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Upturn AI SWOT - About
WSM 
Williams-Sonoma Inc (WSM)
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Upturn Advisory Summary
03/27/2025: WSM (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 45.23% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.36B USD | Price to earnings Ratio 18.79 | 1Y Target Price 176.7 |
Price to earnings Ratio 18.79 | 1Y Target Price 176.7 | ||
Volume (30-day avg) 2971403 | Beta 1.81 | 52 Weeks Range 124.97 - 219.98 | Updated Date 03/27/2025 |
52 Weeks Range 124.97 - 219.98 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 1.60% | Basic EPS (TTM) 8.75 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-11 | When Before Market | Estimate 2.9423 | Actual 3.28 |
Profitability
Profit Margin 14.59% | Operating Margin (TTM) 21.53% |
Management Effectiveness
Return on Assets (TTM) 16.91% | Return on Equity (TTM) 52.7% |
Valuation
Trailing PE 18.79 | Forward PE 19.46 | Enterprise Value 20378550500 | Price to Sales(TTM) 2.64 |
Enterprise Value 20378550500 | Price to Sales(TTM) 2.64 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA 12.28 | Shares Outstanding 123125000 | Shares Floating 121540381 |
Shares Outstanding 123125000 | Shares Floating 121540381 | ||
Percent Insiders 1.22 | Percent Institutions 97.24 |
Analyst Ratings
Rating 3.2 | Target Price 172.25 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 17 | Sell 2 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Williams-Sonoma Inc
Company Overview
History and Background
Williams-Sonoma, Inc. was founded in 1956 by Chuck Williams in Sonoma, California. Initially a cookware shop, it expanded into a multi-channel retailer offering high-quality products for the home. Significant milestones include catalog launches, retail expansion, and acquisitions of brands like Pottery Barn and West Elm.
Core Business Areas
- Williams Sonoma: Offers high-end kitchenware, cookware, and gourmet foods.
- Pottery Barn: Provides stylish furniture, decor, and home furnishings.
- West Elm: Focuses on modern furniture and decor with an emphasis on sustainability and design.
- Mark and Graham: Specializes in personalized gifts and accessories.
- Rejuvenation: Offers lighting, hardware, and home goods with a vintage aesthetic.
Leadership and Structure
Laura Alber is the current President and Chief Executive Officer. The company operates with a brand-focused structure, with each brand having its own management team reporting to the corporate leadership.
Top Products and Market Share
Key Offerings
- Cookware: Williams Sonoma branded cookware and bakeware. Competitors include All-Clad, Le Creuset, and Calphalon. Revenue is spread across all brands but is a significant component of the Williams Sonoma brand revenue. Market share is fragmented, with Williams Sonoma holding a significant portion of the premium cookware market.
- Furniture: Furniture across Pottery Barn and West Elm brands, offering sofas, tables, and bedroom sets. Competitors include Crate & Barrel, RH, and IKEA. This generates substantial revenue across the brands; however, no public market share data is available.
- Home Decor: Pottery Barn and West Elm provide a diverse range of home decor. Competitors include Target, Amazon, and Wayfair. This generates substantial revenue across the brands; however, no public market share data is available.
Market Dynamics
Industry Overview
The home furnishings market is competitive and influenced by economic cycles, housing trends, and consumer spending. E-commerce is a significant growth driver.
Positioning
Williams-Sonoma, Inc. positions itself as a premium retailer offering high-quality, stylish products and exceptional customer service. Their competitive advantage includes a strong brand portfolio and multi-channel distribution.
Total Addressable Market (TAM)
The TAM for the home furnishings market is estimated to be hundreds of billions of dollars globally. WSM is well positioned, offering premium products in the high-end segment, which captures a meaningful portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified product portfolio
- Multi-channel distribution (retail, online, catalog)
- Loyal customer base
- Commitment to sustainability (particularly West Elm)
Weaknesses
- Higher price points compared to competitors
- Sensitivity to economic downturns
- Dependence on sourcing from overseas
- Inventory management challenges
- Brand overlap could lead to cannibalization
Opportunities
- Expansion into new markets (international growth)
- Increased focus on e-commerce and digital marketing
- Partnerships and collaborations with designers/influencers
- Development of private label brands
- Further emphasis on sustainability and ethical sourcing
Threats
- Intense competition from online retailers
- Fluctuations in raw material costs
- Changes in consumer preferences and trends
- Economic recession affecting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- RH
- Wayfair
- Target (TGT)
Competitive Landscape
Williams-Sonoma, Inc. competes with a variety of retailers, including specialty stores, department stores, and online marketplaces. Its advantages include strong brands, high-quality products, and multi-channel distribution. Disadvantages include higher price points and intense competition.
Major Acquisitions
Outward, Inc.
- Year: 2017
- Acquisition Price (USD millions): 112
- Strategic Rationale: Enhance augmented reality and 3D imaging capabilities for online shopping.
Growth Trajectory and Initiatives
Historical Growth: Williams-Sonoma, Inc. has experienced consistent growth through organic expansion and acquisitions. E-commerce has been a significant growth driver.
Future Projections: Analysts expect continued growth in revenue and earnings, driven by e-commerce and international expansion. However, projections are subject to market conditions and competitive pressures.
Recent Initiatives: Recent initiatives include expanding the e-commerce platform, enhancing the customer experience, and focusing on sustainable sourcing and ethical practices.
Summary
Williams-Sonoma, Inc. is a strong company with a portfolio of well-known brands and a successful multi-channel distribution strategy. Its focus on high-quality products and customer service has built a loyal customer base. However, the company faces challenges such as intense competition and economic uncertainty. Continued investment in e-commerce and sustainable practices will be crucial for future growth.
Similar Companies
- RH
- W
- TGT
- AMZN
Sources and Disclaimers
Data Sources:
- Company 10K Filings
- Analyst Reports
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market data might change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Williams-Sonoma Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Director Ms. Laura J. Alber | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees - | |
Full time employees - | |||
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; personalized products and custom gifts under the Mark and Graham brand; and colorful and vintage-inspired heirloom products under the GreenRow, as well as operates a 3-D imaging and augmented reality platform for the home furnishings and décor industry under the Outward brand. 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.
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