Williams-Sonoma (WSM) is poised to have a "strong" showing in its Q2 results on Aug. 20 based on transaction data and positive peer read-throughs, RBC Capital Markets said in a Thursday note.
RBC analysts increased their Q2 comparable sales forecast to 3.6% from 1.2%, operating margin to 16.4% from 15.9%, and adjusted EPS to $1.89 from $1.81. The stated projections would have the company tracking towards the high end of its 2025 guidance, they said.
The focus for investors is whether the company's current sales momentum is sustainable moving forward, as tariff-led price increases may lead to uncertainty around demand, the analysts said. The current trends may have also been positively impacted by pull forward from other quarters, and the furniture category "seems to be an outlier" relative to other categories, they added.
RBC maintained the company's stock rating at outperform and raised the price target to $212 from $182.
Price: 204.32, Change: -5.88, Percent Change: -2.80
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