Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative accessories under the Williams Sonoma lifestyle brand; and furniture, bedding, lighting, rugs, table essentials, and decorative accessories under the Pottery Barn brand. The company also provides home decor products under the West Elm brand; kids accessories under the Pottery Barn Kids brand; and an organic bedding to multi-purpose furniture under the Pottery Barn Teen brand. In addition, it offers made-to-order lighting, hardware, furniture, and home decors inspired by history under the Rejuvenation brand; and women's and men's accessories, travel, entertaining and bar, home décor, and seasonal items under the Mark and Graham brand, as well as operates a 3-D imaging and augmented reality platform for the home furnishings and décor industry. The company markets its products through e-commerce websites, direct-mail catalogs, and retail stores. Williams-Sonoma, Inc. was founded in 1956 and is headquartered in San Francisco, California.

Williams-Sonoma, Inc.

Dave & Buster’s Entertainment, Inc. PLAY is scheduled to report third-quarter fiscal 2024 results on Dec. 10, 2024, after market close. In the last reported quarter, the company posted an earnings surprise of 28.7%.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
PLAY’s Q3 Expectations
The Zacks Consensus Estimate for the fiscal third-quarter bottom line is pegged at a loss of 42 cents per share. In the prior-year quarter, the company reported earnings per share (EPS) of 1 cent.
For revenues, the consensus mark is pegged at $459.9 million. The metric suggests a decline of 1.5% from the year-ago quarter’s figure.
Dave & Buster's Entertainment, Inc. Price and EPS Surprise
Let’s discuss the factors that are likely to be reflected in the quarter to be reported.
Factors to Note Ahead of PLAY’s Q3 Release
Dave & Buster's fiscal third-quarter operations are likely to have navigated through volatility arising from calendar shifts, leading to fluctuations in guest visits and overall sales patterns. This and the challenging consumer environment are likely to have affected same-store sales performance in the fiscal third quarter. Our model predicts fiscal third quarter comps to fall 5% year over year.
Although the company has improved its pricing strategies and food and beverage offerings, ongoing pricing testing and focus on premium drinks might push away cost-conscious customers. In a period of tight discretionary spending, raising prices on games and food could hurt guest traffic in the fiscal third quarter. Our model predicts fiscal first-quarter F&B revenues to fall 1.8% year over year to $161.9 million.
Increased operating expenses are likely to have impacted the company’s bottom line in the to-be-reported quarter. Our model predicts total operating expenses will rise 2.2% year over year to $458.3 million in the fiscal third quarter.
Local store activations and value-driven promotions tied to the fall football season are expected to have aided top-line trends. This and a focus on disciplined new store growth strategy, remodeled locations and a positive reception of the new menu items are likely to have aided the company’s performance in the fiscal third quarter.
What Our Model Says About PLAY Stock
Our proven model does not conclusively predict an earnings beat for Dave & Buster's this time. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat earnings. However, that's not the case here.
PLAY’s Earnings ESP: Dave & Buster’s has an Earnings ESP of -12.03%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
PLAY’s Zacks Rank: The company has a Zacks Rank #4 (Sell).
Stocks to Consider
Here are some stocks worth considering from the Zacks Retail-Wholesale sector that investors may consider, as our model shows that these have the right combination of elements to post an earnings beat.
Yum China Holdings, Inc. YUMC currently has an Earnings ESP of +2.40% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
YUMC’s earnings for the to-be-reported quarter are expected to increase 24%. It reported better-than-expected earnings in each of the trailing four quarters, with an average earnings surprise of 32.5%.
CAVA Group, Inc. CAVA has an Earnings ESP of +11.36% and a Zacks Rank of 2 at present.
CAVA’s earnings for the to-be-reported quarter are expected to increase 200%. It reported better-than-expected earnings in each of the trailing four quarters, with an average earnings surprise of 91.8%.
Chipotle Mexican Grill, Inc. CMG has an Earnings ESP of +3.19% and currently carries a Zacks Rank of 3.
CMG’s earnings for the to-be-reported quarter are expected to increase 14.3%. It reported better-than-expected earnings in each of the trailing four quarters, with an average earnings surprise of 9.8%.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +24.1% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 5 Stocks Set to Double. Click to get this free report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dave & Buster's to Report Q3 Earnings: What's in the Cards?

