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.

Berkshire Hathaway’s BRK.B Service and Retailing operations are a vital pillar of its long-term growth strategy, contributing significantly to revenues, earnings stability and diversification. Spanning service, retaining, Pilot and McLane, these businesses operate in cyclical yet essential sectors, providing dependable cash flows that help offset fluctuations in financial markets and insurance results.
Among these, the retail group includes Berkshire Hathaway Automotive, contributing about 69% to retail revenues. Others include furnishings businesses (Nebraska Furniture Mart, R.C. Willey, Star Furniture and Jordan’s), contributing about 17% to retail revenues, jewelry, confectionery, high-quality kitchen tools, party supplies, school supplies, toys and motorcycle accessories.
The retail sub-segment contributes approximately 13-21% to revenues and about 28-34% to earnings. Given a mixed bag, this sub-segment witnesses fluctuation in both earnings and revenues.
Scale and brand strength underpin strong retail performance. While furnishings businesses’ purchasing power enables competitive pricing, confectionery products deliver premium margins and pricing power. Supported by scale, operational autonomy and countercyclical demand, these businesses generate steady cash flows and long-term value.
At Berkshire, such consistency funds reinvestment and disciplined acquisitions, strengthening competitive advantages and positioning the Service and Retailing segment as a resilient, long-term compounding engine.
What About BRK.B Peers?
Williams-Sonoma’s WSM prospects are aided by an effective operating model, diversified brand portfolios, a robust e-commerce channel and global expansion efforts. Also, the launch of a new AI culinary and shopping companion, Olive, with AI integration across all brands, bodes well for Williams-Sonoma.
RH (RH) is redefining luxury retail by merging residential, retail and hospitality experiences. Its immersive design galleries, featuring courtyards, rooftop restaurants and interior design studios, create destinations that cannot be replicated online. RH’s international expansion is gaining traction. Also, RH’s strategy is to digitally reimagine the brand and business model both internally and externally.
BRK.B’s Price Performance
Shares of BRK.B have gained 12% in a year, outperforming the industry.
Image Source: Zacks Investment Research
BRK.B’s Expensive Valuation
BRK.B trades at a price-to-book value ratio of 1.54, above the industry average of 1.47. It carries a Value Score of C.
Image Source: Zacks Investment Research
No Estimate Movement for BRK.B
The Zacks Consensus Estimate for BRK.B’s fourth-quarter 2025 and first-quarter 2026 EPS witnessed no movement in the past seven days. The same holds true for 2025 and 2026 EPS estimates.
Image Source: Zacks Investment Research
The consensus estimates for BRK.B’s 2025 and 2026 revenues indicate year-over-year increases, while the same for 2025 and 2026 EPS indicate a decline.
BRK.B stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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RH (RH) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How Berkshire's Retail Arm Drives Its Service and Retailing Business

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in American International Group Inc (Symbol: AIG), where a total volume of 78,870 contracts has been traded thus far today, a contract volume which is representative of approximately 7.9 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 161% of AIG's average daily trading volume over the past month, of 4.9 million shares. Especially high volume was seen for the $110 strike call option expiring March 20, 2026, with 30,037 contracts trading so far today, representing approximately 3.0 million underlying shares of AIG. Below is a chart showing AIG's trailing twelve month trading history, with the $110 strike highlighted in orange:
Target Corp (Symbol: TGT) options are showing a volume of 41,368 contracts thus far today. That number of contracts represents approximately 4.1 million underlying shares, working out to a sizeable 57.5% of TGT's average daily trading volume over the past month, of 7.2 million shares. Particularly high volume was seen for the $100 strike put option expiring January 09, 2026, with 3,577 contracts trading so far today, representing approximately 357,700 underlying shares of TGT. Below is a chart showing TGT's trailing twelve month trading history, with the $100 strike highlighted in orange:
And Williams Sonoma Inc (Symbol: WSM) options are showing a volume of 6,793 contracts thus far today. That number of contracts represents approximately 679,300 underlying shares, working out to a sizeable 55.7% of WSM's average daily trading volume over the past month, of 1.2 million shares. Especially high volume was seen for the $200 strike call option expiring January 16, 2026, with 1,971 contracts trading so far today, representing approximately 197,100 underlying shares of WSM. Below is a chart showing WSM's trailing twelve month trading history, with the $200 strike highlighted in orange:
For the various different available expirations for AIG options, TGT options, or WSM options, visit StockOptionsChannel.com.
Also see:
Institutional Holders of XJR
SJT shares outstanding history
Institutional Holders of GLUE
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: AIG, TGT, WSM

