Williams-Sonoma (WSM) Investor Presentation - Slideshow

Financial Performance & Growth - Williams-Sonoma, Inc has a strong track record of profitable growth, demonstrating resilience during the COVID-19 pandemic [3, 6] - From FY2010 to FY2019, the company achieved a 6% Compound Annual Growth Rate (CAGR) in net revenues [6] - Non-GAAP EPS from FY2010 to FY2019 shows an 11% CAGR [6] - In Q1 FY2019, e-commerce accounted for 54% of sales, which increased to 71% in Q1 FY2020 [6] Market Opportunity & Strengths - The industry is highly fragmented, with 50% of sales coming from smaller, regional players [21] - E-commerce remains underpenetrated, with 80% of industry sales still occurring in-store [23] - 70% of consumers value sustainability in their brand choices [25] - The company has a highly developed e-commerce platform with over 50% of sales online [30] Growth Roadmap & Initiatives - West Elm is on track to double annual revenues to $3 billion globally [39] - Cross-brand customers spend 4 times more than single-brand customers [53] - The Key loyalty program has 102 million members [58] - The company is pursuing a $36 billion addressable market opportunity in Business to Business (B2B) [61] - The company aims to expand its footprint in the $330 billion global market [64]