Williams-Sonoma, Inc.

NYSE:WSM 株式レポート

時価総額:US$22.6b

Williams-Sonoma マネジメント

マネジメント 基準チェック /24

Williams-Sonomaの CEO はLaura Alberで、 Jul2006年に任命され、 の在任期間は 19.83年です。 の年間総報酬は$ 33.30Mで、 4.8%給与と95.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.83%を直接所有しており、その価値は$ 186.63M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と5.5年です。

主要情報

Laura Alber

最高経営責任者

US$33.3m

報酬総額

CEO給与比率4.81%
CEO在任期間19.8yrs
CEOの所有権0.8%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間5.5yrs

経営陣の近況

Recent updates

ナラティブの更新 May 18

WSM: Elevated P/E And Mixed Demand Trends Will Limit Near Term Upside

Analysts have modestly lifted the fair value estimate for Williams-Sonoma by about $8 to $161.76, reflecting a blend of recent target raises and cuts around $185 to $208, as they weigh softer discretionary trends against evidence of steady revenue growth assumptions and resilient margins. Analyst Commentary Recent research on Williams-Sonoma shows a mixed setup, with some firms lifting targets and others dialing them back.
ナラティブの更新 May 02

WSM: Holiday Execution And FY26 Margin Guidance Will Support Earnings Power

Analysts kept the fair value estimate for Williams-Sonoma steady at $230, while modestly adjusting assumptions on the discount rate, revenue growth, profit margins, and future P/E following a series of recent price target changes. These included raises from Evercore ISI, Barclays, RBC Capital, and UBS, alongside trims from TD Cowen and Baird.
Seeking Alpha Apr 21

Williams-Sonoma: Valuation And Macroeconomic Risks Outweigh Fundamental Soundness

Summary Williams-Sonoma remains fundamentally resilient despite macroeconomic headwinds, but I maintain a 'Hold' rating due to full valuation. WSM's Q4 2025 revenue declined 4.2% YoY, marking its first negative growth in five quarters, yet margins remain robust at 20.3%. Risks include persistent inflation, tariff impacts, Middle East tensions, and ongoing US housing market weakness, though the company's strong brand and zero debt provide buffers. Technicals show bullish rebound attempts, but caution is warranted as bearish divergence and overbought signals limit near-term upside. Read the full article on Seeking Alpha
ナラティブの更新 Apr 18

WSM: Holiday Execution And Margin Outlook Will Support FY26 Earnings Power

Analysts nudged their average price target for Williams-Sonoma higher by $10, citing recent target increases from several firms and ongoing debate around margins, the Q4 earnings setup, and valuation, which is reflected in modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Williams-Sonoma highlights a mix of higher and lower price targets, along with a few upgrades, as analysts reassess how earnings quality, margin durability, and valuation interact heading into the Q4 report and beyond.
ナラティブの更新 Apr 03

WSM: Holiday Execution And Margin Focus Will Support FY26 Earnings Power

Analysts have slightly lifted their average price target on Williams-Sonoma, with changes including moves such as TD Cowen raising its target by $35, Citi taking its target to $208, and UBS to $185, while others trimmed or reset targets as they reassessed Q4 earnings expectations and longer term margin assumptions. Analyst Commentary Recent Street research on Williams-Sonoma has centered on Q4 earnings, FY26 margin assumptions, and how these feed into valuation.
ナラティブの更新 Mar 20

WSM: Holiday Execution And Margin Focus Will Support Future Upside

The analyst price target for Williams-Sonoma is updated to $230 from $250, reflecting mixed recent Street research in which several firms raised targets while others trimmed theirs. Analysts now reference modestly higher revenue growth assumptions, slightly lower profit margin expectations, and a reduced future P/E multiple.
ナラティブの更新 Mar 05

WSM: Elevated P/E And Execution Risks Will Restrain Future Upside

Narrative Update The updated analyst price target for Williams-Sonoma edges slightly lower to about $153 from roughly $155, as analysts factor in modestly different assumptions around discount rates, revenue growth, profit margins, and future P/E following a series of recent upgrades and target raises across the Street. Analyst Commentary Recent Street research around Williams-Sonoma has centered on recalibrating price targets and ratings as analysts reassess the balance between valuation, growth expectations, and execution risk.
ナラティブの更新 Feb 19

WSM: Higher Price Expectations And Buybacks Will Support Future Upside

The analyst price target for Williams-Sonoma has been adjusted from $245 to $250, with analysts attributing the change to updated assumptions around revenue growth, profit margins, and a slightly lower discount rate following recent sector research and company-specific commentary. Analyst Commentary Bullish analysts are framing the latest US$5 upward move in the price target as part of a broader reset in expectations around Williams-Sonoma, with recent sector work and company commentary feeding into refreshed models for revenue, margins, and discount rates.
ナラティブの更新 Feb 05

