Jim Cramer Says Williams-Sonoma's "Tariff Hit Is Pretty Variable and Pretty Covered"

By Syeda Seirut Javed | December 21, 2025, 10:08 AM

Williams-Sonoma, Inc. (NYSE:WSM) is one of the stocks Jim Cramer shed light on. Cramer highlighted the company’s “tariff hit,” as he remarked:

“How about two I really like right here: Williams-Sonoma and Gap. Their tariff hit is pretty variable and pretty covered. These are all moving targets, but these two companies are firing on all cylinders. Williams-Sonoma is even guiding for a modest year-over-year increase in operating margins at the midpoint despite the tariffs.”

Stock market data. Photo by Alesia Kozik on Pexels

Williams-Sonoma, Inc. (NYSE:WSM) sells cookware, kitchen tools, home furnishings, decor, bedding, lighting, rugs, and personalized or custom home products. Cramer discussed the company’s earnings during the November 19 episode, as he said:

“What’s happening with the stock of Williams-Sonoma? This morning, the furniture and home goods chain, which also owns Pottery Barn and West Elm, reported a solid top and bottom-line beat. First, the stock jumped more than 4%, but then it gave back those gains during the conference call when we heard that there might be a significant tariff hit this quarter. Williams-Sonoma ultimately finished in the red… I think that the stock’s going to go higher, not lower.”

While we acknowledge the potential of WSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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