Williams-Sonoma (WSM)

• Market cap: $24.5B
• 1 day: 0.82%
• 5 days: -0.45%
• 1 month: 6.04%
• 3 months: 19.64%
• 6 months: 0.64%
• Year to date: 6.42%
• 1 year: 47.95%
• 5 years: 303.38%
• 10 years: 380.25%
• Sector: Consumer Discretionary
• Industry: Specialty Retail

About: With a retail and direct-to-consumer presence, Williams-Sonoma is a player in the $300 billion domestic home category and $450 billion international home market, focused on expanding its exposure in the B2B ($80 billion total addressable market), marketplace, and franchise areas. Namesake Williams-Sonoma (154 stores) offers high-end cooking essentials, while Pottery Barn (180) provides casual home accessories. West Elm (119) is an emerging concept for young professionals, and Rejuvenation (11) offers lighting and house parts. Brand extensions include Pottery Barn Kids and Pottery Barn Teen (44) as well as Mark & Graham and GreenRow. Williams-Sonoma also has a business-to-business team that supports projects that range from residential to large-scale commercial.

Employees: 19,600

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

16% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 308

4% more capital invested

Capital invested by funds: $17.9B [Q1] → $18.6B (+$708M) [Q2]

1% more funds holding

Funds holding: 887 [Q1] → 895 (+8) [Q2]

0.86% more ownership

Funds ownership: 91.68% [Q1] → 92.54% (+0.86%) [Q2]

14% less call options, than puts

Call options by funds: $109M | Put options by funds: $126M

19% less funds holding in top 10

Funds holding in top 10: 21 [Q1] → 17 (-4) [Q2]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $170 15% downside
• Avg. target: $201 1% upside
• High target: $230 15% upside

8 analyst ratings

• positive: 4 50%
• neutral: 4 50%
• negative: 0 0%

Keybanc Bradley Thomas	15% upside $230	Overweight Maintained	25 Aug 2025
Wells Fargo Zachary Fadem	5% downside $190	Equal-Weight Maintained	25 Aug 2025
Citigroup Steven Zaccone	1% upside $202	Neutral Maintained	22 Aug 2025
UBS Michael Lasser	8% downside $184	Neutral Maintained	22 Aug 2025
Telsey Advisory Group Cristina Fernandez	8% upside $215	Outperform Maintained	22 Aug 2025