144 annotations
Page 4 of 8
On the bottom line, we continue to foresee gross margin pressure, as we saw in Q4.
(No comment added)
Transcript
2022 Q4
16 Apr 23
On the top line, our year-over-year demand comparisons and last year's high back order fill, coupled with the declining macro will likely yield negative comps.
(No comment added)
Transcript
2022 Q4
16 Apr 23
2023 net revenues are expected to be in the range of down 3 comp to positive 3 comp, with operating margins between 14% and 15%.
(No comment added)
Transcript
2022 Q4
16 Apr 23
we continue to see short-term softness
(No comment added)
Transcript
2022 Q4
16 Apr 23
The West Elm brand was most affected by the tough macro environment
(No comment added)
Transcript
2022 Q4
16 Apr 23
we believe we can deliver a mid- to high-single-digit top line growth and sustain our operating margin of at least 15% once the external environment improves
(No comment added)
Transcript
2022 Q4
16 Apr 23
Williams-Sonoma brand
(No comment added)
Transcript
2022 Q4
16 Apr 23
In a year where the industry grew 1%, we grew more than 5%.
(No comment added)
Transcript
2022 Q4
16 Apr 23
With our proprietary e-commerce platform, we are one of the largest e-commerce players in the United States.
(No comment added)
Transcript
2022 Q4
16 Apr 23
we're able to really leverage our existing resources without much incremental investment to drive the B2B business
(No comment added)
Transcript
2022 Q4
16 Apr 23
we continue to capture market share in a fragmented marketplace
(No comment added)
Transcript
2022 Q4
16 Apr 23
what B2B does is it leverages all of the resources we have as a company
(No comment added)
Transcript
2022 Q4
16 Apr 23
rade is more volume, contract is our source of growth
(No comment added)
Transcript
2022 Q4
16 Apr 23
with B2B is there's two customer groups, trade and contract
(No comment added)
Transcript
2022 Q4
16 Apr 23
We set the ambitious goal this year to reach $1 billion in demand in our B2B business, and we came very close, driving 27% year-over-year growth and 166% on a two-year basis.
(No comment added)
Transcript
2022 Q4
16 Apr 23
We furnish our customers everywhere from restaurants to hotels, from football stadiums to office spaces.
(No comment added)
Transcript
2022 Q4
16 Apr 23
Our largest cross-brand growth driver is business-to-business.
(No comment added)
Transcript
2022 Q4
16 Apr 23
high ticket is very mixed from espresso machines to high end selling really well and then some softness in furniture
(No comment added)
Transcript
2022 Q4
16 Apr 23
We saw a strong holiday season book ended by a soft early November and a soft January
(No comment added)
Transcript
2022 Q4
16 Apr 23
argely driven by softness in January
(No comment added)
Transcript
2022 Q4
16 Apr 23