Feed / BBY

Best Buy Co., Inc.

BBY

Consumer Cyclical · 88.10 +0.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Best Buy Co., Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.

P/E17.3xlatest annual facts
Revenue YoY+0.4%2026-01-31
Operating margin3.3%+0.3 pts YoY
Company+0.1% todayVolume comparison unavailable
Market group0 of 39 activeDiagnostics & Defense · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Inventory grew faster than revenue, increasing inventory intensity during the six-month period.
  • Income tax expense rose because of prior-year restructuring-related tax effects and higher pretax income.

Invalidation: The isolated read changes if BBY's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Specialty Retail

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Inventory grew faster than revenue, increasing inventory intensity during the six-month period.
  • Income tax expense rose because of prior-year restructuring-related tax effects and higher pretax income.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements241
Verified relationships10
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Capital investment and capacity has repeated adverse evidence across 6 filings.
  • Foreign exchange has repeated adverse evidence across 6 filings.
  • Supply chain and availability has repeated adverse evidence across 6 filings.
Questions before a position
  • EV/sales is 43% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

88.10
6m+39.5%12m+14.4%24m-11.4%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$51.8B+9.5%$9.84-5.2%
2023-01-28$46.3B-10.6%$6.29-9.5%
2024-02-03$43.5B-6.1%$5.68-3.2%
2025-02-01$41.5B-4.4%$4.28-0.9%
2026-01-31$41.7B+0.4%$5.04-2.1%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitynegative · 6 filings
Cash and cash equivalents were as follows ($ in millions): August 1, 2026 January 31, 2026 August 2, 2025 Cash and cash equivalents $ 2,255 $ 1,738 $ 1,456 24 Table of Contents The increases in cash and cash equivalents from January 31, 2026, and August 2, 20…
10-Q · Sep 4, 2026
Foreign exchangemixed · 6 filings
International segment adjusted SG&A increased in the first six months of fiscal 2027, primarily due to higher depreciation and advertising expense, as well as the unfavorable impact of foreign exchange rates.
10-Q · Sep 4, 2026
Restructuring and cost reductionsmixed · 6 filings
Operating income rate increased in the second quarter and first six months of fiscal 2027, primarily due to lower restructuring charges and favorable gross profit rates.
10-Q · Sep 4, 2026
Supply chain and availabilitymixed · 6 filings
Investing Activities The decrease in cash used in investing activities in the first six months of fiscal 2027 was primarily driven by the disposal of a component of our Best Buy Health business in the prior year.
10-Q · Sep 4, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.4× · EV/sales 0.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

88.10+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for BBY. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for BBY. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BBY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AAPLApple Inc.supplierMar 18, 2026

In fiscal 2026, our 20 largest suppliers accounted for approximately 80% of the merchandise we purchased, with five suppliers – Apple, Samsung, HP, LG and Sony – representing approximately 55% of total merchandise purchased.

SONYSony Group CorporationsupplierMar 18, 2026

In fiscal 2026, our 20 largest suppliers accounted for approximately 80% of the merchandise we purchased, with five suppliers – Apple, Samsung, HP, LG and Sony – representing approximately 55% of total merchandise purchased.

Depended on by

NTGRNETGEAR, Inc.customerFeb 13, 2026

As of December 31, 2024 , Best Buy, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BBY is currently a Follower in the organic co-movement group Diagnostics & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for BBY; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.