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25.11.25 - 20:12
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Consumer Strain Moves Beyond Low-Income Into Heart Of Middle Class (ZeroHedge)
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Consumer Strain Moves Beyond Low-Income Into Heart Of Middle Class
Goldman Sachs Managing Director Kate McShane provided clients with a summary of key takeaways from her meetings with the investor-relations and management teams of Bath & Body Works, BJ's Wholesale Club, The Home Depot, Lowe's, Target, Walmart, and Williams-Sonoma.
McShane noted that nearly every retailer warned of weak consumer demand, especially among squeezed lower-income households.
Low to middle-income consumers remain fragile, value-driven, and cautious ahead of the holiday shopping season that begins Friday.
One commentary that stood out the most came from Advance Auto Parts.
She noted, "They're seeing lower- to middle-income consumers decrease their spending across general merchandise."
Here's the breakdown:
McShane's note reinforces our earlier consumer notes, showing a clear tale of two worlds: one where wealthy households remain healthy, while working-class consumers bear the brunt of financial ...
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19.11.25 - 15:54
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Williams-Sonoma Q3 Profit Rises (AFX)
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WASHINGTON (dpa-AFX) - Williams-Sonoma, Inc. (WSM) on Wednesday reported its third-quarter results with profit increasing driven by topline growth.Third-quarter net earnings increased to $241.6 mi......
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19.11.25 - 15:03
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Williams-Sonoma, Inc. announces strong third quarter 2025 results (Business Wire)
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Q3 comparable brand revenue +4.0%
Q3 operating margin of 17.0%; diluted EPS of $1.96
New stock repurchase authorization of $1 billion
Raises 2025 operating margin outlookSAN FRANCISCO--(BUSINESS WIRE)--Williams-Sonoma, Inc. (NYSE: WSM) today announced operating results for the third quarter ended November 2, 2025 versus the third quarter ended October 27, 2024.
“We are proud to deliver strong results in the third quarter of 2025 with an accelerating positive top-line comp and continued outperformance in profitability. In Q3, our comp came in above expectations at 4.0%, with another quarter of positive comps in all brands. Operating margin came in at 17.0%, expanding 10 basis points, with earnings per share of $1.96, growing 4.8% year-over-year. We are encouraged by our continued strong performance, and are confident in our outlook for Q4. We are reiterating full year comparable brand revenue growth to be in the range of 2% to 5%, and we are raising our bottom-line guidance to an operating margin of 17.8...
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