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Williams-Sonoma WSM

Williams-Sonoma scores good on business quality (6.7 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$241.78Oct 9, 2026
Business qualityGood
Next earningsNov 17, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What Williams-Sonoma does

    Williams-Sonoma sells home furnishings and kitchenware through brands like Pottery Barn and West Elm, making money primarily via direct-to-consumer e-commerce and retail stores.

  2. What it does best

    Williams-Sonoma delivers elite profitability through supply chain control, posting a gross margin of 47.2% that easily beats peers like Wayfair at 30.0% and RH at 42.7%. This pricing power comes from proprietary product design and an in-house sourcing model that rivals cannot easily copy.

  3. The main risk

    Supply chain pressures from fuel, freight, and supplier cost increases threaten profitability. If these cost bites persist, they directly squeeze operating margins that currently sit at 19.2%.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin sits at 19.2% with a free cash flow margin in the top decile at the 82nd percentile. Superior efficiency drives these profits, showing the business scales effectively.

MoatStrong

The brand portfolio locks in affluent shoppers, earning a gross margin ranking in the top quartile of its sector at the 67th percentile. Rivals lack the proprietary design ecosystem to replicate this moat.

GrowthSlow

Revenue growth crawled to 1.2% over the latest period, slowing down from prior annual totals and indicating a stalled top-line engine that struggles to gain momentum.

Financial healthStrong

Zero total debt and a net cash position of $1.02 billion anchor the balance sheet. Free cash flow reached $1.34 billion, proving the financial foundation is exceptionally strong.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on WSM

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is WSM a good business?

Williams-Sonoma scores good on the Cluenex quality check (6.7 of 10), measured against its own industry. Profitability is strong, moat strong, growth slow and financial health strong.

Are insiders buying WSM?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does WSM report earnings?

Nov 17, 2026, before the open.

For members

See WSM today

  • Today's verdict on WSM, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Williams-Sonoma (WSM)”, https://cluenex.com/stocks/wsm/, data as of Oct 10, 2026.