“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 ↗
Best Buy Co., Inc.
BBY
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- 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.
- EV/sales is 43% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
88.10Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.