WSM: Elevated P E And Mixed Q3 Reactions Will Constrain Future Upside

Analysts have nudged their fair value estimate for Williams-Sonoma higher to about $155 from roughly $142, citing updated forecasts for revenue growth, profitability and future P/E multiples supported by recent target changes, upgrades and trade commentary on the stock. Analyst Commentary Recent Street research on Williams-Sonoma has been mixed, with some firms lifting price targets, while others have trimmed their expectations following the latest quarterly update.
ナラティブの更新 Jan 21

WSM: Premium P/E And Ongoing Buybacks Will Support Future Upside

Narrative Update on Williams-Sonoma The analyst price target for Williams-Sonoma has moved from $230 to $245, reflecting updated assumptions around slightly higher modeled revenue growth, a modestly lower discount rate, and a higher future P/E multiple that analysts link to recent Street research, including revised targets from firms updating their views after the Q3 report. Analyst Commentary Recent Street research around Williams-Sonoma centers on how the Q3 report affected earnings models and valuation views, with price targets moving in both directions as analysts reassessed their assumptions.
ナラティブの更新 Jan 06

WSM: Share Repurchases And Premium P/E Will Support Future Upside

Narrative update overview Our fair value estimate for Williams-Sonoma moves from US$215 to US$230. This reflects analysts' updated post Q3 assumptions on revenue growth, profit margins and future P/E, even as recent Street targets from UBS and Citi reset lower and point to a richer valuation history.
ナラティブの更新 Dec 23

WSM: Future Performance Will Test Premium Multiples And Ongoing Buyback Support

Narrative Update: Williams-Sonoma Analyst Price Target Revision The analyst-derived fair value estimate for Williams-Sonoma has inched higher to about $199 from roughly $198, even as analysts trim official price targets into the mid-to-high $100s after Q3 results and as they highlight still-elevated valuation versus history. Analyst Commentary Bullish analysts acknowledge that the stock has pulled back following the Q3 print, but they still see Williams-Sonoma as executing well against its strategic initiatives, sustaining solid profitability and maintaining a balance sheet that supports ongoing shareholder returns.
ナラティブの更新 Dec 09

WSM: Future Execution Will Balance Elevated Multiples And Share Repurchase Support

Analysts have trimmed their price targets on Williams-Sonoma, with reductions such as to $175 and $188 per share. These changes reflect updated post Q3 models and lingering concerns that the stock's valuation remains elevated versus its historical range.
ナラティブの更新 Nov 24

WSM: Future Sales Momentum Will Drive Market Share Gains Despite Margin Uncertainties

Williams-Sonoma's analyst price target was lowered slightly from $204.32 to $198.21. Analysts cite a mix of improving sales and cautious margin outlooks as factors driving tempered expectations.
ナラティブの更新 Aug 27

Collaborations With Monique Lhuillier And Stanley Tucci Will Attract New Consumers

Williams-Sonoma’s analyst price target has been raised to $194.16, reflecting stronger-than-expected transactions, upward revisions to comp sales and EPS, and positive peer trends, as the company tracks toward the high end of 2025 guidance. Analyst Commentary Bullish analysts are raising price targets due to stronger-than-expected transaction data.
分析記事 Aug 06

At US$204, Is Williams-Sonoma, Inc. (NYSE:WSM) Worth Looking At Closely?

NYSE:WSM 1 Year Share Price vs Fair Value Explore Williams-Sonoma's Fair Values from the Community and select yours...
分析記事 Jul 22

The Trend Of High Returns At Williams-Sonoma (NYSE:WSM) Has Us Very Interested

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Mar 19

Willams-Sonoma: Retail A Bit Rough, But This Correction Is Opportunity

Summary Williams-Sonoma's recent correction to the $150s presents a buying opportunity, supported by strong Q4 earnings and revenue beats. Neutral rating above that level. Q4 saw a 7.9% sales increase to $2.46 billion, with positive comparable sales across most segments, notably West Elm and Williams-Sonoma brand. Gross margin improved to 47.3%, driven by higher merchandise margins and supply chain efficiencies, indicating strong operational performance. Despite conservative guidance and minimal sales growth, robust margins, dividend increase, and significant share repurchases make Williams-Sonoma a compelling buy on weakness. Read the full article on Seeking Alpha
Seeking Alpha Jan 26

Williams-Sonoma: Margin Expansion Should Be Minimal From Here On Out

Summary Williams-Sonoma's margin expansion has likely peaked, with limited room for further improvement and stagnant revenue growth, making the current stock valuation unsustainable. Despite strong Q3’24 results driven by improved profitability, future EPS growth is expected to be minimal, questioning the sustainability of the 25x forward P/E multiple. The company’s focus on buybacks may slow down due to high share prices, and macroeconomic risks like tariffs and potential recession pose significant threats. Given the mature business profile and overvaluation, I rate Williams-Sonoma shares a 'sell' as future growth prospects are muted. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Williams-Sonoma: Valuation Is Now Much More Expensive

