WILLIAMS SONOMA INC, 10-K filed on 3/26/2026
Annual Report
v3.26.1
Cover Page - USD ($)
12 Months Ended
Feb. 01, 2026
Mar. 22, 2026
Aug. 03, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Feb. 01, 2026    
Current Fiscal Year End Date --02-01    
Document Transition Report false    
Entity File Number 001-14077    
Entity Registrant Name WILLIAMS-SONOMA, INC.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 94-2203880    
Entity Address, Address Line One 3250 Van Ness Avenue    
Entity Address, City or Town San Francisco    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 94109    
City Area Code 415    
Local Phone Number 421-7900    
Title of 12(b) Security Common Stock, par value $.01 per share    
Trading Symbol WSM    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 22,608,389,080
Entity Common Stock, Shares Outstanding   119,016,049  
Documents Incorporated by Reference
Portions of our definitive Proxy Statement for the 2026 Annual Meeting of Stockholders, also referred to in this Annual Report on Form 10-K as our Proxy Statement, which will be filed with the Securities and Exchange Commission, or SEC, have been incorporated in Part III hereof.
   
Amendment Flag false    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Entity Central Index Key 0000719955    
v3.26.1
Audit Information
12 Months Ended
Feb. 01, 2026
Audit Information [Abstract]  
Auditor Name Deloitte & Touche LLP
Auditor Location San Francisco, CA
Auditor Firm ID 34
v3.26.1
Consolidated Statements of Earnings - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Income Statement [Abstract]      
Net revenues $ 7,806,816 $ 7,711,541 $ 7,750,652
Cost of goods sold 4,203,765 4,129,242 4,447,051
Gross profit 3,603,051 3,582,299 3,303,601
Selling, general and administrative expenses 2,187,329 2,152,115 2,059,408
Operating income 1,415,722 1,430,184 1,244,193
Interest income, net 36,838 55,548 29,162
Earnings before income taxes 1,452,560 1,485,732 1,273,355
Income taxes 364,123 360,481 323,593
Net earnings $ 1,088,437 $ 1,125,251 $ 949,762
Basic earnings per share (in dollars per share) $ 8.96 $ 8.91 $ 7.35
Diluted earnings per share (in dollars per share) $ 8.84 $ 8.79 $ 7.28
Shares used in calculation of earnings per share:      
Basic (in shares) 121,446 126,242 129,148
Diluted (in shares) 123,153 128,041 130,543
v3.26.1
Consolidated Statements of Comprehensive Income - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Statement of Comprehensive Income [Abstract]      
Net earnings $ 1,088,437 $ 1,125,251 $ 949,762
Other comprehensive income (loss):      
Foreign currency translation adjustments 8,417 (6,136) (999)
Change in fair value of derivative financial instruments, net of tax 0 1 160
Reclassification adjustment for realized (gain) loss on derivative financial instruments, net of tax 0 94 (904)
Comprehensive income $ 1,096,854 $ 1,119,210 $ 948,019
v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Feb. 01, 2026
Feb. 02, 2025
Current assets    
Cash and cash equivalents $ 1,019,801 $ 1,212,977
Accounts receivable, net 126,821 117,678
Merchandise inventories, net 1,462,849 1,332,429
Prepaid expenses 80,053 66,914
Other current assets 23,663 24,611
Total current assets 2,713,187 2,754,609
Property and equipment, net 1,095,158 1,033,934
Operating lease right-of-use assets 1,270,272 1,177,805
Deferred income taxes, net 99,161 120,657
Goodwill 77,398 77,260
Other long-term assets, net 156,736 137,342
Total assets 5,411,912 5,301,607
Current liabilities    
Accounts payable 637,985 645,667
Accrued expenses 314,588 286,033
Gift card and other deferred revenue 602,940 584,791
Income taxes payable 78,943 67,696
Operating lease liabilities 221,356 234,180
Other current liabilities 98,318 93,607
Total current liabilities 1,954,130 1,911,974
Long-term operating lease liabilities 1,235,549 1,113,135
Other long-term liabilities 139,674 134,079
Total liabilities 3,329,353 3,159,188
Commitments and contingencies – See Note I
Stockholders’ equity    
Preferred stock: $0.01 par value; 7,500 shares authorized; none issued 0 0
Common stock: $0.01 par value; 253,125 shares authorized; 118,770 and 123,125 shares issued and outstanding at February 1, 2026 and February 2, 2025, respectively 1,188 1,232
Additional paid-in capital 587,433 571,585
Retained earnings 1,509,129 1,591,630
Accumulated other comprehensive loss (13,176) (21,593)
Treasury stock, at cost: 14 and 4 shares as of February 1, 2026 and February 2, 2025, respectively (2,015) (435)
Total stockholders’ equity 2,082,559 2,142,419
Total liabilities and stockholders’ equity $ 5,411,912 $ 5,301,607
v3.26.1
Consolidated Balance Sheets (Parenthetical) - $ / shares
shares in Thousands
Feb. 01, 2026
Feb. 02, 2025
Stockholders’ equity    
Preferred stock, par value (in dollars per share) $ 0.01 $ 0.01
Preferred stock, shares authorized (in shares) 7,500 7,500
Preferred stock, shares issued (in shares) 0 0
Common stock, par value (in dollars per share) $ 0.01 $ 0.01
Common stock, shares authorized (in shares) 253,125 253,125
Common stock, shares issued (in shares) 118,770 123,125
Common stock, shares outstanding (in shares) 118,770 123,125
Treasury stock (in shares) 14 4
v3.26.1
Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
  Common Stock
Additional Paid-in Capital
Retained Earnings
Accumulated 
Other 
Comprehensive 
Income (Loss)
Treasury 
Stock
Beginning balance (in shares) at Jan. 29, 2023   132,453,000        
Beginning balance at Jan. 29, 2023 $ 1,701,051 $ 1,325 $ 572,455 $ 1,141,819 $ (13,809) $ (739)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net earnings 949,762     949,762    
Foreign currency translation adjustments (999)       (999)  
Change in fair value of derivative financial instruments, net of tax 160       160  
Reclassification adjustment for realized (gain) loss on derivative financial instruments, net of tax (904)       (904)  
Release of stock-based awards (in shares) [1]   1,075,000        
Release of stock-based awards [1] (52,831) $ 11 (52,641)     (201)
Repurchases of common stock (in shares) [2]   (5,227,000)        
Repurchase of common stock [2] (315,493) $ (52) (15,456) (298,985)   (1,000)
Reissuance of treasury stock under stock-based compensation plans [1] 0   (334) (180)   514
Stock-based compensation expense 83,936   83,936      
Dividends declared (236,821)     (236,821)    
Ending balance (in shares) at Jan. 28, 2024   128,301,000        
Ending balance at Jan. 28, 2024 2,127,861 $ 1,284 587,960 1,555,595 (15,552) (1,426)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net earnings 1,125,251     1,125,251    
Foreign currency translation adjustments (6,136)       (6,136)  
Change in fair value of derivative financial instruments, net of tax 1       1  
Reclassification adjustment for realized (gain) loss on derivative financial instruments, net of tax 94       94  
Release of stock-based awards (in shares) [1]   765,000        
Release of stock-based awards [1] (94,214) $ 7 (93,994)     (227)
Repurchases of common stock (in shares) [2]   (5,941,000)        
Repurchase of common stock [2] (814,400) $ (59) (18,373) (795,968)    
Reissuance of treasury stock under stock-based compensation plans [1] 0   (1,218)     1,218
Stock-based compensation expense 97,210   97,210      
Dividends declared $ (293,248)     (293,248)    
Ending balance (in shares) at Feb. 02, 2025 123,125,000 123,125,000        
Ending balance at Feb. 02, 2025 $ 2,142,419 $ 1,232 571,585 1,591,630 (21,593) (435)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net earnings 1,088,437     1,088,437    
Foreign currency translation adjustments 8,417       8,417  
Change in fair value of derivative financial instruments, net of tax 0          
Reclassification adjustment for realized (gain) loss on derivative financial instruments, net of tax 0          
Release of stock-based awards (in shares) [1]   533,000        
Release of stock-based awards [1] (73,798) $ 5 (73,513)     (290)
Repurchases of common stock (in shares) [2]   (4,888,000)        
Repurchase of common stock [2] (861,621) $ (49) (15,691) (843,970)   (1,911)
Reissuance of treasury stock under stock-based compensation plans [1] 0   (448) (173)   621
Stock-based compensation expense 105,500   105,500      
Dividends declared $ (326,795)     (326,795)    
Ending balance (in shares) at Feb. 01, 2026 118,770,000 118,770,000        
Ending balance at Feb. 01, 2026 $ 2,082,559 $ 1,188 $ 587,433 $ 1,509,129 $ (13,176) $ (2,015)
[1] Amounts are shown net of shares withheld for associate taxes.
[2] Repurchases of common stock include accrued excise taxes of $7.7 million, $6.9 million, and $2.5 million as of February 1, 2026, February 2, 2025 and January 28, 2024, respectively, which is recorded in retained earnings.
v3.26.1
Consolidated Statements of Stockholders' Equity - (Parenthetical) - USD ($)
$ in Millions
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Statement of Stockholders' Equity [Abstract]      
Excise taxes $ 7.7 $ 6.9 $ 2.5
v3.26.1
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Cash flows from operating activities:      
Net earnings $ 1,088,437 $ 1,125,251 $ 949,762
Adjustments to reconcile net earnings to net cash provided by (used in) operating activities:      
Depreciation and amortization 231,449 229,802 232,590
Loss on disposal/impairment of assets 7,663 5,539 21,869
Non-cash lease expense 251,591 255,923 255,286
Deferred income taxes 20,315 (9,741) (29,085)
Stock-based compensation expense 106,522 98,983 84,754
Other (2,556) (2,603) (2,796)
Changes in:      
Accounts receivable (8,811) 5,004 (7,461)
Merchandise inventories (125,876) (88,085) 209,168
Prepaid expenses and other assets (29,772) (19,832) 1,016
Accounts payable (31,802) 15,360 99,043
Accrued expenses and other liabilities 37,286 27,023 4,935
Gift card and other deferred revenue 17,443 11,587 95,005
Operating lease liabilities (258,247) (265,131) (269,162)
Income taxes payable 11,247 (28,858) 35,349
Net cash provided by operating activities 1,314,889 1,360,222 1,680,273
Cash flows from investing activities:      
Purchases of property and equipment (259,438) (221,567) (188,458)
Other (1,138) 360 201
Net cash used in investing activities (260,576) (221,207) (188,257)
Cash flows from financing activities:      
Repurchases of common stock (853,962) (807,477) (313,001)
Payment of dividends (316,484) (280,058) (232,475)
Tax withholdings related to stock-based awards (73,798) (94,214) (52,831)
Debt issuance costs (1,187) 0 0
Other (6,941) (2,474) 0
Net cash used in financing activities (1,252,372) (1,184,223) (598,307)
Effect of exchange rates on cash and cash equivalents 4,883 (3,822) 954
Net (decrease) increase in cash and cash equivalents (193,176) (49,030) 894,663
Cash and cash equivalents at beginning of year 1,212,977 1,262,007 367,344
Cash and cash equivalents at end of year 1,019,801 1,212,977 1,262,007
Supplemental disclosure of cash flow information:      
Cash paid during the year for interest 692 849 837
Cash paid during the year for income taxes, net of refunds 330,304 398,693 315,850
Non-cash investing activities:      
Purchases of property and equipment not yet paid for at end of year $ 3,054 $ 5,533 $ 914
v3.26.1
Summary of Significant Accounting Policies
12 Months Ended
Feb. 01, 2026
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies Summary of Significant Accounting Policies
Williams-Sonoma, Inc.’s (“Company”, “we”, or “us”) brands — Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, and GreenRow — represent distinct merchandise strategies that are marketed through e-commerce, direct-mail catalogs, retail stores, and business-to-business. These brands collectively support The Key Rewards, our loyalty and credit card program that offers members exclusive benefits. We operate in the U.S., Puerto Rico, Canada, Australia and the United Kingdom and have unaffiliated franchisees that operate stores in Mexico, South Korea, India and the Philippines, as well as e-commerce websites in certain locations.
Out-of-Period Freight Adjustment
Subsequent to the filing of our fiscal 2023 Form 10-K, in April 2024, we determined that we over-recognized freight expense in fiscal 2021, 2022 and 2023 for a cumulative amount of $49.0 million. We evaluated the error, both qualitatively and quantitatively, and determined that no prior interim or annual periods were materially misstated. We then evaluated whether the cumulative amount of the over-accrual was material to our projected fiscal 2024 results, and determined the cumulative amount was not material. Therefore, the Consolidated Financial Statements for fiscal 2024 include an out-of-period adjustment of $49.0 million, recorded in the first quarter of fiscal 2024, to reduce cost of goods sold and accounts payable, which corrected the cumulative error on the Consolidated Balance Sheet as of January 28, 2024.
Consolidation
The Consolidated Financial Statements include the accounts of Williams-Sonoma, Inc. and its subsidiaries. All intercompany transactions and balances have been eliminated.
Fiscal Year
Our fiscal year ends on the Sunday closest to January 31, based on a 52 or 53-week year. Fiscal 2025, a 52-week year, ended on February 1, 2026; Fiscal 2024, a 53-week year, ended on February 2, 2025; and Fiscal 2023, a 52-week year, ended on January 28, 2024.
Use of Estimates
The preparation of financial statements in accordance with accounting principles generally accepted in the United States of America requires us to make estimates and assumptions that affect the reported amounts of assets, liabilities, revenues and expenses and related disclosures of contingent assets and liabilities. These estimates and assumptions are evaluated on an ongoing basis and are based on historical experience and various other factors that we believe to be reasonable under the circumstances. Actual results could differ from these estimates.
Cash Equivalents
Cash equivalents include highly liquid investments with an original maturity of three months or less. As of February 1, 2026, we were invested primarily in money market funds and interest-bearing demand deposit accounts. Book cash overdrafts issued, but not yet presented to the bank for payment, are reclassified to accounts payable.
Accounts Receivable, Net
Accounts receivable are stated at their carrying values, net of an allowance for credit losses. Accounts receivable consist primarily of credit card, business-to-business and franchisee receivables for which collectability is reasonably assured. Receivables are evaluated for collectability on a regular basis and an allowance for credit losses is recorded, if necessary. Our allowance for credit losses was not material to our Consolidated Financial Statements as of February 1, 2026 and February 2, 2025.
Merchandise Inventories
Merchandise inventories, net of an allowance for shrinkage and obsolescence, are stated at the lower of cost (weighted-average method) or net realizable value. To determine if the value of our inventory should be reduced below cost, we consider current and anticipated demand, customer preferences and age of the merchandise. We reserve for obsolescence based on historical trends of inventory sold below cost and specific identification.
Reserves for shrinkage are estimated and recorded throughout the year based on historical shrinkage results, cycle count results within our distribution centers, expectations of future shrinkage and current inventory levels. Actual
shrinkage is recorded at year-end based on the results of our year-end physical inventory counts and can vary from our estimates due to such factors as changes in operations, the mix of our inventory (which ranges from large furniture to small tabletop items), transaction processing errors, changes in our technology systems, and execution against loss prevention initiatives in our stores, distribution facilities, off-site storage locations, and with our third-party warehouse and transportation providers. Accordingly, there is no material shrinkage reserve at year-end. Historically, actual shrinkage has not differed materially from our estimates.
