Kitchenware and home goods retailer Williams-Sonoma (NYSE:WSM) will be reporting results this Thursday morning. Here’s what you need to know.
Williams-Sonoma missed analysts’ revenue expectations last quarter, reporting revenues of $2.36 billion, down 4.3% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ gross margin estimates but a miss of analysts’ revenue estimates.
Is Williams-Sonoma a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Williams-Sonoma’s revenue to grow 4% year on year, in line with the 4.2% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Williams-Sonoma has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Williams-Sonoma’s peers in the home furnishing and improvement retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Arhaus posted flat year-on-year revenue, meeting analysts’ expectations, and Sleep Number reported a revenue decline of 18.9%, falling short of estimates by 0.5%. Arhaus traded down 14.3% following the results while Sleep Number was also down 27.8%.
Read our full analysis of Arhaus’s results here and Sleep Number’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the home furnishing and improvement retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 12.2% on average over the last month. Williams-Sonoma is down 15% during the same time and is heading into earnings with an average analyst price target of $203.05 (compared to the current share price of $171.76).
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