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Aug 03, 2025
Williams-Sonoma Q2 2025 Earnings Report
Williams-Sonoma posted higher earnings in Q2 2025 with margin expansion and positive comps across all brands.
Key Takeaways
Williams-Sonoma delivered strong Q2 2025 results with 3.7% comparable brand revenue growth, EPS of $2.00, and net income of $248M. The company benefited from margin expansion and positive comps across all banners, and raised its FY25 revenue outlook.
Revenue reached $1.84 billion, up from $1.79 billion last year.
Comparable brand revenue grew 3.7% across all brands.
EPS increased to $2.00, nearly 20% growth year-over-year.
Raised FY25 net revenue guidance to +0.5% to +3.5% growth.
Revenue by Segment
Forward Guidance
Williams-Sonoma raised its FY25 revenue outlook despite macro and tariff headwinds, while reiterating operating margin guidance.
Positive Outlook
- Raised FY25 net revenue guidance to +0.5% to +3.5%.
- Expect FY25 comparable revenue growth of +2.0% to +5.0%.
- Maintained strong liquidity with $986M in cash.
- Operating margin expected between 17.4% to 17.8%.
- Long-term outlook remains mid-to-high single digit revenue growth.
Challenges Ahead
- Tariff pressures from China, India, Vietnam and global metals remain a headwind.
- Operating cash flow declined to $283M from $473M last year.
- Merchandise inventories increased 17.7% to $1.4B, partly from tariff pull-forward.
- Interest income declined to $9M from $15M last year.
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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