The setup for Q4. Williams-Sonoma will report its fiscal fourth-quarter 2025 results on March 18 after markets close, with the earnings call scheduled for 10:00 AM ET. Wall Street expects EPS of $2.91, down 11.3% from the $3.28 reported in the year-ago quarter. Revenue consensus stands at $2.41 billion, a 2.2% decline from last year’s $2.46 billion. The specialty retailer faces a challenging comparison to last year’s strong holiday quarter.
What matters most. Investors will focus on comparable store sales trends across the company’s portfolio of brands—Williams Sonoma, Pottery Barn, West Elm, and Pottery Barn Kids. The holiday quarter typically drives outsized profitability for home furnishings retailers, making margin performance critical. E-commerce penetration and the effectiveness of the company’s 3-D imaging and augmented reality platform will also be in focus, particularly as consumers increasingly shop online for furniture and home decor.
A consistent performer. Williams-Sonoma has beaten EPS estimates in three of the last four reported quarters. In Q3 fiscal 2025, the company delivered EPS of $1.96 versus the $1.87 consensus, a 4.9% surprise.
Estimates. Wall Street has grown slightly more optimistic heading into the print. The current quarter EPS consensus of $2.91 is up from $2.90 seven days ago. Two analysts raised estimates in the past 30 days with no downward revisions. For the full fiscal year 2026, the EPS estimate of $8.72 has ticked up from $8.71 a month ago. The modest upward drift suggests analysts see stable execution, though the year-over-year decline in both EPS and revenue estimates reflects a tougher consumer backdrop.
Wall Street remains cautious. The analyst consensus leans neutral, with 8 Buy ratings, 14 Hold ratings, 1 Strong Buy, and 1 Strong Sell among the 23 analysts covering the stock. The Hold-heavy distribution reflects uncertainty about the home furnishings cycle and consumer discretionary spending. No change in the rating mix over the past three months suggests analysts are waiting for clearer demand signals before turning more constructive.
Recent price target activity. UBS raised its price target to $185 from $175 on March 11 while maintaining a Neutral rating. Citigroup lifted its target to $208 from $188 on March 6, also keeping a Neutral stance. Telsey Advisory Group reiterated its Outperform rating and $220 price target on March 12. Evercore ISI raised its target twice in recent weeks—first to $200, then to $210, and most recently to $215—while maintaining an In-Line rating. The upward target revisions reflect improved near-term visibility, though the neutral ratings suggest limited upside from current levels.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.