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Williams Sonoma Inc (Symbol: WSM), where a total of 5,741 contracts have traded so far, representing approximately 574,100 underlying shares. That amounts to about 57.5% of WSM's average daily trading volume over the past month of 998,990 shares. Particularly high volume was seen for the $180 strike put option expiring November 21, 2025, with 2,045 contracts trading so far today, representing approximately 204,500 underlying shares of WSM. Below is a chart showing WSM's trailing twelve month trading history, with the $180 strike highlighted in orange:
TJX Companies (Symbol: TJX) options are showing a volume of 24,245 contracts thus far today. That number of contracts represents approximately 2.4 million underlying shares, working out to a sizeable 47.3% of TJX's average daily trading volume over the past month, of 5.1 million shares. Especially high volume was seen for the $145 strike call option expiring January 16, 2026, with 2,219 contracts trading so far today, representing approximately 221,900 underlying shares of TJX. Below is a chart showing TJX's trailing twelve month trading history, with the $145 strike highlighted in orange:
And RTX Corp (Symbol: RTX) options are showing a volume of 19,457 contracts thus far today. That number of contracts represents approximately 1.9 million underlying shares, working out to a sizeable 46.7% of RTX's average daily trading volume over the past month, of 4.2 million shares. Particularly high volume was seen for the $115 strike call option expiring February 20, 2026, with 7,657 contracts trading so far today, representing approximately 765,700 underlying shares of RTX. Below is a chart showing RTX's trailing twelve month trading history, with the $115 strike highlighted in orange:
For the various different available expirations for WSM options, TJX options, or RTX options, visit StockOptionsChannel.com.
Also see:
BDC Investor
Institutional Holders of ASPN
IBCP shares outstanding history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Wednesday Option Activity: WSM, TJX, RTX

