Williams-Sonoma (WSM)

• Market cap: $19.1B
• 1 day: 0.70%
• 5 days: 5.93%
• 1 month: -2.30%
• 3 months: -28.99%
• 6 months: 16.64%
• Year to date: -17.64%
• 1 year: 7.73%
• 5 years: 399.58%
• 10 years: 320.10%
• 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 (184) provides casual home accessories. West Elm (121) 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 (46) 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

108% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 73

39% more funds holding in top 10

Funds holding in top 10: 18 [Q3] → 25 (+7) [Q4]

16% more capital invested

Capital invested by funds: $18.7B [Q3] → $21.6B (+$2.92B) [Q4]

7% more funds holding

Funds holding: 815 [Q3] → 873 (+58) [Q4]

0.83% less ownership

Funds ownership: 95.64% [Q3] → 94.8% (-0.83%) [Q4]

25% less call options, than puts

Call options by funds: $356M | Put options by funds: $476M

36% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 365

Research analyst outlook

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

• Low target: $131 15% downside
• Avg. target: $182 18% upside
• High target: $224 45% upside

11 analyst ratings

• positive: 3 27%
• neutral: 7 64%
• negative: 1 9%

Keybanc Bradley Thomas 64% 1-year accuracy 16 / 25 met price target	17% upside $181	Overweight Upgraded	25 Apr 2025
Telsey Advisory Group Cristina Fernandez 30% 1-year accuracy 14 / 46 met price target	42% upside $220	Outperform Maintained	4 Apr 2025
Evercore ISI Group Oliver Wintermantel 0% 1-year accuracy 0 / 4 met price target	13% upside $175	In-Line Maintained	1 Apr 2025
Wells Fargo Zachary Fadem 42% 1-year accuracy 15 / 36 met price target	10% upside $170	Equal-Weight Maintained	20 Mar 2025
Jefferies Jonathan Matuszewski 25% 1-year accuracy 2 / 8 met price target	35% upside $208	Buy Maintained	20 Mar 2025