Our obsolescence and shrinkage reserve calculations contain estimates that require management to make assumptions and to apply judgment regarding a number of factors, including market conditions, the selling environment, historical results and current inventory trends. If actual obsolescence or shrinkage estimates change from our original estimate, we will adjust our reserves accordingly throughout the year. As of February 1, 2026 and February 2, 2025, our inventory obsolescence reserves were $20.7 million and $19.6 million, respectively.
Long-lived Assets
Property and equipment is stated at cost. Depreciation is computed using the straight-line method over the following estimated useful lives of the assets:
Leasehold improvements
Shorter of estimated useful life or lease term (generally 5 – 22 years)
Fixtures and equipment
2 – 15 years
Buildings and building improvements
10 – 40 years
Capitalized software
2 – 10 years
Corporate aircraft
24 years
We review the carrying value of all long-lived assets for impairment, primarily at an individual store level, whenever events or changes in circumstances indicate that the carrying value of an asset or asset group may not be recoverable. Our impairment analyses determine whether projected cash flows from operations are sufficient to recover the carrying value of these assets. The asset group is comprised of both property and equipment and operating lease right-of-use assets. Impairment may result when the carrying value of the asset or asset group exceeds the estimated undiscounted future cash flows over its remaining useful life. For asset impairment, our estimate of undiscounted future cash flows over the lease term is based upon our experience, the historical operations and estimates of future profitability and economic conditions. The estimates of future profitability and economic conditions require estimating such factors as sales growth, gross margin, employment costs, lease escalations, inflation and the overall economics of the retail industry, and are therefore subject to variability and difficult to predict. For operating lease right-of-use assets, we determine the fair value of the assets by using estimated market rental rates. These estimates can be affected by factors such as future results, real estate supply and demand, closure plans and economic conditions that can be difficult to predict. Actual future results may differ from those estimates. If a long-lived asset is found to be impaired, the amount recognized for impairment is equal to the excess of the asset or asset group’s net carrying value over its estimated fair value. We measure property and equipment at fair value on a nonrecurring basis using Level 3 inputs as defined in the fair value hierarchy (see Note L). We measure operating lease right-of-use assets at fair value on a nonrecurring basis using Level 2 inputs, primarily market rental rates, that are corroborated by market data. Where Level 2 inputs are not readily available, we use Level 3 inputs. Fair value of these long-lived assets is based on the present value of estimated future cash flows using a discount rate commensurate with the risk. During fiscal 2025, fiscal 2024 and fiscal 2023, we recognized impairment charges, as a component of selling, general and administrative expenses (“SG&A”), of $1.6 million, $3.9 million and $14.5 million, respectively.
Leases
We lease store locations, distribution and manufacturing facilities, corporate facilities, customer care centers and certain equipment for our U.S. and international operations with initial terms generally ranging from 2 to 22 years. We determine whether an arrangement is or contains a lease at inception by evaluating potential lease agreements including services and operating agreements to determine whether an identified asset exists that we control over the term of the arrangement. Lease commencement is determined to be when the lessor provides us access to, and the right to control, the identified asset.
The rental payments for our leases are typically structured as either fixed or variable payments. Our fixed rent payments include: stated minimum rent and stated minimum rent with stated increases. Other obligations under our lease agreements include: rent increases based on a future index; rent based on a percentage of store sales; rent based on a percentage of store sales if a specified store sales threshold or contractual obligation of the landlord has not been met; and payments made for pass-through costs for property taxes, insurance, utilities and common area maintenance. In instances where these other obligations are fixed, they are included in the measurement of our lease liabilities, and when variable, they are excluded and recognized in the period in which the obligation for those payments is incurred. We consider lease payments that cannot be predicted with reasonable certainty upon lease commencement to be variable lease payments, which are excluded from our calculation of lease liabilities.
Upon lease commencement, we recognize a right-of use asset and a corresponding lease liability measured at the present value of the fixed future minimum lease payments. We have elected the practical expedient to not separate lease and non-lease components. Therefore, lease payments included in the measurement of the lease liability include all fixed payments in the lease arrangement. We record a right-of-use asset for an amount equal to the lease liability, increased for any prepaid lease costs and initial direct costs and reduced by any lease incentives. We remeasure the lease liability and right-of-use asset when a remeasurement event occurs.
Many of our leases contain renewal and early termination options. The option periods are generally not included in the lease term used to measure our lease liabilities and right-of-use assets upon commencement, as we do not believe the exercise of these options to be reasonably certain. We remeasure the lease liability and right-of-use asset once we are reasonably certain to exercise a renewal or an early termination option.
Our leases generally do not provide information about the rate implicit in the lease. Therefore, we utilize an incremental borrowing rate to calculate the present value of our future lease obligations. The incremental borrowing rate represents the rate of interest we would have to pay on a collateralized borrowing, for an amount equal to the lease payments, over a similar term and in a similar economic environment. We use judgment in determining our incremental borrowing rate, which is applied to each lease based on the lease term. An increase or decrease in the incremental borrowing rate applied would impact the value of our right-of-use assets and lease liabilities.
We use judgment in determining lease classification, including our determination of the economic life and the fair market value of the identified asset. The fair market value of the identified asset is generally estimated based on comparable market data provided by third-party sources. All of our leases are currently classified as operating leases.
Goodwill
Goodwill is initially recorded as of the acquisition date and is measured as any excess of the purchase price over the estimated fair value of the identifiable net assets acquired. Goodwill is not amortized, but rather is subject to impairment testing annually (on the first day of the fourth quarter), or between annual tests whenever events or changes in circumstances indicate that the fair value of a reporting unit may be below its carrying amount. We first perform a qualitative assessment to evaluate goodwill for potential impairment. If based on that assessment it is more likely than not that the fair value of the reporting unit is below its carrying value, a quantitative impairment test is necessary. The quantitative impairment test requires determining the fair value of the reporting unit. We use the income approach, whereby we calculate the fair value based on the present value of estimated future cash flows, using a discount rate that approximates the reporting unit’s weighted-average cost of capital. The process of evaluating the potential impairment of goodwill is subjective and requires significant estimates and assumptions about the future such as sales growth, gross margins, employment costs, capital expenditures, inflation and future economic and market conditions. We measure the fair value using Level 3 inputs as defined in the fair value hierarchy (see Note L). Actual future results may differ from those estimates. If the carrying value of the reporting unit’s assets and liabilities, including goodwill, exceeds its fair value, impairment is recorded for the excess, not to exceed the total amount of goodwill allocated to the reporting unit.
As of February 1, 2026 and February 2, 2025, we had goodwill of $77.4 million and $77.3 million, respectively, primarily related to our fiscal 2017 acquisition of Outward and our fiscal 2011 acquisition of Rejuvenation. In fiscal 2025, fiscal 2024 and fiscal 2023, we performed our qualitative annual assessment of goodwill impairment and concluded that the fair value of each of our reporting units exceeded its carrying value. Accordingly, no further impairment testing of goodwill was performed and we did not recognize any goodwill impairment in fiscal 2025, fiscal 2024 or fiscal 2023.
Self-Insured Liabilities
We are primarily self-insured for workers’ compensation, associate health benefits, product and other general liability claims. We record self-insurance liability reserves based on claims filed, including the development of those claims, and an estimate of claims incurred but not yet reported, based on an actuarial analysis of historical claims data. Factors affecting these estimates include future inflation rates, changes in severity, benefit level changes, medical costs and claim settlement patterns. Should a different number of claims occur compared to what was estimated, or costs of the claims increase or decrease beyond what was anticipated, reserves may need to be adjusted accordingly. Self-insurance reserves for workers’ compensation, associate health benefits, product and other general liability claims were $28.5 million and $30.7 million as of February 1, 2026 and February 2, 2025, respectively.
Fair Value of Financial Instruments
The carrying values of cash and cash equivalents, accounts receivable, accounts payable and debt (if any) approximate their estimated fair values.
Revenue from Merchandise Sales
Revenues from the sale of our merchandise through our e-commerce business, at our retail stores as well as to our business-to-business customers and franchisees are, in each case, recognized at a point in time when control of merchandise is transferred to the customer. Merchandise can either be picked up in our stores or delivered to the customer. For merchandise picked up in the store, control is transferred at the time of the sale to the customer. For merchandise delivered to the customer, control is transferred either when delivery has been completed, or when we have a present right to payment which, for certain merchandise, occurs upon conveyance of the merchandise to the carrier for delivery. We exclude from revenue any taxes assessed by governmental authorities, including value-added and other sales-related taxes, that are imposed on and are concurrent with revenue-generating activities. Our payment terms are primarily at the point of sale for merchandise sales and for most services. We have elected to account for shipping and handling as fulfillment activities, and not as a separate performance obligation.
Revenue from the sale of merchandise is reported net of sales returns. We estimate future returns based on historical return trends together with current product sales performance. As of February 1, 2026 and February 2, 2025, we recorded a liability for expected sales returns of $40.1 million and $42.7 million, respectively, within other current liabilities and a corresponding asset for the expected net realizable value of the merchandise inventory to be returned of $11.9 million and $12.1 million, respectively, within other current assets in our Consolidated Balance Sheets.
Gift Card and Other Deferred Revenue
We defer revenue and record a liability when cash payments are received in advance of satisfying performance obligations, primarily associated with our merchandise sales, stored-value cards, customer loyalty programs and incentives received from credit card issuers.
We issue stored-value cards that may be redeemed on future merchandise purchases. Our stored-value cards have no expiration dates. Revenue from stored-value cards is recognized at a point in time upon redemption of the card and as control of the merchandise is transferred to the customer. Breakage is recognized in a manner consistent with our historical redemption patterns, taking into consideration escheatment laws as applicable. Breakage is recognized over the estimated period of redemption of our cards of approximately four years, the majority of which is recognized within one year of the card issuance. Breakage income is not material to our Consolidated Financial Statements.
We offer a customer loyalty program, The Key Rewards, that allows members to earn points on qualifying purchases. Customers can earn points through spend on our private label and co-branded credit cards, or through non-credit card qualifying purchases. Points earned through either method enable members to receive certificates that may be redeemed on future merchandise purchases. This customer option is a material right and, accordingly, represents a separate performance obligation to the customer. The allocated consideration for the points or certificates earned by our loyalty program members is deferred based on the standalone selling price of the points and recorded within gift card and other deferred revenue within our Consolidated Balance Sheets. The measurement of standalone selling prices takes into consideration the discount the customer would receive in a separate transaction for the delivered item, as well as our estimate of certificates expected to be issued and redeemed, based on historical patterns. This measurement is applied to our portfolio of performance obligations for points or certificates earned, as all obligations have similar economic characteristics. We believe the impact to our Consolidated Financial Statements would not be materially different if this measurement was applied to each
individual performance obligation. Revenue is recognized for these performance obligations at a point in time when certificates are redeemed by the customer. These obligations relate to contracts with terms less than one year, as our certificates generally expire within six months of issuance.
We enter into agreements with credit card issuers in connection with our private label and co-branded credit cards, whereby we receive cash incentives in exchange for promised services, such as licensing our brand names and marketing the credit card program to customers. These separate non-loyalty program related services promised under these agreements are interrelated and are thus considered a single performance obligation. Revenue is recognized over time as we transfer promised services throughout the contract term.
As of February 1, 2026 and February 2, 2025, we had recorded $602.9 million and $584.8 million, respectively, for gift card and other deferred revenue within current liabilities in our Consolidated Balance Sheets.
Supplier Allowances
We receive allowances or credits from certain suppliers for volume and other rebates. We treat such rebates as an offset to the cost of the product or services provided at the time the expense is recorded. These allowances and credits received are recorded in cost of goods sold.
Cost of Goods Sold
Cost of goods sold includes (i) cost of merchandise, tariffs, inbound freight costs, freight-to-store costs and other inventory-related costs such as replacements, damages, obsolescence and shrinkage, (ii) occupancy costs, which consists of rent, other costs (including property taxes, common area maintenance and utilities) and depreciation, and (iii) shipping costs, which consists of third-party delivery services and shipping materials.
Selling, General and Administrative Expenses
SG&A consists of non-occupancy-related costs associated with our retail stores and e-commerce websites, distribution and manufacturing facilities, customer care centers, supply chain operations (buying, receiving and inspection) and corporate administrative functions. These costs include employment, advertising, third-party credit card processing, impairment and other general expenses.
Stock-Based Compensation
We account for stock-based compensation arrangements by measuring and recognizing compensation expense for all stock-based awards using a fair value-based method. Restricted stock units are valued using the closing price of our stock on the date prior to the date of grant. The fair value of each stock-based award is amortized over the requisite service period, net of estimated forfeitures. Compensation expense for all performance-based restricted stock units is recognized over the requisite service period when achievement of the performance condition is deemed probable, net of estimated forfeitures. We estimate the forfeiture rate based on an analysis of historical experience as well as expected future trends.
Advertising Expenses
Advertising expenses consist of media, supplier and production costs related to digital advertising, catalog mailings, email and other marketing activities. Advertising costs are expensed as incurred.
Total advertising expenses were approximately $552.6 million, $567.7 million and $502.2 million in fiscal 2025, fiscal 2024 and fiscal 2023, respectively.
Foreign Currency Translation
Some of our foreign operations have a functional currency other than the U.S. dollar. Assets and liabilities are translated into U.S. dollars using the current exchange rates in effect at the balance sheet date, while revenues and expenses are translated at the average exchange rates during the period. The resulting translation adjustments are recorded as other comprehensive income within stockholders’ equity. Foreign currency exchange gains and losses are recorded in SG&A.
Earnings Per Share
Basic earnings per share is computed as net earnings divided by the weighted-average number of common shares outstanding for the period. Diluted earnings per share is computed as net earnings divided by the weighted-average number of common shares outstanding plus common stock equivalents for the period using the treasury stock method. Common stock equivalents consist of shares subject to stock-based awards with exercise prices less than or equal to the average market price of our common stock for the period, to the extent their inclusion would be dilutive.
Income Taxes
Income taxes are accounted for using the asset and liability method. Under this method, deferred income taxes arise from temporary differences between the tax basis of assets and liabilities and their reported amounts in our Consolidated Financial Statements. We record reserves for our estimates of the additional income tax liability that is more likely than not to result from the ultimate resolution of foreign and domestic tax examinations. At any point in time, many tax years are subject to examination by various taxing jurisdictions. The results of these audits and negotiations with taxing authorities may affect the ultimate settlement of these issues. We review and update the estimates used in the accrual for uncertain tax positions as more definitive information becomes available from taxing authorities, upon completion of tax examinations, upon expiration of statutes of limitation, or upon occurrence of other events.
In order to compute income tax on an interim basis, we estimate what our effective tax rate will be for the full fiscal year and adjust these estimates throughout the year as necessary. Adjustments to our income tax provision due to changes in our estimated effective tax rate are recorded in the interim period in which the change occurs. The tax expense (or benefit) related to items other than ordinary income is individually computed and recognized when the items occur. Our effective tax rate in a given financial statement period may be materially impacted by changes in the mix and level of our earnings in various taxing jurisdictions or changes in tax law.
Recently Issued Accounting Pronouncements
In December 2023, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The improvements in the ASU address investor requests for enhanced income tax information primarily through changes to the rate reconciliation and income taxes paid information. The adoption of this standard had an impact on the income tax disclosures, but it did not result in a change to our current or previously reported financial results. We elected to adopt this guidance prospectively; therefore, the current-year effective tax rate reconciliation in Note D is presented in the new required format, while prior-year periods are presented using the previous guidance.
