Consumer DemandInvestors under-appreciate the degree of replacement demand that exists and will build, along with the innovation level in computing driving adoption ahead.
Financial PerformanceBBY reported 2Q25 adj. EPS of $1.34, above the GS estimate of $1.21 and consensus (Refinitiv) of $1.16.
Innovation And TechnologyThe company believes that AI will be a driver of innovation and will change how we interact with devices with screens (i.e., phones, tablets, and TVs).