BBY · Best Buy Co Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 27, 2026TL;DR. Best Buy exceeded Q2 expectations, with 4.1% comparable-sales growth, a 4.3% adjusted operating-income rate and adjusted EPS up 15% to $1.47, and raised FY27 comparable-sales guidance to 1.9%-3.0% and adjusted EPS guidance to $6.70-$6.90. The outlook also assumes a 20-basis-point annual adjusted SG&A increase, while computing faces higher ASPs and lower units due to memory-cost inflation.
- + Q2 comparable sales and adjusted EPS exceeded expectations
- + Adjusted operating-income margin expanded and adjusted EPS grew
- + Domestic gross-profit margin improved on ads, marketplace and tariff refunds
- + Domestic comparable sales grew broadly, led by computing, home theater and emerging categories
- + Domestic TV sales grew by more than 10% year over year
- − International revenue declined
- − Higher incentive compensation is expected to pressure SG&A
- − Memory-cost inflation is raising computing ASPs and reducing units
- − Computing growth is expected to slow in the second half
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted operating income non-GAAP | $417M | Three Months Ended August 1, 2026 filing | +13.0% |
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GAAP → non-GAAP reconciliationGAAP Operating income $421M
+$2M Intangible asset amortization
-$6M Restructuring charges
= Adjusted operating income $417M
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| Adjusted SG&A as a % of revenue non-GAAP | 19.6% | the three months ended August 1, 2026 filing | — |
| Average price per share | $82.19 | Three Months Ended August 1, 2026 filing | — |
| Capital expenditures | $184M | Three Months Ended August 1, 2026 filing | — |
| Consolidated Adjusted SG&A non-GAAP | $1.92B | Three Months Ended August 1, 2026 filing | +5.3% |
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| Domestic Adjusted operating income non-GAAP | $404M | Three Months Ended August 1, 2026 filing | — |
| Domestic capital expenditures | $166M | Three Months Ended August 1, 2026 filing | — |
| Domestic Total online revenue | $3B | Three Months Ended August 1, 2026 filing | — |
| Entertainment comparable sales change | -25.2% | the three months ended August 1, 2026 filing | — |
| Entertainment revenue mix | 7% | the three months ended August 1, 2026 filing | — |
| International Adjusted operating income non-GAAP | $13M | Three Months Ended August 1, 2026 filing | — |
| International capital expenditures | $18M | Three Months Ended August 1, 2026 filing | — |
| Number of shares repurchased and retired | 0.4M | Three Months Ended August 1, 2026 filing | — |
| Other comparable sales change | -5.9% | the three months ended August 1, 2026 filing | — |
| Services comparable sales change | 0.2% | the three months ended August 1, 2026 filing | — |
| Services revenue mix | 7% | the three months ended August 1, 2026 filing | — |
| Total comparable sales change | -1.8% | the three months ended August 1, 2026 filing | — |
| Total cost of shares repurchased | $37M | the three months ended August 1, 2026 filing | — |
| Adjusted diluted EPS non-GAAP | $2.75 | Six Months Ended August 1, 2026 | — |
| Adjusted effective tax rate non-GAAP | 27% | Six Months Ended August 1, 2026 | — |
| Adjusted operating income as a % of revenue non-GAAP | 4.5% | Three Months Ended August 1, 2026 | — |
| Adjusted SG&A non-GAAP | $1.92B | Three Months Ended August 1, 2026 | — |
GAAP → non-GAAP reconciliationGAAP SG&A $1.92B
-$2M Intangible asset amortization
= Adjusted SG&A $1.92B
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| Capital returned to shareholders (dividends and share repurchases) | $239M | Q2 FY27 | — |
| Comparable online sales % change | 3.4% | Six Months Ended August 1, 2026 | — |
| Comparable sales % change | 4.5% | Three Months Ended August 1, 2026 | — |
| Dividends | $203M | Q2 FY27 | — |
| Domestic adjusted SG&A non-GAAP | 1.78B | Q2 FY27 | — |
| Domestic adjusted SG&A as a percentage of revenue non-GAAP | 19.6% | Q2 FY27 | — |
| Domestic comparable sales % change | 4.5% | Q2 FY27 | — |
| Domestic gross profit rate | 24% | Q2 FY27 | — |
| Domestic online revenue as a percentage of total Domestic revenue | 33.1% | Q2 FY27 | — |
| Enterprise comparable sales % change | 4.1% | Q2 FY27 | — |
| International adjusted SG&A non-GAAP | $145M | Q2 FY27 | — |
| International adjusted SG&A as a percentage of revenue non-GAAP | 20.5% | Q2 FY27 | — |
| International comparable sales % change | -1.8% | Q2 FY27 | — |
| International gross profit rate | 22.3% | Q2 FY27 | — |
| Operating income as a % of revenue | 4.3% | Q2 FY27 | — |
| Regular quarterly cash dividend per common share | $0.96 | Q2 FY27 | — |
| Share repurchases | $36M | Q2 FY27 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BBY
this stock
Best Buy Co Inc
|
$18.61B | +31.8% | +0.4% | 14.8 | 7.6% |
|
WSM
Williams Sonoma Inc
|
$27.31B | +27.6% | +1.2% | 23.8 | 4.9% |
|
ULTA
Ulta Beauty, Inc.
|
$23.31B | -9.7% | +9.7% | 19.9 | 5.7% |
|
CASY
Caseys General Stores Inc
|
$22.17B | +10.1% | +10.2% | 28.9 | 4.1% |
|
TSCO
Tractor Supply Co /De/
|
$16.81B | -37.4% | +4.3% | — | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BBY | -2.8% | +6.8% | +36.7% | +10.1% | +31.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -2.2% | +6.7% | +24.6% | +10.7% | +20.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.