----
Q2 FY2027 EarningsWSM.US delivered a substantial beat in Q2 FY27, with revenue of $1.96B (+1.76% vs. consensus) and GAAP EPS of $2.84, significantly exceeding the $2.06 consensus. The performance was heavily driven by a $197.8M tariff refund, which boosted gross margin to 51.6% (vs. 45.9% expected). Comparable brand revenue grew 6.2%, led by Williams Sonoma (+7.6%) and West Elm (+6.4%), while disciplined payroll management improved SG&A leverage by 50 bps YoY.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Williams Sonoma(WSM) the Revenue is 1.96 B (+6.7%), Beat estimate;the EBIT is 338.48 M (+3.18%), Beat estimate;the EPS is 2.84 (+42%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.96B6.70%
1.93B4.85%
+0.03B1.85%
EBITExceed expectations
0.34B3.18%
0.33B0.14%
+0.01B3.32%
EPSExceed expectations
2.8442.00%
2.05982.99%
+0.780239.01%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf
