Action (BBY) Best Buy Forum Analyses

Aktien Stammtisch

@Aktien_Stammtisch

3Sem.·

$BBY (-0,68 %) | Best Buy Q3 Earnings Highlights:

🔹 EPS: $1.26 (Est. $1.30) 🔴; DOWN -2% YoY

🔹 Revenue: $9.45B (Est. $9.63B) 🔴; DOWN -3.2% YoY

🔹 Comparable Sales: -2.9% (Est. -1.0%) 🔴

🔹 Gross Margin: 23.6% (Est. 23.1%) 🟢; UP +70 bps YoY

🔹 Operating Margin: 3.7% (Est. 3.7%) 🟡

FY25 Guidance:

🔹 Revenue: $41.1B-$41.5B (Prev. $41.3B-$41.9B) 🟡

🔹 Comparable Sales Decline: -3.5% to -2.5% (Prev. -3.0% to -1.5%) 🔴

🔹 Non-GAAP Operating Income Rate: 4.1%-4.2% (UNCHANGED) 🟡

🔹 Non-GAAP EPS: $6.10-$6.25 (Prev. $6.10-$6.35) 🔴

Q3 Segments:

🔹 Domestic Revenue: $8.70B (Est. $8.87B) 🔴; DOWN -3.3% YoY

🔹 International Revenue: $748M (Est. $750.7M) 🟡; DOWN -1.6% YoY

Q3 Regionals SSS:

🔹 Domestic: -2.8% (Est. -0.8%) 🔴

🔹 International: -3.7% (Est. -1.1%) 🔴

🔹 Domestic Online Sales: -1.0% YoY

Shareholder Returns:

🔹 Q3 Share Repurchases: $137M

🔹 Dividends Paid: $202M

🔹 Quarterly Dividend: $0.94/share; payable January 7, 2025

CEO Commentary:

🔸 "Q3 results reflect stable operating margins despite softer-than-expected sales. Early Q4 shows positive demand trends as holiday sales ramp up."

4

RadfahrerFred

@Noice

2Mo·

What do you currently think about $BBY (-0,68 %) ?

went very well in the last few months!

am up 40% 🫡

Take profits or is there more to come?

1

Hennington Research🎄

@HennRes

9Mo·

The coming week summarized:

Monday:

New home sales (January)
Quarterly reports from Workday ($WDAY (+1,08 %) ), Zoom Video Communications ($ZM (+0,91 %) ), Domino's Pizza ($DPZ (-0,94 %) ) and Unity Software ($U (+0,33 %) )

Tuesday:

Orders for durable goods (January)
S&P Case-Shiller Home Price Index
Consumer Confidence (February)
Quarterly reports from Lowe's ($LOW (+0,7 %) ), ONEOK ($OKE (+1,44 %) ), Bank of Montreal ($BMO (-0,68 %) ), American Tower ($AMT (+1,79 %) ) and AutoZone ($AZO (+0,58 %) )

Wednesday:

Gross Domestic Product of the USA (first revision of the fourth quarter)
US trade balance (January)
Retail inventories (January)
Wholesale inventories (January)
Quarterly reports from Salesforce ($CRM (+0,69 %) ), Snowflake ($SNOW (+0,59 %) ), Royal Bank of Canada ($RY (+0,23 %) ), HP ($HPQ (+0,51 %) ), TJX ($TJX (+0,11 %) ), Paramount Global ($PARA (+0 %) ) and Monster Beverage Corp. ($MNST (-0,16 %) )

Thursday:

Personal Consumer Price Index (PCE)
Initial claims for unemployment benefits
Pending home sales (January)
Statements by Atlanta Fed President
Raphael Bostic, Chicago Fed President Austan Goolsbee and Cleveland Fed President Loretta Mester
Quarterly reports from Anheuser-Busch InBev ($BUD (+0 %) ), Dell Technologies ($DELL (+2,56 %) ), Toronto-Dominion Bank ($TD.PR.P ), Hewlett Packard Enterprise ($HPE (+2,55 %) ) and Best Buy ($BBY (-0,68 %) )

Friday:

Statements from Dallas Fed President Lorie Logan, Federal Reserve Board Gov. Christopher Waller, Atlanta Fed President Bostic and San Francisco Fed President Mary C. Daly
Quarterly reports from RadNet ($RDNT (+1,45 %) ), Plug
Power ($PLUG (+9,5 %) ) and FuboTV ($FUBO )

22

1 Commentaire

Testo-Investor@Testo-Investor

9Mo

Bip usa and salesforce will be exciting ... although I'm hardly worried about q4...

The next figures from q1 2024 will be exciting !!! 👍 that will decide a lot about how the year will go!

Thanks for the great list!

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~ Michael 💎 🏅

@Michael-official

9Mo·

Earnings continue next week! 💰

For the week of February 26, 2024

Personally, I am on $SPCE - $BBY (-0,68 %) and $WDAY (+1,08 %) excited.

15

7 Commentaires

Gerit@Gerit

9Mo

am excited about Berkshire, AutoZone, Lowe's, Salesforce & BestBuy. 👍

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3

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Marvin P.

@AktienPabst

11Mo·

Great share with a great dividend!

What do you think of the company?

02.01

Best Buy

Reçu x27 dividendes à 0,92 $US

24,84 $US

4

6 Commentaires

Joker@Blizzard

11Mo

Do you know why the price is so low this year 2023? 🤔

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1

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Cashflow I.

@Cashflow_Investor

1Année·

Position further increased

01.05

Best Buy

Acheté à 66,15 €

1

4 Commentaires

Utilisateur supprimé

1Année

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Cashflow I.

@Cashflow_Investor

1Année·

Top up

Short info about $BBY (-0,68 %)

Retailer of consumer electronics, computers and home appliances
also offers services such as home installation, repair and technical support
ETF $ICDU (+0,23 %)

Key figures

P/E RATIO: 11.87

Payout ratio: 55.96

Leverage ratio: 1.2

5yrs ROIC: 36.06%

ROIC TTM: 22.90%

5yrs ROE: 61.93% roe ttm: 48.80%

ROE TTM: 48.80%

On the stock market since 1985

https://finance.yahoo.com/quote/BBY?p=BBY

https://roic.ai/financials/BBY

16.03

Best Buy

Acheté à 71,59 €

3

4 Commentaires

Gerit@Gerit

1Année

Where do you see Best Buy's competitiveness? (Burggraben) The pure numbers look really good 👍 Was not interested so far and must now probably dare a closer look. Me comes with electronics directly Amazon as a strong competitor in mind, especially I can also imagine that the whole moving up generation, more and more towards online ordering goes... if you already get an overview online... the whole even better, with 360 degree views + deliveries & guarantees on the same day.

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GS investing

@GoodStudent_Investing

2Année·

Earnings

1

Maxi

@MaximilianSei

2Année·

This week are again a few cool earnings 😁

Am especially excited about $HPQ (+0,51 %) , $LULU (+1,1 %) , $BBY (-0,68 %) . $PDD (-2,16 %) has already performed well today. What earnings are you looking forward to? #earnings

16

3 Commentaires

Smudo@Smudeo

2Année

@MaximilianSei what do you mean by Earnings earnings? Your screenshot is unfortunately not self-explanatory. BaiDu e.g. does not count any dividend 🐿️

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