Added to YB: 2026-02-23
Pitch date: 2025-12-08
WSM [bearish]
Williams-Sonoma, Inc.
-42.63%
current return
Author Info
No bio for this author
Company Info
Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home the United States and internationally.
Market Cap
$28.1B
Pitch Price
$176.17
Price Target
N/A
Dividend
1.27%
EV/EBITDA
12.45
P/E
24.47
EV/Sales
3.58
Sector
Specialty Retail
Category
value
Williams-Sonoma, Inc. - $WSM (short)
WSM (short): Losing market share according to BEA furniture data despite claims otherwise. Likely manipulating earnings via aggressive accounting (lower reserves, $1B capitalized software w/ no impairments), cost tailwinds, reduced SG&A. CEO got $40M bonus, cashed out stock. 21x P/E at peak, record margins unsustainable. Consumer confidence at lows, tariffs loom, full-price strategy risky for 2026.
Read full article (2 min)