Action (WSM) Williams-Sonoma Forum Analyses

1Mo·

Williams-Sonoma, Inc. Q3 FY2024 #EarningsReport Summary | $WSM (+1,84 %)

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

1Mo

Yes :))

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

Earnings next week | all eyes on $NVDA (+2,01 %) 👀

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2 Commentaires

Dukke@Dukke

1Mo

Wallmart, Nvidia, Target for me.

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Saschko

@WarrenamBuffet

5Mo·

$WSM (+1,84 %) 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.

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7 Commentaires

Brody@Brody

5Mo

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

7Mo·

$WSM (+1,84 %)

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

finance.yahoo.comWilliams-Sonoma (NYSE:WSM) Posts Q1 Sales In Line With Estimates, Stock Soars

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15 Commentaires

Gerit@Gerit

7Mo

Buy because of the pineapple 🍍

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Saschko

@WarrenamBuffet

8Mo·

#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 (-0,18 %) are green for the first time in 3 years :D here's to the next few years:-)

In the individual stocks $WSM (+1,84 %) is a surprise after all. Followed by $AVGO (+0,31 %)
$HIMS (-1,68 %)
$KLAC (+0,46 %) & $NOVO B (-17,74 %)

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Chris

@Psychedelic_Sunflower

9Mo·

It is always nice to see the dividend growth strategy in one's own portfolio confirmed again. $WSM (+1,84 %) 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

9Mo

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

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Hennington Research🎄

@HennRes

9Mo·

The week summarized:

Monday

Oracle Corp. ($ORCL (-0,32 %) ) published quarterly results.

Tuesday

NFIB Small Business Optimism Index (February)
Consumer Price Index (February)
Quarterly results of On Holding AG ($ONON ), Kohl's ($KSS (+0,82 %) ), Manchester United PLC ($MANU (-0,18 %) ) and LoanDepot Inc. ($LDI (-2,62 %) )

Wednesday

Dollar Tree ($DLTR (+4,98 %) ), Lennar Corp. ($LEN (-1,16 %) ) and Williams-Sonoma Inc. ($WSM (+1,84 %) ) publish quarterly results.

Thursday

Retail sales in the USA (February)
Producer Price Index (February)
Business inventories (January)
Quarterly results from Adobe ($ADBE (+1,44 %) ), Dollar General ($DG (+1,64 %) ), Ulta Beauty Inc. ($ULTA (+0,22 %) ) and Dick's Sporting Goods Inc. ($DKS (-0,06 %) )

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 (+2,38 %) )

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1 Commentaire

Hennington Research🎄@HennRes

9Mo

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halal-investieren.de

@halal_investieren

1Année·

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 (-2,19 %)
$NVDA (+2,01 %)
$WCH (+1,9 %)
$CPRT (-1,97 %)
$TRI (-0,91 %)
$BOOT (-0,35 %)
$UFPI (-0,48 %)
$WSM (+1,84 %)
$BILL (+0,38 %)
$AMN (-1,35 %)

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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