With a market cap of $27.3 billion, Williams-Sonoma, Inc. (WSM) is the world’s largest digital-first, design-led, and sustainable home retailer, offering a diverse portfolio of home and lifestyle brands. Its brands, including Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, and others, reach customers through e-commerce, catalogs, retail stores, and business-to-business channels.
Companies valued over $10 billion are generally described as “large-cap” stocks, and Williams-Sonoma fits right into that category. The company operates across the U.S., Puerto Rico, Canada, Australia, and the U.K., while also expanding its international presence through franchisees.
Shares of the San Francisco, California-based company have fallen 9.4% from its 52-week high of $254.89. The stock has decreased 3.4% over the past three months, lagging behind the ProShares Online Retail ETF’s (ONLN) 2% rise over the same time frame.
The stock is up 29.4% on a YTD basis, outpacing ONLN’s nearly 8% dip. Moreover, shares of the seller of cookware and home furnishings have risen 14.7% over the past 52 weeks, compared to ONLN’s 9.4% decline over the same time frame.
Yet, WSM stock has been trading below its 50-day moving average since September.
Williams-Sonoma shares rose 1.2% on Aug. 26 after the company reported strong Q2 2026 results, with revenue rising 6.7% year-over-year to $1.96 billion and comparable brand revenue accelerating to 6.2% from 4.8% in the prior quarter. Operating performance also remained solid, with a 17.3% operating margin and EPS of $2.10, with every brand delivered strong results, including 14.5% B2B growth and gains at Pottery Barn, Williams Sonoma, and West Elm.
The company raised its fiscal 2026 outlook to 4% - 6.5% comparable brand revenue growth and a 17.8% - 18.2% operating margin, with management emphasizing that the increase was driven by operations rather than tariff refunds.
In comparison, rival Ulta Beauty, Inc. (ULTA) has lagged behind WSM stock. ULTA stock has declined 9.9% on a YTD basis and risen 1.1% over the past 52 weeks.
Despite the stock’s strong performance over the past year, analysts remain cautiously optimistic on WSM. It has a consensus rating of “Moderate Buy” from the 21 analysts in coverage, and the mean price target of $251.25 is a premium of 8.3% to current levels.
