Williams-Sonoma, Inc. has reported a strong finish to fiscal 2025, posting higher comparable sales and record full-year diluted earnings per share as the company prepares to accelerate growth across its portfolio of home and interiors brands.
For the fourth quarter ended 1 February 2026, the US home retailer reported comparable brand revenue growth of 3.2%, with net revenues of $2.36 billion and an operating margin of 20.3%. Diluted earnings per share came in at $3.04.
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For the full fiscal year 2025, net revenues rose to $7.81 billion, while comparable brand revenue increased 3.5%. The group delivered record diluted EPS of $8.84, up slightly on the previous year.
Laura Alber, President and Chief Executive Officer, said the results reflected strong consumer demand and continued market share gains. "In 2025, we delivered sustainable, profitable growth in a dynamic environment," she said, adding that the company is now focused on "accelerating growth, delivering world-class customer service, and driving earnings."
Across its brand portfolio, Williams Sonoma delivered some of the strongest growth, with full-year comparable brand revenue up 6.9%, while Pottery Barn Kids and Teen rose 4.4% and West Elm increased 2.9%. Pottery Barn returned to modest growth, posting a 0.4% increase for the year.
The retailer also announced a 15% increase in its quarterly dividend, raising it to $0.76 per share, underlining confidence in future performance despite ongoing tariff pressures and broader market uncertainty.
Looking ahead to fiscal 2026, Williams-Sonoma expects annual net revenue growth of between 2.7% and 6.7%, with comparable brand growth forecast in the range of 2.0% to 6.0%. The company anticipates an operating margin between 17.5% and 18.1%.
Its guidance factors in the continued impact of US tariffs, including Section 232, Section 301 and Section 122 duties, with tariff costs expected to weigh more heavily on the first half of the year.
For the wider furniture and home interiors sector, the results highlight the resilience of premium, design-led retail brands that combine strong digital channels with differentiated product offers. Williams-Sonoma said its focus remains on leveraging its portfolio of brands — including Pottery Barn, West Elm, Williams Sonoma Home, Rejuvenation and GreenRow — to strengthen customer engagement and long-term profitability.
The company ended the year with $1.0 billion in cash, while returning nearly $1.2 billion to shareholders through dividends and share repurchases.
More information:
Williams Sonoma
www.ir.williams-sonomainc.com
