WS

Williams-Sonoma, Inc. stock research

May 4, 2025

FY2025 Q1

Williams-Sonoma (WSM) Gross Margin — Quarter Ended May 4, 2025

Revenue was stable compared to the same quarter last year, while gross profit and gross margin both decreased. Cost of revenue increased relative to revenue, compressing gross margin.

Gross margin takeaway

Quarter ended May 4, 2025 · FY2025 Q1

Revenue was stable compared to the same quarter last year, while gross profit and gross margin both decreased. Cost of revenue increased relative to revenue, compressing gross margin.

  • The gross margin weakened compared to both the prior quarter and the same quarter last year, driven by a higher proportion of cost of revenue relative to revenue.
  • Compared to the immediately preceding quarter, revenue and gross profit were lower, and gross margin weakened. Compared to the same quarter one year earlier, revenue was stable, but gross profit and gross margin were lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

44.3%

Gross profit

$765.8M

Revenue

$1.7B

Cost of revenue

$964.3M

Quarter-over-quarter change

-3.1 pts

Year-over-year change

-3.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jul 28, 2024$1.8B$803.9M$984.4M45.0%
Oct 27, 2024$1.8B$817.6M$983.1M45.4%
Feb 2, 2025$2.5B$1.2B$1.3B47.3%
May 4, 2025$1.7B$765.8M$964.3M44.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Feb 2, 2025

-3.1 pts

Year-over-year change

Apr 28, 2024

-3.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin weakened compared to both the prior quarter and the same quarter last year, driven by a higher proportion of cost of revenue relative to revenue.

Compared to the immediately preceding quarter, revenue and gross profit were lower, and gross margin weakened. Compared to the same quarter one year earlier, revenue was stable, but gross profit and gross margin were lower.

Monitor the trajectory of cost of revenue relative to revenue in upcoming quarters.