More from WSM Q2 2026

Williams-Sonoma, Inc.

WSM2026 Q2Consumer

Newness and collaborations driving broad-based demand across brands

Management said strategies prioritized incremental newness, higher quality product lines, and more inspiring photography, floor sets, and storytelling across all brands.
CEO stated collaborations were again a key contributor in Q2 and the company gained market share while continuing to outperform the industry.
In Q&A, management described a cadence of having exciting collaborations each season and being aware of what happened in the prior year to plan stock and opportunities.
They characterized collaborations as “icing on the cake”—bringing new customers and traffic while not making the comp by itself.
Examples cited included Emma Chamberlain for West Elm and Love Shack Fancy / Roller Rabbit / Harry Potter for kids and teen businesses.

Williams-Sonoma, Inc.

WSM2026 Q2Consumer

Financial Performance Summary

B2B grew 14.5% in Q2 with record breaking demand; management also highlighted broad strength across contract and trade.
Children’s business delivered 3.5% comp in Q2, while emerging brands contributed double-digit growth.
Operating margin was 17.3% in Q2, and earnings per share were $2.10, with profitability delivered despite a volatile environment.
Pottery Barn comp improved to 5.1% in Q2, Williams Sonoma comp reached 7.6%, and West Elm comp was 6.4% (all reported as strong performances).
Q2 comparable brand revenue growth (comp) of 6.2% and total revenue growth of 6.7%, with every brand positive comping.
Tariff refunds impact: management noted Q2 results were non-GAAP and excluded income of $174 million recognized in Q2 from tariff refunds; they also disclosed receiving a $200 million refund in the quarter.

Williams-Sonoma, Inc.

WSM2026 Q2Consumer

So many aspects of our tactile and taste driven business cannot be replaced by AI. But our processes can certainly be enhanced by it.

Laura J. Alber

CEO, Williams-Sonoma, Inc.

Context

CEO Laura J. Alber discussed how AI supports the company’s customer experience and productivity strategy. She connected AI to improvements across the customer journey, including product discovery and personalization, and to design tools and checkout improvements aimed at conversion. She also said the company uses AI to enhance areas like supply chain and inventory management to improve customer service. She framed AI as an accelerator that complements—not replaces—its core tactile/taste-driven business model.

More from WSM Q2 2026

Williams-Sonoma, Inc.

WSM2026 Q2Consumer

Newness and collaborations driving broad-based demand across brands

Management said strategies prioritized incremental newness, higher quality product lines, and more inspiring photography, floor sets, and storytelling across all brands.
CEO stated collaborations were again a key contributor in Q2 and the company gained market share while continuing to outperform the industry.
In Q&A, management described a cadence of having exciting collaborations each season and being aware of what happened in the prior year to plan stock and opportunities.
They characterized collaborations as “icing on the cake”—bringing new customers and traffic while not making the comp by itself.
Examples cited included Emma Chamberlain for West Elm and Love Shack Fancy / Roller Rabbit / Harry Potter for kids and teen businesses.

Williams-Sonoma, Inc.

WSM2026 Q2Consumer

Financial Performance Summary

B2B grew 14.5% in Q2 with record breaking demand; management also highlighted broad strength across contract and trade.
Children’s business delivered 3.5% comp in Q2, while emerging brands contributed double-digit growth.
Operating margin was 17.3% in Q2, and earnings per share were $2.10, with profitability delivered despite a volatile environment.
Pottery Barn comp improved to 5.1% in Q2, Williams Sonoma comp reached 7.6%, and West Elm comp was 6.4% (all reported as strong performances).
Q2 comparable brand revenue growth (comp) of 6.2% and total revenue growth of 6.7%, with every brand positive comping.
Tariff refunds impact: management noted Q2 results were non-GAAP and excluded income of $174 million recognized in Q2 from tariff refunds; they also disclosed receiving a $200 million refund in the quarter.

Williams-Sonoma, Inc.

WSM2026 Q2Consumer

So many aspects of our tactile and taste driven business cannot be replaced by AI. But our processes can certainly be enhanced by it.

Laura J. Alber

CEO, Williams-Sonoma, Inc.

Context

Williams-Sonoma, Inc.: B2B delivered record-breaking growth and was a largest-volume quarter to date

More from WSM Q2 2026

Williams-Sonoma, Inc. 2026 Q2: Newness and collaborations driving broad-based demand across brands

Williams-Sonoma, Inc. 2026 Q2: Financial Performance summary

More from WSM Q2 2026

More from WSM Q2 2026

Williams-Sonoma, Inc. 2026 Q2: Newness and collaborations driving broad-based demand across brands

Williams-Sonoma, Inc. 2026 Q2: Financial Performance summary