In November 2024, the FASB issued ASU 2024-03, Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses and ASU 2025-01, Income Statement—Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date. The ASU requires public business entities to disclose in the notes to the financial statements, among other things, specific information about certain costs and expenses including purchases of inventory, employee compensation, and depreciation and amortization. This ASU is effective for fiscal years beginning after December 15, 2026 and interim reporting periods beginning after December 15, 2027, with early adoption permitted. We are currently evaluating the impact of this ASU on our Consolidated Financial Statements and related disclosures.
In September 2025, the FASB issued ASU 2025-06, Intangibles - Goodwill and Other - Internal-Use Software (Subtopic 350-40). The ASU amends certain aspects of the accounting for and disclosure of software costs under ASC 350-40. This ASU is effective for fiscal years and interim reporting periods beginning after December 15, 2027, with early adoption permitted. We are currently evaluating the impact of this ASU on our Consolidated Financial Statements and related disclosures.
In December 2025, the FASB issued ASU 2025-10, Government Grants (Topic 832): Accounting for Government Grants Received by Business Entities. The ASU establishes the recognition, measurement and presentation of government grants received by a business entity, including guidance for a grant related to an asset and a grant related to income. This ASU is effective for fiscal years beginning after December 15, 2028, and interim reporting periods within those annual reporting periods. We are currently evaluating the impact of this ASU on our Consolidated Financial Statements and related disclosures.
v3.26.1
Property and Equipment
12 Months Ended
Feb. 01, 2026
Property, Plant and Equipment [Abstract]  
Property and Equipment Property and Equipment
Property and equipment consists of the following:
As of
(In thousands)February 1, 2026February 2, 2025
Capitalized software$1,005,775 $956,596 
Leasehold improvements898,320 883,414 
Fixtures and equipment894,423 869,371 
Land and buildings181,425 180,074 
Corporate aircraft52,710 — 
Corporate systems projects in progress76,387 43,158 
Construction in progress 1
30,284 40,399 
Total
3,139,324 2,973,012 
Accumulated depreciation(2,044,166)(1,939,078)
Property and equipment, net
$1,095,158 $1,033,934 
1Construction in progress primarily consists of leasehold improvements and fixtures and equipment related to new, expanded or remodeled stores and distribution centers where construction had not been completed as of year-end. For the fiscal year ended February 2, 2025, construction in progress also included the corporate aircraft.
v3.26.1
Borrowing Arrangements
12 Months Ended
Feb. 01, 2026
Debt Disclosure [Abstract]  
Borrowing Arrangements Borrowing Arrangements
Credit Facility
In June 2025, we amended our existing credit facility, which increased our unsecured revolving line of credit to $600 million, amended certain interest rates and extended the maturity date of the facility, in addition to other updates (the “Credit Facility”). Our Credit Facility may be used to borrow revolving loans or to request the issuance of letters of credit. We may, upon notice to the administrative agent, request existing or new lenders, at such lenders’ option, to increase the Credit Facility by up to $250 million to provide for a total of $850 million of unsecured revolving credit.
During fiscal 2025 and fiscal 2024, we had no borrowings under our Credit Facility. Additionally, as of February 1, 2026, issued but undrawn standby letters of credit of $14.1 million were outstanding under our Credit Facility. The standby letters of credit were primarily issued to secure the liabilities associated with workers’ compensation and other insurance programs. Our Credit Facility matures on June 26, 2030, at which time all outstanding borrowings must be repaid and all outstanding letters of credit must be cash collateralized. We may elect to extend the maturity date, subject to lender approval.
The interest rate applicable to the Credit Facility is variable and may be elected by us as: (i) the Secured Overnight Financing Rate (“SOFR”) and an applicable margin based on our leverage ratio ranging from 0.91% to 1.55% or (ii) a base rate as defined in the Credit Facility, plus an applicable margin based on our leverage ratio, ranging from 0% to 0.55%.
Our Credit Facility contains certain restrictive loan covenants, including, among others, a financial covenant requiring a maximum leverage ratio (funded debt adjusted for operating lease liabilities to earnings before interest, income tax, depreciation, amortization and rent expense), and covenants limiting our ability to incur indebtedness, grant liens, make acquisitions, merge or consolidate, and dispose of assets. As of February 1, 2026, we were in compliance with our financial covenants under our Credit Facility and, based on our current projections, we expect to remain in compliance throughout the next 12 months.
Letter of Credit Facilities
We have three unsecured letter of credit facilities for a total of $35 million. Our letter of credit facilities contain covenants that are consistent with our Credit Facility. Interest on unreimbursed amounts under our letter of credit facilities accrues at a base rate as defined in the Credit Facility, plus an applicable margin based on our leverage ratio. As of February 1, 2026, no amounts were outstanding under our letter of credit facilities. On August 7, 2025, we renewed two of our letter of credit facilities totaling $30 million on substantially similar terms. The two letter of credit facilities mature on August 18, 2026, and the latest expiration date possible for future letters of credit issued under these facilities is January 15, 2027. One of the letter of credit facilities totaling $5 million matures on June 26, 2030, which is also the latest expiration date possible for future letters of credit issued under the facility.
v3.26.1
Income Taxes
12 Months Ended
Feb. 01, 2026
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
The components of earnings before income taxes, by tax jurisdiction, are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
United States
$1,253,410 $1,301,017 $1,154,160 
Foreign
199,150 184,715 119,195 
Total
$1,452,560 $1,485,732 $1,273,355 
The provision for income taxes consists of the following:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Current
Federal
$242,980 $276,201 $275,734 
State
65,877 64,834 54,903 
Foreign
34,951 29,187 22,041 
Total current$343,808 $370,222 $352,678 
Deferred
Federal
$22,799 $(7,608)$(30,632)
State
(2,024)(1,925)686 
Foreign
(460)(208)861 
Total deferred$20,315 $(9,741)$(29,085)
Total provision
$364,123 $360,481 $323,593 
On July 4, 2025, the One Big Beautiful Bill Act (“OBBB”) was signed into law in the United States. The OBBB includes a broad range of tax reform provisions, including permanently extending and modifying certain expiring provisions of the 2017 Tax Cuts and Jobs Act. The legislation has multiple effective dates, with certain provisions becoming effective in fiscal 2025 and the majority taking effect in future years. The OBBB had a minimal impact on the effective tax rate but resulted in favorable cash tax impacts in fiscal 2025 as a result of certain accelerated tax deductions.
Since the Organization for Economic Co-operation and Development (“OECD”) announced the OECD/G20 Inclusive Framework on Base Erosion and Profit Shifting (“Framework”) in 2021, a number of countries have begun to enact legislation to implement the Framework, including the Pillar Two minimum tax. Our subsidiaries were not subject to Pillar Two minimum tax in fiscal 2025. Pillar Two minimum tax will be treated as a period cost in future periods when it is applicable. We are continuing to evaluate the potential impact of the Framework on future periods and monitoring legislative developments by other countries, especially in the regions in which we operate.
For fiscal 2025, ASU 2023-09 requires an expanded view of the rate reconciliation as well as a summary of income taxes paid for material jurisdictions. We have elected a prospective presentation. The tables below represent the new standard for fiscal 2025 and revert to prior guidance for comparable years.
A reconciliation of income taxes at the federal statutory corporate rate to the effective rate is as follows:
For the Fiscal Year Ended
February 1, 2026
(In thousands)$%
United States federal statutory tax rate$305,038 21.0%
State and local income taxes, net of federal income tax effect 1
59,484 4.1 
Foreign tax effects(3,667)(0.3)
Effect of changes in tax laws or rates enacted in the current period— — 
Effect of cross-border tax laws69 — 
Tax credits(397)— 
Changes in valuation allowance— — 
Nontaxable or nondeductible items6,818 0.5 
Changes in unrecognized tax benefits(1,907)(0.1)
Other adjustments(1,315)(0.1)
Effective tax rate$364,123 25.1%
1State taxes in California, New York, New Jersey and Illinois make up the majority of the tax effect in this category.
A reconciliation of income taxes at the federal statutory corporate rate to the effective rate for prior fiscal years is as follows:
For the Fiscal Year Ended
February 2,
2025
January 28,
2024
Federal income taxes at the statutory rate21.0%21.0%
State income tax rate4.14.4
Officer’s compensation under Sec.162(m)0.90.9
Change in uncertain tax positions0.2(0.5)
Deferred true up0.2
Stock-based compensation(1.1)(0.3)
Foreign rate differential
(0.5)(0.3)
Credits(0.1)
Other(0.2)
Total24.3%25.4%
The company’s income taxes paid (net of refunds received), are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
Federal$226,000 
State:
California 20,861 
Other53,227 
Total State74,088 
Foreign30,216 
Total$330,304 
Significant components of our deferred income tax accounts are as follows:
As of
(In thousands)February 1, 2026February 2, 2025
Deferred tax assets (liabilities)
Operating lease liabilities$367,263 $332,146 
 Merchandise inventories38,056 36,935 
Compensation34,037 28,832 
Gift cards26,549 24,515 
Accrued liabilities15,845 16,879 
Executive deferred compensation13,472 12,204 
Stock-based compensation12,752 13,822 
State taxes9,298 7,956 
Loyalty rewards2,694 2,972 
State net operating loss929 977 
Operating lease right-of-use assets(318,480)(294,216)
Property and equipment(74,947)(34,254)
Deferred lease incentives(23,803)(23,452)
Other(5,403)(7,587)
Valuation allowance
(743)(1,198)
Total deferred tax assets, net
$97,519 $116,531 
We had net state operating loss carry-forwards as of February 1, 2026. A valuation allowance has been provided against certain state net operating loss carry-forwards, as we do not expect to fully utilize the losses in future years.
The following table summarizes the activity related to gross unrecognized tax benefits:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Beginning balance$32,373 $31,582 $37,068 
Increases related to current year tax positions
6,059 5,119 4,966 
Increases for tax positions for prior years
276 271 194 
Decrease for tax positions for prior years
(245)(558)(1,170)
    Settlements— (370)— 
Lapse in statute of limitations
(3,415)(3,671)(9,476)
Ending balance$35,048 $32,373 $31,582 
As of February 1, 2026, we had $35.0 million of gross unrecognized tax benefits, of which $28.1 million would, if recognized, affect the effective tax rate.
We accrue interest and penalties related to unrecognized tax benefits in the provision for income taxes. As of February 1, 2026 and February 2, 2025, accruals for the payment of interest and penalties totaled $8.2 million and $6.7 million, respectively.
We file income tax returns in the U.S. and foreign jurisdictions. We are subject to examination by the tax authorities in these jurisdictions. U.S. federal taxable years for which the statute of limitations has not expired are fiscal years 2022 to 2025. Substantially all material state, local and foreign jurisdictions’ statutes of limitations are closed for taxable years prior to 2021.
v3.26.1
Leases
12 Months Ended
Feb. 01, 2026
Leases [Abstract]  
Leases Leases
The components of our lease costs are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Operating lease costs
$310,736 $299,105 $296,779 
Variable lease costs
126,545 127,291 132,304 
Total lease costs
$437,281 $426,396 $429,083 
Sublease income and short-term lease costs were not material to us for fiscal 2025, fiscal 2024 and fiscal 2023.
Supplemental cash flow information related to our leases are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Cash paid for amounts included in the measurement of operating lease liabilities
$326,616 $325,650 $322,293 
Our net additions to right-of-use assets were $340.3 million and $209.4 million in fiscal 2025 and fiscal 2024, respectively.
Additional information related to our leases is as follows:
For the Fiscal Year Ended
February 1, 2026February 2, 2025
Weighted-average remaining lease term (years)6.56.5
Weighted-average incremental borrowing rate4.3 %4.0 %
As of February 1, 2026, the future minimum lease payments under our operating lease liabilities are as follows:
(In thousands)
Fiscal 2026$325,743 
Fiscal 2027300,684 
Fiscal 2028257,483 
Fiscal 2029216,337 
Fiscal 2030178,403 
Fiscal 2031 and thereafter
465,777 
Total lease payments1,744,427 
Less: interest(287,522)
Total operating lease liabilities1,456,905 
Less: current operating lease liabilities(221,356)
Total non-current operating lease liabilities$1,235,549 
Additionally, we have future payment obligations of $205.9 million relating to executed lease agreements for which the related lease terms had not yet commenced as of February 1, 2026, and, therefore, are not included in the table above.
v3.26.1
Earnings Per Share
12 Months Ended
Feb. 01, 2026
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
Basic earnings per share is computed as net earnings divided by the weighted-average number of common shares outstanding for the period. Diluted earnings per share is computed as net earnings divided by the weighted-average number of common shares outstanding and common stock equivalents outstanding for the period using the treasury stock method. Common stock equivalents consist of shares subject to stock-based awards to the extent their inclusion would be dilutive.
The following is a reconciliation of net earnings and the number of shares used in the basic and diluted earnings per share computations:
(In thousands, except per share amounts)Net EarningsWeighted-Average SharesEarnings
Per Share
Fiscal 2025
Basic
$1,088,437 121,446 $8.96 
Effect of dilutive stock-based awards1,707 
Diluted
$1,088,437 123,153 $8.84 
Fiscal 2024
Basic
$1,125,251 126,242 $8.91 
Effect of dilutive stock-based awards1,799 
Diluted
$1,125,251 128,041 $8.79 
Fiscal 2023
Basic
$949,762 129,148 $7.35 
Effect of dilutive stock-based awards1,395 
Diluted
$949,762 130,543 $7.28 
The effect of anti-dilutive stock-based awards was not material for fiscal 2025, fiscal 2024 and fiscal 2023.
v3.26.1
Stock-Based Compensation
12 Months Ended
Feb. 01, 2026
Share-Based Payment Arrangement [Abstract]  
Stock-Based Compensation Stock-Based Compensation
Equity Award Programs
Our Amended and Restated 2001 Long-Term Incentive Plan (the “Plan”) provides for grants of incentive stock options, nonqualified stock options, stock-settled stock appreciation rights (collectively, “option awards”), restricted stock awards, restricted stock units (including those that are performance-based), deferred stock awards (collectively, “stock awards”) and dividend equivalents up to an aggregate of approximately 85.4 million shares. As of February 1, 2026, there were approximately 7.6 million shares available for future grant. Awards may be granted under the Plan to officers, employees and non-employee members of the Board of Directors of the Company or any parent or subsidiary. Shares issued as a result of award exercises or releases are primarily funded with the issuance of new shares.
Stock Awards
Annual grants of stock awards are limited to two million shares on a per person basis. Stock awards granted to associates generally vest evenly over a period of four years for service-based awards. Certain performance-based awards, which have variable payout conditions based on predetermined financial targets, generally vest three years from the date of grant. Certain stock awards and other agreements contain vesting acceleration clauses resulting from events including, but not limited to, retirement, disability, death, merger or a similar corporate event. Stock awards granted to non-employee Board of Directors members generally vest in one year. Non-employee Board of Directors members automatically receive stock awards on the date of their initial election to the Board of Directors and annually thereafter on the date of the annual meeting of stockholders (so long as they continue to serve as a non-employee Board of Directors member). Non-employee directors may also elect, on terms prescribed by the Company, to receive all of their annual cash compensation to be earned in respect of the applicable fiscal year either in the form of (i) fully vested stock units or (ii) fully vested deferred stock units.
Stock-Based Compensation Expense
During fiscal 2025, fiscal 2024 and fiscal 2023, we recognized total stock-based compensation expense, as a component of SG&A, of $106.5 million, $99.0 million and $84.8 million, respectively. As of February 1, 2026, there was $157.2 million of unrecognized stock-based compensation expense (net of estimated forfeitures), which we expect to recognize on a straight-line basis over a weighted-average remaining service period of approximately 1.7 years. At each reporting period, all compensation expense attributable to vested awards has been fully recognized.
