InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$250.16

2026-10-16

Market Cap

$29.5B

Volume

1.8M

52-Wk High

$255.33

52-Wk Low

$165.51

Trailing PE

25.3

P/S

3.68

Gross Margin

47.2%

Net Margin

14.7%

ROE

58%

ROIC

30%

Piotroski

6/9

Altman Z

8.2

1-Yr Return

+33.8%

5-Yr Return

+778.5%

Williams-Sonoma, Inc. (WSM) functions as a specialized, multi-channel retailer offering a diverse array of products for the home. Its flagship Williams Sonoma brand is renowned for cooking, dining, and entertaining essentials, such as cookware, culinary tools, small appliances, flatware, dinnerware, barware, outdoor furnishings, and an extensive collection of cookbooks. This brand also provides home furnishings and decorative accents. The popular Pottery Barn brand features furniture, bedding, lighting, rugs, table linens, and decorative items. Targeting younger demographics, Pottery Barn Kids offers children's accessories, while Pottery Barn Teen caters to adolescents with products ranging from organic bedding to versatile, multi-purpose furniture. Furthermore, West Elm contributes a selection of stylish home decor to the company's portfolio. Complementing these are Rejuvenation, specializing in historically inspired, made-to-order lighting, hardware, furniture, and home accents, and Mark and Graham, which provides personalized accessories for women and men, travel goods, entertaining and bar essentials, home decor, and seasonal merchandise. The company also maintains an innovative 3-D imaging and augmented reality platform for the broader home furnishings and decor sector. Williams-Sonoma distributes its products through a robust omni-channel strategy, encompassing e-commerce platforms, direct-mail catalogs, and physical retail locations. The company boasts a significant retail footprint with 544 company-owned stores, including 502 across 41 U.S. states, Washington D.C., and Puerto Rico, alongside 20 in Canada, 19 in Australia, and 3 in the United Kingdom. An additional 139 franchised stores operate internationally, and the company extends its reach through e-commerce websites in countries like those in the Middle East, the Philippines, Mexico, South Korea, and India. Established in 1956, Williams-Sonoma, Inc. is headquartered in San Francisco, California.

SectorConsumer CyclicalIndustrySpecialty RetailExchangeNYSEMarket Cap$29.5BEmployees19,800 (SEC-filed)CEOLaura J. AlberIPO1983-07-07CountryUS

3250 Van Ness Avenue, San Francisco, CA 94109 · Tel 415 421 7900 · williams-sonomainc.com

INSIDERSTREET SCORE70 / 100Street mean $255.15 (13 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$37M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · WSM +33.8% · S&P 500 +15.9% · spread +17.9pp

7 Years vs S&P 500 · WSM +778.5% · S&P 500 +189.9% · spread +588.7pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE70of 100

Score Breakdown

Profitability	83/100
Growth	50/100
Momentum	75/100
Quality	83/100
Earnings Quality	82/100
Balance Sheet	81/100
Value	42/100
Risk (safety)	100/100
Overall	70.1/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
CPNG	22
CASY	61
ULTA	62
BBY	65
TSCO	48
AZO	51
WSM	70

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 70 in 26 Q2, latest 70 — +0 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY70 / 100IS Score 70.1 / 100 · +0.0 from peak of 70

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 88 / 100 · Power +77 · 22 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 70 and price structure at 88 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 70.1	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 64 → 62 → 64 → 70	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,008 → now 1,008	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)2 buys2026-10-08