Williams-Sonoma Inc. WSM reported better-than-expected results for the third quarter of fiscal 2025 (ended Nov. 2), with earnings and net revenues beating the Zacks Consensus Estimate and increasing year over year.
The quarter’s performance reflects benefits realized from an effective operating model, diversified brand portfolios and a robust e-commerce channel. For fiscal 2025, WSM holds onto its prior net revenue and comps outlook, while increasing the operating margin view.
Going forward, the company remains focused on product development and customer service while navigating ongoing macroeconomic and geopolitical uncertainties.
Following the earnings release, shares of this multi-channel specialty retailer of premium quality home products moved down 4.8% in today’s pre-market trading session.
WSM’s Q3 Earnings, Revenues & Comps Discussion
The company reported earnings of $1.96 per share, which topped the Zacks Consensus Estimate of $1.87 by 4.8%. In the prior-year quarter, it reported earnings per share (EPS) of $1.87.
Net revenues of $1.88 billion also topped the consensus mark of $1.86 billion by 1.1% and grew 4.4% year over year.
Williams-Sonoma, Inc. Price, Consensus and EPS Surprise
In the quarter, comps were up 4% against a negative 2.9% in the year-ago period. Our model expected the comps to be up 3% year over year.
Comps at Williams-Sonoma (namesake brand) grew 7.3% against a 0.1% downturn reported in the year-ago quarter. Comps at West Elm gained 3.3% against a 3.5% decline reported in the year-ago quarter.
Pottery Barn Kids and Teens comps grew 4.4% compared with 3.8% reported in the year-ago quarter. On the other hand, Pottery Barn comps inched up 1.3% against a 7.5% decline reported in the year-ago quarter.
Operating Highlights of Williams-Sonoma
The gross margin was 46.1% (up from our projection of 45.3%), which expanded 70 basis points (bps) year over year. The growth was driven by higher merchandise margins and supply-chain efficiencies, partially offset by higher occupancy costs.
Selling, general and administrative expenses were 29.1% of net revenues (at par with our projection), reflecting an increase of 60 bps year over year due to higher advertising expense and elevated performance-based incentive compensation.
The operating margin expanded 10 bps from the year-ago figure to 17% for the quarter. Our model predicted an operating margin of 16.1% in the fiscal third quarter.
Williams-Sonoma’s Financial Position
As of Nov. 2, 2025, Williams-Sonoma reported cash and cash equivalents of $884.7 million, down from $1.21 billion at the fiscal 2024-end.
Net cash from operating activities totaled $718 million in the first nine months of fiscal 2025 compared with $726.7 million a year ago. This allowed the company to return nearly $165 million to its shareholders through $555.7 million in stock repurchases and $236.6 million in dividends.
WSM Revised Fiscal 2025 Guidance
Looking ahead, fiscal 2025 will be a 52-week year compared with 53 weeks in fiscal 2024. The company continues to project annual net revenues in the range of +0.5% to +3.5%, with comparable brand revenue growth between +2.0% and +5.0%. Operating margin is now expected between 17.8% and 18.1% (from the 17.4-17.8% range expected earlier), which compares unfavorably with 18.5% reported in fiscal 2024.
The revised outlook considers the new Section 232 tariffs on furniture; the revised additional tariffs on China of 20%, India of 50% and Vietnam of 20%; average tariffs on the rest of the world of 18%; the steel and aluminum tariff of 50% and the copper tariff of 50%.
Over the long term, WSM continues to anticipate mid-to-high single-digit annual net revenue growth and operating margin growth in the mid-to-high teens.
WSM’s Zacks Rank & Recent Peer Releases
Williams-Sonoma currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Home Depot Inc. HD reported third-quarter fiscal 2025 results, wherein the top line beat the Zacks Consensus Estimate, while the bottom line missed the same. However, sales and EPS improved year over year.
The lower-than-expected EPS primarily reflects the absence of storm-related activity in the fiscal third quarter, which reduced demand in several key categories. Persistent consumer uncertainty and ongoing housing market pressure continued to weigh on home improvement spending, limiting The Home Depot’s ability to capture incremental demand in the quarter. For fiscal 2025, The Home Depot expects sales to increase 3% year over year, with EPS to decline 6%.
Wayfair Inc. W reported third-quarter 2025 non-GAAP earnings of 70 cents per share, which beat the Zacks Consensus Estimate by 52.17% and increased 218.2% year over year. Net revenues for the third quarter of 2025 rose 8.1% year over year to $3.1 billion. Excluding the impact of Wayfair’s exit from Germany, revenue growth stood at about 9% year over year. The figure beat the Zacks Consensus Estimate by 3.62%.
For the fourth quarter of 2025, Wayfair expects revenues to grow in the mid-single digits year over year, with gross margin to range between 30% and 31%. The company expects customer service and merchant fees to remain just below 4% of net revenues, while advertising expenses are projected to represent 11-12% of net revenues in the fourth quarter.
A Stock With the Favorable Combination
According to our model, this company in the broader Retail-Wholesale sector possesses the right combination of elements to post an earnings beat in the upcoming quarter.
Macy's, Inc. M currently has an Earnings ESP of +14.82% and a Zacks Rank #2 (Buy) at present.
Macy's reported better-than-expected earnings in three of the trailing four quarters and missed on the remaining one occasion, the average surprise being 25.8%. The company’s earnings for the third quarter of fiscal 2025 are expected to decline year over year by 450%.
#1 Semiconductor Stock to Buy (Not NVDA)
The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.
One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Williams-Sonoma Q3 Earnings & Revenues Top, Comps Up Y/Y, Stock Dips

(RTTNews) - Williams-Sonoma, Inc. (WSM), an omni-channel specialty retailer, Wednesday reported higher earnings and revenue for the third quarter compared to the same period last year.
Further, the company reiterated its revenue outlook for fiscal 2025.
Quarterly earnings increased to $241.59 million or $1.96 per share from $237.26 million or $1.87 per share of the last year.
Revenue grew to $1.88 billion from $1.8 billion of the previous year.
Looking forward to the full year, the company continues to expect net revenues in the range of plus 0.5% to plus 3.5%.
Additionally, the company said that it has authorized a buyback of $1 billion of its common stock and it will become effective once the firm's current stock repurchase program is fully utilized.
Currently, WSM shares were trading at $180.55, down 0.11% on the New York Stock Exchange.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Williams-Sonoma Q3 Earnings Rise; Backs FY2025 Outlook

