Williams Sonoma raises full-year guidance as every brand posts positive comps in Q2
As seen on the 24/7 Wall St. homepage on August 26, 2026.
Every brand posted positive comps, with company-wide comparable revenue up 6.2%, and management raised full-year guidance to 4.7% to 7.2% revenue growth even while assuming all current tariffs stay in place. Home furnishings demand is holding up despite housing.
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Williams Sonoma beat expectations for a fifth straight quarter, with adjusted EPS of $2.10 against a $2.06 consensus, in a category where the housing market has been a persistent headwind.
Every brand posted positive comparable sales, lifting company-wide comparable revenue 6.2%, so this is not a one-brand story.
Management raised full-year revenue growth guidance to a range of 4.7% to 7.2%. That outlook assumes all current tariffs, including Section 232, Section 301, and Canada-U.S. tariffs, stay in place for the rest of fiscal 2026, and excludes any further benefit from tariff refunds.
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GAAP diluted EPS of $2.84 towered over the non-GAAP $2.10 because IEEPA tariff refunds flowed through cost of goods sold. The raised guidance excludes any repeat of that benefit, making underlying operating performance the cleaner signal to follow.
CEO Laura Alber said the company gained market share and continued to outperform the home furnishings industry despite housing and macroeconomic uncertainty. With tariff costs still pressuring merchandise margins by 230 basis points, the raised guidance signals confidence that brand momentum can absorb those headwinds.
Mentioned: WSM