Insider Buys (180d)0none disclosed

ETF Funds (30d)1198 up / 961 downnet +237 funds

Institutions Added (13F)76managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,008 · latest 1,008 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	1,008	114.0M	$26.4B	96.8%
2026 Q1	932	111.9M	$20.3B	95.1%
2025 Q4	950	113.4M	$20.1B	96.3%
2025 Q3	948	112.4M	$21.8B	95.5%
2025 Q2	922	114.4M	$18.6B	97.1%
2025 Q1	906	114.9M	$18.1B	97.6%
2024 Q4	899	117.2M	$21.6B	99.5%
2024 Q3	832	122.6M	$18.9B	104.1%	ex-outlier 91.0%
2024 Q2	823	124.9M	$17.3B	106.1%	ex-outlier 99.6%
2024 Q1	811	124.4M	$19.5B	105.6%
2023 Q4	680	126.3M	$12.7B	107.2%
2023 Q3	598	131.2M	$10.1B	111.4%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2024-09 reads 104.13%. Institutions cannot hold more of a company than exists. The reported 122.6M shares exceed the 117.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 15,414,607 shares, which alone would be 13.1% of the company. Excluding that filing, ownership is 91.0%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2024-06 reads 106.06%. Institutions cannot hold more of a company than exists. The reported 124.9M shares exceed the 117.8M outstanding, and a single filer accounts for the excess: BlackRock Inc. reports 7,659,794 shares against 6,773,016 the prior quarter, a 1x jump, which alone would be 6.5% of the company. Excluding that filing, ownership is 99.6%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Finucane Anne A.	director	2026-10-16	SELL	780	$0.20M	9,418
Finucane Anne A.	director	2026-10-16	SELL	14	$0.00M	9,404
Yearout Karalyn	EVP CHIEF TALENT OFFICER	2026-10-09	SELL	522	$0.12M	19,673
Howie Jeffrey	EVP CHIEF FINANCIAL OFFICER	2026-09-16	SELL	585	$0.13M	36,598
Howie Jeffrey	EVP CHIEF FINANCIAL OFFICER	2026-09-16	SELL	403	$0.09M	36,195
Howie Jeffrey	EVP CHIEF FINANCIAL OFFICER	2026-09-16	SELL	202	$0.04M	35,993
Howie Jeffrey	EVP CHIEF FINANCIAL OFFICER	2026-09-16	SELL	362	$0.08M	35,631
Howie Jeffrey	EVP CHIEF FINANCIAL OFFICER	2026-09-16	SELL	420	$0.09M	35,211

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	50	183,887	$36.9M	Counted
M — Exercises (paired A/D)	33	142,536	—	None — mechanics
F — Tax withholding	31	298,823	$53.5M	None — compensation
G — Gifts	1	2,103	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$36.9M50 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-10-16	Anne Finucane	794	$0.2M
2026-10-09	Karalyn Yearout	522	$0.1M
2026-09-16	Jeffrey E. Howie	3,045	$0.7M
2026-09-16	Laura Alber	35,000	$7.7M
Trailing 12 mo	23 filings	480,819	$96M

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Filed	Form	Reporting person	% of class	Shares
2026-08-07	SCHEDULE 13G	STATE STREET CORPORATION	5.00%	5.9M sh
2026-06-02	SCHEDULE 13G/A	Aristotle Capital Management, LLC	9.36%	11.1M sh
2026-05-12	SCHEDULE 13G	STATE STREET CORPORATION	4.90%	5.8M sh
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.51%	8.9M sh

Member	Chamber	Trade	Size band	Traded	Disclosed
Rick Larsen	House	BUY	$1,001 - $15,000	2026-10-08	2026-10-13
Ro Khanna	House	BUY	$1,001 - $15,000	2026-05-01	2026-06-11
Ro Khanna	House	BUY	$1,001 - $15,000	2026-01-13	2026-02-10

House 12-Mo3 trades3 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)932

13F Shares112M95.1% of shares out

New / Closed102 / 105positions, QoQ

Increased / Reduced317 / 371positions, QoQ

Put/Call (13F)0.90option positions

Free Float98.7%116M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Congress Asset Management Co	143,631	$33M
Mcrae Capital Management Inc	102,575	$23M
Wealth Enhancement Advisory Servic	93,906	$22M
Thomas Story & Son Llc	69,391	$16M
Jgp Wealth Management, Llc	60,870	$14M
Fjarde Ap-Fonden /Fourth Swedish N	47,146	$11M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$850M
VTI	0.0%	$850M
VSMPX	0.0%	$850M
VTSAX	0.0%	$850M
VFINX	0.0%	$705M
VFIAX	0.0%	$705M

13F Filers Holding WSM — quarterly

Institutional Put/Call — quarterly

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session71.0%2026-10-15

20-Day Avg77.1%50-day 74.7%

TrendRising20d vs 50d

By Market CenterQ: 72% · N: 51% · B: 92%latest session

Weekly Notional ($B)

Where WSM Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.2M	26 sh
Ubsa Ubs Ats	0.9M	34 sh
Ebxl Level Ats	0.8M	17 sh
Sgmt Sigma X2	0.6M	25 sh
Mlix Instinct X	0.5M	39 sh
Mspl Ms Pool (Ats-4)	0.5M	136 sh

Where a dollar of Williams-Sonoma, Inc. revenue goes. All values FY2025 filings, live.

