| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 26, 2026 | 5/12 | 1 high, 3 medium flags | 1 | 0 | Call sheet → |
| Q1'26 | May 21, 2026 | 10/12 | 1 medium, 5 low flags | 6 | 0 | Call sheet → |
| Q4'25 | March 18, 2026 | 10/12 | 1 medium, 5 low flags | 6 | 0 | Call sheet → |
| Q3'25 | November 19, 2025 | 9/12 | 2 medium, 5 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | Raise FY26 guidance mid‑year (Q1) Guidance raised in Q2 call as announced. |
| Q1'26 | Delivered | GreenRow first store opening Opened in SoHo in March as promised |
| Q1'26 | Delivered | Emma Chamberlain collaboration would drive growth Specifically cited as West Elm growth driver in Q1 |
| Q1'26 | Delivered | Supply chain efficiencies to offset tariff pressure 50bps benefit partially offset 100bps tariff impact |
| Q1'26 | Exceeded | West Elm momentum to continue Accelerated to 8.5% comp from 4.8% prior quarter |
| Q1'26 | Delivered | Pottery Barn comp improvements in 2026 Turned positive at 1% comp after Q4 disappointment |
| Q1'26 | Exceeded | B2B would deliver another strong quarter Delivered 13.7% growth with record contract quarter |
| Q4'25 | Exceeded | AI implementation across customer service and operations 60% of chats now automated, Olive launched successfully, multiple operational improvements |
| Q4'25 | Delivered | Return to growth priority with accelerating comps Five consecutive quarters of positive comps, exceeded expectations |
| Q4'25 | Delivered | Mid-single-digit store closures for 2025 Completed optimization strategy, now pivoting to growth |
| Q4'25 | Pending | Continue substantial reduction in Pottery Barn promotions Strategy continued but admitted over-reliance on last year's products contributed to Q4 miss |
| Q4'25 | Delivered | Six-point tariff mitigation plan including vendor negotiations and resourcing Successfully offset tariff impact in Q3, though Q4 saw 170bp merchandise margin decline |
| Q4'25 | Delivered | Operating margin guidance raised to 17.8% to 18.1% in Q3 Achieved 18.1% operating margin for full year |
| Q4'25 | Delivered | Full-year 2025 comps to be in range of positive 2% to positive 5% Delivered 3.5% comp, within guided range |
| Q3'25 | Delivered | Focus on returning to growth, elevating customer service, and driving earnings All three priorities showing progress: 4% comp, record service metrics, raised margin guidance |
| Q3'25 | Delivered | Pottery Barn UK online launch in fall Launched online with pop-up store in West Elm Tottenham location |
| Q3'25 | Exceeded | Rejuvenation store expansion with 12th store opening in Nashville Opened Nashville plus Salt Lake City for 13th store, ahead of plan |
| Q3'25 | Delivered | Continue to offset tariff impact with six-point mitigation plan Successfully offset Q3 tariff impact, though acknowledging Q4 will be more challenging |
| Q3'25 | Delivered | AI-powered customer service assistant scaling across all brands by Q3 Live across all brands, resolving 60% of chats with 23min to 5min handle time improvement |
| Q3'25 | Exceeded | Operating margin guidance of 17.4% to 17.8% Raised guidance to 17.8%-18.1%, 40bps improvement despite tariff headwinds |
| Q3'25 | Pending | Full-year 2025 comp to be in the range of positive 2% to positive 5% On track at 4% Q3 comp, reiterating full-year guidance |
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