Sources
Rahul SharmaWilliams Sonoma brand used to rated 'most likely to be $AMZN-ed' by sell side just like 2025's most likely to be snookered by tariffs' talk. Brand going from strength to strength. Another example of how much Alber & $WSM are under-rated by street. 🔥 https://t.co/LnUcO2aGwU
Rahul SharmaSonoma often held to higher standard & some may scoff at held guide. But tariff hit embedded in $WSM guide has doubled. And more uncertainty with Trump now directly targeting furniture. Don't get there without very desirable brands/product $RH $ARHS $W $XLY $XRT https://t.co/oM5gDesV7E
Rahul SharmaAnother stellar Q at Sonoma. Top of Wall Street's 'likely to be crushed by tariffs' lists, yet here we are with accelerating comp, terrific margin with one of best Qs in retail. Street consistently under-rates $WSM & Alber ability to deliver what consumers want. $RH $XLY $XRT https://t.co/WwOSllex83








