- The sharp pullback in WSM's price from November 2021 to January 2022 is overdone for a profitable company that has growth (41.91% EPS and 12.61% revenue in 2022) in it.
- Concerns about a slow-down in real estate and rising interest rates weigh on the stock but these are overblown.
- WSM is a double-digit dividend compounder at a huge discount, and the fast-growing dividend will help to juice up total returns.
- WSM has successfully transitioned to an e-commerce company that is ready to serve a very much more digitalized world.
For further details see:
Williams-Sonoma: A Quality Company On Sale