Freeport announced today that its Board of Directors declared cash dividends of $0.15 per share on FCX's common stock payable on February 2, 2026, to shareholders of record as of January 15, 2026. The declaration includes a base dividend of $0.075 per share and variable dividend of $0.075 per share in accordance with FCX's performance-based payout framework. The payment of dividends is at the discretion of the Board, which will consider FCX's financial results, cash requirements, global economic conditions and other factors it deems relevant.
Wiley, a global leader in authoritative content and research intelligence for the advancement of scientific discovery, innovation, and learning, today announced that its Board of Directors has declared a quarterly cash dividend of $0.355 per share on its Class A and Class B Common Stock, payable on January 15, 2026, to shareholders of record on December 30, 2025. The quarterly dividend is equivalent to an annual dividend of $1.42 per share, an increase from $1.41 per share in Fiscal 2025. In June 2025, Wiley raised its dividend for the 32nd consecutive year.
SM Energy today announces that its Board of Directors approved the quarterly cash dividend of $0.20 per share of common stock outstanding. The dividend will be paid on January 9, 2026, to stockholders of record as of the close of business on December 26, 2025.
THOR Industries today announced that its Board of Directors approved, at its December 16, 2025, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on January 19, 2026, to shareholders of record at the close of business on January 5, 2026.
Williams-Sonoma announced today that its Board of Directors has declared a quarterly cash dividend of $0.66 per share of common stock. Each stockholder of record as of the close of business on January 16, 2026 will be paid the cash dividend on February 20, 2026.
VIDEO: Daily Dividend Report: FCX,WLY,SM,THO,WSM
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Daily Dividend Report: FCX,WLY,SM,THO,WSM

Key Points
The familiar furniture retail store published its latest set of quarterly earnings.
Although its performance was mixed, top-line growth was robust, especially when compared to top rivals.
Furniture retailer RH (NYSE: RH) finished the stock trading week in style, with its equity rising by nearly 6% on Friday after it reported third-quarter earnings. This, despite a bottom-line miss and several guidance cuts.
A restorative quarter
For the quarter, RH's net revenue rose by 9% year-over-year to $884 million. Net income according to generally accepted accounting principles (GAAP) also saw an increase, advancing 4% to $36.3 million. On a per-share basis, however, non-GAAP (adjusted) profitability fell to $1.71 from the year-ago figure of $2.48.
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The company slightly beat the average analyst estimate of under $883.3 million for revenue, but missed that for adjusted net income ($2.16 per share).
In a combined shareholder letter and earnings release, RH quoted CEO Gary Friedman as saying that "While a meaningful portion of our market share gains are coming from the fragmented to-the-trade design showrooms, regional high-end furniture stores, and local independent boutiques, we are also gaining share from the better furniture-based national brands."
RH provided a table showing that RH's third-quarter revenue performance compared favorably to a clutch of competitors that included Wayfair (up 8%), Williams-Sonoma-owned West Elm (up 4%), and Ethan Allen Interiors (down 5%).
A few changes in guidance
RH made several adjustments to its full-year guidance for 2025. It now expects to post revenue growth of 9% to 9.2% in 2024, compared to a previous range of 9% to 11%. The adjusted operating margin is expected to be 11.6% to 11.9%, down from the preceding 13% to 14%. However, it left unchanged its forecast for free cash flow, which it expects to be $250 million to $300 million.
None of this greatly impresses me personally. Still, I think it's admirable that the company's revenue growth remains quite healthy, given the affordability concerns of the U.S. consumer these days and the disruptions caused by tariffs earlier this year. This isn't a bad stock for believers in the furniture retail sector.
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Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Williams-Sonoma. The Motley Fool recommends RH and Wayfair. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why RH Stock Popped on Friday