Summary I reiterate my hold rating on Williams-Sonoma due to its elevated 22x forward PE multiple, which, I believe, is unsustainable in the long term. Positive macro developments, including interest rate cuts and improved consumer spending, support WSM’s top-line growth outlook. Despite solid margin expansion in 3Q24, future margin outlook is uncertain due to potential input cost increases and higher marketing expenses. If WSM's valuation re-rates to pre-COVID levels, the downside could be substantial, making the current premium multiple risky. Read the full article on Seeking Alpha

CEO報酬分析

Williams-Sonoma の収益と比較して、Laura Alber の報酬はどのように変化したか?
日付総報酬給与会社業績
May 03 2026n/an/a

US$1b

Feb 01 2026US$33mUS$2m

US$1b

Nov 02 2025n/an/a

US$1b

Aug 03 2025n/an/a

US$1b

May 04 2025n/an/a

US$1b

Feb 02 2025US$28mUS$2m

US$1b

Oct 27 2024n/an/a

US$1b

Jul 28 2024n/an/a

US$1b

Apr 28 2024n/an/a

US$1b

Jan 28 2024US$24mUS$2m

US$950m

Oct 29 2023n/an/a

US$950m

Jul 30 2023n/an/a

US$965m

Apr 30 2023n/an/a

US$1b

Jan 29 2023US$17mUS$2m

US$1b

Oct 30 2022n/an/a

US$1b

Jul 31 2022n/an/a

US$1b

May 01 2022n/an/a

US$1b

Jan 30 2022US$21mUS$2m

US$1b

Oct 31 2021n/an/a

US$1b

Aug 01 2021n/an/a

US$985m

May 02 2021n/an/a

US$873m

Jan 31 2021US$24mUS$2m

US$681m

Nov 01 2020n/an/a

US$538m

Aug 02 2020n/an/a

US$411m

May 03 2020n/an/a

US$339m

Feb 02 2020US$17mUS$2m

US$356m

報酬と市場: Lauraの 総報酬 ($USD 33.30M ) は、 US市場 ($USD 14.84M ) の同規模の企業の平均を上回っています。

報酬と収益: Lauraの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Laura Alber (56 yo)

19.8yrs
在職期間
US$33,297,422
報酬

Ms. Laura J. Alber serves as an Independent Director at salesforce.com, inc. since November 30, 2021. She has been the Chief Executive Officer at Williams-sonoma Inc. since May 26, 2010 and has been its Pr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Laura Alber
President19.8yrsUS$33.30m0.83%
$ 186.6m
Jeffrey Howie
Executive VP & CFO3.7yrsUS$7.83m0.029%
$ 6.6m
David King
Executive VP15.3yrsUS$4.18m0.099%
$ 22.4m
Monica Bhargava
President of Pottery Barn2.8yrsUS$4.55m0.057%
$ 12.9m
Karalyn Yearout
Executive VP & Chief Talent Officer7.3yrsUS$4.41m0.020%
$ 4.5m
Jeremy Brooks
Senior VPno dataデータなし0.0095%
$ 2.2m
Brian Yee
Senior VP of Corporate Finance & Treasurerno dataデータなしデータなし
Sameer Hassan
Chief Technology & Digital Officer2.3yrsデータなしデータなし
Abby Teisch
Chief Marketing Officer2.5yrsデータなしデータなし
Vicki McWilliams
President of Stores & Customer Care16.3yrsデータなしデータなし
Felix Carbullido
Executive VP & President of Williams Sonoma Brand3.8yrsデータなしデータなし
Jennifer Kellor
President of Pottery Barn Kids & Pottery Barn Teen Brandsno dataデータなしデータなし
3.8yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: WSMの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Laura Alber
President16.3yrsUS$33.30m0.83%
$ 186.6m
Frits van Paasschen
Independent Director9yrsUS$343.91k0.027%
$ 6.1m
Anne Finucane
Independent Director4.5yrsUS$322.02k0.0071%
$ 1.6m
Scott Dahnke
Independent Chairman7.1yrsUS$565.88k0.034%
$ 7.7m
Arianna Huffington
Independent Director1.8yrsUS$294.34k0.0016%
$ 366.1k
Andrew Campion
Independent Director2yrsUS$310.31k0.0012%
$ 268.9k
William Ready
Independent Director6.2yrsUS$315.13k0.015%
$ 3.4m
Esi Bracey
Independent Director4.9yrsUS$301.90k0.0082%
$ 1.8m
5.5yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: WSMの 取締役会経験豊富 であると考えられます ( 5.5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 07:09
終値2026/05/22 00:00
収益2026/05/03
年間収益2026/02/01

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Williams-Sonoma, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47

アナリスト機関
Christopher GrajaArgus Research Company
Peter BenedictBaird
Michael LasserBarclays