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WSM (live moat model)Peer median: CPNG · CASY · ULTA · BBY · TSCO

Component scores from the live moat model. Peer median illustrative.

Moat score 62/100 — Narrow; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Laura J. Alber	President, Chief Executive Officer & Director
Jeffrey E. Howie	Executive Vice President & Chief Financial Officer
Karalyn Yearout	Executive Vice President & Chief Talent Officer
David Randolph King	Executive Vice President, General Counsel & Secretary

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+5.4%

Next Report2026-11-18

Income Quality1.34OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+21.6%	+5.2%	-10.6%	-0.5%	+1.2%
Gross profit	+37.8%	+1.3%	-10.2%	+8.4%	+0.6%
Operating income	+59.6%	+3.1%	-17.0%	+14.9%	-1.0%
Net income	+65.5%	+0.1%	-15.8%	+18.5%	-3.3%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	8.2	8.7	7.8	7.7	7.8
Cost of revenue	4.6	5.0	4.4	4.1	4.2
Gross profit	3.6	3.7	3.3	3.6	3.6
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	2.2	2.2	2.1	2.2	2.2
Operating income	1.5	1.5	1.2	1.4	1.4
EBITDA	1.6	1.7	1.5	1.7	1.6
D&A	0.2	0.2	0.2	0.2	0.2
Pretax income	1.5	1.5	1.3	1.5	1.5
Income tax	0.3	0.4	0.3	0.4	0.4
Net income	1.1	1.1	0.9	1.1	1.1
Diluted EPS ($)	7.38	8.16	7.28	8.79	8.84
Diluted shares (M)	153	138	131	128	123

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$1B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.4	1.3	1.2	1.0
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	0.1	0.1	0.1	0.1
Total current assets	2.0	2.7	2.8	2.7
PP&E (net)	2.4	2.2	2.2	2.4
Goodwill + intangibles	0.1	0.1	0.1	0.1
Total assets	4.7	5.3	5.3	5.4
Accounts payable	0.5	0.6	0.6	0.6
Short-term debt	0.0	0.0	0.0	0.2
Deferred revenue	0.5	0.6	0.6	0.6
Total current liabilities	1.6	1.9	1.9	2.0
Long-term debt	0.0	0.0	0.0	0.0
Total liabilities	3.0	3.1	3.2	3.3
Shareholders' equity	1.7	2.1	2.1	2.1

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	1.1	0.9	1.1	1.1
D&A	0.2	0.2	0.2	0.2
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.6)	0.2	(0.3)	(0.4)
Operating cash flow	1.1	1.7	1.4	1.3
Capital expenditures	(0.4)	(0.2)	(0.2)	(0.3)
Investing cash flow	(0.4)	(0.2)	(0.2)	(0.3)
Buybacks	(0.9)	(0.3)	(0.8)	(0.9)
Dividends paid	(0.2)	(0.2)	(0.3)	(0.3)
Debt issuance / (repay)	0.0	0.0	0.0	0.0
Financing cash flow	(1.2)	(0.6)	(1.2)	(1.3)
Free cash flow	0.7	1.5	1.1	1.1

