Williams-Sonoma (WSM) Q4 2025 Earnings Expected to Decline, Analysts Maintain Moderate Buy

Williams-Sonoma Inc. (WSM), the omni-channel home products retailer, is set to report its fourth-quarter 2025 earnings, with analysts forecasting an EPS of $2.88, a 12.2% drop from $3.28 in the same period last year. Despite this decline, the company has consistently exceeded Wall Street expectations over the past four quarters. For fiscal 2025, analysts project an EPS of $8.69, down slightly from $8.79 in fiscal 2024. However, EPS is expected to rebound to $9.08 in fiscal 2026, marking a 4.5% year-over-year increase. Shares of WSM have declined nearly 1% over the past year, lagging behind the S&P 500 Index ($SPX) and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY). Following better-than-expected Q3 2025 results, where EPS reached $1.96 and revenue hit $1.88 billion, WSM shares fell 3.4% on November 19. The company cited tariff challenges, including 20% tariffs on China and Vietnam, 50% on India, and rising inventory levels, as key factors impacting performance. Analysts maintain a moderately optimistic outlook on WSM, with an overall "Moderate Buy" rating. Among 20 analysts, six recommend "Strong Buy," one suggests "Moderate Buy," and 13 advise a "Hold." As of the latest data, WSM is trading above the average analyst price target of $205.83.