What to Expect From Williams-Sonoma's Q4 2025 Earnings Report

Company Overview - Williams-Sonoma, Inc. has a market cap of $25.1 billion and operates as an omni-channel specialty retailer offering a variety of high-quality home products, including cookware, furniture, décor, lighting, and personalized gifts [1] - The company manages several well-known brands such as Williams Sonoma, Pottery Barn, West Elm, and Rejuvenation through e-commerce platforms, catalogs, and retail stores [1] Earnings Expectations - Analysts anticipate that Williams-Sonoma will report an EPS of $2.88 for Q4 2025, reflecting a 12.2% decrease from $3.28 in the same quarter last year [2] - For fiscal 2025, the expected EPS is $8.69, a 1.1% decline from $8.79 in fiscal 2024, but a projected increase of 4.5% year-over-year to $9.08 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, shares of Williams-Sonoma have declined nearly 1%, underperforming the S&P 500 Index, which gained 13.6%, and the State Street Consumer Discretionary Select Sector SPDR ETF, which rose by 6.6% [4] - Despite reporting better-than-expected Q3 2025 EPS of $1.96 and revenue of $1.88 billion, shares fell by 3.4% on November 19 due to significant tariff headwinds, including 20% tariffs on imports from China and Vietnam, and 50% on imports from India, along with inventory growth of 9.6% to $1.5 billion [5] Analyst Ratings - The consensus view among analysts on WSM stock is moderately optimistic, with an overall "Moderate Buy" rating; of the 20 analysts covering the stock, six recommend "Strong Buy," one suggests "Moderate Buy," and 13 indicate "Hold" [6] - The stock is currently trading above the average analyst price target of $205.83 [6]