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	67.9%	67.0%	49.6%	52.5%	51.5%	58%
ROA	24.3%	24.3%	19.1%	21.2%	20.3%	21.4%
ROIC	53.8%	40.5%	41.1%	47.3%	42.1%	30.1%
Gross margin	44.0%	42.4%	42.6%	46.5%	46.2%	47.2%
Operating margin	17.6%	17.3%	16.1%	18.5%	18.1%	19.2%
Net margin	13.7%	13.0%	12.3%	14.6%	13.9%	14.7%
EBITDA margin	20.0%	19.7%	19.1%	21.5%	21.1%	24.7%
FCF margin	13.9%	8.1%	19.2%	14.8%	13.6%	—
VALUATION
P/E	10.04	7.64	12.91	23.35	22.75	25.3
P/B	6.79	5.06	5.76	12.21	11.89	13.8
P/S	1.37	0.99	1.58	3.39	3.17	3.68
P/FCF	9.88	12.33	8.22	22.96	23.41	21.9
EV/EBITDA	7.12	5.66	8.39	15.90	13.66	15.2
EV/Revenue	1.42	1.12	1.60	3.41	3.23	3.7
Earnings yield	10.0%	13.1%	7.7%	4.3%	4.4%	4.00%
FCF yield	10.1%	8.1%	12.2%	4.4%	4.3%	4.57%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.31	1.24	1.45	1.44	1.39	1.45
Quick ratio	0.61	0.35	0.78	0.74	0.64	0.68
Debt / equity	0.77	0.85	0.65	0.63	0.70	0.71
Debt / assets	27.8%	31.0%	26.4%	25.4%	26.9%	27.7%
Net debt / EBITDA	0.26	0.63	0.09	0.08	0.24	0.25
Interest coverage	729.11	—	—	—	—	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	1.78	1.87	1.56	1.46	1.46	1.45
Receivables turnover	59.88	70.13	64.97	64.10	63.86	54.7
DSO (days)	6	5	6	6	6	7
DPO (days)	46	41	46	55	56	61
Cash conversion cycle	49	63	71	64	71	71
GROWTH (YoY)
Revenue growth	21.6%	5.2%	-10.6%	-0.5%	1.2%	—
Net income growth	65.5%	0.1%	-15.8%	17.9%	-2.8%	—
EPS growth	71.8%	13.2%	-13.1%	22.7%	0.6%	—
FCF growth	3.6%	-39.0%	113.5%	-23.7%	-7.1%	—
PER SHARE ($)
EPS (diluted, TTM)	7.42	8.39	7.29	8.94	9.00	10.01
Book value / share	10.96	12.66	16.33	17.11	17.21	18.18
Revenue / share	54.29	64.54	59.49	61.58	64.52	67.98
FCF / share	7.54	5.20	11.45	9.09	8.74	11.43
Cash / share	5.60	2.73	9.69	9.69	8.43	8.74
SHAREHOLDER RETURN & SCORES
Buyback yield	8.0%	10.2%	2.6%	3.1%	3.4%	3.50%
Altman Z-Score	5.58	5.11	5.19	7.92	7.34	8.2
Piotroski F-Score	8	4	7	6	6	6/9
Beneish M-Score	-2.80	-2.41	-3.11	-2.68	-2.63	-2.67

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	8.2	Safe (>2.99)	Safe
Income quality	1.34	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.67	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.75
Interest burden	1.00
Operating margin	19.7%
Asset turnover	1.49×
Financial leverage	2.50×
= ROE	55%

Growth Quality (live)	Value
Revenue stability	0.01
Earnings stability	0.28
Earnings persistence	0.98
Revenue CAGR 3y	-1.1%
EPS CAGR 3y	9.9%
FCF CAGR 3y	7.4%

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Buyback Yield3.50%

Dividend Yield1.18%

Total Shareholder Return4.74%cash yield

SBC / Revenue1.7%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
CPNG	$25.7B	-32.9	-20%	-6.4%	+9.9%	4/9	-54.7%
CASY	$25.5B	33.0	20%	4.8%	+13.8%	7/9	+22.9%
ULTA	$25.4B	21.5	46%	9.3%	+11.2%	5/9	+10.4%
BBY	$19.4B	15.4	43%	3.2%	+1.4%	7/9	+24.2%
TSCO	$17.3B	17.3	40%	7.9%	+4.0%	5/9	—
AZO	$50.9B	20.0	-87%	14.1%	+7.4%	8/9	—
EBAY	$53.5B	24.3	47%	17.5%	+14.7%	9/9	—
SE	$57.4B	34.6	15%	5.7%	+43.1%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

56 Analysts

Str Sell (0)Sell (6)Hold (32)Buy (18)Str Buy (0)

Mean Target (qtr)$255.1513 targets

Target vs. Price+2.0%last-quarter mean

Next Report2026-11-18street $2.18

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$7.87B	$7.90B / $7.81B	$8.71	$8.77 / $8.66	14
FY2026	$7.87B	$7.90B / $7.81B	$8.71	$8.77 / $8.66	12
FY2027	$8.15B	$8.28B / $8.04B	$9.15	$9.34 / $8.93	14

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Quarter	$255.15	+2.0%	13
Last Year	$228.79	-8.5%	28
All Time	$153.78	-38.5%	85