RH RH reported mixed third-quarter fiscal 2025 (ended Nov. 1, 2025) results, with adjusted earnings missing the Zacks Consensus Estimate and declining on a year-over-year basis. Meanwhile, net revenues beat the estimate and increased from the prior year's reported figure.
Shares of RH gained 3.1% in the after-hours trading session yesterday.
RH demonstrated resilience in the quarter, achieving solid revenue growth despite one of the weakest housing backdrops in decades and persistent tariff-related disruptions. Performance was supported by strong momentum across its immersive Gallery model, rapid growth in its hospitality business, early international traction and the successful launch of RH Paris. The expansion of its interior design services and ongoing investment in new product development also helped strengthen the brand’s long-term growth prospects.
However, tariffs continue to elevate costs, delay products and pressure margins, while rising global expansion expenses and persistent housing-market weakness compound near-term challenges. Even so, management emphasized that RH continues to capture meaningful market share and remains committed to investments that they believe will drive long-term strategic separation. Considering the recent trend, RH trimmed its fiscal 2025 guidance.
RH’s Q3 Earnings & Revenue Discussion
The company reported adjusted earnings per share (EPS) of $1.71, which missed the Zacks Consensus Estimate of $2.13 by 19.7%. In the year-ago quarter, it had reported adjusted EPS of $2.48.
RH Price, Consensus and EPS Surprise
Net revenues of $883.8 million surpassed the consensus mark of $882.9 million by 0.1% and rose 8.9% year over year. Net revenues from the RH segment increased 8.8% year over year to $835.8 million, while those for Waterworks rose 9.9% to $48 million.
Notably, on a two-year basis, revenues were up 18%, despite what management described as “the worst housing market in almost 50 years, and the polarizing impact of tariffs.” This performance underscores the brand’s continued strength and disruptive positioning amid a challenging housing environment.
RH’s Margin Highlights
The adjusted gross margin contracted 40 basis points (bps) to 44.1% in the reported quarter.
Adjusted Selling, general & administrative expenses (as a percentage of total net revenues) increased 300 bps to 32.5% year over year.
Adjusted operating margin contracted 340 bps year over year to 11.6%. Moreover, adjusted EBITDA decreased 7.6% year over year to $155.8 million for the quarter and adjusted EBITDA margin contracted 320 bps to 17.6%.
RH’s Balance Sheet & Cash Flow
As of Nov. 1, 2025, RH’s cash and cash equivalents were $43.1 million, up from $30.4 million at the end of fiscal 2024. The company ended the third quarter of fiscal 2025 with merchandise inventories worth $875 million compared with $1.02 billion at the end of fiscal 2024.
RH ended the quarter with a net debt of $2.4 billion and a net debt-to-adjusted EBITDA ratio of 4.1x.
Net cash provided by operating activities was $356.2 million as of the first nine months of fiscal 2025 compared with $35.9 million in the year-ago period. Free cash flow was $83 million against a negative $96 million reported in the year-ago period.
Capital expenditures, as of Nov. 1, 2025, were $158.4 million during the first nine months of fiscal 2025, down from $179.9 million in the year-ago period.
RH Unveils Q4 View
For fourth-quarter fiscal 2025, the company expects the quarterly net revenues to grow between 7% and 8% year over year.
Adjusted operating margin is expected to be in the range of 12.5-13.5%, up from 11.3% reported in the prior-year quarter.
Adjusted EBITDA margin is forecasted to be between 18.7% and 19.6%, up from 17.1% reported in the prior-year quarter.
Trimmed FY25 Guidance by RH
For fiscal 2025, RH lowered the higher end of the earlier guided range for revenue growth and is now expecting between 9% and 9.2% (prior expectation was 9% and 11%).
Adjusted operating margin is now expected to be between 11.6% and 11.9% (prior expectation was 13% and 14%), up from 11.3% reported in fiscal 2024.
Adjusted EBITDA margin is expected to be between 17.6% and 18% (prior expectation was 19% and 20%), up from 16.9% reported last year.
RH is still expecting free cash flow to be between $250 million and $300 million.
RH’s Zacks Rank & Peer Releases
RH currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Here are some companies from the Zacks Consumer Staples sector that have released their respective earnings in recent times:
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.
Williams-Sonoma’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.
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.
Home Depot reported lower-than-expected EPS, primarily reflecting 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 Home Depot’s ability to capture incremental demand in the quarter. For fiscal 2025, Home Depot expects sales to increase 3% year over year, with EPS to decline 6%.
Wayfair Inc. W reported third-quarter 2025 non-GAAP EPS of 70 cents, 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.
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RH (RH) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RH Q3 Earnings Miss Estimates, Revenues Beat, FY25 Guidance Lowered

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%.
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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.
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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.

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