2026 Investor Presentation

2026

Investor Presentation

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POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

2026 INVESTOR PRESENTATION

Vision

To own the home. And the places where our customers work, stay, and play.

Mission

Enhance the quality of life at home and beyond.

West Elm Office: Hughes Collection, Spring '26

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY OVERVIEW

2026 INVESTOR PRESENTATION

OVERVIEW

WSM Highlights

OUR REVENUES KEY FINANCIAL MEASURES

$7.8B

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

65%

ECOMMERCE

35%

RETAIL

REVENUE BY BRAND1

51.6%

18.1%

7%

since 2022

$5B

through dividends and share buybacks in the last 5 years

TOTAL RETURN TO SHAREHOLDERS*

1. Includes Business-to-Business net revenues.

2. Includes Williams Sonoma Home net revenues.

3. Includes net revenue from Rejuvenation, Mark & Graham, international franchise operations, and GreenRow.

241%

*As of February 1, 2026.

249%

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2026 INVESTOR PRESENTATION

OVERVIEW

Expansive Market Opportunity

We operate in a highly fragmented market where no one owns more than 5%.*

Market Share

We have consistently outperformed the industry over the past several years.

WSM Industry*

8%

$80B $7.8B

| DORMIFY

US B2B

4%

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM

$450B

GLOBAL HOME CATEGORY

Capturing 3% of the market would drive an incremental

$16B+ in revenues (or triple our business today).

$820B

TOTAL MARKET OPPORTUNITY

$290B

US HOME CATEGORY

Significant opportunity to grow share in the U.S. in this highly fragmented industry.

0%

Growth / (Decline)

-4%

-8%

-12%

-16%

FY22 FY23 FY24 FY25

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*Source: Euromonitor, ThinkLab, & company estimates

*Source: Bank credit card data

2026 INVESTOR PRESENTATION

OVERVIEW

Leading Specialty Home Furnishings

We are the largest omni-channel player in the specialty home furnishings category. Our size and scale are a competitive advantage in a fragmented industry.

$7.8B

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

$3.4B

$2.5B

$1.4B

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$0.8B

$0.6B

$0.6B

2026 INVESTOR PRESENTATION

OVERVIEW

Our Competitive Advantage

In-house Design • Digital First, Not Digital Only • Quality

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

Brand Growth • Product Pipeline • Brand Heat • Channel Excellence Emerging Brands • Business-to-Business

The power of our operating model, along with our key differentiators and growth initiatives, positions us to take market share profitability.

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William Sonoma Home: Radius Collection, Summer '26

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

William Sonoma Home: Radius Collection, Summer '26

2

DIGITAL FIRST,

NOT DIGITAL ONLY

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

2026 INVESTOR PRESENTATION

KEY

DIFFERENTIATORS

1

3

QUALITY

IN-HOUSE

DESIGN

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KEY DIFFERENTIATORS

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

In-House Design

We design, create, and distribute our own products. We work closely with our trusted vendors to bring high-quality, sustainable products to market. Given our strong value equation and proprietary products that cannot be found elsewhere, we have pricing power that others do not.

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

140

Innovating and creating differentiated and market-leading product assortments.

9

>90%

Designed and sold exclusively through our brands.

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Overseeing manufacturing across 53 countries to ensure transparency, quality, and safety.

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Portfolio of 10 Distinct Brands

We offer the latest home furnishing trends for customers through the lenses of our ten distinct brands, each serving different life stages and rooms of the home and beyond.

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

10

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

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AESTHETIC

Our Aesthetics & Price Points

Our powerful portfolio of brands encompass a wide range of aesthetics and price points that span life stages.

LOWER PRICED

HIGHER

PRICED

PRICE POINT

MODERN CLASSIC

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Digital First, Not Digital Only

#23

in the United States*

RANK COMPANY

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

1. Amazon.com Inc.

2. Walmart Inc.

3. Apple Inc.

4. The Home Depot, Inc.

5. Target Corp.

23

Williams-Sonoma, Inc.

24 Lululemon Athletica Inc.

29 Urban Outfitters, Inc.

31 Dick's Sporting Goods, Inc.

35 Ulta Beauty, Inc.

39 Victoria's Secret & Co.

*Source: Digital Commerce 360, Top 1000 Report (2025)

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Pottery Barn Teen: Billabong Collaboration Summer '25

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Our Ecommerce Business

The home furnishings industry is shifting online. Our digital-first platform is well-positioned to take advantage of this shift in consumer behavior to gain market share.

65%

of our business is ecommerce

ECOMMERCE REVENUES

($ and % Ecommerce Penetration)

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

#1

non-pure play ecommerce home furnishings retailer*

66%

$5.4B

$5.7B

66%

66%

$5.1B

66%

$5.1B

65%

$5.1B

710M

ecommerce shopping visits annually

FY21 FY22 FY23 FY24 FY25

*Source: Digital Commerce 360, Top 1000 Report (2025)

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Outward: Pottery Barn Room Planner

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Data-Driven Marketing

Our in-house digital marketing team leverages industry-leading customer analytics, internally developed measurement tools, and first-party data as a competitive advantage.