Restricted Stock Units
The following table summarizes our restricted stock unit activity during fiscal 2025:
SharesWeighted-Average
Grant Date Fair
Value
Weighted-Average
Contractual Term
Remaining (Years)
Intrinsic
Value 1
Balance at February 2, 20252,185,605$92.97 
Granted
489,419145.58 
Granted, with vesting subject to performance conditions
206,423138.86 
Released 2
(796,365)86.23 
Cancelled
(58,731)105.11 
Balance at February 1, 20262,026,351$112.64 1.09$414,693,000 
Vested plus expected to vest at February 1, 2026 3
2,396,030$113.11 1.07$490,348,000 
1Intrinsic value for outstanding and unvested restricted stock units is based on the market value of our common stock on the last business day of the fiscal year (or $204.65).
2Excludes 183,009 incremental shares released due to achievement of performance conditions above target.
3Includes incremental shares above target for certain performance-based awards based on probable achievement of performance conditions.
The following table summarizes additional information about restricted stock units:
For the Fiscal Year Ended
February 1, 2026February 2, 2025January 28, 2024
Weighted-average grant date fair value per share of awards granted$143.58 $159.77 $60.91 
Intrinsic value of awards released 1 2
$161,817,000 $207,510,000 $118,417,000 
1Intrinsic value for releases is based on the market value on the date of release.
2Includes 183,009, 200,852 and 417,340 incremental shares released due to achievement of performance conditions above target in fiscal 2025, fiscal 2024 and fiscal 2023, respectively.
Tax Benefit
We record excess tax benefits and deficiencies resulting from the settlement of stock-based awards as a benefit or expense within income taxes in the period in which they occur. During fiscal 2025, fiscal 2024 and fiscal 2023, the current tax benefit related to stock-based awards totaled $23.9 million, $27.5 million and $16.6 million, respectively.
v3.26.1
Williams-Sonoma, Inc. 401(k) Plan and Other Associate Benefits
12 Months Ended
Feb. 01, 2026
Compensation Related Costs [Abstract]  
Williams-Sonoma, Inc. 401(k) Plan and Other Associate Benefits Williams-Sonoma, Inc. 401(k) Plan and Other Associate Benefits
We have a defined contribution retirement plan, the Williams-Sonoma, Inc. 401(k) Plan (the “401(k) Plan”), which permits eligible associates to make salary deferral contributions up to 75% of their eligible compensation each pay period up to the maximum limits allowable under the applicable provisions of the Internal Revenue Code. Each participant may choose to have their salary deferral contributions and earnings thereon invested in one or more investment funds, including the Williams-Sonoma, Inc. Stock Fund.
Our matching contribution is equal to 50% of each participant’s salary deferral contribution, taking into account only those contributions that do not exceed 6% of the participant’s eligible pay for the pay period. Our contributions
to the plan were $10.7 million, $14.2 million and $13.6 million in fiscal 2025, fiscal 2024 and fiscal 2023, respectively.
The 401(k) Plan consists of two parts: a profit sharing plan portion and a stock bonus plan/associate stock ownership plan (the “ESOP”). The ESOP portion is the portion that is invested in the Williams-Sonoma, Inc. Stock Fund. The profit sharing and ESOP components of the 401(k) Plan are considered a single plan under Internal Revenue Code section 414(l).
We also have a nonqualified executive deferred compensation plan that provides supplemental retirement income benefits for a select group of management. This plan permits eligible associates to make salary and bonus deferrals that are 100% vested. We have an unsecured obligation to pay in the future the value of the deferred compensation adjusted to reflect the performance, whether positive or negative, of selected investment measurement options chosen by each participant during the deferral period. As of February 1, 2026 and February 2, 2025, $54.6 million and $49.4 million, respectively, is included in other long-term liabilities related to these deferred compensation obligations. Additionally, we have purchased life insurance policies on certain participants to potentially offset these unsecured obligations. The cash surrender value of these policies was $64.0 million and $53.6 million as of February 1, 2026 and February 2, 2025, respectively, and is included in other long-term assets, net.
v3.26.1
Commitments and Contingencies
12 Months Ended
Feb. 01, 2026
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
We are involved in lawsuits, claims and proceedings incident to the ordinary course of our business. These disputes, which are not currently material, have increased and continue to increase in number as our business expands and we grow as a company. We review the need for any loss contingency reserves and establish reserves when, in the opinion of management, it is probable that a matter would result in liability, and the amount of loss, if any, can be reasonably estimated. In view of the inherent difficulty of predicting the outcome of these matters, it may not be possible to determine whether any loss is probable or to reasonably estimate the amount of the loss until the case is close to resolution, in which case no reserve is established until that time. Any claims against us, whether meritorious or not, could result in costly litigation, require significant amounts of management time and result in the diversion of significant operational resources. The results of these lawsuits, claims and proceedings cannot be predicted with certainty. However, we believe that the ultimate resolution of these current matters will not have a material adverse effect on our Consolidated Financial Statements when taken as a whole.
v3.26.1
Stock Repurchase Program and Dividends
12 Months Ended
Feb. 01, 2026
Share-Based Payment Arrangement [Abstract]  
Stock Repurchase Program and Dividends Stock Repurchase Program and Dividends
Stock Repurchase Program
During fiscal 2025, pursuant to our stock repurchase program we repurchased 4,888,240 shares of our common stock at an average cost of $174.70 per share for an aggregate cost of $854.0 million, excluding excise taxes of $7.7 million. As of February 1, 2026, there was $338.6 million remaining under our September 2024 stock repurchase authorization. In November 2025, our Board of Directors approved a new $1.0 billion stock repurchase authorization, which will become effective once our September 2024 authorization is fully utilized. As of February 1, 2026, the total stock repurchase authorization remaining under the program was approximately $1.3 billion.
As of February 1, 2026, we held treasury stock of $2.0 million. We intend to satisfy future stock-based award settlements in certain foreign jurisdictions using this treasury stock.
During fiscal 2024, we repurchased 5,940,939 shares of our common stock at an average cost of $135.92 per share for an aggregate cost of $807.5 million, excluding excise taxes of $6.9 million. During fiscal 2023, we repurchased 5,243,722 shares of our common stock at an average cost of $59.69 per share for an aggregate cost of $313.0 million, excluding excise taxes of $2.5 million.
Stock repurchases under our program may be made through open market and privately negotiated transactions at times and in such amounts as management deems appropriate. The timing and actual number of shares repurchased will depend on a variety of factors including price, corporate and regulatory requirements, capital availability and other market conditions.
Dividends
Total cash dividends declared in fiscal 2025, fiscal 2024 and fiscal 2023, were $326.8 million, or $2.64 per common share, $293.2 million, or $2.28 per common share and $236.8 million, or $1.80 per common share, respectively. In March 2026, we announced that our Board of Directors authorized a 15% increase in our quarterly cash dividend, from $0.66 to $0.76 per common share, subject to capital availability. Our quarterly cash dividend may be limited or terminated at any time.
v3.26.1
Segment Reporting
12 Months Ended
Feb. 01, 2026
Segment Reporting [Abstract]  
Segment Reporting Segment Reporting
We identify our operating segments according to how our business activities are managed and evaluated. Each of our brands are operating segments. Because they share similar economic and other qualitative characteristics, we have aggregated our operating segments into a single reportable segment.
Our single reportable segment derives revenues from sales of merchandise through our e-commerce websites, direct-mail catalogs and retail stores, and includes shipping fees received from customers for delivery of merchandise to their homes. The accounting policies of our single reportable segment are described in the Summary of Significant Accounting Policies within Note A.
Our chief operating decision maker (“CODM”) is our Chief Executive Officer. The CODM assesses performance for our single reportable segment and decides how to allocate resources based on operating income, which is reported on the Consolidated Statements of Earnings. Segment balance sheet information is not regularly provided to the CODM. The CODM uses operating income to decide whether to reinvest profits into our operating segments or allocate to other purposes, such as for repurchases of common stock, payment of dividends or acquisitions.
Operating income is used to monitor budget versus actual results. The CODM also uses operating income in competitive analysis by benchmarking to our peers. The competitive analysis, along with the monitoring of budget versus actual results, is used in assessing performance of the segment.
The following table summarizes reported net revenues, significant segment expenses, operating income and earnings before income taxes for fiscal 2025, fiscal 2024 and fiscal 2023:
For the Fiscal Year Ended
(In thousands)February 1, 2026February 2, 2025January 28, 2024
Net revenues$7,806,816 $7,711,541 $7,750,652 
Less:
Cost of merchandise and shipping3,383,429 3,336,102 3,632,761 
Occupancy, excluding depreciation591,678 567,602 584,469 
Employment1,254,658 1,227,305 1,167,024 
Advertising552,587 567,723 502,245 
Other segment items 1
378,891 354,914 389,938 
Depreciation and amortization expense229,851 227,712 230,022 
Operating income
$1,415,722 $1,430,184 $1,244,193 
Interest income, net36,838 55,548 29,162 
Earnings before income taxes
$1,452,560 $1,485,732 $1,273,355 
1Other segment items within operating income include general expenses, which consist primarily of credit card fees, data processing expenses and administrative expenses.
The following table summarizes our net revenues by brand for fiscal 2025, fiscal 2024 and fiscal 2023:
For the Fiscal Year Ended 1
(In thousands)February 1, 2026February 2, 2025January 28, 2024
Pottery Barn
$2,999,332 $3,039,939 $3,206,167 
West Elm
1,859,501 1,840,582 1,854,811 
Williams Sonoma 2
1,362,308 1,302,821 1,260,045 
Pottery Barn Kids and Teen
1,138,051 1,107,057 1,060,470 
Other 3
447,624 421,142 369,159 
Total 4
$7,806,816 $7,711,541 $7,750,652 
1Includes business-to-business net revenues within each brand.
2Includes Williams Sonoma Home net revenues.
3Primarily consists of net revenues from Rejuvenation, Mark and Graham, our international franchise operations and GreenRow.
4Includes net revenues related to our international operations (including our operations in Canada, Australia and the United Kingdom and our franchise businesses) of $321.3 million, $336.3 million and $328.9 million for fiscal 2025, fiscal 2024 and fiscal 2023, respectively.
Long-lived assets by geographic location, which excludes deferred income taxes, goodwill and intangible assets, are as follows:
(In thousands)
February 1, 2026
February 2, 2025
U.S.
$2,448,273 $2,268,691 
International
57,552 68,425 
Total
$2,505,825 $2,337,116 
v3.26.1
Fair Value Measurements
12 Months Ended
Feb. 01, 2026
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
Fair value is the price that would be received from selling an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date.
We determine the fair value of financial and non-financial assets and liabilities using the fair value hierarchy established by Accounting Standards Codification 820, Fair Value Measurement, which defines three levels of inputs that may be used to measure fair value, as follows:
Level 1: inputs which include quoted prices in active markets for identical assets or liabilities;
Level 2: inputs which include observable inputs other than Level 1 inputs, such as quoted prices in active markets for similar assets or liabilities; quoted prices for identical or similar assets or liabilities in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the asset or liability; and
Level 3: inputs which include unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the underlying asset or liability.
The fair values of our cash and cash equivalents are based on Level 1 inputs, which include quoted prices in active markets for identical assets.
Long-lived Assets
We review the carrying value of all long-lived assets for impairment, primarily at an individual store level, whenever events or changes in circumstances indicate that the carrying value of an asset may not be recoverable. We measure property and equipment at fair value on a nonrecurring basis using Level 3 inputs as defined in the fair value hierarchy. We measure right-of-use assets on a nonrecurring basis using Level 2 inputs that are corroborated by market data. Where Level 2 inputs are not readily available, we use Level 3 inputs. Fair value of these long-lived assets is based on the present value of estimated future cash flows using a discount rate commensurate with the risk.
The significant unobservable inputs used in the fair value measurement of our property and equipment and right-of-use assets are sales growth/decline, gross margin, employment costs, lease escalations, market rental rates, changes in local real estate markets in which we operate, inflation and the overall economics of the retail industry. Significant fluctuations in any of these inputs individually could significantly impact our measurement of fair value.
There were no transfers between Level 1, 2 or 3 categories during fiscal 2025 or fiscal 2024.
v3.26.1
Accumulated Other Comprehensive Income (Loss)
12 Months Ended
Feb. 01, 2026
Equity [Abstract]  
Accumulated Other Comprehensive Income (Loss) Accumulated Other Comprehensive Income (Loss)
Changes in accumulated other comprehensive income (loss) by component, net of tax, are as follows:
(In thousands)Foreign Currency
Translation
Cash Flow
Hedges
Accumulated Other
Comprehensive
Income (Loss)
Balance at January 29, 2023$(14,458)$649 $(13,809)
Foreign currency translation adjustments
(999)— (999)
Change in fair value of derivative financial instruments
— 160 160 
Reclassification adjustment for realized (gain) loss on derivative financial instruments
— (904)(904)
Other comprehensive income (loss)
(999)(744)(1,743)
Balance at January 28, 2024(15,457)(95)(15,552)
Foreign currency translation adjustments
(6,136)— (6,136)
Change in fair value of derivative financial instruments
— 
Reclassification adjustment for realized (gain) loss on derivative financial instruments
— 94 94 
Other comprehensive income (loss)
(6,136)95 (6,041)
Balance at February 2, 2025(21,593)— (21,593)
Foreign currency translation adjustments
8,417 — 8,417 
Other comprehensive income (loss)
8,417 — 8,417 
Balance at February 1, 2026$(13,176)$— $(13,176)
v3.26.1
Subsequent Events
12 Months Ended
Feb. 01, 2026
Subsequent Events [Abstract]  
Subsequent Events Subsequent Events On February 20, 2026, the U.S. Supreme Court held in Learning Resources, Inc. v. Trump that the International Emergency Economic Powers Act (“IEEPA”) does not authorize a U.S. President to impose tariffs during peacetime national emergencies and that the challenge to the legality of the tariffs imposed under IEEPA was within the exclusive jurisdiction of the U.S. Court of International Trade (“CIT”), thus affirming the prior decision of the CIT in V.O.S. Selections, Inc. v. United States. As a result, on February 20, 2026, the U.S. President issued an executive order stating that the related tariffs were no longer in effect and ending the collection of these tariffs. However, the U.S. President then issued an additional executive order imposing tariffs pursuant to Section 122 of the Trade Act of 1974 for 150 days, effective on February 24, 2026. The Supreme Court's ruling did not address whether importers who paid IEEPA tariffs are entitled to refunds, and that issue remains subject to further litigation before the CIT. We cannot predict whether or when any refunds will be available, or whether the administration will contest refund claims. We are currently assessing the impact of these actions on our operations and Consolidated Financial Statements, including our ability to recover certain tariffs paid.
v3.26.1
Insider Trading Arrangements
3 Months Ended
Feb. 01, 2026
shares
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
During the fourth quarter of fiscal 2025, none of our directors or officers adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as those terms are defined in Regulation S-K, Item 408, except as described in the table below:
Name & TitleDate Adopted
Character of Trading Arrangement 1
Aggregate Number of Shares of Common Stock to be Purchased or Sold Pursuant to Trading Arrangement
Duration
Date Terminated
Jeff Howie, Executive Vice President and Chief Financial Officer
November 21, 2025Rule 10b5-1 Trading Arrangement
Up to 51,654 shares to be sold2
March 26, 2026 through September 30, 2026
N/A
Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Jeff Howie [Member]  
Trading Arrangements, by Individual  
Name Jeff Howie
Title Executive Vice President and Chief Financial Officer
Non-Rule 10b5-1 Arrangement Adopted true
Adoption Date November 21, 2025
Expiration Date September 30, 2026
Arrangement Duration 188 days
Aggregate Available 51,654
v3.26.1
Insider Trading Policies and Procedures
12 Months Ended
Feb. 01, 2026
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.26.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Feb. 01, 2026
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
We recognize the importance of assessing, identifying, and managing material risks associated with cybersecurity threats, as such term is defined in Item 106(a) of Regulation S-K. These risks include, among other things, operational risks; intellectual property theft; fraud; extortion; harm to associates or customers; violation of privacy or security laws; other litigation and legal risk; and reputational risks. These cybersecurity risks and other company risks are monitored and integrated into our enterprise risk management process. As part of this process, appropriate personnel consult with subject matter specialists as necessary to gather insights for identifying and assessing material cybersecurity threat risks, their severity, and potential mitigations.