(RTTNews) - Williams-Sonoma, Inc. (WSM) on Wednesday reported its third-quarter results with profit increasing driven by topline growth.
Third-quarter net earnings increased to $241.6 million or $1.96 per share, compared to $237.3 million or $1.87 per share.
Revenues for the quarter increased to $1.88 billion from $1.80 billion last year.
"We are proud to deliver strong results in the third quarter of 2025 with an accelerating positive top-line comp and continued outperformance in profitability. In Q3, our comp came in above expectations at 4.0%, with another quarter of positive comps in all brands. Operating margin came in at 17.0%, expanding 10 basis points, with earnings per share of $1.96, growing 4.8% year-over-year," said Laura Alber, President and Chief Executive Officer.
"We are encouraged by our continued strong performance, and are confident in our outlook for Q4. We are reiterating full year comparable brand revenue growth to be in the range of 2% to 5%, and we are raising our bottom-line guidance to an operating margin of 17.8% to 18.1%," Alber added.
Looking forward, the company reiterated its fiscal 2025 net revenue guidance. The company expects annual net revenues in the range of +0.5% to +3.5% inclusive of the impact from the 53rd week in fiscal 2024, with comps in the range of +2.0% to +5.0%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Williams-Sonoma Q3 Profit Rises

The following companies are expected to report earnings prior to market open on 11/19/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
TJX Companies, Inc. (TJX)is reporting for the quarter ending October 31, 2025. The discount retail company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.22. This value represents a 7.02% increase compared to the same quarter last year. In the past year TJX has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 8.91%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TJX is 31.56 vs. an industry ratio of 27.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Lowe's Companies, Inc. (LOW)is reporting for the quarter ending October 31, 2025. The home furnishings company's consensus earnings per share forecast from the 13 analysts that follow the stock is $2.97. This value represents a 2.77% increase compared to the same quarter last year. In the past year LOW has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 2.36%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for LOW is 18.32 vs. an industry ratio of 19.30.
Target Corporation (TGT)is reporting for the quarter ending October 31, 2025. The discount retail company's consensus earnings per share forecast from the 12 analysts that follow the stock is $1.76. This value represents a 4.86% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TGT is 12.09 vs. an industry ratio of 27.90.
Williams-Sonoma, Inc. (WSM)is reporting for the quarter ending October 31, 2025. The home furnishings company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.87. This value represents a 4.59% decrease compared to the same quarter last year. In the past year WSM has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 11.73%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for WSM is 21.18 vs. an industry ratio of 19.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Viking Holdings Ltd (VIK)is reporting for the quarter ending September 30, 2025. The leisure (recreational) company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.19. This value represents a 33.71% increase compared to the same quarter last year. In the past year VIK has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2025 Price to Earnings ratio for VIK is 23.09 vs. an industry ratio of -28.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Dycom Industries, Inc. (DY)is reporting for the quarter ending October 31, 2025. The building company's consensus earnings per share forecast from the 4 analysts that follow the stock is $3.15. This value represents a 17.54% increase compared to the same quarter last year. In the past year DY has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 16.43%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for DY is 29.35 vs. an industry ratio of 74.10.
Wix.com Ltd. (WIX)is reporting for the quarter ending September 30, 2025. The information technology services company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.39. This value represents a 15.22% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for WIX is 47.41 vs. an industry ratio of 17.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Global-E Online Ltd. (GLBE)is reporting for the quarter ending September 30, 2025. The internet company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.06. This value represents a 146.15% increase compared to the same quarter last year. In the past year GLBE has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 200%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GLBE is 109.78 vs. an industry ratio of 12.20, implying that they will have a higher earnings growth than their competitors in the same industry.
GDS Holdings Limited (GDS)is reporting for the quarter ending September 30, 2025. The technology services company's consensus earnings per share forecast from the 3 analysts that follow the stock is $-0.06. This value represents a 62.50% increase compared to the same quarter last year. In the past year GDS has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 45.45%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GDS is 489.17 vs. an industry ratio of 5.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Valvoline Inc. (VVV)is reporting for the quarter ending September 30, 2025. The oil refining company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.48. This value represents a 4.35% increase compared to the same quarter last year. VVV missed the consensus earnings per share in the 1st calendar quarter of 2025 by -5.56%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for VVV is 19.33 vs. an industry ratio of 9.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Griffon Corporation (GFF)is reporting for the quarter ending September 30, 2025. The diversified operations company's consensus earnings per share forecast from the 2 analysts that follow the stock is $1.56. This value represents a 6.12% increase compared to the same quarter last year. In the past year GFF has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GFF is 11.78 vs. an industry ratio of 23.50.
Kingsoft Cloud Holdings Limited (KC)is reporting for the quarter ending September 30, 2025. The internet software company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.16. This value represents a no change for the same quarter last year. KC missed the consensus earnings per share in the 1st calendar quarter of 2025 by -14.29%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for KC is -19.68 vs. an industry ratio of -68.50, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for November 19, 2025 : TJX, LOW, TGT, WSM, VIK, DY, WIX, GLBE, GDS, VVV, GFF, KC

