Pottery Barn, West Elm parent shatters expectations despite tariffs

During the Covid pandemic, millions of Americans of each income levels hunkered down successful their homes and spent billions of dollars making their nests cozy, to the payment of retailers ranging from Walmart and Home Goods to RH and Pottery Barn.

But the past mates of years person not looked truthful rosy for galore companies successful the location goods sector.

• At Home filed for bankruptcy June 2025 and announced the closure of 30 locations by September 30, 2025.
  Source: Pacer Monitor​​

• Badcock Home Furniture & Moreannounced it volition adjacent each 370 stores aft its genitor institution filed for bankruptcy successful 2025.
  Source: Pacer Monitor

• American Freight Furniture, Mattress, Appliancebegan afloat concatenation closure of each 328 stores nationwide starting precocious 2024 amid its bankruptcy filing.
  Source: Pacer Monitor

But this week, Williams-Sonoma Inc. defied the odds. The genitor institution of well-known location furnishing brands Pottery Barn and West Elm, among galore different brands successful the home-decor space, reported robust third-quarter 2025 earnings.

These results bushed Wall Street expectations, contempt persistent tariff-related outgo pressures. The San Francisco-based retailer posted a 4.0% summation successful comparable marque revenue, expanded operating margins, and raised its full-year nett guidance — a notable show of resilience amid a challenging economical scenery successful the location betterment and location furnishings sectors.

Williams-Sonoma posted operating income of $319 cardinal with an operating borderline of 17.0%, an betterment of 10 ground points twelvemonth implicit twelvemonth for the 4th that ended connected November 2. Diluted net per stock roseate 4.8% to $1.96, exceeding expert estimates projected astatine astir $1.87 per share.

The company’s nett gross reached $1.88 billion, 1.08% supra forecast, driven by gains crossed each brands, led by the flagship Williams-Sonoma brand.

More connected retail and bankruptcy:

• Walmart store closing, auctioning disconnected laptops and level surface TVs

• Home Depot CEO soundWalmart store closing, auctioning disconnected laptops and level surface TVs - TheStreets the alarm connected a increasing problem

• Famous edifice files for Chapter 11 bankruptcy

“Our continued beardown results bespeak the powerfulness of our operating model, industry-leading transmission experiences, and beardown portfolio of brands,” CEO Laura Alber said successful the astir caller net telephone connected November 19, 2025.

”Each day, we prioritize innovation, merchandise design, and exceptional lawsuit service. These qualities acceptable america isolated successful a fragmented manufacture and presumption america to seizure further marketplace share,” Alber said.