I don't know where we get the Solid Numbers from? I've been in wsm recently and there are no customers. This is a very nice short RIGHT NOW because their business is seasional and they will pick up around XMAS. I willsit back and wait for an entry even lower.
I am pleased to read that. I hate spam, never, ever do business with anyone whom I know uses it. Never. It's the only way, in the long run, to put a stop to it. If it doesn't earn money, why would anyone do it?
Williams Sonoma's DTC channel does not use spam to solicit business, nor do they send junk mail to folks who have not requested a catalog or ordered from them before. If they ever consider selling Viagra, they may need to start spamming though.
I think it would be more helpful if investors better understood the market that WS is in... they are NOT just retailers. They have an exceptionally strong direct to customer business. Gauging the business potential by counting heads in a store is an interesting approach but it just plain silly... that type of financial analysis might get somebody hired at Anderson... oh wait... they aren't doing much of that of business anymore are they?
Counting heads can be a very good broad indicator. It has made me a lot of money. This stock however is very seasonal. Right now I would be a little worried because the stock is dipping near earnings which tells me that some investors know something. It is expected that earnings will not meet estimates particularly with the "neutral" market sentiment. I am waiting to buy this at a better price.
I'd have to respectfully disagree with your assertion about low volume of customers. In my region, I'm told traffic is strong and stores are beating goals.P.S.... The new Margarita mixers are YUMMY!!!...and that's important news!! :-)