Great company with a great logo that will soon be worth buying
today minus 11 % 😍 $WSM (+0,7 %)
what do you think
Puestos
22Great company with a great logo that will soon be worth buying
today minus 11 % 😍 $WSM (+0,7 %)
what do you think
Here are the stocks being added to the index:
DoorDash $DASH (+0,14 %)
TKO Group $TKO
Williams Sonoma $WSM (+0,7 %)
Expand Energy $CHK (+1,48 %)
Here are the stocks being removed from the index:
Borgwarner $BWA (-0,19 %)
Teleflex $TFX (+0 %)
Celeanese $CE (-1,7 %)
Williams-Sonoma, Inc. Q3 FY2024 #EarningsReport Summary | $WSM (+0,7 %)
In Q3 FY2024, Williams-Sonoma showcased resilience despite revenue declines, driven by operational efficiencies and margin improvements. The quarter highlighted sustained profitability and raised optimism for the full-year outlook.
📊 Income Statement Highlights (vs. Q3 FY2023):
▫️ Net Income: $248.95M vs. $237.29M (+4.91%)
▫️ Total Revenue: $1.80B vs. $1.85B (-2.90%)
▫️ Adjusted EPS: $1.96 vs. $1.83 (+7.10%)
▫️ Gross Margin: 46.70% vs. 44.40% (+230bps)
▫️ Operating Income: $320.64M vs. $315.08M (+1.77%)
▫️ Operating Margin: 17.80% vs. 17.00% (+80bps)
▫️ SG&A Expenses: $521.07M vs. $507.28M (+2.72%)
💼 Balance Sheet Highlights (vs. October 29, 2023):
▫️ Total Assets: $4.97B vs. $4.88B (+1.73%)
▫️ Cash & Cash Equivalents: $826.78M vs. $698.81M (+18.34%)
▫️ Merchandise Inventories: $1.45B vs. $1.40B (+3.82%)
▫️ Total Liabilities: $3.06B vs. $3.07B (-0.33%)
▫️ Equity: $1.91B vs. $1.81B (+5.14%)
🔮 Future Outlook:
Williams-Sonoma raised its fiscal 2024 guidance. Key updates include:
▫️ Revenue: Expected decline narrowed to -3.0% to -1.5%.
▫️ Operating Margin: Increased forecast to 18.4%-18.8% (inclusive of adjustments).
▫️ Long-term Outlook: Targeting mid-to-high single-digit revenue growth and operating margins in the mid-to-high teens.
The company remains optimistic heading into Q4, traditionally its strongest quarter, with continued focus on operational efficiencies and customer engagement.
$WSM (+0,7 %) Is anyone holding the stock on Trade Republic? The split has been done for a long time but the Buy IN price at TR is still wrong for me. Does anyone else have the same problem? If not, I hope to get a qualified answer from the support team.
#grueneostern Very satisfied. The portfolio will be 3 years old in April. 2022 was difficult but also took some opportunities that are now paying off, even the emerging markets $IBC3 (+0 %) are green for the first time in 3 years :D here's to the next few years:-)
In the individual stocks $WSM (+0,7 %) is a surprise after all. Followed by $AVGO (+1,15 %)
$HIMS (+5,38 %)
$KLAC (+0,6 %) & $NOVO B (+0 %)
The week summarized:
Monday
Tuesday
Wednesday
Thursday
Friday
This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄
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What do you think about the selection? Would you have replaced one stock with another? 🤔
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At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁
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Do you guys have a replacement candidate for UFP? 🤔
Current tenbagger portfolio:
$FIVE (+0 %)
$NVDA (+0 %)
$WCH (-2,2 %)
$CPRT (+1,32 %)
$TRI (+1,54 %)
$BOOT (+3,78 %)
$UFPI (-0,19 %)
$WSM (+0,7 %)
$BILL (+3,15 %)
$AMN (-2,64 %)