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Best Buy Co (BBY)
NYSE:BBY
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.23Last Year’s EPS
1.15Same Quarter Last Year
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: management highlighted resilient profitability, improved customer experience metrics, momentum in computing, mobile and emerging categories, and clear progress scaling marketplace and ads (which are beginning to contribute to gross profit). At the same time, near-term top-line softness (Q4 comps down 0.8% and revenue down 1%), category pressures (home theater and appliances), international margin weakness, and material near-term uncertainty from memory-component cost inflation and a promotional industry environment temper the outlook. Fiscal 2027 is framed as an investment year where ads and marketplace growth should support gross profit expansion, but operating margin is guided lower versus the Q4 run-rate while investments scale.Company Guidance
Q4 Profitability Beat
Reported Q4 revenue of $13,800,000,000 with an adjusted operating income rate of 5% (up 10 basis points year-over-year) and adjusted EPS of $2.61 (up 1% YoY), described as better-than-expected profitability for the quarter.
Strong Customer Experience and Fulfillment
Relationship NPS materially improved year-over-year to the highest level in 11 consecutive quarters; Q4 online fulfillment reached a record pace with 70% of online purchases fulfilled within two days.
Computing and Mobile Growth
Delivered the eighth consecutive quarter of positive comparable sales in computing and the fourth consecutive quarter of growth in mobile phones, driven by laptops/desktops/accessories and expanded carrier partnerships.
Marketplace and Ads Scale
U.S. marketplace GMV reached approximately $300,000,000 in Q4; enrolled over 1,100 sellers with >90% of storefront sellers seeing weekly sales; gross advertising collections for fiscal 2026 were just over $900,000,000 (up >7% YoY) with first-party ad investment up ~16% YoY.
Gross Profit Tailwinds from New Profit Streams
Management expects gross profit rate to improve ~30 basis points in fiscal 2027 driven by growth in ads and the U.S. marketplace, with ongoing investments planned to scale these profit streams.
Capital Allocation and Shareholder Returns
Returned $1,100,000,000 to shareholders in fiscal 2026 via dividends and buybacks; announced a 1% increase in the quarterly dividend to $0.96 (13th consecutive year of raises) and plans approximately $300,000,000 of share repurchases in fiscal 2027.
Operational Discipline and Efficiency Actions
Domestic adjusted SG&A decreased $36,000,000 in Q4 driven by lower compensation and health expenses; company highlighted ongoing cost-efficiency programs in supply chain, customer care and reverse logistics.
New-Store and Merchandising Plans
Plans to open six new domestic stores (first new-store growth in >10 years), reposition floor plans in ~70 stores to drive higher-value assortments, and continue vendor-led immersive merchandising rollouts.
BBY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BBY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 25, 2025 | $74.63 | $78.62 | +5.34% |
Aug 28, 2025 | $73.52 | $70.80 | -3.70% |
May 29, 2025 | $68.73 | $63.74 | -7.27% |
Mar 04, 2025 | $82.31 | $71.36 | -13.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Best Buy Co (BBY) report earnings?
Best Buy Co (BBY) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is Best Buy Co (BBY) earnings time?
Best Buy Co (BBY) earnings time is at May 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BBY EPS forecast?
BBY EPS forecast for the fiscal quarter 2027 (Q1) is 1.23.