Our cybersecurity risk management approach includes: (i) an enterprise risk management process, which includes cybersecurity risks and is periodically refreshed; (ii) system vulnerability scanning; (iii) cybersecurity training for employees; (iv) penetration testing, which simulates cyber threats; and (v) third-party risk management for suppliers, vendors, and other partners, which includes risk-based diligence and contractual provisions that allow for periodic auditing. We work to continually improve each of these processes with the goal of ensuring our cybersecurity strategy remains consistent with industry best practices.
Our incident response plan coordinates the activities we take to prepare for, detect, respond to, and recover from cybersecurity incidents, which include processes to triage, assess severity for, escalate, contain, investigate, and remediate the incident. Further, we conduct periodic tabletop exercises to test our cyber incident response plan.
As part of our cybersecurity risk management strategy, we periodically engage with assessors, consultants and other third-parties to evaluate and test our systems. We also engage an independent Qualified Security Assessor to review our Payment Card Industry compliance.
To date, risks from cybersecurity threats, including as a result of any previous cybersecurity incidents, have not materially affected the company, including our business strategy, results of operations, or financial condition. See “Risks Related to Technology” included as part of our risk factor disclosures in Item 1A of this Annual Report on Form 10-K, which are incorporated herein by reference.
In the last three fiscal years, we have not experienced any material cybersecurity incidents, and the expenses we have incurred from cybersecurity incidents have been immaterial.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
We recognize the importance of assessing, identifying, and managing material risks associated with cybersecurity threats, as such term is defined in Item 106(a) of Regulation S-K. These risks include, among other things, operational risks; intellectual property theft; fraud; extortion; harm to associates or customers; violation of privacy or security laws; other litigation and legal risk; and reputational risks. These cybersecurity risks and other company risks are monitored and integrated into our enterprise risk management process. As part of this process, appropriate personnel consult with subject matter specialists as necessary to gather insights for identifying and assessing material cybersecurity threat risks, their severity, and potential mitigations.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
Cybersecurity is an important part of our risk management processes and an area of increasing focus for our Board of Directors and management. Our Audit and Finance Committee is responsible for the oversight of risks from cybersecurity threats. At least quarterly, the Audit and Finance Committee receives an overview covering current and emerging cybersecurity threat risks and the Company’s ability to mitigate those risks, and discusses these topics with our Chief Information Security Officer and Chief Technology and Digital Officer. Cybersecurity risk management is also considered at least annually during separate Board of Directors meeting discussions with management.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Audit and Finance Committee is responsible for the oversight of risks from cybersecurity threats. At least quarterly, the Audit and Finance Committee receives an overview covering current and emerging cybersecurity threat risks and the Company’s ability to mitigate those risks, and discusses these topics with our Chief Information Security Officer and Chief Technology and Digital Officer. Cybersecurity risk management is also considered at least annually during separate Board of Directors meeting discussions with management.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] At least quarterly, the Audit and Finance Committee receives an overview covering current and emerging cybersecurity threat risks and the Company’s ability to mitigate those risks, and discusses these topics with our Chief Information Security Officer and Chief Technology and Digital Officer. Cybersecurity risk management is also considered at least annually during separate Board of Directors meeting discussions with management.
Cybersecurity Risk Role of Management [Text Block]
Our cybersecurity risk management strategy process is led by our Chief Information Security Officer and Chief Technology and Digital Officer, and leverages the expertise of our Chief Financial Officer, General Counsel and Chief Accounting Officer. Our Chief Information Security Officer and Chief Technology and Digital Officer have extensive prior work experience in roles involving managing information security, developing cybersecurity strategy, managing incident and breach response and implementing effective information and cybersecurity programs as well as several relevant degrees and certifications.
These members of management are informed about and monitor the prevention, mitigation, detection, and remediation of cybersecurity incidents through their management of, and participation in, the cybersecurity risk management and strategy processes described above, including the operation of our incident response plan.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Our Audit and Finance Committee is responsible for the oversight of risks from cybersecurity threats. At least quarterly, the Audit and Finance Committee receives an overview covering current and emerging cybersecurity threat risks and the Company’s ability to mitigate those risks, and discusses these topics with our Chief Information Security Officer and Chief Technology and Digital Officer. Cybersecurity risk management is also considered at least annually during separate Board of Directors meeting discussions with management.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our Chief Information Security Officer and Chief Technology and Digital Officer have extensive prior work experience in roles involving managing information security, developing cybersecurity strategy, managing incident and breach response and implementing effective information and cybersecurity programs as well as several relevant degrees and certifications.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] At least quarterly, the Audit and Finance Committee receives an overview covering current and emerging cybersecurity threat risks and the Company’s ability to mitigate those risks, and discusses these topics with our Chief Information Security Officer and Chief Technology and Digital Officer.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.26.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Feb. 01, 2026
Accounting Policies [Abstract]  
Consolidation
Consolidation
The Consolidated Financial Statements include the accounts of Williams-Sonoma, Inc. and its subsidiaries. All intercompany transactions and balances have been eliminated.
Fiscal Year
Fiscal Year
Our fiscal year ends on the Sunday closest to January 31, based on a 52 or 53-week year. Fiscal 2025, a 52-week year, ended on February 1, 2026; Fiscal 2024, a 53-week year, ended on February 2, 2025; and Fiscal 2023, a 52-week year, ended on January 28, 2024.
Use of Estimates
Use of Estimates
The preparation of financial statements in accordance with accounting principles generally accepted in the United States of America requires us to make estimates and assumptions that affect the reported amounts of assets, liabilities, revenues and expenses and related disclosures of contingent assets and liabilities. These estimates and assumptions are evaluated on an ongoing basis and are based on historical experience and various other factors that we believe to be reasonable under the circumstances. Actual results could differ from these estimates.
Cash Equivalents
Cash Equivalents
Cash equivalents include highly liquid investments with an original maturity of three months or less. As of February 1, 2026, we were invested primarily in money market funds and interest-bearing demand deposit accounts. Book cash overdrafts issued, but not yet presented to the bank for payment, are reclassified to accounts payable.
Accounts Receivable, Net
Accounts Receivable, Net
Accounts receivable are stated at their carrying values, net of an allowance for credit losses. Accounts receivable consist primarily of credit card, business-to-business and franchisee receivables for which collectability is reasonably assured. Receivables are evaluated for collectability on a regular basis and an allowance for credit losses is recorded, if necessary. Our allowance for credit losses was not material to our Consolidated Financial Statements as of February 1, 2026 and February 2, 2025.
Merchandise Inventories
Merchandise Inventories
Merchandise inventories, net of an allowance for shrinkage and obsolescence, are stated at the lower of cost (weighted-average method) or net realizable value. To determine if the value of our inventory should be reduced below cost, we consider current and anticipated demand, customer preferences and age of the merchandise. We reserve for obsolescence based on historical trends of inventory sold below cost and specific identification.
Reserves for shrinkage are estimated and recorded throughout the year based on historical shrinkage results, cycle count results within our distribution centers, expectations of future shrinkage and current inventory levels. Actual
shrinkage is recorded at year-end based on the results of our year-end physical inventory counts and can vary from our estimates due to such factors as changes in operations, the mix of our inventory (which ranges from large furniture to small tabletop items), transaction processing errors, changes in our technology systems, and execution against loss prevention initiatives in our stores, distribution facilities, off-site storage locations, and with our third-party warehouse and transportation providers. Accordingly, there is no material shrinkage reserve at year-end. Historically, actual shrinkage has not differed materially from our estimates.
Our obsolescence and shrinkage reserve calculations contain estimates that require management to make assumptions and to apply judgment regarding a number of factors, including market conditions, the selling environment, historical results and current inventory trends. If actual obsolescence or shrinkage estimates change from our original estimate, we will adjust our reserves accordingly throughout the year.
Long-lived Assets
Long-lived Assets
Property and equipment is stated at cost. Depreciation is computed using the straight-line method over the following estimated useful lives of the assets:
Leasehold improvements
Shorter of estimated useful life or lease term (generally 5 – 22 years)
Fixtures and equipment
2 – 15 years
Buildings and building improvements
10 – 40 years
Capitalized software
2 – 10 years
Corporate aircraft
24 years
We review the carrying value of all long-lived assets for impairment, primarily at an individual store level, whenever events or changes in circumstances indicate that the carrying value of an asset or asset group may not be recoverable. Our impairment analyses determine whether projected cash flows from operations are sufficient to recover the carrying value of these assets. The asset group is comprised of both property and equipment and operating lease right-of-use assets. Impairment may result when the carrying value of the asset or asset group exceeds the estimated undiscounted future cash flows over its remaining useful life. For asset impairment, our estimate of undiscounted future cash flows over the lease term is based upon our experience, the historical operations and estimates of future profitability and economic conditions. The estimates of future profitability and economic conditions require estimating such factors as sales growth, gross margin, employment costs, lease escalations, inflation and the overall economics of the retail industry, and are therefore subject to variability and difficult to predict. For operating lease right-of-use assets, we determine the fair value of the assets by using estimated market rental rates. These estimates can be affected by factors such as future results, real estate supply and demand, closure plans and economic conditions that can be difficult to predict. Actual future results may differ from those estimates. If a long-lived asset is found to be impaired, the amount recognized for impairment is equal to the excess of the asset or asset group’s net carrying value over its estimated fair value. We measure property and equipment at fair value on a nonrecurring basis using Level 3 inputs as defined in the fair value hierarchy (see Note L). We measure operating lease right-of-use assets at fair value on a nonrecurring basis using Level 2 inputs, primarily market rental rates, that are corroborated by market data. Where Level 2 inputs are not readily available, we use Level 3 inputs. Fair value of these long-lived assets is based on the present value of estimated future cash flows using a discount rate commensurate with the risk.
Leases
Leases
We lease store locations, distribution and manufacturing facilities, corporate facilities, customer care centers and certain equipment for our U.S. and international operations with initial terms generally ranging from 2 to 22 years. We determine whether an arrangement is or contains a lease at inception by evaluating potential lease agreements including services and operating agreements to determine whether an identified asset exists that we control over the term of the arrangement. Lease commencement is determined to be when the lessor provides us access to, and the right to control, the identified asset.
The rental payments for our leases are typically structured as either fixed or variable payments. Our fixed rent payments include: stated minimum rent and stated minimum rent with stated increases. Other obligations under our lease agreements include: rent increases based on a future index; rent based on a percentage of store sales; rent based on a percentage of store sales if a specified store sales threshold or contractual obligation of the landlord has not been met; and payments made for pass-through costs for property taxes, insurance, utilities and common area maintenance. In instances where these other obligations are fixed, they are included in the measurement of our lease liabilities, and when variable, they are excluded and recognized in the period in which the obligation for those payments is incurred. We consider lease payments that cannot be predicted with reasonable certainty upon lease commencement to be variable lease payments, which are excluded from our calculation of lease liabilities.
Upon lease commencement, we recognize a right-of use asset and a corresponding lease liability measured at the present value of the fixed future minimum lease payments. We have elected the practical expedient to not separate lease and non-lease components. Therefore, lease payments included in the measurement of the lease liability include all fixed payments in the lease arrangement. We record a right-of-use asset for an amount equal to the lease liability, increased for any prepaid lease costs and initial direct costs and reduced by any lease incentives. We remeasure the lease liability and right-of-use asset when a remeasurement event occurs.
Many of our leases contain renewal and early termination options. The option periods are generally not included in the lease term used to measure our lease liabilities and right-of-use assets upon commencement, as we do not believe the exercise of these options to be reasonably certain. We remeasure the lease liability and right-of-use asset once we are reasonably certain to exercise a renewal or an early termination option.
Our leases generally do not provide information about the rate implicit in the lease. Therefore, we utilize an incremental borrowing rate to calculate the present value of our future lease obligations. The incremental borrowing rate represents the rate of interest we would have to pay on a collateralized borrowing, for an amount equal to the lease payments, over a similar term and in a similar economic environment. We use judgment in determining our incremental borrowing rate, which is applied to each lease based on the lease term. An increase or decrease in the incremental borrowing rate applied would impact the value of our right-of-use assets and lease liabilities.
We use judgment in determining lease classification, including our determination of the economic life and the fair market value of the identified asset. The fair market value of the identified asset is generally estimated based on comparable market data provided by third-party sources. All of our leases are currently classified as operating leases.
Goodwill
Goodwill
Goodwill is initially recorded as of the acquisition date and is measured as any excess of the purchase price over the estimated fair value of the identifiable net assets acquired. Goodwill is not amortized, but rather is subject to impairment testing annually (on the first day of the fourth quarter), or between annual tests whenever events or changes in circumstances indicate that the fair value of a reporting unit may be below its carrying amount. We first perform a qualitative assessment to evaluate goodwill for potential impairment. If based on that assessment it is more likely than not that the fair value of the reporting unit is below its carrying value, a quantitative impairment test is necessary. The quantitative impairment test requires determining the fair value of the reporting unit. We use the income approach, whereby we calculate the fair value based on the present value of estimated future cash flows, using a discount rate that approximates the reporting unit’s weighted-average cost of capital. The process of evaluating the potential impairment of goodwill is subjective and requires significant estimates and assumptions about the future such as sales growth, gross margins, employment costs, capital expenditures, inflation and future economic and market conditions. We measure the fair value using Level 3 inputs as defined in the fair value hierarchy (see Note L). Actual future results may differ from those estimates. If the carrying value of the reporting unit’s assets and liabilities, including goodwill, exceeds its fair value, impairment is recorded for the excess, not to exceed the total amount of goodwill allocated to the reporting unit.
As of February 1, 2026 and February 2, 2025, we had goodwill of $77.4 million and $77.3 million, respectively, primarily related to our fiscal 2017 acquisition of Outward and our fiscal 2011 acquisition of Rejuvenation. In fiscal 2025, fiscal 2024 and fiscal 2023, we performed our qualitative annual assessment of goodwill impairment and concluded that the fair value of each of our reporting units exceeded its carrying value. Accordingly, no further impairment testing of goodwill was performed and we did not recognize any goodwill impairment in fiscal 2025, fiscal 2024 or fiscal 2023.
Self-Insured Liabilities
Self-Insured Liabilities
We are primarily self-insured for workers’ compensation, associate health benefits, product and other general liability claims. We record self-insurance liability reserves based on claims filed, including the development of those claims, and an estimate of claims incurred but not yet reported, based on an actuarial analysis of historical claims data. Factors affecting these estimates include future inflation rates, changes in severity, benefit level changes, medical costs and claim settlement patterns. Should a different number of claims occur compared to what was estimated, or costs of the claims increase or decrease beyond what was anticipated, reserves may need to be adjusted accordingly.
Fair Value of Financial Instruments
Fair Value of Financial Instruments
The carrying values of cash and cash equivalents, accounts receivable, accounts payable and debt (if any) approximate their estimated fair values.
