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 (160 stores) offers high-end cooking essentials, while Pottery Barn (186) provides casual home accessories. West Elm (122) is an emerging concept for young professionals, and Rejuvenation (11) offers lighting and house parts. Brand extensions include Pottery Barn Kids and PBteen (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: 19,300
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
97% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 71
39% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 25 (+7) [Q4]
15% more capital invested
Capital invested by funds: $18.8B [Q3] → $21.6B (+$2.76B) [Q4]
4% more funds holding
Funds holding: 811 [Q3] → 846 (+35) [Q4]
1.59% less ownership
Funds ownership: 96.23% [Q3] → 94.64% (-1.59%) [Q4]
25% less call options, than puts
Call options by funds: $355M | Put options by funds: $475M
36% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 358
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Goldman Sachs Kate McShane 61% 1-year accuracy 22 / 36 met price target | 15%upside $224 | Neutral Maintained | 30 Jan 2025 |
Morgan Stanley Simeon Gutman 58% 1-year accuracy 22 / 38 met price target | 0%downside $195 | Equal-Weight Maintained | 21 Jan 2025 |
Wells Fargo Zachary Fadem 67% 1-year accuracy 22 / 33 met price target | 5%downside $185 | Equal-Weight Maintained | 6 Jan 2025 |
Jefferies Jonathan Matuszewski 50% 1-year accuracy 3 / 6 met price target | 16%upside $226 | Buy Maintained | 18 Dec 2024 |
Financial journalist opinion
Based on 13 articles about WSM published over the past 30 days
