Williams-SonomaWSM
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)
110% more first-time investments, than exits
New positions opened: 153 | 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: 814 [Q3] → 873 (+59) [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: 364
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Telsey Advisory Group Cristina Fernandez 22% 1-year accuracy 10 / 46 met price target | 51%upside $220 | Outperform Maintained | 4 Apr 2025 |
Evercore ISI Group Oliver Wintermantel 0% 1-year accuracy 0 / 5 met price target | 20%upside $175 | In-Line Maintained | 1 Apr 2025 |
Wells Fargo Zachary Fadem 35% 1-year accuracy 13 / 37 met price target | 17%upside $170 | Equal-Weight Maintained | 20 Mar 2025 |
Jefferies Jonathan Matuszewski 13% 1-year accuracy 1 / 8 met price target | 43%upside $208 | Buy Maintained | 20 Mar 2025 |
Wedbush Seth Basham 48% 1-year accuracy 59 / 123 met price target | 17%upside $170 | Neutral Maintained | 20 Mar 2025 |
Financial journalist opinion
Based on 13 articles about WSM published over the past 30 days