Revenue from Merchandise Sales, Gift Card and Other Deferred Revenue, and Supplier Allowances
Revenue from Merchandise Sales
Revenues from the sale of our merchandise through our e-commerce business, at our retail stores as well as to our business-to-business customers and franchisees are, in each case, recognized at a point in time when control of merchandise is transferred to the customer. Merchandise can either be picked up in our stores or delivered to the customer. For merchandise picked up in the store, control is transferred at the time of the sale to the customer. For merchandise delivered to the customer, control is transferred either when delivery has been completed, or when we have a present right to payment which, for certain merchandise, occurs upon conveyance of the merchandise to the carrier for delivery. We exclude from revenue any taxes assessed by governmental authorities, including value-added and other sales-related taxes, that are imposed on and are concurrent with revenue-generating activities. Our payment terms are primarily at the point of sale for merchandise sales and for most services. We have elected to account for shipping and handling as fulfillment activities, and not as a separate performance obligation.
Revenue from the sale of merchandise is reported net of sales returns. We estimate future returns based on historical return trends together with current product sales performance.
Gift Card and Other Deferred Revenue
We defer revenue and record a liability when cash payments are received in advance of satisfying performance obligations, primarily associated with our merchandise sales, stored-value cards, customer loyalty programs and incentives received from credit card issuers.
We issue stored-value cards that may be redeemed on future merchandise purchases. Our stored-value cards have no expiration dates. Revenue from stored-value cards is recognized at a point in time upon redemption of the card and as control of the merchandise is transferred to the customer. Breakage is recognized in a manner consistent with our historical redemption patterns, taking into consideration escheatment laws as applicable. Breakage is recognized over the estimated period of redemption of our cards of approximately four years, the majority of which is recognized within one year of the card issuance. Breakage income is not material to our Consolidated Financial Statements.
We offer a customer loyalty program, The Key Rewards, that allows members to earn points on qualifying purchases. Customers can earn points through spend on our private label and co-branded credit cards, or through non-credit card qualifying purchases. Points earned through either method enable members to receive certificates that may be redeemed on future merchandise purchases. This customer option is a material right and, accordingly, represents a separate performance obligation to the customer. The allocated consideration for the points or certificates earned by our loyalty program members is deferred based on the standalone selling price of the points and recorded within gift card and other deferred revenue within our Consolidated Balance Sheets. The measurement of standalone selling prices takes into consideration the discount the customer would receive in a separate transaction for the delivered item, as well as our estimate of certificates expected to be issued and redeemed, based on historical patterns. This measurement is applied to our portfolio of performance obligations for points or certificates earned, as all obligations have similar economic characteristics. We believe the impact to our Consolidated Financial Statements would not be materially different if this measurement was applied to each
individual performance obligation. Revenue is recognized for these performance obligations at a point in time when certificates are redeemed by the customer. These obligations relate to contracts with terms less than one year, as our certificates generally expire within six months of issuance.
We enter into agreements with credit card issuers in connection with our private label and co-branded credit cards, whereby we receive cash incentives in exchange for promised services, such as licensing our brand names and marketing the credit card program to customers. These separate non-loyalty program related services promised under these agreements are interrelated and are thus considered a single performance obligation. Revenue is recognized over time as we transfer promised services throughout the contract term.
Supplier Allowances
We receive allowances or credits from certain suppliers for volume and other rebates. We treat such rebates as an offset to the cost of the product or services provided at the time the expense is recorded. These allowances and credits received are recorded in cost of goods sold.
Cost of Goods Sold
Cost of Goods Sold
Cost of goods sold includes (i) cost of merchandise, tariffs, inbound freight costs, freight-to-store costs and other inventory-related costs such as replacements, damages, obsolescence and shrinkage, (ii) occupancy costs, which consists of rent, other costs (including property taxes, common area maintenance and utilities) and depreciation, and (iii) shipping costs, which consists of third-party delivery services and shipping materials.
Selling, General and Administrative Expenses
Selling, General and Administrative Expenses
SG&A consists of non-occupancy-related costs associated with our retail stores and e-commerce websites, distribution and manufacturing facilities, customer care centers, supply chain operations (buying, receiving and inspection) and corporate administrative functions. These costs include employment, advertising, third-party credit card processing, impairment and other general expenses.
Stock-Based Compensation
Stock-Based Compensation
We account for stock-based compensation arrangements by measuring and recognizing compensation expense for all stock-based awards using a fair value-based method. Restricted stock units are valued using the closing price of our stock on the date prior to the date of grant. The fair value of each stock-based award is amortized over the requisite service period, net of estimated forfeitures. Compensation expense for all performance-based restricted stock units is recognized over the requisite service period when achievement of the performance condition is deemed probable, net of estimated forfeitures. We estimate the forfeiture rate based on an analysis of historical experience as well as expected future trends.
Advertising Expenses
Advertising Expenses
Advertising expenses consist of media, supplier and production costs related to digital advertising, catalog mailings, email and other marketing activities. Advertising costs are expensed as incurred.
Foreign Currency Translation
Foreign Currency Translation
Some of our foreign operations have a functional currency other than the U.S. dollar. Assets and liabilities are translated into U.S. dollars using the current exchange rates in effect at the balance sheet date, while revenues and expenses are translated at the average exchange rates during the period. The resulting translation adjustments are recorded as other comprehensive income within stockholders’ equity. Foreign currency exchange gains and losses are recorded in SG&A.
Earnings Per Share
Earnings Per Share
Basic earnings per share is computed as net earnings divided by the weighted-average number of common shares outstanding for the period. Diluted earnings per share is computed as net earnings divided by the weighted-average number of common shares outstanding plus common stock equivalents for the period using the treasury stock method. Common stock equivalents consist of shares subject to stock-based awards with exercise prices less than or equal to the average market price of our common stock for the period, to the extent their inclusion would be dilutive.
Income Taxes
Income Taxes
Income taxes are accounted for using the asset and liability method. Under this method, deferred income taxes arise from temporary differences between the tax basis of assets and liabilities and their reported amounts in our Consolidated Financial Statements. We record reserves for our estimates of the additional income tax liability that is more likely than not to result from the ultimate resolution of foreign and domestic tax examinations. At any point in time, many tax years are subject to examination by various taxing jurisdictions. The results of these audits and negotiations with taxing authorities may affect the ultimate settlement of these issues. We review and update the estimates used in the accrual for uncertain tax positions as more definitive information becomes available from taxing authorities, upon completion of tax examinations, upon expiration of statutes of limitation, or upon occurrence of other events.
In order to compute income tax on an interim basis, we estimate what our effective tax rate will be for the full fiscal year and adjust these estimates throughout the year as necessary. Adjustments to our income tax provision due to changes in our estimated effective tax rate are recorded in the interim period in which the change occurs. The tax expense (or benefit) related to items other than ordinary income is individually computed and recognized when the items occur. Our effective tax rate in a given financial statement period may be materially impacted by changes in the mix and level of our earnings in various taxing jurisdictions or changes in tax law.
Recently Issued Accounting Pronouncements
Recently Issued Accounting Pronouncements
In December 2023, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The improvements in the ASU address investor requests for enhanced income tax information primarily through changes to the rate reconciliation and income taxes paid information. The adoption of this standard had an impact on the income tax disclosures, but it did not result in a change to our current or previously reported financial results. We elected to adopt this guidance prospectively; therefore, the current-year effective tax rate reconciliation in Note D is presented in the new required format, while prior-year periods are presented using the previous guidance.
In November 2024, the FASB issued ASU 2024-03, Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses and ASU 2025-01, Income Statement—Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date. The ASU requires public business entities to disclose in the notes to the financial statements, among other things, specific information about certain costs and expenses including purchases of inventory, employee compensation, and depreciation and amortization. This ASU is effective for fiscal years beginning after December 15, 2026 and interim reporting periods beginning after December 15, 2027, with early adoption permitted. We are currently evaluating the impact of this ASU on our Consolidated Financial Statements and related disclosures.
In September 2025, the FASB issued ASU 2025-06, Intangibles - Goodwill and Other - Internal-Use Software (Subtopic 350-40). The ASU amends certain aspects of the accounting for and disclosure of software costs under ASC 350-40. This ASU is effective for fiscal years and interim reporting periods beginning after December 15, 2027, with early adoption permitted. We are currently evaluating the impact of this ASU on our Consolidated Financial Statements and related disclosures.
In December 2025, the FASB issued ASU 2025-10, Government Grants (Topic 832): Accounting for Government Grants Received by Business Entities. The ASU establishes the recognition, measurement and presentation of government grants received by a business entity, including guidance for a grant related to an asset and a grant related to income. This ASU is effective for fiscal years beginning after December 15, 2028, and interim reporting periods within those annual reporting periods. We are currently evaluating the impact of this ASU on our Consolidated Financial Statements and related disclosures.
Fair Value Measurement and Long-Lived Assets
Fair value is the price that would be received from selling an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date.
We determine the fair value of financial and non-financial assets and liabilities using the fair value hierarchy established by Accounting Standards Codification 820, Fair Value Measurement, which defines three levels of inputs that may be used to measure fair value, as follows:
Level 1: inputs which include quoted prices in active markets for identical assets or liabilities;
Level 2: inputs which include observable inputs other than Level 1 inputs, such as quoted prices in active markets for similar assets or liabilities; quoted prices for identical or similar assets or liabilities in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the asset or liability; and
Level 3: inputs which include unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the underlying asset or liability.
The fair values of our cash and cash equivalents are based on Level 1 inputs, which include quoted prices in active markets for identical assets.
Long-lived Assets
We review the carrying value of all long-lived assets for impairment, primarily at an individual store level, whenever events or changes in circumstances indicate that the carrying value of an asset may not be recoverable. We measure property and equipment at fair value on a nonrecurring basis using Level 3 inputs as defined in the fair value hierarchy. We measure right-of-use assets on a nonrecurring basis using Level 2 inputs that are corroborated by market data. Where Level 2 inputs are not readily available, we use Level 3 inputs. Fair value of these long-lived assets is based on the present value of estimated future cash flows using a discount rate commensurate with the risk.
The significant unobservable inputs used in the fair value measurement of our property and equipment and right-of-use assets are sales growth/decline, gross margin, employment costs, lease escalations, market rental rates, changes in local real estate markets in which we operate, inflation and the overall economics of the retail industry. Significant fluctuations in any of these inputs individually could significantly impact our measurement of fair value.
v3.26.1
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Feb. 01, 2026
Accounting Policies [Abstract]  
Property and Equipment
Property and equipment is stated at cost. Depreciation is computed using the straight-line method over the following estimated useful lives of the assets:
Leasehold improvements
Shorter of estimated useful life or lease term (generally 5 – 22 years)
Fixtures and equipment
2 – 15 years
Buildings and building improvements
10 – 40 years
Capitalized software
2 – 10 years
Corporate aircraft
24 years
Property and equipment consists of the following:
As of
(In thousands)February 1, 2026February 2, 2025
Capitalized software$1,005,775 $956,596 
Leasehold improvements898,320 883,414 
Fixtures and equipment894,423 869,371 
Land and buildings181,425 180,074 
Corporate aircraft52,710 — 
Corporate systems projects in progress76,387 43,158 
Construction in progress 1
30,284 40,399 
Total
3,139,324 2,973,012 
Accumulated depreciation(2,044,166)(1,939,078)
Property and equipment, net
$1,095,158 $1,033,934 
1Construction in progress primarily consists of leasehold improvements and fixtures and equipment related to new, expanded or remodeled stores and distribution centers where construction had not been completed as of year-end. For the fiscal year ended February 2, 2025, construction in progress also included the corporate aircraft.
v3.26.1
Property and Equipment (Tables)
12 Months Ended
Feb. 01, 2026
Property, Plant and Equipment [Abstract]  
Property and Equipment
Property and equipment is stated at cost. Depreciation is computed using the straight-line method over the following estimated useful lives of the assets:
Leasehold improvements
Shorter of estimated useful life or lease term (generally 5 – 22 years)
Fixtures and equipment
2 – 15 years
Buildings and building improvements
10 – 40 years
Capitalized software
2 – 10 years
Corporate aircraft
24 years
Property and equipment consists of the following:
As of
(In thousands)February 1, 2026February 2, 2025
Capitalized software$1,005,775 $956,596 
Leasehold improvements898,320 883,414 
Fixtures and equipment894,423 869,371 
Land and buildings181,425 180,074 
Corporate aircraft52,710 — 
Corporate systems projects in progress76,387 43,158 
Construction in progress 1
30,284 40,399 
Total
3,139,324 2,973,012 
Accumulated depreciation(2,044,166)(1,939,078)
Property and equipment, net
$1,095,158 $1,033,934 
1Construction in progress primarily consists of leasehold improvements and fixtures and equipment related to new, expanded or remodeled stores and distribution centers where construction had not been completed as of year-end. For the fiscal year ended February 2, 2025, construction in progress also included the corporate aircraft.
v3.26.1
Income Taxes (Tables)
12 Months Ended
Feb. 01, 2026
Income Tax Disclosure [Abstract]  
Schedule of Components of Earnings Before Income Taxes, By Tax Jurisdiction
The components of earnings before income taxes, by tax jurisdiction, are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
United States
$1,253,410 $1,301,017 $1,154,160 
Foreign
199,150 184,715 119,195 
Total
$1,452,560 $1,485,732 $1,273,355 
Schedule of Components of Provision for Income Taxes
The provision for income taxes consists of the following:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Current
Federal
$242,980 $276,201 $275,734 
State
65,877 64,834 54,903 
Foreign
34,951 29,187 22,041 
Total current$343,808 $370,222 $352,678 
Deferred
Federal
$22,799 $(7,608)$(30,632)
State
(2,024)(1,925)686 
Foreign
(460)(208)861 
Total deferred$20,315 $(9,741)$(29,085)
Total provision
$364,123 $360,481 $323,593 
Schedule of Reconciliation of Income Taxes at Federal Statutory Corporate Rate to Effective Rate
A reconciliation of income taxes at the federal statutory corporate rate to the effective rate is as follows:
For the Fiscal Year Ended
February 1, 2026
(In thousands)$%
United States federal statutory tax rate$305,038 21.0%
State and local income taxes, net of federal income tax effect 1
59,484 4.1 
Foreign tax effects(3,667)(0.3)
Effect of changes in tax laws or rates enacted in the current period— — 
Effect of cross-border tax laws69 — 
Tax credits(397)— 
Changes in valuation allowance— — 
Nontaxable or nondeductible items6,818 0.5 
Changes in unrecognized tax benefits(1,907)(0.1)
Other adjustments(1,315)(0.1)
Effective tax rate$364,123 25.1%
1State taxes in California, New York, New Jersey and Illinois make up the majority of the tax effect in this category.
