WSM Q4 2025 Earnings
Reported Mar 19, 2025 at 9:09 AM ET · SEC Source
Q4 25 EPS
$3.28
Q4 25 Revenue
$2.46B
vs S&P Since Q4 25
-14.6%
TRAILING MARKET
WSM +12.9% vs S&P +27.4%
Full Year 2025 Results
FY 25 EPS
$8.79
FY 25 Revenue
$7.71B
Market Reaction
Did WSM Beat Earnings? Q4 2025 Results
Williams-Sonoma closed fiscal 2024 on a strong note, reporting Q4 earnings per share of $3.28 on revenue of $2.46 billion, with comparable brand revenue rising 3.1% as the company posted a record Q4 operating margin of 21.5%, up 140 basis points year… Read more Williams-Sonoma closed fiscal 2024 on a strong note, reporting Q4 earnings per share of $3.28 on revenue of $2.46 billion, with comparable brand revenue rising 3.1% as the company posted a record Q4 operating margin of 21.5%, up 140 basis points year over year. A key driver was an extra 14th week in the fiscal calendar, which the company estimates contributed roughly 510 basis points to quarterly revenue growth, while standout seasonal offerings and a meaningful rebound in both retail and online furniture sales helped the quarter exceed expectations. For the full fiscal year, adjusted operating margin reached a record 17.9%, even as comparable brand revenue slipped 1.6% amid persistent furniture demand headwinds. Williams Sonoma led all brands with 5.7% comparable growth in Q4, while Pottery Barn posted a modest 0.5% decline. Looking ahead, management guided fiscal 2025 net revenue in a range of -1.5% to +1.5%, with comparable brand growth of flat to 3.0% and operating margin between 17.4% and 17.8%, expressing confidence that its supply chain flexibility and growing AI investments position it well despite ongoing tariff uncertainty.
Key Takeaways
- • Comparable brand revenue growth of +3.1% in Q4
- • Record Q4 operating margin of 21.5%, up 140bps year over year
- • Higher merchandise margins of +40bps in Q4
- • Occupancy leverage of +80bps in Q4
- • Supply chain efficiencies of +10bps in Q4
- • Strong improvement in both retail and online furniture sales
- • Standout seasonal offerings and impactful collaborations
- • Benefit from 14th week contributing approximately 510bps to Q4 revenue growth
- • Full-year supply chain efficiencies of +130bps and higher merchandise margins of +170bps
- • ROIC of 54.0% in fiscal 2024, up from 45.0% in fiscal 2023
WSM YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
WSM Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are proud of our strong finish to 2024. In Q4, our comp came in above expectations at positive 3.1%. We exceeded profitability estimates with an operating margin of 21.5% and earnings per share of $3.28. This success was fueled by the strength of our operating model, our standout seasonal offerings, our impactful collaborations, and a strong improvement in both retail and online furniture sales. On the full year, our comp ran down 1.6%. We delivered a record annual operating margin of 17.9% with full-year earnings per share of $8.50.”
— Laura Alber, Q4 2025 Earnings Press Release
WSM Earnings Trends
WSM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
WSM EPS Trend
Earnings per share: estimate vs actual
WSM Revenue Trend
Quarterly revenue: estimate vs actual
WSM Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $2.89 | $3.04 | +5.19% | $2.36B | -2.50% |
| FY Full Year | $8.72 | $8.84 | +1.37% | $7.81B | -0.77% |
| Q3 26 BEAT | $1.87 | $1.96 | +4.61% | $1.88B | +0.92% |
| Q2 26 BEAT | $1.81 | $2.00 | +10.49% | $1.84B | +0.48% |
| Q4 25 FY | — | $3.28 | — | $2.46B | — |
| FY Full Year | — | $8.79 | — | $7.71B | — |