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Williams-Sonoma (WSM), which belongs to the Zacks Retail - Home Furnishings industry.
This seller of cookware and home furnishings has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 27.14%.
For the last reported quarter, Williams-Sonoma came out with earnings of $2.04 per share versus the Zacks Consensus Estimate of $1.39 per share, representing a surprise of 46.76%. For the previous quarter, the company was expected to post earnings of $2.53 per share and it actually produced earnings of $2.72 per share, delivering a surprise of 7.51%.
With this earnings history in mind, recent estimates have been moving higher for Williams-Sonoma. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Williams-Sonoma currently has an Earnings ESP of +15.87%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Williams-Sonoma (WSM) Could Beat Earnings Estimates Again

The following are the top rated Consumer Discretionary stocks according to Validea's Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.
TRACTOR SUPPLY CO (TSCO) is a large-cap growth stock in the Personal & Household Prods. industry. The rating according to our strategy based on Warren Buffett is 100% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Tractor Supply Company is a rural lifestyle retailer in the United States. The Company is focused on supplying the needs of recreational farmers and ranchers. It operates retail stores under the names Tractor Supply Company and Petsense by Tractor Supply. Its stores are located in towns outlying various metropolitan markets and in rural communities. It also offers an expanded assortment of products through the Tractor Supply mobile application and online at TractorSupply.com and Petsense.com. The Company's selection of merchandise consists of various product categories, including livestock, equine and agriculture; companion animal; seasonal and recreation; truck, tool, and hardware, and clothing, gift, and decor. Its brands consist of 4health, American Farmworks, Bit & Bridle, Blue Mountain, C.E. Schmidt, Country Lane, Countyline, Country Tuff, Dumor, Farm Table, Groundwork, Huskee, and JobSmart.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TRACTOR SUPPLY CO
GARMIN LTD (GRMN) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Warren Buffett is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Garmin Ltd. (Garmin) is a Switzerland-based entity. The Company and its subsidiaries offer global positioning system (GPS) navigation and wireless devices and applications. The Company operates through five segments: fitness, outdoor, aviation, marine and auto. It offers a range of auto navigation products, as well as a range of products and applications designed for the mobile GPS market. It offers Outdoor Handhelds, Wearable Devices, Golf Devices, and Dog Tracking and Training/Pet Obedience Devices. Garmin offers various products designed for use in fitness and activity tracking. Companys aviation business segment is a provider of solutions to aircraft manufacturers, existing aircraft owners and operators, as well as military and government customers and serves a range of aircraft, including transport aircraft, business aviation, general aviation, experimental/light sport, helicopters, optionally piloted vehicles, and unmanned aerial vehicles. Company operates worldwide.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of GARMIN LTD
WILLIAMS-SONOMA INC (WSM) is a large-cap growth stock in the Retail (Specialty) industry. The rating according to our strategy based on Warren Buffett is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Williams-Sonoma, Inc. is an omnichannel specialty retailer of products for the home. Its products, representing distinct merchandise strategies, such as Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, and GreenRow are marketed through e-commerce Websites, retail stores and direct-mail catalogs. These brands are also part of The Key Rewards, its loyalty and credit card program that offers members benefits across the Williams-Sonoma family of brands. Williams Sonoma products offer everything for cooking, dining and entertaining, including cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture and a vast library of cookbooks. It operates in the United States, Puerto Rico, Canada, Australia and the United Kingdom, offers international shipping to customers worldwide, and has unaffiliated franchisees that operate stores in the Middle East, the Philippines, Mexico, South Korea and India.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of WILLIAMS-SONOMA INC
PENSKE AUTOMOTIVE GROUP INC (PAG) is a large-cap value stock in the Retail (Specialty) industry. The rating according to our strategy based on Warren Buffett is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Penske Automotive Group, Inc. is a diversified international transportation services company. The Company operates dealerships in the United States, the United Kingdom, Canada, Germany, Italy, Japan and Australia. It also distributes and retails commercial vehicles, diesel and gas engines, power systems, and related parts and services principally in Australia and New Zealand. Additionally, it owns 28.9% of Penske Transportation Solutions (PTS). Its segments include Retail Automotive, Retail Commercial Truck, Other and Non-Automotive Investments. Retail Automotive segment consists of its retail automotive dealership operations. Retail Commercial Truck consists of its retail commercial truck dealership operations in the United States and Canada. Other segment consists of its commercial vehicle and power systems distribution operations. Non-Automotive Investments segment consists of its equity method investments in non-automotive operations which includes its investment in PTS and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PENSKE AUTOMOTIVE GROUP INC
About Warren Buffett: Warren Buffett is considered by many to be the greatest investor of all time. As the chairman of Berkshire Hathaway, Buffett has consistently outperformed the S&P 500 for decades, and in the process has become one of the world's richest men. (Forbes puts his net worth at $37 billion.) Despite his fortune, Buffett is known for living a modest lifestyle, by billionaire standards. His primary residence remains the gray stucco Nebraska home he purchased for $31,500 nearly 50 years ago, according to Forbes, and his folksy Midwestern manner and penchant for simple pleasures -- a cherry Coke, a good burger, and a good book are all near the top of the list -- have been well-documented.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Consumer Discretionary Stocks Based On Warren Buffett - 11/18/2025

