Williams-Sonoma, Inc.

• WSM Stock Price 24h change: -0.98%. From 204.50 USD to 202.49 USD.
• From a technical perspective, the stock is currently showing signs of "short-term cooling within a long-term uptrend." While it remains above its 200-day moving average ($195.34), recent indicators like the 14-day RSI (37.4) and MACD (-1.63) have issued sell signals, suggesting the market is digesting recent gains after hitting all-time highs earlier this month.
• Jefferies analysts highlighted Williams-Sonoma as a primary beneficiary of a potential U.S.-India trade deal, which could reduce its effective tariff rate from 29% to 22% and alleviate margin pressures later in 2026.
• Investors are closely monitoring WSM's upcoming Q4 2025 earnings report; despite expectations of a double-digit drop in EPS to around $9.05, the company has a strong track record of recent earnings beats and maintains a 14.3% net margin.
• Regulatory filings revealed that CEO Laura Alber and EVP Karalyn Yearout sold a combined 35,767 shares in mid-January, totaling over $7.4 million, which has contributed to recent price choppiness as the market assesses insider sentiment.
• The U.S. home furnishings sector saw a surprising boost in January trade show attendance in Dallas and Atlanta, signaling that retailers are looking to restock inventory despite high interest rates and a lackluster housing market.
• Industry-wide concerns persist regarding Section 232 tariffs on imports from China and India; although a scheduled increase was paused at 25%, the Home Furnishings Association warns that long-term supply planning remains at risk due to ongoing trade policy uncertainty.

• WSM Stock Price 24h change: -2.62%. From 210.00 USD to 204.50 USD. The decline followed a broader market softening and cautious sentiment ahead of its upcoming Q4 earnings report, despite a recent 12-month high near 220 USD.
• Technical Indicators: 14-day RSI is 37.39 (Neutral/Sell), MACD is -1.63 (Bearish). The stock is trading below its 50-day moving average (208.80) but above the 200-day average (195.34), indicating a short-term bearish correction within a long-term bullish trend.
• CEO Laura Alber recently sold 35,000 shares at an average price of 207.39 USD; while part of a 10b5-1 plan, insider selling has contributed to a "wait-and-see" approach by some investors.
• Analysts have maintained a "Moderate Buy" consensus with an average price target of 205.83 USD, noting that while Q4 EPS is expected to dip 12.2% YoY, the company has a strong history of exceeding estimates.
• TD Cowen recently raised its price target for WSM to 245 USD, citing confidence in the company's premium omnichannel execution and resilient operating margins despite tariff headwinds.
• The global home furniture market is projected to grow by 95.7 billion USD (2024-2028), driven by AI-powered e-commerce and customization trends, though raw material price volatility remains a sector risk.
• Industry surveys show nearly 48% of furniture retailers are confident in sales growth for the first half of 2025, supported by a strong shift toward "experiential retail" and omnichannel shopping journeys.