Rolling mean of published targets vs. last close $250.16. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B

DCF

2/5

ROE

5/5

ROA

5/5

Debt/Eq

2/5

P/E

2/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

WSM +33.8% vs S&P 500 +15.9% — spread +17.9pp

Sector — XLY -3.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$236.02	+14.14	+5.99%	Above
SMA 50	$234.47	+15.69	+6.69%	Above
SMA 200	$211.45	+38.71	+18.31%	Above
EMA 9	$242.68	+7.48	+3.08%	Above
EMA 21	$237.62	+12.54	+5.28%	Above
EMA 50	$233.24	+16.92	+7.25%	Above
EMA 200	$214.83	+35.33	+16.45%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +7722 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%100

Volume 20%81

Volatility 10%100

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago27%+73 pts since

12 Weeks Ago36%+64 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$236.02

Price vs SMA 50$234.47

Price vs SMA 200$211.45

EMA 9/21 Cross242.7/237.6

SMA 50/200Golden

ADX DirectionADX 13

Supertrend$233

Parabolic SAR$234

SMA Slope1.290

RSI66.9

Stochastic K/D88/81

StochRSI K/D91/81

Williams %R-17

CCI182

TSI vs Signal20.7

CMO33.8

ROC7.96%

OBV SignalAccum

Chaikin MF0.090

MFI71

Force Index3M

Elder Ray Bull17.71

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 81

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$248.64 / $253.99 / $256.71	S1 / S2	$245.92 / $240.57
Bollinger (20,2)	$222.31 – $249.74	Squeeze	Off
52-wk range	$165.51 – $255.33	Off 52-wk high	-2.1%
ATR (14)	$6.67 (2.7%)	Historical vol	24.2%

+2.1%Jan40%

+1.0%Feb65%

+4.6%Mar62%

+4.8%Apr60%

+0.1%May40%

-1.8%Jun45%

+3.6%Jul60%

+3.2%Aug55%

+2.0%Sep65%

-2.3%Oct35%

+3.3%Nov55%

-1.3%Dec35%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	WSM	S&P 500
Weekly volatility (σ, 1y)	4.69%	1.83%
Best / worst week (1y)	+14.1% / -8.4%	—
Max drawdown (5y, monthly)	-52.0%	—
1-week VaR (95%)	-7.4%	—
Beta (5y)	1.46	1.00

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WSM EQUITY WEATHER (LIVE)PARTLY CLOUDY · +23

Trend+45

Momentum+60

Volume+35

Volatility-60

Breadth-31

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 229 stories, weekly buckets, −1 to +1.

Overall+23.5+36.2 vs industry

Trend+45.4+49.9 vs industry

Momentum+60.2+68.3 vs industry

Volume+34.6+29.1 vs industry

Reading	WSM	Specialty Retail n=631	Consumer Cyclical n=5,686	All US symbols n=70,435
Overall	+23.5	-12.8	-20.5	-20.5
Trend	+45.4	-4.5	-25.1	-21.3
Momentum	+60.2	-8.2	-15.0	-15.8
Volume	+34.6	+5.5	-10.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Laura Alber Director, President, and Chief E	$33.3M	95% equity+incentive
Jeff Howie Executive Vice President, Chief F	$7.8M	87% equity+incentive
Monica Bhargava President, Pottery Barn Bran	$4.5M	80% equity+incentive
Karalyn Yearout Executive Vice President, Ch	$4.4M	84% equity+incentive
David King Executive Vice President, General	$4.2M	83% equity+incentive

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Pillar (live disclosure scores)	Score
Environmental	52
Social	75
Governance	71
Composite ESG	66

Composite ESG Trend

Filed	8-K contents	Items
2026-08-26	Earnings Release; Exhibits	2.02,9.01
2026-06-22	Shareholder Vote	5.07
2026-05-21	Earnings Release; Exhibits	2.02,9.01
2025-11-19	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-08-27	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-06-27	Entry into Material Definitive Agreement; Creation of Direct Financial	1.01,2.03
2025-06-13	Submission of Matters to a Vote of Security Holders	5.07
2025-05-22	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-08-26 to 2026-08-26
Analyst estimates	dim/forward_estimates	3 rows · 2026-01-31 to 2027-01-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	114 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-09-16 to 2026-10-16
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-04-30 to 2026-08-07
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.