Home Depot (HD) came out with quarterly earnings of $3.74 per share, missing the Zacks Consensus Estimate of $3.81 per share. This compares to earnings of $3.78 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -1.84%. A quarter ago, it was expected that this home-improvement retailer would post earnings of $4.71 per share when it actually produced earnings of $4.68, delivering a surprise of -0.64%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Home Depot, which belongs to the Zacks Retail - Home Furnishings industry, posted revenues of $41.35 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.88%. This compares to year-ago revenues of $40.22 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Home Depot shares have lost about 8% since the beginning of the year versus the S&P 500's gain of 13.4%.
What's Next for Home Depot?
While Home Depot has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Home Depot was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.89 on $37.99 billion in revenues for the coming quarter and $14.96 on $164.12 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Home Furnishings is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Williams-Sonoma (WSM), another stock in the same industry, has yet to report results for the quarter ended October 2025. The results are expected to be released on November 19.
This seller of cookware and home furnishings is expected to post quarterly earnings of $1.87 per share in its upcoming report, which represents a year-over-year change of -4.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Williams-Sonoma's revenues are expected to be $1.85 billion, up 3% from the year-ago quarter.
Should You Invest in The Home Depot, Inc. (HD)?
Before you invest in The Home Depot, Inc. (HD), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Williams-Sonoma, Inc. (WSM) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Home Depot (HD) Lags Q3 Earnings Estimates

