Trading Williams-Sonoma: Scary Sales Print, But Monster Margins
WSMWilliams-Sonoma(WSM) Seeking Alpha·2024-08-23 03:25

Fasai Budkaew/iStock via Getty Images Williams-Sonoma, Inc. (NYSE:WSM) is a stock that we traded in 2021 and have been running a long-term house position in for years. There have been positives, including a recent stock split to attract new investors, ongoing strength in the business despite a very questionable housing market, and the loss of the former catalyst of everyone staying and working at home. Through all of this, management has continued to execute. We think weakness should be bought into the fall ...