Williams-Sonoma Q2: comps +6.2%, non-GAAP EPS $2.10, raises FY2026 outlook

WILLIAMS SONOMA INC

Q2 comps +6.2%, total revenue +6.7%; GAAP EPS $2.84 (+42% YoY), non-GAAP EPS $2.10 (+5% YoY).
GAAP operating margin 22.9%; non-GAAP operating margin 17.3%. Gross margin 51.6% GAAP, 45.5% non-GAAP.
Recorded $167.8M IEEPA tariff refund in COGS plus $6.3M interest; offset by $47.5M vendor reimbursements and $10.0M employee 401(k) contribution.
Raised FY2026 guidance: net revenue +4.7% to +7.2%, comps +4.0% to +6.5%, non-GAAP operating margin 17.8-18.2%.
Liquidity: $1.0B cash, $696M operating cash flow; returned $90M via dividends.

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