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

Unified view of first-party data for all customers across all channels and brands.

Centralized marketing organization keeps insights in-house.

360° view of customer powered AI-enabled data science models for targeting and personalization.

ROI-focused, proprietary test-and-learn platform capable of running hundreds of simultaneous tests across our brands.

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Pottery Barn Kids: Blake Collection, Spring '25

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Artificial Intelligence

AI is an accelerator to our initiatives.

Transform customer experiences with generative AI-guided interior design, delivering personalized inspiration, interactive 3D room planning, and photorealistic project visualization.

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

Elevate and streamline customer service through intelligent virtual agents, personalized service recommendations, and predictive order insights.

Guide customers through complex shopping journeys with AI shopping assistants and hyper-personalized recommendations.

Streamline creation of product descriptions, attribution data, lifestyle imagery, and brand content through advanced generative AI tools.

Ensure product availability at the right time and place through AI algorithms that analyze purchasing patterns, seasonal trends, and regional preferences to predict demand with greater accuracy.

Accelerate corporate functions and reduce SG&A through AI-powered workflows that eliminate overhead and enable faster, smarter decisions.

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Greenpan Stanley Tucci Pizza Oven

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Our Retail Advantage

Our stores deliver best-in-class customer experiences with beautifully curated assortments, personalized services, and an integrated shopping experience across channels.

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

Our free design services offer one-on-one expert consultations in-store, at home, and online, along with personalized registry concierge services, and engaging classes and events.

Omni-channel customers spend four times more and shop three times as often compared to single-channel customers.

Our stores serve as fulfillment hubs, catering to customers however they shop, including "Buy Online, Pick Up in Store," "Ship from Store," and "Buy Online, Ship to Any Store."

Our retail optimization efforts have transformed our fleet into profitable, inspiring, and strategic locations.

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Pottery Barn Store: Naples, FL, Opened January '26

2026 INVESTOR PRESENTATION

KEY DIFFERENTIATORS

Quality

Quality is our core value and our signature. It shapes how we design, engineer, and deliver products built on performance and craftsmanship.

Embedded across our global operating model, our quality platform ensures consistent excellence, protects brand equity, strengthens competitive advantage, and drives sustainable growth.

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

Engineering standards developed and embedded across our global product platform.

Globally harmonized testing protocols supporting safety, durability, and regulatory alignment.

End-to-end verification embedded across our vendors globally.

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Rejuvenation: Hanson Collection, Spring '26

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

Williams Sonoma: KitchenAid Stand Mixer with Walnut Bowl

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

2026 INVESTOR PRESENTATION

2026 PRIORITIES

2

DELIVERING WORLD-CLASS

1

ACCELERATING

3

EARNINGS

GROWTH

DRIVING

CUSTOMER

SERVICE

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2026 PRIORITIES

2026 INVESTOR PRESENTATION

2026 PRIORITIES

1

Accelerating Growth

Accelerating Pottery Barn Building on West Elm momentum

Williams Sonoma as the kitchen authority

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

Children's expanding from baby to dorm

Emerging Brands led by Rejuvenation

B2B driving meaningful growth

Growth in design-led innovation and newness

Furniture growth through new collections, finishes, and design

White space opportunities in West Elm Office, Dorm, Pottery Barn Baby

Expanding Williams Sonoma branded and exclusive product

Excitement and relevance Collaborations as a key driver

Greater social and influencer engagement

Stronger storytelling across site, email, and catalog

Partnering with AI leaders to improve discovery

Better onsite and external discovery Online advantaged categories

AI-powered personalization

Retail driven by Take It Home Today, Design Services, and disciplined store growth

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2026 INVESTOR PRESENTATION

2026 PRIORITIES

Rejuvenation: Our Next $1B Brand

Based out of Portland, Oregon, our Rejuvenation brand is a trusted partner for every home project, offering expert guidance and high-quality designs for renovation and home refresh. With a focus on American craftsmanship, we help customers create thoughtful, lasting spaces.

ELEVATING SPACES WITH PREMIUM HARDWARE

POTTERY BARN | POTTERY BARN KIDS | POTTERY BARN TEEN | WEST ELM | GREENROW

WILLIAMS SONOMA | WILLIAMS SONOMA HOME | REJUVENATION | MARK & GRAHAM | DORMIFY

High-quality, design-driven hardware sets the brand apart, offering a broad assortment of timeless, functional pieces that complete any project.

CUSTOM LIGHTING EXPERTISE

Expert craftsmanship and made-to-order capabilities allow customers to personalize lighting, including length, finish, and shade-driving growth in the expanding lighting market.

LEADERSHIP IN BATH DESIGN

A growing bath assortment is capturing more market share with premium, design-driven solutions.

EXPANDING RETAIL FOOTPRINT

With 13 showrooms, these retail spaces provide an experiential way to explore thoughtfully designed collections in person.

B2B GROWTH

The B2B channel serves trade professionals with premium, project-ready solutions.

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Rejuvenation Store: San Diego, CA