earnings
confidence high
sentiment positive
materiality 0.75
Williams-Sonoma Q2 2025: comps +3.7%, EPS $2.00 (+19.8%), raises revenue outlook
WILLIAMS SONOMA INC
2025-Q2 EPS reported
$3.86
revenue$3,566,873,000
- Q2 comparable brand revenue +3.7% across all brands; operating margin 17.9% (+240bps YoY).
- Diluted EPS $2.00, up 19.8% YoY; gross margin 47.1% (+220bps) driven by higher merchandise margins and supply chain efficiencies.
- Raised FY2025 net revenue guidance to +0.5% to +3.5% (comp +2.0% to +5.0%); reiterated operating margin 17.4%-17.8%.
- Inventory up 17.7% to $1.4B due to strategic pull forward to mitigate tariffs; liquidity $986M cash, $283M OCF.
- Returned $280M to shareholders via $199M stock repurchases and $81M dividends; $903M remaining authorization.
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