Short answer
Williams-Sonoma, Inc. (WSM) filed its Q4 2025 10-Q quarterly report on Nov 25, 2025 for the quarter ended Nov 2, 2025. Quarterly revenue was $1.9B (up 4.6% year over year) with net income of $242M.
Q4 2025 key financials · XBRL
- Revenue
- $1.9B
- +4.6% YoY · +2.5% QoQ
- Net income
- $242M
- −3.0% YoY · −2.4% QoQ
- Operating margin
- 17.0%
- Gross margin
- 46.1%
- EPS (diluted)
- $1.96
- +0.0% YoY · −2.5% QoQ
Source: XBRL data from the Williams-Sonoma, Inc. (WSM) Q4 2025 10-Q on SEC EDGAR. USD.
Williams-Sonoma, Inc. Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1.875B, up $82.1M (4.6%) YoY in Q3 FY25; company comp growth 4.0% driven by retail (+8.5%) and e-commerce (+1.9%)
- Gross margin 46.1% vs 45.4% YoY in Q3 FY25, up 70 bps; SG&A 29.1% vs 28.5% YoY, up 60 bps; diluted EPS $1.96 vs $1.87, up 4.8%
- Best segment: Williams Sonoma brand comp growth 7.3% Q3; Worst: Pottery Barn brand comp +1.3% Q3 (lowest among key brands)
- Cash $884.7M; operating cash flow $718.0M for 39 weeks; capital expenditures $178.5M; $792.3M returned to shareholders via stock repurchases/dividends
- Near-term risks: tariffs doubled from 14% to 29%, inflation, weak housing, geopolitical instability; may impact earnings if costs cannot be fully offset
Risk Factors
- No material changes to risk factors from 10-K for fiscal year ended February 2, 2025
- Continued exposure to supply chain disruptions impacting inventory availability and costs
- Ongoing competitive pressure from e-commerce and brick-and-mortar retailers affecting market share
- Dependence on consumer discretionary spending impacting near-term revenue and profitability
- Foreign currency fluctuations potentially affecting international sales and earnings
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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