Added to YB: 2026-02-23
Pitch date: 2025-12-08
WSM [bearish]
Williams-Sonoma, Inc.
-5.4%
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 United States and internationally.
Market Cap
$21.4B
Pitch Price
$177.93
Price Target
N/A
Dividend
1.69%
EV/EBITDA
10.48
P/E
20.35
EV/Sales
2.80
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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