Company Profile: Williams-Sonoma, Inc. (NYSE:WSM) is a retailer specializing in home furnishings and related products.
Stock Performance: The company's shares have remained flat year-to-date, with a notable 5.2% decline in August following its second-quarter earnings report.
Impact of Tariffs
Tariff Investigation: The stock's decline was exacerbated by President Trump's announcement of a major tariff investigation into furniture imports, which raised concerns in the market.
Cramer's Commentary: Jim Cramer highlighted the challenges faced by Williams-Sonoma, noting that CEO Laura Alber managed to achieve significant results despite the increased tariffs, which he found impressive.
Industry Challenges
Labor Shortages: Cramer pointed out the difficulties in reviving the American furniture industry due to a lack of skilled workers, as many have transitioned to other jobs or retired.
Skepticism on Revival: He expressed doubt about the feasibility of bringing back the American furniture manufacturing sector, questioning whether it would be worth the costs involved.
Investment Perspective
AI Stocks vs. WSM: While acknowledging Williams-Sonoma's potential as an investment, the article suggests that certain AI stocks may offer better returns with lower risk, indicating a shift in investment focus.
Recommendation: The article encourages readers to explore a report on promising short-term AI stocks that could benefit from current market conditions, including tariffs and onshoring trends.
WSM
$185.51+Infinity%1D
Analyst Views on WSM
Wall Street analysts forecast WSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WSM is 205.56 USD with a low forecast of 175.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast WSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WSM is 205.56 USD with a low forecast of 175.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
10 Hold
0 Sell
Moderate Buy
Current: 185.430
Low
175.00
Averages
205.56
High
230.00
Current: 185.430
Low
175.00
Averages
205.56
High
230.00
RBC Capital
Outperform
maintain
$213 -> $206
2025-11-21
Reason
RBC Capital
Price Target
$213 -> $206
2025-11-21
maintain
Outperform
Reason
RBC Capital lowered the firm's price target on Williams-Sonoma to $206 from $213 and keeps an Outperform rating on the shares after its Q3 results. The company remained a market share gainer and delivered better than expected flow through, though largely driven by tariff costs taking longer than initially anticipated to be realized, the analyst tells investors in a research note. RBC adds it is less excited about the setup as current category momentum seems to be price driven into a deteriorating consumer backdrop and as tariff costs continue to mount.
Citi
Neutral
downgrade
$202 -> $188
2025-11-20
Reason
Citi
Price Target
$202 -> $188
2025-11-20
downgrade
Neutral
Reason
Citi lowered the firm's price target on Williams-Sonoma to $188 from $202 and keeps a Neutral rating on the shares post the Q3 report. The firm says that despite the recent selloff, Williams-Sonoma's valuation remains elevated relative to history.
UBS
Michael Lasser
Neutral
downgrade
$184 -> $175
2025-11-20
Reason
UBS
Michael Lasser
Price Target
$184 -> $175
2025-11-20
downgrade
Neutral
Reason
UBS analyst Michael Lasser lowered the firm's price target on Williams-Sonoma to $175 from $184 and keeps a Neutral rating on the shares. The firm updated its model following the Q3 results.
TD Cowen
Buy
downgrade
$225 -> $210
2025-11-20
Reason
TD Cowen
Price Target
$225 -> $210
2025-11-20
downgrade
Buy
Reason
TD Cowen lowered the firm's price target on Williams-Sonoma to $210 from $225 and keeps a Buy rating on the shares. The firm delivered strong 3Q top and bottom line results but focus is on 4Q EBIT margins as tariffs will begin to flow through and mgmt pointed to an expected sizable impact.
About WSM
Williams-Sonoma, Inc. is an omnichannel specialty retailer of products for the home. Its products, representing distinct merchandise strategies, such as Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, and GreenRow are marketed through e-commerce Websites, retail stores and direct-mail catalogs. These brands are also part of The Key Rewards, its loyalty and credit card program that offers members benefits across the Williams-Sonoma family of brands. Williams Sonoma products offer everything for cooking, dining and entertaining, including cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture and a vast library of cookbooks. It operates in the United States, Puerto Rico, Canada, Australia and the United Kingdom, offers international shipping to customers worldwide, and has unaffiliated franchisees that operate stores in the Middle East, the Philippines, Mexico, South Korea and India.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
