earnings
confidence high
sentiment positive
materiality 0.75
Williams-Sonoma Q3 EPS $1.96, comps +4.0%, raises FY op margin guidance
WILLIAMS SONOMA INC
2025-Q3 EPS reported
$5.82
revenue$5,449,687,000
- Q3 comparable brand revenue +4.0%; operating margin 17.0% (+10bps YoY); diluted EPS $1.96 (+4.8%).
- Gross margin 46.1% (+70bps) on higher merch margins and supply chain efficiencies; SG&A rate 29.1% (+60bps).
- Board authorized new $1B stock repurchase program (effective after current $637M remaining exhausted).
- Raising FY2025 operating margin guidance to 17.8%-18.1%; reiterating revenue guidance of +0.5% to +3.5%.
- Strong liquidity: $885M cash and $316M operating cash flow; returned $347M via buybacks and dividends.