Williams-Sonoma, Inc. vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Williams-Sonoma, Inc. trades at $241.46 (market cap $28.15B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.88 (market cap $21.89B). The key difference: Williams-Sonoma, Inc. is the larger of the two by market cap, and Williams-Sonoma, Inc. pays a 1.27% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Williams-Sonoma, Inc. for 59 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| WSM | XLY | |
|---|---|---|
Market Cap | $28.15B | $21.89B |
Volume | 1,351,262 | 5,690,342 |
Sector | Consumer Cyclical | — |
52-Week High | $251.81 | $124.52 |
52-Week Low | $168.64 | $105.64 |
Typical Hold Time | 59 Days | 114 Days |
Enterprise Value | $28.65B | — |
Dividend Yield | 1.27% | — |
Signals from Pluang's Aura AI — not financial advice
Williams-Sonoma (WSM) trades at $240.46, down 0.74% on the day, with a bullish technical outlook and strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $2.10 surpassing expectations. Revenue for 2025 was $7.71 billion, with a robust net income margin of 14.73% and high return on equity of 54.96%. Recent news highlights market share gains and AI integration driving growth.
The outlook remains positive with a consensus price target of $246.31, suggesting moderate upside. Key opportunities include sustained margin strength and digital initiatives, while risks involve housing market sensitivity and competitive pressures. Institutional sentiment is mixed with 32% buy ratings, but recent insider selling by the CFO warrants monitoring.
XLY trades at $112.66, up 1.17% with a bullish technical signal despite mixed momentum indicators. The ETF shows underperformance versus consumer staples in 2026, declining over 7% while facing inflation pressures on discretionary spending. Analyst consensus remains unanimously bullish with 100% buy ratings, though technical resistance at $113 presents near-term challenges.
The outlook remains cautiously optimistic given strong analyst support and potential holiday sales growth, but persistent inflation and sector underperformance versus the broader market pose significant headwinds. Key risks include consumer spending shifts toward value and concentration in top holdings like Amazon and Tesla.
Trailing returns across standard periods
With a wide retail and direct-to-consumer presence, Williams-Sonoma is a leader in the $300 billion domestic home category, focused on expanding its exposure in the B2B, marketplace, and franchise areas. Namesake Williams-Sonoma (175 stores) offers high-end cooking essentials, while Pottery Barn (189) provides casual home accessories. Brand extensions include Pottery Barn Kids (52) and PBteen. West Elm (121) is an emerging concept for young professionals, and Rejuvenation (9) offers lighting and house parts. Williams-Sonoma also has a business-to-business team that supports projects that range from residential to large-scale commercial.
Read more on WSM →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →