MIRA INFORM REPORT

 

 

Report Date :

14.02.2012

 

IDENTIFICATION DETAILS

 

Name :

WILLIAMS SONOMA INC

 

 

Registered Office :

2711 Centerville Road Suite 400 Wilmington Ne Castle De 19808

 

 

Country :

United States

 

 

Financials (as on) :

30.01.2011

 

 

Year of Establishment :

1956

 

 

Legal Form :

Corporation for Profit

 

 

Line of Business :

Home furnishing stores.

 

 

No. of Employees :

6,200 employees (At group level)

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

Fairly Large

 

Maximum Credit Limit :

EUR 2,500,000

Status :

Good

Payment Behaviour :

Regular

Litigation :

Clear

 

NOTES :

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – September 30, 2011

 

Country Name

Previous Rating

(30.06.2011)

Current Rating

(30.09.2011)

United States

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


GEOPOLITICS - UNITED STATES

 

POLITICAL DATA

ECONOMIC DATA

Form of Government: Federal


Economic Risk: Nil

Currency: 100.00 USD = 74.3785 EUR

Branch Situation:Stable

 

 

IDENTIFICATION

 

Comments on data supplied:

The adress provided is that of a corporate branch location of the company.

Legal Name:

WILLIAMS SONOMA INC

 

 

Legal Address

2711 CENTERVILLE ROAD SUITE 400 WILMINGTON NE CASTLE DE 19808 (REGISTER AGENT)

Operative Address

3250 Van Ness Avenue, San Francisco, CA 94109, United States (Headquarters)

Telephone:

+1 (415) 421-7900

ID :

4903496

Q

+1 (415) 616-8359

Legal Form:

Corporation for Profit

Email:

info@williams-sonomainc.com

Registered in:

Delaware

Website:

www.williams-sonomainc.com

Date Created:

1956

Manager:

Laura J. Alber, CEO

Date Incorporated:

March 8th, 2011

Staff:

6,200 employees (At group level)

Stock:

$.01 par value

 

 

Value:

104,980,876 shares

Activity:

Home furnishing stores.

 

 

BANKS

 

Name of the Bank

SUMMIT BANK

 

Name of the Bank

FAR EAST NATIONAL BANK

 

Name of the Bank

BANK FINANCIAL

BUSINESS

 

 

HISTORY

 

This company was created in the year 1956.

 

The company’s current status in the SOS of California is “MERGED OUT”.

 

From the company itself we could gather the following information:

 

The company merged with W-S California. Although it kept its original name, as of march 2011 the company was reincorporated in Delaware.

 

Due to the recent incorporation, the SOS of Delaware does not show the company as an active subject yet. However, it is active and doing business.

PRINCIPAL ACTIVITY

 

Williams-Sonoma, Inc. operates as a specialty retailer of home products.

 

It offers culinary and serving equipment, including cookware, cookbooks, cutlery, informal dinnerware, glassware, table linens, and specialty foods and cooking ingredients; and bridal and gift items under the Williams-Sonoma brand.

 

Sales are:

 

Retail

Brands:

 

Luxury bedding

Contemporary sofas

Chandeliers

Throw blanket

Luxury sheets

Formal dinnerware

Le creuset

Clients:

 

General clientele

Operations area:

 

National, Local

The company imports from Worldwide depending on demand

The company does not export

Competitors:

 

Wal-Mart Stores Inc.

Best Buy Co. Inc.         

Sears Holdings Corporation        

 

Comments on staff:

 

The company has 6,200 employees at group level.

The staff increased significantly compared to last year.

PAYMENTS

 

regular

LOCATION

Headquarters

 

The company is incorporated in Delaware for tax purposes.

 

The legal address is that of the registered agent: 2711 Centerville Road Suite 400 Wilmington New Castle DE 19808

 

However, it is headquartered at 3250 Van Ness Avenue, San Francisco, CA 94109, United States.

Comments on location:

 

Headquarters and operative location.

Branches:

 

The company has several branches all over the US, including:

 

-151 Union Street Neighborhood Embarcadero San Francisco CA 94111.

-2000 CHESTNUT ST SAN FRANCISCO, CA 94123

-6401 MORRISON BLVD CHARLOTTE, NC 28211

Among many others.

 



Shareholders - Manager - Related Companies

 

Listed at the stock exchange:

 

YES

Capital:

 

Shares Held by All Insider and 5% Owners:          12%   Shares Held by Institutional & Mutual Fund Owners:        90%

Float Held by Institutional & Mutual Fund Owners:            102%

Number of Institutions Holding Shares:     279

Shareholders Parent Company(ies):

 

Main Shareholders(Shares)

 

LESTER HOWARD        N/A      

CONNOLLY PAT           811,824

ALBER LAURA  90,173 

MCCOLLAM SHARON   88,542 

BELLAMY ADRIAN     73,432    

 

Top Institutional Holders(%)

Holder                                      

 

MARSICO CAPITAL MANAGEMENT : 8.43        

LONE PINE CAPITAL, LLC: 5.66

Ameriprise Financial, Inc. : 4.88             

VANGUARD GROUP, INC. (THE): 4.60

BLACKHILL CAPITAL, INC.: 4.58                       

 

 

Top Mutual Fund Holders(%)

 

Columbia Fds:  4.56                  

PERMANENT PORTFOLIO: 2.43                       

FIDELITY INDEPENDENCE FUND:         1.24     

VANGUARD MID-CAP INDEX FUND: 1.12

VANGUARD TOTAL INDEX FUND:          1.06

Management:

 

Laura J. Alber, CEO

Sharon L. Mccollam, COO

Pat Connolly, CMO

Richard Harvey, President

Seth R. Jaffe, Sr Vice- President

Related Companies:

 

Subsidiaries:

 

Pottery Barn, Inc.

Williams-Sonoma DTC, Inc, California US

Williams-Sonoma Canada, Inc

Williams-Sonoma Gift Management, Inc., Virginia, US

Williams-Sonoma UK Limited

Williams-Sonoma France SARL

 

Among many others.

 

 

Financials - COMMERCIAL TRENDS AND FORECAST

 

The subject is a public company traded at the stock exchange NYSE under ticker symbol "WSM". Please find enclosed the financial statements.

 

Legal Fillings

 There are several  UCC file listed with the Secretary of State of California and Delaware, among them:

 

The last annual report was filled on 3/31/2011.

 

 

There are various claims, lawsuits, and pending actions against the Company and its subsidiaries incident to the operations of its business. It is the opinion of management, after consultation with counsel, that the ultimate resolution of such claims, lawsuits and pending actions will not have a material adverse effect on the Company’s consolidated financial position, results of operations or liquidity.

 

 

THE COMPANY IS NOT LISTED ON THE OFAC LIST.*

 

For information:

 

* The Specially Designated Nationals (SDN) List is a publication of OFAC which lists individuals and organizations with whom United States citizens and permanent residents are prohibited from doing business.

 

 

** The Uniform Commercial Code (UCC) is one of a number of uniform acts that have been promulgated in conjunction with efforts to harmonize the law of sales and other commercial transactions in all 50 states within the United States of America. 

 

The UCC deals primarily with transactions involving personal property (movable property), not real property (immovable property).

 

It allows a creditor to notify other creditors about a debtor’s assets used as collateral for a secured transaction by filing a public notice (financing statement) with a particular filing office.

 

The Uniform Commercial Code Bureau files and maintains on financial obligations (including IRS liens) incurred by individuals (in business as a sole proprietor), business entities and corporations.

 

 

Rating

 

Local credit bureau gave a good credit rate.

 

The company is in Good Standing. This means that all local and federal taxes were paid on due date.

 

 

 Final Opinion

 

This is a big sized company with 32,000 employees at group level and 55 years of experience.

 

The company merged with W-S California. Although it kept its original name, as of march 2011 the company was reincorporated in Delaware.

 

The subject is a public company that trades at the stock exchange NYSE under ticker symbol WSM.

 

 

There was also certain increase on the liabilities, though it remained controlled as last year.

 

In last months there were several structural changes in the company, such as shareholders and important operating members of the group.

 

A credit line may be considered for EUR 2,500,000

 

 

 


 

SUMMARY

 


FINANCIAL SUMMARY


DEBT COLLECTIONS AND PAYMENTS

 

Profitability

CORRECT

Public Records

YES

 

Indebtedness

CONTROLLED

Payments

REGULAR

 

Cash

NORMAL

 

 

 

 




 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.49.32

UK Pound

1

Rs.77.84

Euro

1

Rs.65.35

 

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

                                       New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.