Williams-Sonoma
WSM
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 (181) 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
15% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 312
1% more funds holding
Funds holding: 889 [Q1] → 902 (+13) [Q2]
1.13% more ownership
Funds ownership: 91.7% [Q1] → 92.83% (+1.13%) [Q2]
4% more capital invested
Capital invested by funds: $17.9B [Q1] → $18.7B (+$762M) [Q2]
8% less call options, than puts
Call options by funds: $144M | Put options by funds: $157M
19% less funds holding in top 10
Funds holding in top 10: 21 [Q1] → 17 (-4) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
JP Morgan
Christopher Horvers
|
$215
|
Neutral
Maintained
|
28 Aug 2025 |
Goldman Sachs
Kate McShane
|
$203
|
Neutral
Maintained
|
28 Aug 2025 |
Morgan Stanley
Simeon Gutman
|
$200
|
Equal-Weight
Maintained
|
28 Aug 2025 |
RBC Capital
Steven Shemesh
|
$213
|
Outperform
Maintained
|
28 Aug 2025 |
Evercore ISI Group
Oliver Wintermantel
|
$210
|
In-Line
Maintained
|
28 Aug 2025 |
Telsey Advisory Group
Cristina Fernandez
|
$215
|
Outperform
Maintained
|
28 Aug 2025 |
Keybanc
Bradley Thomas
|
$230
|
Overweight
Maintained
|
25 Aug 2025 |
Wells Fargo
Zachary Fadem
|
$190
|
Equal-Weight
Maintained
|
25 Aug 2025 |
Citigroup
Steven Zaccone
|
$202
|
Neutral
Maintained
|
22 Aug 2025 |
UBS
Michael Lasser
|
$184
|
Neutral
Maintained
|
22 Aug 2025 |
Gordon Haskett
Chuck Grom
|
$205
|
Buy
Upgraded
|
23 Jul 2025 |
Financial journalist opinion
Based on 37 articles about WSM published over the past 30 days