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May 04, 2025
Williams-Sonoma Q1 2025 Earnings Report
Williams-Sonoma reported solid results in Q1 2025, with revenue and earnings growth driven by positive comparable sales across all brands.
Key Takeaways
Williams-Sonoma delivered strong Q1 2025 results with $1.73 billion in revenue and an EPS of $1.85, supported by a 3.4% growth in comparable brand revenue and continued profitability improvement.
Total revenue reached $1.73 billion, up from $1.66 billion in Q1 2024.
Diluted EPS was $1.85, with an 8.8% YoY growth when adjusted for prior-year freight benefit.
Comparable brand revenue grew by 3.4%, with all major segments posting positive comps.
Operating income was $290.7 million, with a 16.8% operating margin.
Revenue by Segment
Forward Guidance
Williams-Sonoma reiterated its FY25 guidance, expecting flat to modest revenue growth and a stable operating margin despite ongoing tariff impacts.
Positive Outlook
- Guidance for FY25 revenue growth of -1.5% to +1.5% maintained.
- Operating margin expected between 17.4% to 17.8%.
- Comps forecasted between flat to +3.0%.
- Strong balance sheet with $1.0B in cash.
- Confident in navigating macro and geopolitical uncertainties.
Challenges Ahead
- Incremental costs from tariffs, including 30% on China and 25% on Mexico and Canada.
- 53rd week in FY24 creates difficult year-over-year comps.
- Gross margin impacted by lower merchandise margins.
- Inventory rose 10.3% YoY, including strategic pull forward.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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