |
| Newly remodeled or repositioned store openings in Q4 | 7 more to come in Q4 | Oct 2025 | Ghosted |
1 of WILLIAMS SONOMA INC's 33 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 30 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $187.99 on 22 Oct 2025 → $252.47. High $260.8 (22 Oct 2026), low $168.64 (15 May 2026).
Overview
Guidance
11 of 12 judged targets kept · 21 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Dormify brand launch | launch Dormify in late April | Jan 2026 | In the quarter, we also launched Dormify as our tenth brand which expands our reach in dorm in small space living | Achieved |
| Annual store count growth after fiscal 2026 | approximately 1% to 3% per year | Jan 2026 | after which we anticipate 1% to 3% growth in store count each year starting in fiscal year '27 | On Track |
| Newly remodeled or repositioned store openings in Q4 | 7 more to come in Q4 | Oct 2025 | Ghosted |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 33 tracked commitments, with each call’s wording and source.
Call summaries
Williams-Sonoma Q2 FY27 — Strong Broad-Based Growth and Raised Outlook
Read the full callWilliams-Sonoma Q1 FY27 — 4.8% comp with every brand positive; 16.2% operating margin absorbs tariffs
Read the full callWilliams-Sonoma, Inc. Q4 FY26 — Strong Q4 Performance and Accelerated Growth Outlook
Read the full callEvery analysed call
Financials
Net profit, year on year: +37% (quarter to aug 2026 against aug 2025).
| Line item | Oct 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,801 | 2,462 | 1,730 | 1,837 | 1,883 | 2,357 | 1,805 | 1,960 |
| Operating profit | 305 | 496 | 291 | 328 | 319 | 478 | 292 | 449 |
| Operating margin | 16.9% | 20.1% | 16.8% | 17.9% | 16.9% | 20.3% | 16.2% | 22.9% |
| Profit before tax | 317 | 508 | 300 | 337 | 329 | 486 | 299 | 461 |
| Tax rate | 25.1% | 24.3% | 23.0% | 26.6% | 26.6% | 24.3% | 22.5% | 26.7% |
| Net profit | 237 | 385 | 231 | 248 | 242 | 368 | 231 | 338 |
| EPS ($ per share) | 1.89 | — | 1.88 | 2.03 | 1.99 | — | 1.95 | 2.87 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Feb 2025 | Feb 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 584 | 645 | 1,020 | 1,074 | 1,142 | 1,556 | 1,592 | 1,509 |
| Total liabilities | 1,657 | 2,818 | 3,010 | 2,961 | 2,962 | 3,146 | 3,159 | 3,329 |
| Fixed assets | 930 | 929 | 874 | 921 | 1,065 | 1,013 | 1,034 | 1,095 |
| Total assets | 2,813 | 4,054 | 4,661 | 4,626 | 4,663 | 5,274 | 5,302 | 5,412 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Feb 2025 | Feb 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 586 | 607 | 1,275 | 1,371 | 1,053 | 1,680 | 1,360 | 1,315 |
| Cash from investing | -188 | -186 | -169 | -226 | -354 | -188 | -221 | -261 |
| Cash from financing | -450 | -327 | -343 | -1,492 | -1,179 | -598 | -1,184 | -1,252 |
| Net cash flow | -51 | 93 | 768 | -350 | -483 | 895 | -49 | -193 |
| Capital expenditure | -190 | -186 | -170 | -227 | -354 | -188 | -222 | -259 |
| Free cash flow | 396 | 421 | 1,105 | 1,145 | 699 | 1,492 | 1,139 | 1,055 |
All Other Segments grew from 5% to 6% of revenue over the last two years.
| Segment | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Pottery Barn | 40% | 37% | 40% | 39% | 39% | 36% | 39% | 39% | +6.4% |
| West Elm | 25% | 20% | 25% | 26% | 25% | 21% | 26% | 25% | +5.9% |
| Pottery Barn Kids and Teen | 16% | 14% | 13% | 16% | 15% | 14% | 13% | 15% | +3.7% |
| Williams Sonoma | 14% | 23% | 15% | 14% | 15% | 25% | 15% | 14% | +7.9% |
| All Other Segments | 5% | 5% | 6% | 6% | 6% | 5% | 6% | 6% | +17.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| 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.
Q2 FY2027 · share of revenue
As WSM cuts its regions in its filings; they can nest, so they need not add to 100%.
150 filings between Nov 3, 2025 and Oct 16, 2026.
