Williams-Sonoma Inc.

WSM-N

NYSE:WSM

69.23
0.88 (1.26%)
Williams-Sonoma, Inc., is an American publicly traded consumer retail company that sells kitchenwares and home furnishings. It is headquartered in San Francisco, California, United States.
More at Wikipedia

Analysis and Opinions about WSM-N

Signal
Opinion
Expert
COMMENT
COMMENT
November 8, 2017

She bought into this about a year ago, and sold it a couple of quarters later. When they had those port strikes, the company was struggling with their margins. It is a lot easier to ship boxes of clothing and the supply chain, then it is with furniture. It turned quickly, in terms of the story. They announced new initiatives and a game plan. If there are signals that the story is not playing out, you should cut your losses and get out, which is what she did.

She bought into this about a year ago, and sold it a couple of quarters later. When they had those port strikes, the company was struggling with their margins. It is a lot easier to ship boxes of clothing and the supply chain, then it is with furniture. It turned quickly, in terms of the story. They announced new initiatives and a game plan. If there are signals that the story is not playing out, you should cut your losses and get out, which is what she did.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$48.300
Owned
No
TOP PICK
TOP PICK
October 24, 2017

Has done a really good job of building sales on the Internet. As the housing market continues to rebound in the US, this company has a very high-end brand. They get about 50% of sales from e-commerce, and have no debt. It is probably going to be a dogfight over this upcoming holiday season, but at current value, he still thinks it is attractive for the long-term. Dividend yield of 3%. (Analysts’ price target is $49.)

Has done a really good job of building sales on the Internet. As the housing market continues to rebound in the US, this company has a very high-end brand. They get about 50% of sales from e-commerce, and have no debt. It is probably going to be a dogfight over this upcoming holiday season, but at current value, he still thinks it is attractive for the long-term. Dividend yield of 3%. (Analysts’ price target is $49.)

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$53.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 30, 2017

(Top Pick Jun 13/16, Down 5.16%) They had a nasty report for third quarter. They had increased competition from Pottery Barn. They are closing stores and increasing their West Elm furniture stores.

(Top Pick Jun 13/16, Down 5.16%) They had a nasty report for third quarter. They had increased competition from Pottery Barn. They are closing stores and increasing their West Elm furniture stores.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$47.550
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 31, 2016

(A Top Pick June 13/16. Up 4.12%.) Hasn’t quite seen some of the run-up that she would like, or some of the same store sales growth she had been hoping for. From a valuation point of view, she now considers this as a Hold. The well-heeled consumer will remain, but the real growth in the economy is more from middle America, and this company is just not going to participate in the growth as much.

(A Top Pick June 13/16. Up 4.12%.) Hasn’t quite seen some of the run-up that she would like, or some of the same store sales growth she had been hoping for. From a valuation point of view, she now considers this as a Hold. The well-heeled consumer will remain, but the real growth in the economy is more from middle America, and this company is just not going to participate in the growth as much.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$52.640
Owned
Yes
COMMENT
COMMENT
August 10, 2016

She bought this after the big dive, thinking of very good top line trends in housing growth. It seemed like the issues were temporary. Port strikes messed up their inventory. She was expecting a bit of an improvement in the last quarter, but they went and announced all their spending plans. That put some pressure on the stock and there are some competitive pressures coming. Trimmed half her position, and is waiting to see how this quarter turns out. Thinks the next quarter or 2 are going to be very important.

She bought this after the big dive, thinking of very good top line trends in housing growth. It seemed like the issues were temporary. Port strikes messed up their inventory. She was expecting a bit of an improvement in the last quarter, but they went and announced all their spending plans. That put some pressure on the stock and there are some competitive pressures coming. Trimmed half her position, and is waiting to see how this quarter turns out. Thinks the next quarter or 2 are going to be very important.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$50.720
Owned
Yes
TOP PICK
TOP PICK
June 13, 2016

US housing sales are really ramping up. Consumer discretionary, especially the retail stocks, have really been beaten up, and this is trading at a good valuation. However, the key thing is that they need to have great online sales. This has one of the strongest online programs. About half their sales come from online sales. Very good growth and very good earnings. Trading at 14X earnings.

US housing sales are really ramping up. Consumer discretionary, especially the retail stocks, have really been beaten up, and this is trading at a good valuation. However, the key thing is that they need to have great online sales. This has one of the strongest online programs. About half their sales come from online sales. Very good growth and very good earnings. Trading at 14X earnings.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$51.030
Owned
Yes
WATCH
WATCH
April 13, 2016

Missed same-store sales estimates, and it takes a little while to work through that. They’ve had a change in management. Recently announced a half a billion-dollar buyback which is a good sign. They are free cash flow positive. The negative earnings revisions have not turn positive yet. He would want to see it prove itself a little more.

Missed same-store sales estimates, and it takes a little while to work through that. They’ve had a change in management. Recently announced a half a billion-dollar buyback which is a good sign. They are free cash flow positive. The negative earnings revisions have not turn positive yet. He would want to see it prove itself a little more.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$59.180
Owned
No
TOP PICK
TOP PICK
September 17, 2004
Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 20 X next 12 months' estimated earnings.
Williams-Sonoma Inc. (WSM-N)
September 17, 2004
Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 20 X next 12 months' estimated earnings.
Ed Brown
President, Brown Capital Management
Price
$35.950
Owned
Yes
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