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WSM

Williams-Sonoma Inc

NYSE: WSM · CONSUMER CYCLICAL · SPECIALTY RETAIL

$181.21
+0.02% today

Updated 2026-04-30

Market cap
$21.56B
P/E ratio
20.50
P/S ratio
2.76x
EPS (TTM)
$8.84
Dividend yield
1.41%
52W range
$145 – $221
Volume
1.2M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Williams-Sonoma Inc (WSM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$181.21
Consensus
$209.71
+15.73%
2030 Target
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—
DCF
—
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14 analysts:
4 Buy8 Hold1 Sell

Management guidance

Williams-Sonoma management provided FY2026 guidance expecting revenue growth acceleration in their March 2026 earnings call. The company highlighted a 'strong fiscal 2026 performance' outlook with focus on accelerating growth through store expansion (first major retail expansion in over a decade), design-led collaborations, and omnichannel strategy. Specific revenue targets were not quantified in public guidance, but management emphasized 3.5% comparable brand revenue growth in FY2025 as a baseline and indicated momentum continuation through store investments and strategic partnerships.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,625.32
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Base case (2030)
$967.89
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Bear case (2030)
$657.43
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Financial forecast — research-backed

Metric2024202520262028 (E)2029 (E)
Revenue$7.8B$7.7B$7.8B$9.1B$9.5B
Revenue growth—-0.5%1.2%5.6%5.4%
EPS$14.57$5.52$8.56$10.95$11.62
P/S ratio———12.0x12.0x
Implied price———$931.36$967.89

Catalysts & risks

Growth catalysts
+ First major retail store expansion in over a decade — 5-10 new locations planned through 2027-2028, driving incremental omnichannel traffic and brand visibility
+ Design-led collaboration strategy with Hill House Home, Tutu du Monde, Oakville Grocery — expanding addressable market and driving incremental sales across brands (Pottery Barn, Williams Sonoma, Pottery Barn Teen/Kids, Pottery Barn Home)
+ Digital-first, omnichannel optimization — 65% e-commerce penetration with continued technology investments; AI-driven customer experience initiatives to improve conversion and basket size
+ Supply chain efficiencies and tariff mitigation — gross margin recovery potential if tariff headwinds ease; management demonstrated cost control capability in FY2025 despite macro pressures
+ Dividend growth signal — 15% dividend increase announced March 2026; $5B returned to shareholders over 5 years signals confidence in cash generation and growth trajectory
Key risks
- Macroeconomic sensitivity — specialty home furnishings highly sensitive to housing starts, consumer discretionary spending, mortgage rates; housing market showing softness in early 2026
- Tariff exposure — company sourcing primarily overseas; tariff uncertainties could pressure margins and pricing power, particularly if tariffs exceed 25% on Asian imports
- Insider selling signal — CFO Jeffrey Howie sold $5.9M in shares (50% stake reduction) on March 26, 2026; Formidable Asset Management reduced stake 33.2% in Q4 2025, suggesting potential management/insider confidence concerns
- Comparable store sales deceleration — Q4 FY2025 comp sales negative; e-commerce growth decelerating (3.5% comp growth overall); new store productivity unproven given decade-long retail pause
- Competitive intensity — RH, RBC Capital, Ethan Allen, Wayfair intensifying omnichannel and design strategies; market saturation in home furnishings retail

Methodology

Williams-Sonoma Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 14 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.