A reconciliation of income taxes at the federal statutory corporate rate to the effective rate for prior fiscal years is as follows:
For the Fiscal Year Ended
February 2,
2025
January 28,
2024
Federal income taxes at the statutory rate21.0%21.0%
State income tax rate4.14.4
Officer’s compensation under Sec.162(m)0.90.9
Change in uncertain tax positions0.2(0.5)
Deferred true up0.2
Stock-based compensation(1.1)(0.3)
Foreign rate differential
(0.5)(0.3)
Credits(0.1)
Other(0.2)
Total24.3%25.4%
Schedule of Cash Flow, Supplemental Disclosures
The company’s income taxes paid (net of refunds received), are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
Federal$226,000 
State:
California 20,861 
Other53,227 
Total State74,088 
Foreign30,216 
Total$330,304 
Schedule of Components of Deferred Income Tax Accounts
Significant components of our deferred income tax accounts are as follows:
As of
(In thousands)February 1, 2026February 2, 2025
Deferred tax assets (liabilities)
Operating lease liabilities$367,263 $332,146 
 Merchandise inventories38,056 36,935 
Compensation34,037 28,832 
Gift cards26,549 24,515 
Accrued liabilities15,845 16,879 
Executive deferred compensation13,472 12,204 
Stock-based compensation12,752 13,822 
State taxes9,298 7,956 
Loyalty rewards2,694 2,972 
State net operating loss929 977 
Operating lease right-of-use assets(318,480)(294,216)
Property and equipment(74,947)(34,254)
Deferred lease incentives(23,803)(23,452)
Other(5,403)(7,587)
Valuation allowance
(743)(1,198)
Total deferred tax assets, net
$97,519 $116,531 
Schedule of Components of Deferred Income Tax Accounts
The following table summarizes the activity related to gross unrecognized tax benefits:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Beginning balance$32,373 $31,582 $37,068 
Increases related to current year tax positions
6,059 5,119 4,966 
Increases for tax positions for prior years
276 271 194 
Decrease for tax positions for prior years
(245)(558)(1,170)
    Settlements— (370)— 
Lapse in statute of limitations
(3,415)(3,671)(9,476)
Ending balance$35,048 $32,373 $31,582 
v3.26.1
Leases (Tables)
12 Months Ended
Feb. 01, 2026
Leases [Abstract]  
Schedule of Components of Lease Costs
The components of our lease costs are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Operating lease costs
$310,736 $299,105 $296,779 
Variable lease costs
126,545 127,291 132,304 
Total lease costs
$437,281 $426,396 $429,083 
Supplemental cash flow information related to our leases are as follows:
For the Fiscal Year Ended
(In thousands)February 1,
2026
February 2,
2025
January 28,
2024
Cash paid for amounts included in the measurement of operating lease liabilities
$326,616 $325,650 $322,293 
Additional information related to our leases is as follows:
For the Fiscal Year Ended
February 1, 2026February 2, 2025
Weighted-average remaining lease term (years)6.56.5
Weighted-average incremental borrowing rate4.3 %4.0 %
Schedule of Future Minimum Lease Payments
As of February 1, 2026, the future minimum lease payments under our operating lease liabilities are as follows:
(In thousands)
Fiscal 2026$325,743 
Fiscal 2027300,684 
Fiscal 2028257,483 
Fiscal 2029216,337 
Fiscal 2030178,403 
Fiscal 2031 and thereafter
465,777 
Total lease payments1,744,427 
Less: interest(287,522)
Total operating lease liabilities1,456,905 
Less: current operating lease liabilities(221,356)
Total non-current operating lease liabilities$1,235,549 
v3.26.1
Earnings Per Share (Tables)
12 Months Ended
Feb. 01, 2026
Earnings Per Share [Abstract]  
Reconciliation of Net Earnings and Number of Shares Used In Basic and Diluted Earnings per Share Computations
The following is a reconciliation of net earnings and the number of shares used in the basic and diluted earnings per share computations:
(In thousands, except per share amounts)Net EarningsWeighted-Average SharesEarnings
Per Share
Fiscal 2025
Basic
$1,088,437 121,446 $8.96 
Effect of dilutive stock-based awards1,707 
Diluted
$1,088,437 123,153 $8.84 
Fiscal 2024
Basic
$1,125,251 126,242 $8.91 
Effect of dilutive stock-based awards1,799 
Diluted
$1,125,251 128,041 $8.79 
Fiscal 2023
Basic
$949,762 129,148 $7.35 
Effect of dilutive stock-based awards1,395 
Diluted
$949,762 130,543 $7.28 
v3.26.1
Stock-Based Compensation (Tables)
12 Months Ended
Feb. 01, 2026
Share-Based Payment Arrangement [Abstract]  
Summary of Restricted Stock Units Activity
The following table summarizes our restricted stock unit activity during fiscal 2025:
SharesWeighted-Average
Grant Date Fair
Value
Weighted-Average
Contractual Term
Remaining (Years)
Intrinsic
Value 1
Balance at February 2, 20252,185,605$92.97 
Granted
489,419145.58 
Granted, with vesting subject to performance conditions
206,423138.86 
Released 2
(796,365)86.23 
Cancelled
(58,731)105.11 
Balance at February 1, 20262,026,351$112.64 1.09$414,693,000 
Vested plus expected to vest at February 1, 2026 3
2,396,030$113.11 1.07$490,348,000 
1Intrinsic value for outstanding and unvested restricted stock units is based on the market value of our common stock on the last business day of the fiscal year (or $204.65).
2Excludes 183,009 incremental shares released due to achievement of performance conditions above target.
3Includes incremental shares above target for certain performance-based awards based on probable achievement of performance conditions.
The following table summarizes additional information about restricted stock units:
For the Fiscal Year Ended
February 1, 2026February 2, 2025January 28, 2024
Weighted-average grant date fair value per share of awards granted$143.58 $159.77 $60.91 
Intrinsic value of awards released 1 2
$161,817,000 $207,510,000 $118,417,000 
1Intrinsic value for releases is based on the market value on the date of release.
2Includes 183,009, 200,852 and 417,340 incremental shares released due to achievement of performance conditions above target in fiscal 2025, fiscal 2024 and fiscal 2023, respectively.
v3.26.1
Segment Reporting (Tables)
12 Months Ended
Feb. 01, 2026
Segment Reporting [Abstract]  
Summary of Net Revenue By Brand
The following table summarizes reported net revenues, significant segment expenses, operating income and earnings before income taxes for fiscal 2025, fiscal 2024 and fiscal 2023:
For the Fiscal Year Ended
(In thousands)February 1, 2026February 2, 2025January 28, 2024
Net revenues$7,806,816 $7,711,541 $7,750,652 
Less:
Cost of merchandise and shipping3,383,429 3,336,102 3,632,761 
Occupancy, excluding depreciation591,678 567,602 584,469 
Employment1,254,658 1,227,305 1,167,024 
Advertising552,587 567,723 502,245 
Other segment items 1
378,891 354,914 389,938 
Depreciation and amortization expense229,851 227,712 230,022 
Operating income
$1,415,722 $1,430,184 $1,244,193 
Interest income, net36,838 55,548 29,162 
Earnings before income taxes
$1,452,560 $1,485,732 $1,273,355 
1Other segment items within operating income include general expenses, which consist primarily of credit card fees, data processing expenses and administrative expenses.
The following table summarizes our net revenues by brand for fiscal 2025, fiscal 2024 and fiscal 2023:
For the Fiscal Year Ended 1
(In thousands)February 1, 2026February 2, 2025January 28, 2024
Pottery Barn
$2,999,332 $3,039,939 $3,206,167 
West Elm
1,859,501 1,840,582 1,854,811 
Williams Sonoma 2
1,362,308 1,302,821 1,260,045 
Pottery Barn Kids and Teen
1,138,051 1,107,057 1,060,470 
Other 3
447,624 421,142 369,159 
Total 4
$7,806,816 $7,711,541 $7,750,652 
1Includes business-to-business net revenues within each brand.
2Includes Williams Sonoma Home net revenues.
3Primarily consists of net revenues from Rejuvenation, Mark and Graham, our international franchise operations and GreenRow.
4Includes net revenues related to our international operations (including our operations in Canada, Australia and the United Kingdom and our franchise businesses) of $321.3 million, $336.3 million and $328.9 million for fiscal 2025, fiscal 2024 and fiscal 2023, respectively.
Summary of Long-lived Assets by Geographic Location
Long-lived assets by geographic location, which excludes deferred income taxes, goodwill and intangible assets, are as follows:
(In thousands)
February 1, 2026
February 2, 2025
U.S.
$2,448,273 $2,268,691 
International
57,552 68,425 
Total
$2,505,825 $2,337,116 
v3.26.1
Accumulated Other Comprehensive Income (Loss) (Tables)
12 Months Ended
Feb. 01, 2026
Equity [Abstract]  
Changes in Accumulated Other Comprehensive Income (Loss) by Component, Net of Tax
Changes in accumulated other comprehensive income (loss) by component, net of tax, are as follows:
(In thousands)Foreign Currency
Translation
Cash Flow
Hedges
Accumulated Other
Comprehensive
Income (Loss)
Balance at January 29, 2023$(14,458)$649 $(13,809)
Foreign currency translation adjustments
(999)— (999)
Change in fair value of derivative financial instruments
— 160 160 
Reclassification adjustment for realized (gain) loss on derivative financial instruments
— (904)(904)
Other comprehensive income (loss)
(999)(744)(1,743)
Balance at January 28, 2024(15,457)(95)(15,552)
Foreign currency translation adjustments
(6,136)— (6,136)
Change in fair value of derivative financial instruments
— 
Reclassification adjustment for realized (gain) loss on derivative financial instruments
— 94 94 
Other comprehensive income (loss)
(6,136)95 (6,041)
Balance at February 2, 2025(21,593)— (21,593)
Foreign currency translation adjustments
8,417 — 8,417 
Other comprehensive income (loss)
8,417 — 8,417 
Balance at February 1, 2026$(13,176)$— $(13,176)
v3.26.1
Summary of Significant Accounting Policies - Additional Information (Details) - USD ($)
1 Months Ended 3 Months Ended 12 Months Ended
Apr. 30, 2024
Apr. 28, 2024
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Summary Of Significant Accounting Policies [Line Items]          
Common stock, par value (in dollars per share)     $ 0.01 $ 0.01  
Error correction $ 49,000,000.0 $ 49,000,000.0      
Inventory obsolescence reserves     $ 20,700,000 $ 19,600,000  
Impairment of property and equipment     1,600,000 3,900,000 $ 14,500,000
Goodwill     77,398,000 77,260,000  
Goodwill impairment     0 0 0
Self-insurance reserves     $ 28,500,000 30,700,000  
Customer loyalty program, expiration period     6 months    
Advertising expenses     $ 552,600,000 567,700,000 $ 502,200,000
Machinery and Equipment | Maximum          
Summary Of Significant Accounting Policies [Line Items]          
Term of contract     22 years    
Machinery and Equipment | Minimum          
Summary Of Significant Accounting Policies [Line Items]          
Term of contract     2 years    
Other Current Liabilities          
Summary Of Significant Accounting Policies [Line Items]          
Sales return liability     $ 40,100,000 42,700,000  
Other Current Assets          
Summary Of Significant Accounting Policies [Line Items]          
Right to recover product     $ 11,900,000 12,100,000  
Stored Value Card Member          
Summary Of Significant Accounting Policies [Line Items]          
Period of recognition for stored-value card     4 years    
Stored Value Cards Merchandise Sales And Credit Card Incentives          
Summary Of Significant Accounting Policies [Line Items]          
Deferred revenue     $ 602,900,000 $ 584,800,000  
v3.26.1
Summary of Significant Accounting Policies - Estimated Useful Lives of Property and Equipment (Details)
Feb. 01, 2026
Leasehold improvements | Minimum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 5 years
Leasehold improvements | Maximum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 22 years
Fixtures and equipment | Minimum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 2 years
Fixtures and equipment | Maximum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 15 years
Buildings and building improvements | Minimum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 10 years
Buildings and building improvements | Maximum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 40 years
Capitalized software | Minimum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 2 years
Capitalized software | Maximum  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 10 years
Corporate aircraft  
Property, Plant and Equipment [Line Items]  
Useful life of assets (in years) 24 years
v3.26.1
Property and Equipment (Details) - USD ($)
$ in Thousands
Feb. 01, 2026
Feb. 02, 2025
Property, Plant and Equipment [Line Items]    
Total $ 3,139,324 $ 2,973,012
Accumulated depreciation (2,044,166) (1,939,078)
Property and equipment, net 1,095,158 1,033,934
Capitalized software    
Property, Plant and Equipment [Line Items]    
Total 1,005,775 956,596
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Total 898,320 883,414
Fixtures and equipment    
Property, Plant and Equipment [Line Items]    
Total 894,423 869,371
Land and buildings    
Property, Plant and Equipment [Line Items]    
Total 181,425 180,074
Corporate aircraft    
Property, Plant and Equipment [Line Items]    
Total 52,710 0
Corporate systems projects in progress    
Property, Plant and Equipment [Line Items]    
Total 76,387 43,158
Construction in progress    
Property, Plant and Equipment [Line Items]    
Total $ 30,284 $ 40,399
v3.26.1
Borrowing Arrangements (Details)
12 Months Ended
Feb. 01, 2026
USD ($)
facility
Feb. 02, 2025
USD ($)
Aug. 16, 2024
USD ($)
facility
Debt Instrument [Line Items]      
Outstanding letter of credit facilities $ 0   $ 30,000,000
Standby Letters of Credit      
Debt Instrument [Line Items]      
Amount issued but undrawn under credit facility $ 14,100,000    
Letter of Credit Facility Renewed and Extended      
Debt Instrument [Line Items]      
Number of facilities | facility 3    
Maximum borrowing capacity of letter of credit after renewal $ 35,000,000    
Letter Of Credit Facility Maturing August 2023      
Debt Instrument [Line Items]      
Number of facilities | facility     2
Letter Of Credit Facility Maturing September 2026      
Debt Instrument [Line Items]      
Number of facilities | facility     1
Maximum borrowing capacity of letter of credit after renewal     $ 5,000,000
Unsecured Revolving Line of Credit      
Debt Instrument [Line Items]      
Current borrowing capacity 600,000,000    
Additional borrowing capacity 250,000,000    
Maximum borrowing capacity including additional borrowing capacity 850,000,000    
Borrowings under revolving line of credit $ 0 $ 0  
Unsecured Revolving Line of Credit | Margin Based on Leverage Ratio | Minimum      
Debt Instrument [Line Items]      
Leverage ratio 0.91%    
Unsecured Revolving Line of Credit | Margin Based on Leverage Ratio | Maximum      
Debt Instrument [Line Items]      
Leverage ratio 1.55%    
Unsecured Revolving Line of Credit | Base Rate | Minimum      
Debt Instrument [Line Items]      
Leverage ratio 0.00%    
Unsecured Revolving Line of Credit | Base Rate | Maximum      
Debt Instrument [Line Items]      
Leverage ratio 0.55%    
v3.26.1
Income Taxes - Components of Earnings Before Income Taxes, by Tax Jurisdiction (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Income Tax Disclosure [Abstract]      
United States $ 1,253,410 $ 1,301,017 $ 1,154,160
Foreign 199,150 184,715 119,195
Earnings before income taxes $ 1,452,560 $ 1,485,732 $ 1,273,355
v3.26.1
Income Taxes - Components Of Provision For Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Current      
Federal $ 242,980 $ 276,201 $ 275,734
State 65,877 64,834 54,903
Foreign 34,951 29,187 22,041
Total current 343,808 370,222 352,678
Deferred      
Federal 22,799 (7,608) (30,632)
State (2,024) (1,925) 686
Foreign (460) (208) 861
Total deferred 20,315 (9,741) (29,085)
Total provision $ 364,123 $ 360,481 $ 323,593
v3.26.1
Income Taxes - Reconciliation of Income Taxes At Federal Statutory Rate to Effective Rate, 2025 (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
United States federal statutory tax rate $ 305,038    
State and local income taxes, net of federal income tax effect 59,484    
Foreign tax effects (3,667)    
Effect of changes in tax laws or rates enacted in the current period 0    
