Williams-Sonoma WKN: 867980 ISIN: US9699041011 Kürzel: WSM Branche: Handel, Einzelhandel

https://ir.williams-sonomainc.com/investor-information/news-releases/news-release-details/2024/Williams-Sonoma-Inc.-announces-fourth-quarter-and-fiscal-year-2023-results/default.aspx

https://ir.williams-sonomainc.com/investor-information/news-releases/news-release-details/2023/Williams-Sonoma-Inc.-announces-third-quarter-2023-results/default.aspx

https://www.marketwatch.com/story/williams-sonoma-shares-climb-on-stock-purchases-by-equity-funds-403a5aee

SECOND QUARTER 2023 HIGHLIGHTS • Comparable brand revenue -11.9% with a 2-year comp -0.6% and a 4-year comp +39.7%. • Gross margin of 40.7% -280bps to LY with selling margin -90bps due to higher shipping and freight costs, and occupancy deleverage of 190bps. Occupancy costs +5.3% to $203 million. • SG&A rate of 26.1% -30bps to LY driven by employment and advertising leverage. SG&A -13.7% to $486 million. • Operating income of $272 million with an operating margin of 14.6%. • Diluted EPS of $3.12 per share. • Merchandise inventories -16% to $1.3 billion. • Cash at quarter-end of $514 million with no borrowings outstanding. • Operating cash flow of $372 million funding dividends and stock repurchases. OUTLOOK • We are revising our fiscal 2023 guidance to reflect lower net revenue trends and higher operating margin expectations. The net effect of these changes holds earnings materially in line with our prior implied EPS guidance. • In fiscal 2023, we now expect net revenue growth in the range of -5% to -10% with an operating margin between 15% to 16%. • Over the long-term, we continue to expect mid-to-high single-digit annual net revenue growth with operating margin above 15%.

Bin eingestiegen mit einer ersten Tranche. Die starke Bilanz und steigende Dividende bei geringer Ausschüttungsquote haben mich überzeugt. Jedoch beobachte ich die Gewinne weiterhin, ob diese wieder oder wieder schneller gesteigert werden können.

Watchlist

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Aua. Target und Walmart ziehen WSM mächtig runter

Krass dieser Abstieg

Krass dieser Anstieg

;-D

Ist halt ne exclusivveranstaltung :-)

ganz großes kino hier. nur kaum zuschauer ;-)

na das läuft doch mal bestens hier ;-)))

33 würde ich sicher...