Williams-SonomaWSM
Market Cap: $16.5B
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 (156 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 PBteen (45) 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: 19,300
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
11% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 98
1% more funds holding
Funds holding: 783 [Q1] → 794 (+11) [Q2]
0.34% more ownership
Funds ownership: 96.53% [Q1] → 96.87% (+0.34%) [Q2]
11% less repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 305
11% less capital invested
Capital invested by funds: $19.6B [Q1] → $17.4B (-$2.14B) [Q2]
28% less call options, than puts
Call options by funds: $288M | Put options by funds: $401M
31% less funds holding in top 10
Funds holding in top 10: 26 [Q1] → 18 (-8) [Q2]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
RBC Capital Scot Ciccarelli 62% 1-year accuracy 56 / 90 met price target | 13%upside $147 | Outperform Maintained | 23 Aug 2024 |
Telsey Advisory Group Cristina Fernandez 47% 1-year accuracy 7 / 15 met price target | 27%upside $165 | Outperform Maintained | 23 Aug 2024 |
Wedbush Seth Basham 57% 1-year accuracy 47 / 82 met price target | 15%upside $150 | Outperform Maintained | 23 Aug 2024 |
Barclays Adrienne Yih 45% 1-year accuracy 24 / 53 met price target | 11%downside $116 | Underweight Maintained | 23 Aug 2024 |
TD Cowen Max Rakhlenko 63% 1-year accuracy 10 / 16 met price target | 15%upside $150 | Buy Maintained | 23 Aug 2024 |
Financial journalist opinion
Based on 30 articles about WSM published over the past 30 days