Added to YB: 2026-02-23
Pitch date: 2025-12-08
WSM [bearish]
Williams-Sonoma, Inc.
-20.76%
current return
Author Info
No bio for this author
Company Info
Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. The company offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks.
Market Cap
$25.5B
Pitch Price
$177.93
Price Target
N/A
Dividend
1.23%
EV/EBITDA
12.31
P/E
23.48
EV/Sales
3.30
Sector
Specialty Retail
Category
value
Williams-Sonoma, Inc. - $WSM (short)
WSM (short): Losing market share according to BEA furniture data despite claims otherwise. Likely manipulating earnings via aggressive accounting (lower reserves, $1B capitalized software w/ no impairments), cost tailwinds, reduced SG&A. CEO got $40M bonus, cashed out stock. 21x P/E at peak, record margins unsustainable. Consumer confidence at lows, tariffs loom, full-price strategy risky for 2026.
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