Williams-Sonoma, Inc. WSM is scheduled to release its third-quarter fiscal 2025 results on Nov. 19, before the opening bell.
In the last reported quarter, the company’s earnings and net revenues topped the Zacks Consensus Estimate by 11.7% and 1.1%, respectively. Year over year, the metrics grew 14.9% and 2.8%, respectively.
Williams-Sonoma reported better-than-expected earnings in each of the last four quarters, the average surprise being 10.2%.
How are Estimates Placed for WSM?
For the fiscal third quarter, the Zacks Consensus Estimate for adjusted earnings per share (EPS) has remained unchanged at $1.85 over the past 60 days. The estimated figure indicates a decline of 5.6% from $1.96 per share reported in the year-ago quarter.
The consensus mark for net revenues is pegged at $1.86 billion, indicating year-over-year growth of 3.3% from $1.8 billion.
Williams-Sonoma, Inc. Price and EPS Surprise
Factors That Might Have Shaped WSM’s Q3 Performance
Revenues
Williams-Sonoma’s top-line performance is expected to have increased year over year on the back of incremental sales trends in furniture and non-furniture business lines, alongside robust performance across its retail and ecommerce channels. Moreover, the company’s top-tier marketing initiatives, the focus on global expansion, digital upgrades and collaborations are likely to have acted as a catalyst in boosting the quarter’s performance. The introduction of new design tools in stores and online to support space planning and integrating AI across digital platforms is expected to support growth in the upcoming period.
Although the challenging environment for home furnishings due to the continued weakness in the U.S. housing market, alongside macroeconomic and geopolitical uncertainties, is concerning, WSM’s in-house capabilities have more than offset these headwinds.
Segment-wise, our model predicts fiscal third-quarter revenues in the West Elm brand (25.5% of the second quarter of fiscal 2025 net revenues) to be $461.1 million, up 2.3% from the prior-year quarter level. Revenues for the namesake brand (13.6% of the second-quarter fiscal 2025 net revenues) and the Pottery Barn Kids and Teen brand (15.6% of the second-quarter fiscal 2025 net revenues) are expected to be up year over year by 2.8% to $259.2 million and 5.1% to $301.9 million, respectively.
Contrarily, we expect revenues for the Pottery Barn brand (which represented 40.2% of the second quarter of fiscal 2025 net revenues) to be down year over year by 0.5% to $714.9 million.
Margins
In the quarter to be reported, Williams-Sonoma’s bottom line and margins are likely to have tumbled year over year due to ongoing macroeconomic uncertainties and the adverse impact of the new incremental tariff regulations. Moreover, higher performance-based incentive compensation is expected to have added to the ongoing pressures.
Our model expects selling, general and administrative expenses (as a percentage of net revenues) to expand 60 basis points (bps) year over year to 29.1% during the quarter to be reported. We expect the gross margin to inch down 10 bps year over year to 45.3%.
Nonetheless, WSM’s ongoing efforts to optimize its supply chain and ensure operational efficiency amid inflationary challenges are likely to have offset these headwinds in the upcoming period.
Comps
Favorable impact from diversified product lines, new product introductions and collaborations is expected to have boosted the comps growth across all Williams-Sonoma’s key brands.
Our model expects Pottery Barn Kids and Teen’s comps growth to be 5.1%. The metric witnessed a 3.8% increase a year ago and a rise of 5.3% in the previously reported quarter. We expect Pottery Barn’s comps to grow 1.9% year over year. The same declined 7.5% a year ago, but grew 1.1% in the previously reported quarter.
Our model predicts West Elm’s comps to increase 3.1%. The metric witnessed a 3.5% decline a year ago, but rose 3.3% in the last reported quarter. We expect the namesake brand’s comps to be up 4.9%. The metric witnessed a 0.1% decline a year ago but a rise of 5.1% in the previously reported quarter.
What Our Model Says for Williams-Sonoma
Our proven model does not predict an earnings beat for Williams-Sonoma this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, it is not the case here.
WSM’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
WSM’s Zacks Rank: It currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks With the Favorable Combinations
According to our model, the following companies in the broader Retail-Wholesale sector possess the right combination of elements to post an earnings beat in the upcoming quarter.
Macy's, Inc. M currently has an Earnings ESP of +14.82% and a Zacks Rank of 1 at present.
Macy's reported better-than-expected earnings in three of the trailing four quarters and missed on the remaining one occasion, the average surprise being 25.8%. The company’s earnings for the third quarter of fiscal 2025 are expected to decline year over year by 450%.
Dollar General Corporation DG has an Earnings ESP of +12.31% and a Zacks Rank of 2.
Dollar General reported better-than-expected earnings in three of the trailing four quarters and missed on the remaining one occasion, the average surprise being 11.3%. The company’s earnings for the third quarter of fiscal 2025 are expected to improve year over year by 6.7%.
American Eagle Outfitters, Inc. AEO currently has an Earnings ESP of +2.67% and a Zacks Rank of 2.
American Eagle’s earnings for the third quarter of fiscal 2025 are expected to tumble 10.4% year over year. The company reported better-than-expected earnings in three of the last four quarters and missed on the remaining one occasion, the average surprise being 30.3%.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	22.60 20.75
Price/Sales	3.27 0.70
P/B	11.50 1.92
P/FCF	24.89 16.34

Indicator	TTM Median
ROE	53.92 14.57
ROA	21.83 5.09
ROI	0.00 8.68
Net Worth	25.08 0.90
Quick Ratio	0.69 0.88
Current Ratio	1.50 1.45

Indicator	TTM Median
Net Profit Margin	14.39 5.81
Operating Margin	18.58 8.49
Gross Margin	46.16 38.39
Return on tangible equity	56.00 21.78

Indicator	TTM Median
EPS	1.85 0.44
EPS Forecast	1.76 0.40
Revenue	1.84B 185.00M
Gross Profit	865.00M —
EBITDA	385.00M —

Williams-Sonoma, Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue