Action (WSM) Williams-Sonoma Forum Analyses

2J·

Williams-Sonoma, Inc. Q3 FY2024 #EarningsReport Summary | $WSM (+1,23 %)

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.

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1 Commentaire

Saschko@WarrenamBuffet

2J

Yes :))

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Aktien Stammtisch

@Aktien_Stammtisch

6J·

Earnings next week | all eyes on $NVDA (-0,68 %) 👀

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2 Commentaires

Dukke@Dukke

5J

Wallmart, Nvidia, Target for me.

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Saschko

@WarrenamBuffet

4Mo·

$WSM (+1,23 %) 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.

1

7 Commentaires

Brody@Brody

4Mo

I have the same display error with TR after splitting $8031. Say hello to the support 🤖

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Voir toutes les 3 autres réponses

Chris

@Psychedelic_Sunflower

6Mo·

$WSM (+1,23 %)

Q1 results are currently driving the share price up 9% (after an already strong run this year)

Highlights:

-Revenue $1.66bn (Estimates $1.65bn)

-Earnings per share $4.07 (Estimates $2.73)

-Gross margin 48.3% (Q1 2023: 38.5%)

But also:

-4.9% same-store sales

-36% free cash flow

-14 stores closed in the last 12 months

https://finance.yahoo.com/news/williams-sonoma-nyse-wsm-posts-120545998.html

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15 Commentaires

Gerit@Gerit

6Mo

Buy because of the pineapple 🍍

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Saschko

@WarrenamBuffet

7Mo·

#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 (+0,48 %) are green for the first time in 3 years :D here's to the next few years:-)

In the individual stocks $WSM (+1,23 %) is a surprise after all. Followed by $AVGO (+0,82 %)
$HIMS (-2,44 %)
$KLAC (+0,85 %) & $NOVO B (+2,06 %)

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Chris

@Psychedelic_Sunflower

8Mo·

It is always nice to see the dividend growth strategy in one's own portfolio confirmed again. $WSM (+1,23 %) announces a 26% dividend increase plus an extended share buyback program. Dividends and yields do not have to be mutually exclusive. If you have a long investment horizon, you just shouldn't bet on initially too high dividends.

https://www.wallstreet-online.de/nachricht/17885568-williams-sonoma-inc-announces-a-26-quarterly-dividend-increase-and-a-new-1-billion-stock-repurchase-authorization

www.wallstreet-online.deWilliams-Sonoma, Inc. announces a 26% quarterly dividend increase and a new $1 billion stock repurchase authorization

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3 Commentaires

Ronald@AlterMann

8Mo

I have a savings plan, unfortunately not long enough...

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Hennington Research

@HennRes

8Mo·

The week summarized:

Monday

Oracle Corp. ($ORCL (+0,99 %) ) published quarterly results.

Tuesday

NFIB Small Business Optimism Index (February)
Consumer Price Index (February)
Quarterly results of On Holding AG ($ONON ), Kohl's ($KSS (+5,36 %) ), Manchester United PLC ($MANU (+1,22 %) ) and LoanDepot Inc. ($LDI (+1,79 %) )

Wednesday

Dollar Tree ($DLTR (+3,65 %) ), Lennar Corp. ($LEN (+0,69 %) ) and Williams-Sonoma Inc. ($WSM (+1,23 %) ) publish quarterly results.

Thursday

Retail sales in the USA (February)
Producer Price Index (February)
Business inventories (January)
Quarterly results from Adobe ($ADBE (+1,6 %) ), Dollar General ($DG (+2,38 %) ), Ulta Beauty Inc. ($ULTA (+2,63 %) ) and Dick's Sporting Goods Inc. ($DKS (+4,08 %) )

Friday

Empire State Manufacturing Survey (March)
Import Price Index (February)
Industrial Production (February)
Consumer sentiment (March)
Capacity utilization (February)
Quarterly results from Jabil Inc. ($JBL (+0 %) )

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1 Commentaire

Hennington Research@HennRes

8Mo

In the picture: OPEC (Organization of the Petroleum Exporting Countries) is an organization of 13 oil-producing countries based in Vienna, Austria. Key member countries include Saudi Arabia, Iran, Iraq, Venezuela and the United Arab Emirates.

OPEC's main task is to coordinate the production volumes of its member countries in order to influence the global oil market and oil prices. By setting production quotas, OPEC can control supply and demand on the oil market and thus influence prices. This power enables the organization to exert both economic and political influence, which can have a global impact.

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halal-investieren.de

@halal_investieren

1Année·

Feedback sur mon portefeuille

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? 🤔

#halal
#investieren

Current tenbagger portfolio:

$FIVE (+2,41 %)
$NVDA (-0,68 %)
$WCH (-1,16 %)
$CPRT (+8,7 %)
$TRI (+0,64 %)
$BOOT (+2,32 %)
$UFPI (+0,9 %)
$WSM (+1,23 %)
$BILL (+2,73 %)
$AMN (+0 %)

Jetez un coup d'œil à mon Tableau de bord maintenant !

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2 Commentaires

Halal@Halal

1Année

As-salaamu 'alaikum warahmatul-laah, thanks for the great contributions. How about rebuilding the "arero world fund" halal compliant?;) Would be an interesting project, if it goes at all topical.

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