Loading...
•
Nov 02, 2025
Williams-Sonoma Q3 2025 Earnings Report
Williams-Sonoma reported strong third-quarter results with improved operating margins and positive comparable sales across all brands.
Key Takeaways
Williams-Sonoma delivered solid Q3 performance, beating expectations with improved profitability and a new $1B stock repurchase program.
EPS reached $1.96 with net income of $241.6M.
Revenue rose to $1.88B, driven by 4.0% comparable brand revenue growth.
Operating margin expanded to 17.0%.
Announced new $1B stock repurchase authorization.
Revenue by Segment
Forward Guidance
Williams-Sonoma reaffirmed revenue guidance and raised its full-year operating margin outlook for fiscal 2025.
Positive Outlook
- Raised FY2025 operating margin outlook to 17.8%–18.1%
- Full-year comp revenue growth expected between 2%–5%
- Strong liquidity supports continued capital returns
- Tariff impacts incorporated in updated guidance
- Confidence in long-term margin and growth targets
Challenges Ahead
- New tariffs on furniture and metals could pressure margins
- Occupancy costs increased year-over-year
- SG&A expenses rose due to higher incentives and advertising
- Inventories increased 9.6% from last year
- 52-week fiscal year creates a tougher YoY comparison vs. 53 weeks in FY2024
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
Loading earnings performance data...
Loading earnings reaction data...