Purchases
None
No insider bought shares.
Sales
$49.75M
61 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ALBER LAURA | — | $41.25M | Sep 16, 2026 |
| Howie Jeffrey | — | $6.84M | Sep 16, 2026 |
| Yearout Karalyn | — | $1.46M | Oct 9, 2026 |
| Finucane Anne A. | — | $200.2K | Oct 16, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 16, 2026 | Finucane Anne A. Director | Sale 10b5-1 plan | 14 | $3.5K |
| Oct 16, 2026 | Finucane Anne A. Director | Sale 10b5-1 plan | 780 | $196.7K |
| Oct 9, 2026 | Yearout Karalyn EVP CHIEF TALENT OFFICER | Sale 10b5-1 plan | 522 | $124.9K |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 585 | $127.2K |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 403 | $87.9K |
| Sep 16, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 11,606 | $2.58M |
| Sep 16, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 2,382 | $530.9K |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 635 | $141.3K |
| Sep 16, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 8,568 | $1.89M |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 202 | $44.3K |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 420 | $93.1K |
| Sep 16, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 4,710 | $1.03M |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 362 | $79.8K |
| Sep 16, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 7,734 | $1.71M |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 252 | $56.6K |
| Sep 16, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 186 | $41.6K |
| Sep 12, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Tax withheld | 3,939 | $891.1K |
| Sep 12, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Option exercise | 6,984 | $0 |
| Aug 7, 2026 | Yearout Karalyn EVP CHIEF TALENT OFFICER | Sale 10b5-1 plan | 522 | $128.6K |
| Aug 4, 2026 | Yearout Karalyn EVP CHIEF TALENT OFFICER | Sale 10b5-1 plan | 1,000 | $250.0K |
| Aug 3, 2026 | Huffington Arianna Director | Award | 114 | $0 |
| Jul 15, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 8,553 | $1.88M |
| Jul 15, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 1,000 | $219.1K |
| Jul 15, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 3,363 | $749.1K |
| Jul 15, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 16,894 | $3.75M |
| Jul 15, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 5,190 | $1.15M |
| Jun 18, 2026 | Finucane Anne A. Director | Option exercise | 171 | $0 |
| Jun 18, 2026 | Finucane Anne A. Director | Option exercise | 148 | $0 |
| Jun 18, 2026 | Finucane Anne A. Director | Option exercise | 162 | $0 |
| Jun 18, 2026 | Finucane Anne A. Director | Option exercise | 109 | $0 |
| Jun 15, 2026 | Yearout Karalyn EVP CHIEF TALENT OFFICER | Sale 10b5-1 plan | 1,112 | $254.1K |
| Jun 11, 2026 | Dahnke Scott Arnold Director | Option exercise | 2,103 | $0 |
| Jun 11, 2026 | Campion Andrew Director | Option exercise | 1,257 | $0 |
| Jun 11, 2026 | Dahnke Scott Arnold Director | Gift | 2,103 | $0 |
| Jun 11, 2026 | Finucane Anne A. Director | Option exercise | 1,280 | $0 |
| Jun 11, 2026 | Huffington Arianna Director | Option exercise | 1,233 | $0 |
| Jun 11, 2026 | Bracey Esi Eggleston Director | Option exercise | 1,257 | $0 |
| Jun 11, 2026 | Ready William J Director | Option exercise | 1,304 | $0 |
| Jun 11, 2026 | VAN PAASSCHEN FRITS D Director | Option exercise | 1,391 | $0 |
| Jun 8, 2026 | Yearout Karalyn EVP CHIEF TALENT OFFICER | Sale 10b5-1 plan | 522 | $106.0K |
| May 27, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 15,000 | $3.00M |
| May 14, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 7,302 | $1.26M |
| May 14, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 9,689 | $1.67M |
| May 14, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 400 | $69.8K |
| May 14, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 2,609 | $453.4K |
| May 4, 2026 | Huffington Arianna Director | Award | 145 | $0 |
| Apr 17, 2026 | ALBER LAURA PRESIDENT & CEO | Sale 10b5-1 plan | 15,000 | $3.00M |
| Apr 8, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 340 | $63.6K |
| Apr 8, 2026 | Howie Jeffrey EVP CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 666 | $125.2K |
| Apr 8, 2026 | Yearout Karalyn EVP CHIEF TALENT OFFICER | Sale 10b5-1 plan | 1,517 | $292.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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