Effect of cross-border tax laws 69    
Tax credits (397)    
Changes in valuation allowance 0    
Nontaxable or nondeductible items 6,818    
Changes in unrecognized tax benefits (1,907)    
Other adjustments (1,315)    
Total provision $ 364,123 $ 360,481 $ 323,593
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Federal income taxes at the statutory rate 21.00% 21.00% 21.00%
State and local income taxes, net of federal income tax effect 4.10% 4.10% 4.40%
Foreign tax effects (0.30%) (0.50%) (0.30%)
Effect of changes in tax laws or rates enacted in the current period 0.00%    
Effect of cross-border tax laws 0.00%    
Tax credits 0.00% (0.10%) 0.00%
Changes in valuation allowance 0.00%    
Nontaxable or nondeductible items 0.50%    
Changes in unrecognized tax benefits (0.10%)    
Other (0.10%) (0.20%) 0.00%
Total 25.10% 24.30% 25.40%
v3.26.1
Income Taxes - Reconciliation of Income Taxes At Federal Statutory Rate to Effective Rate, Prior Years Reconciliation (Details)
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Income Tax Disclosure [Abstract]      
Federal income taxes at the statutory rate 21.00% 21.00% 21.00%
State income tax rate 4.10% 4.10% 4.40%
Officer’s compensation under Sec.162(m)   0.90% 0.90%
Change in uncertain tax positions   0.20% (0.50%)
Deferred true up   0.00% 0.20%
Stock-based compensation   (1.10%) (0.30%)
Foreign rate differential (0.30%) (0.50%) (0.30%)
Credits 0.00% (0.10%) 0.00%
Other (0.10%) (0.20%) 0.00%
Total 25.10% 24.30% 25.40%
v3.26.1
Income Taxes - Income Taxes Paid (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Federal $ 226,000    
Total State 74,088    
Foreign 30,216    
Cash paid during the year for income taxes, net of refunds 330,304 $ 398,693 $ 315,850
California      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Total State 20,861    
Other      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Total State $ 53,227    
v3.26.1
Income Taxes - Significant Components of Deferred Income Tax Accounts (Details) - USD ($)
$ in Thousands
Feb. 01, 2026
Feb. 02, 2025
Deferred tax assets (liabilities)    
Operating lease liabilities $ 367,263 $ 332,146
Merchandise inventories 38,056 36,935
Compensation 34,037 28,832
Gift cards 26,549 24,515
Accrued liabilities 15,845 16,879
Executive deferred compensation 13,472 12,204
Stock-based compensation 12,752 13,822
State taxes 9,298 7,956
Loyalty rewards 2,694 2,972
State net operating loss 929 977
Operating lease right-of-use assets (318,480) (294,216)
Property and equipment (74,947) (34,254)
Deferred lease incentives (23,803) (23,452)
Other (5,403) (7,587)
Valuation allowance (743) (1,198)
Total deferred tax assets, net $ 97,519 $ 116,531
v3.26.1
Income Taxes - Summary of Activity Related to Gross Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Unrecognized Tax Benefits [Roll Forward]      
Beginning balance $ 32,373 $ 31,582 $ 37,068
Increases related to current year tax positions 6,059 5,119 4,966
Increases for tax positions for prior years 276 271 194
Decrease for tax positions for prior years (245) (558) (1,170)
Settlements 0 (370) 0
Lapse in statute of limitations (3,415) (3,671) (9,476)
Ending balance $ 35,048 $ 32,373 $ 31,582
v3.26.1
Income Taxes - Additional Information (Details) - USD ($)
$ in Thousands
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Jan. 29, 2023
Income Tax Disclosure [Abstract]        
Unrecognized tax benefits, gross $ 35,048 $ 32,373 $ 31,582 $ 37,068
Unrecognized tax benefits, gross, that would, if recognized, affect the effective tax rate 28,100      
Accruals for interest and penalties $ 8,200 $ 6,700    
v3.26.1
Leases - Components of Leases Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Leases [Abstract]      
Operating lease costs $ 310,736 $ 299,105 $ 296,779
Variable lease costs 126,545 127,291 132,304
Total lease costs $ 437,281 $ 426,396 $ 429,083
v3.26.1
Leases - Supplemental Cash Flow Information Related To Our Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Leases [Abstract]      
Cash paid for amounts included in the measurement of operating lease liabilities $ 326,616 $ 325,650 $ 322,293
v3.26.1
Leases - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Leases [Abstract]    
Right-of-use assets $ 340.3 $ 209.4
Future payment obligations for leases not yet commenced $ (205.9)  
v3.26.1
Leases - Weighted Average Remaining Operating Lease Term And Incremental Borrowing Rate (Details)
Feb. 01, 2026
Feb. 02, 2025
Leases [Abstract]    
Weighted-average remaining lease term (years) 6 years 6 months 6 years 6 months
Weighted-average incremental borrowing rate 4.30% 4.00%
v3.26.1
Leases - Future Minimum Lease Payments Under Our Operating Lease Liabilities (Details) - USD ($)
$ in Thousands
Feb. 01, 2026
Feb. 02, 2025
Leases [Abstract]    
2026 $ 325,743  
2027 300,684  
2028 257,483  
2029 216,337  
2030 178,403  
Fiscal 2031 and thereafter 465,777  
Total lease payments 1,744,427  
Less: interest (287,522)  
Total operating lease liabilities 1,456,905  
Less: current operating lease liabilities (221,356) $ (234,180)
Total non-current operating lease liabilities $ 1,235,549 $ 1,113,135
v3.26.1
Earnings Per Share - Reconciliation of Net Earnings and Number of Shares Used in Basic and Diluted Earnings Per Share Computations (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Net Earnings      
Basic $ 1,088,437 $ 1,125,251 $ 949,762
Diluted $ 1,088,437 $ 1,125,251 $ 949,762
Weighted-Average Shares      
Basic (in shares) 121,446 126,242 129,148
Effect of dilutive stock-based awards (in shares) 1,707 1,799 1,395
Diluted (in shares) 123,153 128,041 130,543
Earnings Per Share      
Basic (in dollars per share) $ 8.96 $ 8.91 $ 7.35
Diluted (in dollars per share) $ 8.84 $ 8.79 $ 7.28
v3.26.1
Stock-Based Compensation - Additional Information (Details) - USD ($)
$ in Thousands, shares in Millions
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock-based compensation expense $ 106,522 $ 98,983 $ 84,754
Unamortized expense $ 157,200    
Unamortized expense expected to be recognized over average remaining service period (years) 1 year 8 months 12 days    
Total current tax benefit associated with the exercise of stock-based awards $ 23,900 27,500 16,600
Selling, General and Administrative Expenses      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock-based compensation expense $ 106,500 $ 99,000 $ 84,800
Minimum | Non-Employee      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Vesting period of awards granted to employees (in years) 1 year    
Equity Award Programs      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Aggregate number of shares under the Plan (in shares) 85.4    
Shares available for future grant (in shares) 7.6    
Stock Awards      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awards annual grant limit (in shares) 2.0    
Service Based Option Awards      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Vesting period of awards granted to employees (in years) 4 years    
Performance Based Stock Awards      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Vesting period of awards granted to employees (in years) 3 years    
v3.26.1
Stock-Based Compensation - Summary of Restricted Stock Unit Activity (Details) - USD ($)
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Weighted-Average Grant Date Fair Value      
Granted (in dollars per share) $ 143.58 $ 159.77 $ 60.91
Restricted Stock Units (RSUs)      
Shares      
Beginning balance (in shares) 2,185,605    
Granted (in shares) 489,419    
Granted, with vesting subject to performance conditions (in shares) 206,423    
Released (in shares) (796,365)    
Cancelled (in shares) (58,731)    
Ending balance (in shares) 2,026,351 2,185,605  
Vested plus expected to vest (in shares) 2,396,030    
Weighted-Average Grant Date Fair Value      
Beginning balance (in dollars per share) $ 92.97    
Granted (in dollars per share) 145.58    
Granted, with vesting subject to performance conditions (in dollars per share) 138.86    
Released (in dollars per share) 86.23    
Cancelled (in dollars per share) 105.11    
Ending balance (in dollars per share) 112.64 $ 92.97  
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Additional Disclosures [Abstract]      
Vested plus expected to vest (in dollars per share) $ 113.11    
Weighted-Average Contractual Term Remaining (Years) 1 year 1 month 2 days    
Vested plus expected to vest, weighted average contractual term remaining (years) 1 year 25 days    
Intrinsic value $ 414,693,000    
Vested plus expected to vest, intrinsic value $ 490,348,000    
Market value on the last business day of the fiscal year (in dollars per share) $ 204.65    
Restricted Stock Units (RSUs) | Achievement      
Shares      
Released (in shares) (183,009) (200,852) (417,340)
v3.26.1
Stock-Based Compensation - Summary of Additional Information about Restricted Stock Units (Details) - USD ($)
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Share-Based Payment Arrangement [Abstract]      
Weighted average grant date fair value per share of awards granted (in dollars per share) $ 143.58 $ 159.77 $ 60.91
Intrinsic value of awards released $ 161,817,000 $ 207,510,000 $ 118,417,000
v3.26.1
Williams-Sonoma, Inc. 401(k) Plan and Other Associate Benefits (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Compensation Related Costs [Abstract]      
Defined contribution retirement plan, maximum percentage of salary deferral contributions by employee 75.00%    
Employer matching contribution 50.00%    
Defined contribution retirement plan, maximum percentage of salary deferral contributions subject to match by employer 6.00%    
Contributions to the profit sharing plan $ 10.7 $ 14.2 $ 13.6
Required vesting percentage 1    
Deferred compensation liabilities included in other long-term obligations $ 54.6 49.4  
Cash surrender value of the life insurance policies $ 64.0 $ 53.6  
v3.26.1
Stock Repurchase Program and Dividends (Details) - USD ($)
$ / shares in Units, $ in Thousands
1 Months Ended 12 Months Ended
Mar. 31, 2026
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
May 03, 2026
Sep. 30, 2024
Share Repurchase Program [Line Items]            
Common stock repurchased (in shares)   4,888,240 5,940,939 5,243,722    
Common stock repurchased, average cost per share (in dollars per share)   $ 174.70 $ 135.92 $ 59.69    
Common stock repurchased, total cost   $ 853,962 $ 807,477 $ 313,001    
Excise taxes   7,700 6,900 2,500    
Stock repurchase program, remaining authorized repurchase amount   1,300,000        
Treasury stock   2,015 435      
Cash dividend declared   $ 326,795 $ 293,248 $ 236,821    
Cash dividends declared per common share (in dollars per share)   $ 2.64 $ 2.28 $ 1.80    
Subsequent Event            
Share Repurchase Program [Line Items]            
Increase in quarterly cash dividends 15.00%          
Cash dividends payable per common share (in usd per share)         $ 0.76  
O 2024 Q4 Dividends            
Share Repurchase Program [Line Items]            
Cash dividends declared per common share (in dollars per share)     $ 0.66      
March 2024 Stock Repurchase Program            
Share Repurchase Program [Line Items]            
Stock repurchase program, remaining authorized repurchase amount   $ 338,600        
September 2024 Stock Repurchase Program            
Share Repurchase Program [Line Items]            
Stock repurchase program, authorized amount           $ 1,000,000
v3.26.1
Segment Reporting - Narrative (Details)
12 Months Ended
Feb. 01, 2026
segment
Segment Reporting [Abstract]  
Number of reportable segments 1
v3.26.1
Segment Reporting - Segment Net Revenues, Net Earnings, and Significant Segment Expenses (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Segment Reporting Information [Line Items]      
Net revenues $ 7,806,816 $ 7,711,541 $ 7,750,652
Selling, general and administrative expenses 2,187,329 2,152,115 2,059,408
Depreciation and amortization 231,449 229,802 232,590
Operating income 1,415,722 1,430,184 1,244,193
Interest income, net 36,838 55,548 29,162
Earnings before income taxes 1,452,560 1,485,732 1,273,355
Reportable Segment      
Segment Reporting Information [Line Items]      
Net revenues 7,806,816 7,711,541 7,750,652
Other segment items 378,891 354,914 389,938
Depreciation and amortization 229,851 227,712 230,022
Operating income 1,415,722 1,430,184 1,244,193
Interest income, net 36,838 55,548 29,162
Earnings before income taxes 1,452,560 1,485,732 1,273,355
Reportable Segment | Cost of merchandise and shipping      
Segment Reporting Information [Line Items]      
Cost of merchandise and shipping 3,383,429 3,336,102 3,632,761
Reportable Segment | Occupancy, excluding depreciation      
Segment Reporting Information [Line Items]      
Occupancy, excluding depreciation 591,678 567,602 584,469
Reportable Segment | Employment      
Segment Reporting Information [Line Items]      
Selling, general and administrative expenses 1,254,658 1,227,305 1,167,024
Reportable Segment | Advertising      
Segment Reporting Information [Line Items]      
Selling, general and administrative expenses $ 552,587 $ 567,723 $ 502,245
v3.26.1
Segment Reporting - Summary of Segment Reporting Information by Segment (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
Segment Reporting Information [Line Items]      
Net revenues $ 7,806,816 $ 7,711,541 $ 7,750,652
International      
Segment Reporting Information [Line Items]      
Net revenues 321,300 336,300 328,900
Pottery Barn      
Segment Reporting Information [Line Items]      
Net revenues 2,999,332 3,039,939 3,206,167
West Elm      
Segment Reporting Information [Line Items]      
Net revenues 1,859,501 1,840,582 1,854,811
Williams Sonoma 2      
Segment Reporting Information [Line Items]      
Net revenues 1,362,308 1,302,821 1,260,045
Pottery Barn Kids and Teen      
Segment Reporting Information [Line Items]      
Net revenues 1,138,051 1,107,057 1,060,470
Other      
Segment Reporting Information [Line Items]      
Net revenues $ 447,624 $ 421,142 $ 369,159
v3.26.1
Segment Reporting - Summary of Long-lived Assets by Geographic Areas (Details) - USD ($)
$ in Thousands
Feb. 01, 2026
Feb. 02, 2025
Revenues from External Customers and Long-Lived Assets [Line Items]    
Long-lived assets $ 2,505,825 $ 2,337,116
U.S.    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Long-lived assets 2,448,273 2,268,691
International    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Long-lived assets $ 57,552 $ 68,425
v3.26.1
Fair Value Measurements (Details) - USD ($)
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Fair Value Disclosures [Abstract]    
Transfers between level 1, 2, or 3 categories $ 0 $ 0
v3.26.1
Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2026
Feb. 02, 2025
Jan. 28, 2024
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Beginning balance $ 2,142,419 $ 2,127,861 $ 1,701,051
Foreign currency translation adjustments 8,417 (6,136) (999)
Change in fair value of derivative financial instruments   1 160
Reclassification adjustment for realized (gain) loss on derivative financial instruments   94 (904)
Other comprehensive income (loss) 8,417 (6,041) (1,743)
Ending balance 2,082,559 2,142,419 2,127,861
Accumulated 
Other 
Comprehensive 
Income (Loss)      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Beginning balance (21,593) (15,552) (13,809)
Foreign currency translation adjustments 8,417 (6,136) (999)
Ending balance (13,176) (21,593) (15,552)
Foreign Currency Translation      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Beginning balance (21,593) (15,457) (14,458)
Foreign currency translation adjustments 8,417 (6,136) (999)
Other comprehensive income (loss) 8,417 (6,136) (999)
Ending balance (13,176) (21,593) (15,457)
Cash Flow Hedges      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Beginning balance 0 (95) 649
Change in fair value of derivative financial instruments   1 160
Reclassification adjustment for realized (gain) loss on derivative financial instruments   94 (904)
Other comprehensive income (loss) 0 95 (744)
Ending balance $ 0 $ 0 $ (95)