财务表现 - 2024年第二季度可比品牌收入下降3.3%[5] - 第二季度净收入为17.88亿美元，同比下降3.3%[27] - 第二季度Pottery Barn、West Elm和Williams Sonoma品牌的可比销售额分别下降7.1%、4.8%和0.8%[27] - 第二季度营业利润为2.90亿美元，占净收入的16.2%[25] - 第二季度净收益为2.26亿美元，占净收入的12.6%[25] - 第二季度每股基本和稀释收益分别为1.76美元和1.74美元[25] 毛利率和费用 - 毛利率为46.2%，同比增加550个基点，主要由于(i)商品毛利率提高380个基点、(ii)供应链效率提高180个基点,部分被(iii)租金费用下降10个基点所抵消[6] - 销售、一般及管理费用率为30.0%,同比增加390个基点,主要由于绩效奖金和广告支出增加[7] - 第二季度非GAAP毛利率为47.2%，同比增长6.5个百分点[36] - 第二季度非GAAP销售、一般及管理费用为10.15亿美元，占收入的29.4%[37] 营业利润和每股收益 - 营业利润为2.9亿美元,营业利润率为16.2%,同比增加160个基点[7] - 每股摊薄收益为1.74美元,同比增长11.5%[7] - 第二季度非GAAP营业利润为6.14亿美元，同比增长17.8%[38] - 第二季度非GAAP每股摊薄收益为3.78美元[42] 财务预测 - 2024财年预计全年收入下降4.0%至1.5%,但营业利润率预计将提高至17.4%至17.8%[12][13] - 2024财年预计利息收入约为4500万美元,有效税率约为25.5%[14] - 公司长期目标为中高单位数的年收入增长,营业利润率达到中高teens[16] 现金流和资产负债 - 截至2024年7月28日，公司现金及现金等价物余额为12.65亿美元[29] - 截至2024年7月28日，公司存货净额为12.47亿美元[29] - 截至2024年7月28日，公司总资产为52.12亿美元，总负债为29.61亿美元[29] - 第二季度经营活动产生的现金流入为4.73亿美元[32] 其他 - 第一季度公司发生8.3百万美元的裁员成本[41] - 第一季度公司发生17.9百万美元的退出成本[43] - 公司使用非GAAP财务指标以更好地分析业务变化[44] - 每股摊薄收益可能由于四舍五入导致不一致[41] - 截至2024年7月28日，公司共有521家零售门店，较上一季度增加6家[31]

Williams-Sonoma, Inc. (WSM) is scheduled to release second-quarter fiscal 2024 results on Aug 22, before market open.In the first quarter of fiscal 2024, Williams-Sonoma delivered strong financial results, with earnings per share (EPS) of $2.04, surpassing expectations by 65 cents, despite a 5.4% year-over-year revenue decline to $1.66 billion. The company achieved a 19.5% operating margin, boosted by a $49 million reversal of freight-related accruals. Without this adjustment, the margin was 16.6%.WSM's str ...

Williams-Sonoma (WSM) closed the latest trading day at $141.03, indicating a +1.74% change from the previous session's end. The stock exceeded the S&P 500, which registered a gain of 1.61% for the day. On the other hand, the Dow registered a gain of 1.39%, and the technology-centric Nasdaq increased by 2.34%.The seller of cookware and home furnishings's stock has dropped by 7.64% in the past month, falling short of the Retail-Wholesale sector's loss of 4.92% and the S&P 500's loss of 2.88%.The investment co ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Williams-Sonoma (WSM) , which belongs to the Zacks Retail - Home Furnishings industry.This seller of cookware and home furnishings has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 27.14%.For the last reported quarter, Williams-Sonoma came out with earn ...

Williams-Sonoma (WSM) closed the most recent trading day at $137.79, moving -0.92% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.77%. Meanwhile, the Dow lost 0.6%, and the Nasdaq, a tech-heavy index, lost 1.05%.The the stock of seller of cookware and home furnishings has fallen by 2.21% in the past month, leading the Retail-Wholesale sector's loss of 7.43% and the S&P 500's loss of 5.85%.Analysts and investors alike will be keeping a close eye on the per ...

Williams-Sonoma (WSM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this seller of cookware and home furnishings have returned -2.2% over the past month versus the Zacks S&P 500 composite's -5.9% change. The Zacks Retail - Home Furnishings industry, to which Williams-Sonoma belongs, has gained 6.3% over this period. Now the key question is: Where could the stock be h ...

Williams-Sonoma (WSM) ended the recent trading session at $153.76, demonstrating a -1.12% swing from the preceding day's closing price. This change lagged the S&P 500's 0.08% gain on the day. Elsewhere, the Dow lost 0.12%, while the tech-heavy Nasdaq added 0.07%.The seller of cookware and home furnishings's shares have seen an increase of 10.14% over the last month, surpassing the Retail-Wholesale sector's loss of 2.44% and the S&P 500's loss of 0.21%.The upcoming earnings release of Williams-Sonoma will be ...

Williams-Sonoma (WSM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this seller of cookware and home furnishings have returned +1.9% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Retail - Home Furnishings industry, to which Williams-Sonoma belongs, has gained 0.7% over this period. Now the key question is: Where could the stock be headed i ...

Williams-Sonoma (WSM) closed the latest trading day at $148.77, indicating a -0.87% change from the previous session's end. The stock trailed the S&P 500, which registered a daily loss of 0.78%. Elsewhere, the Dow lost 1.29%, while the tech-heavy Nasdaq lost 0.7%.Prior to today's trading, shares of the seller of cookware and home furnishings had lost 6.16% over the past month. This has lagged the Retail-Wholesale sector's gain of 1.58% and the S&P 500's gain of 2.14% in that time.The upcoming earnings relea ...

文章核心观点 - 西尔姆(West Elm)与名厨马库斯·萨缪尔森(Marcus Samuelsson)合作推出新的家居用品系列 [1][2] - 该系列包括家具、照明、餐具、纺织品和艺术品,反映了萨缪尔森的埃塞俄比亚血统、瑞典成长背景和纽约居住地 [2] - 这是萨缪尔森首次推出家居系列,体现了他对食物和娱乐的热爱 [2] - 该系列仅在西尔姆的在线平台和部分实体店铺独家销售 [2] 公司发展策略 - 威廉姆斯-索诺玛(Williams-Sonoma)利用市场需求模式,通过各种增值合作来丰富产品组合,吸引更广泛的客户群,以应对宏观经济挑战 [3] - 公司旗下品牌Pottery Barn Kids和Pottery Barn Teen与Roller Rabbit合作,推出专属系列产品 [4] - 公司还与西汽酒店集团(Westin Hotels & Resorts)和生活方式品牌Rhode合作,推出家居系列 [4] - 公司还与AERIN品牌合作,推出两个独家系列,以及Pottery Barn Kids儿童家居系列 [5] - 公司计划继续寻找新的合作机会,以多样化产品供给,满足现有和新客户的需求 [6] 行业表现 - 公司股价在过去一年内上涨12.8%,而同行业平均上涨33.2% [6] - 公司目前评级为扎克斯1级(强烈买入) [7] - 同行业其他表现出色的公司包括Abercrombie & Fitch、沃尔玛和Gap [8][10][12] - 这些公司未来一年的销售和每股收益预计也将保持增长 [9][11][13]