Jim Cramer Discussed These 11 Restaurants and Retail Stocks

8. Williams-Sonoma, Inc. (NYSE:WSM)

Number of Hedge Fund Holders: 35

Cramer discussed that Williams-Sonoma, Inc. (NYSE:WSM) is one of the companies offering value at a price and has great numbers as well.

“Darden joins three other premium value businesses, Williams-Sonoma, Ralph Lauren, and Lululemon. All had great numbers, also goods that cost a lot of money yet in each case, consumers recognize that their product is worth every penny. That’s why I call it premium value or value at a price. If you’re willing to pay up for quality, but you’re still somewhat cost-conscious, they got you covered.”

Williams-Sonoma (NYSE:WSM) is a specialty retailer that operates both online and in physical stores, offering a diverse range of home products such as cookware, furniture, bedding, lighting, and home decor. CEO Laura Alber recently spoke about the company’s pricing strategy in the current consumer environment during an appearance on Mad Money. She emphasized the importance of being transparent about costs and criticized the short-term promotional and discount strategies employed by some competitors.

According to Alber, such approaches often train customers to wait for promotions, which ultimately undermines long-term success. Instead, she highlighted the value of maintaining “pricing integrity” by setting prices that customers can trust from the outset. During the third-quarter earnings call, CFO Jeff Howie shared that Williams-Sonoma (NYSE:WSM) has been actively reducing its reliance on China-sourced products, decreasing the share from 50% to 25% over the past few years.

He noted that as tariffs evolve, the company is well-positioned to adapt, thanks to its scale and strategic flexibility. Management also pointed out that by designing and sourcing its products directly, the company is able to secure better pricing, which contributes to its ability to navigate shifting market conditions and maintain its competitive edge.