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BBBBY

Best Buy Co., Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$BBY·$17B·Specialty Retail·Consumer Cyclical
$85.32+0.0%YTD+26.5%1Y+27.6%
Mentions · last 7 days
2026-07-10: 22 posts2026-07-11: 6 posts2026-07-12: 19 posts2026-07-13: 50 posts2026-07-14: 35 posts2026-07-15: 63 posts2026-07-16: 52 posts247+29%
Price updated 12m ago·X counts updated 17h ago
BBBBY
$BBYBest Buy Co., Inc.
$85.32+0.04%247 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BBY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Best Buy at 52w highs on RGB TV push — founder Schulze cashing out $91M in July.

Best Buy is the largest US consumer-electronics retailer — TVs, computers, appliances, and increasingly membership services. The stock is up 24% over the past year and just hit a 52-week high on the back-to-school and TV-refresh trajectory.

  • Revenue grew 2% YoY last quarter with a modest operating margin — the top line is stabilizing after multi-year contraction; the trajectory shift is what earns the multiple expansion.
  • Trades at 13x TTM earnings, 0.36x sales, and a 10.6% free cash flow yield — genuinely cheap multiples for a defensive consumer-cyclical name with real cash generation.
  • Founder Richard Schulze sold ~$91M across July 15 in three separate transactions plus $17M on June 26 — meaningful concentrated distribution from the founder-and-largest-holder, and the timing at 52-week highs is worth naming prominently.
  • The Jefferies commentary on RGB TV push 'catching fire' captures a real product-cycle tailwind — high-end TV upgrades drive higher-ticket sales and better attach-rate economics.
  • CFO Matt Bilunas' announced departure effective July 31 introduces some near-term uncertainty; the June 22 disclosure is worth flagging.

August 27 Q2 earnings is where the turnaround gets validated: same-store sales stabilizing plus a raised FY27 EPS guide is what continues the run; a modest print or CFO-transition-related uncertainty is where the 97th percentile position gives back. Real defensive-retail turnaround with real founder distribution concerns — the setup rewards continued back-to-school and TV-cycle momentum.

Differs from X sentimentThe bullish X take on the 52-week high, the RGB TV push, and the back-to-school shopping season is directionally right on the fundamentals. Where the crowd is thin: Schulze's ~$91M July sales are a real signal that deserves being named; concurrent CFO transition adds real near-term uncertainty.

What to watch: Aug 27 Q2 earnings — need same-store sales stabilizing and a raised FY27 EPS guide. A modest print or CFO-transition-related uncertainty is where the 97th percentile position gives back.

On the calendar: 2026-08-27 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

Best Buy chatter is bullish. BBY hit a 52-week high with back-to-school shopping season showing no jitters. Community follows the 10-MA rule. BBY is a July 9 dividend pay-date name. Community groups BBY with SE/KMX/ETSY/CAKE/BROS/GLW as Early Morning Movers Bullish scan winners. Some concerns about AI-driven inflation via memory prices leading to demand destruction (Citi forecasts 2026 PC units -15%) - minor bearish read-through. Community broadly long.

Read the AI verdict + X sentiment for $BBY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer electronics retailer selling computers, phones, and appliances through US and Canadian big-box stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $BBY.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $BBY

Neutral — Consumer electronics retailer selling computers, phones, and appliances through US and Canadian big-box stores; the AI shopping agent shift and tariff supply-chain disruption does not materially affect this business's near-term earnings.

Top industry ETF

$XRTSPDR S&P Retail ETF
+5.5%YTD
+14.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 28, 2026$1.28$1.23+4.1%
Q4 2025Mar 3, 2026$2.61$2.46+6.1%
Q3 2025Nov 25, 2025$1.40$1.31+6.9%
Q2 2025Aug 28, 2025$1.28$1.21+5.8%
Next earningsThu, Aug 27·consensus EPS $1.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$8.9B+1.9%23.5%4.0%$1.31$215.0M
Q4 FY26$13.8B-1.0%20.9%2.3%$2.56$1.1B
Q3 FY26$9.7B+2.4%23.2%4.0%$0.66$-287.0M
Q2 FY26$9.4B+1.6%23.2%3.9%$0.88$574.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$42.0B$41.6B – $42.2B$6.54$6.40 – $6.7017
FY28$42.6B$42.4B – $42.8B$7.04$6.78 – $7.3317
FY29$43.3B$43.3B – $43.4B$7.71$7.58 – $7.949
FY30$43.3B$42.9B – $43.6B$8.70$8.59 – $8.794
FY31$44.0B$43.6B – $44.4B$9.45$9.33 – $9.553

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 196.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 14Richard M SchulzeChair300.0K sh$24.7MSellJul 13Richard M SchulzeChair600.0K sh$49.3MSellJun 26Richard M SchulzeChair224.7K sh$17.6MSellJun 25Richard M SchulzeChair193.9K sh$15.1MSellJun 16Richard M SchulzeChair5.1K sh$398KSellJun 15Richard M SchulzeChair76.3K sh$6.0MSellMay 29Richard M SchulzeChair500.4K sh$38.1MSellMay 29Mathew WatsonSVP, Controller & CAO1.8K sh$132KSellMar 23Mathew WatsonSVP, Controller & CAO3.3K sh$211KSellMar 23Kathleen ScarlettSEVP, Corp Affairs & HR8.0K sh$515K
1–10 of 14
+ 21 other (18 awards · 3 gifts) in window

See when $BBY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
AI summary

Best Buy Co., Inc. announced on June 22, 2026 that Matt Bilunas, Senior Executive Vice President, CFO and Enterprise Strategy, will depart the company effective July 31, 2026. He will receive separation benefits under the company's ERISA plan per the April 30, 2026 proxy. No successor CFO was announced in this filing. A CFO departure at a major consumer electronics retailer is a material leadership change; the lack of a named successor creates transition risk at a time of continued retail industry pressure.

8-KShareholder voteJun 178-K — Item 5.07: Shareholder vote
AI summary

Best Buy Co., Inc. (NYSE: BBY) reported results of its June 12, 2026 annual shareholder meeting (Item 5.07). Standard vote items include director elections, say-on-pay advisory vote, and auditor ratification; specific tallies are in the exhibit not included in the excerpt. No officer changes or capital transactions are indicated. Routine governance filing for a large-cap consumer electronics retailer with no expected material strategic or financial impact.

SC 13D/AActivist amendmentJun 2SC 13D/A
AI summary

With filed Amendment No. 15 to Schedule 13D disclosing updated beneficial ownership in BBY (BBY). The filing covers approximately 12,859,275 shares of BBY. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KOfficer or director changeApr 228-K — Item 5.02: Officer or director change
AI summary

BBY (BBY) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Employer Identification, Penn Avenue. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

+ 11 other (2 earnings 8-Ks · 2 proxys · 2 13Gs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Best Buy vs Visa: Which Golden Cross Stock Is the Better Buy Now?247wallst.com·1d agoBest Buy's RGB TV push Is catching fire, Jefferies saysproactiveinvestors.com·2d agoBest Buy vs. GameStop: What Their Revenue Trends Tell Investors About These Specialty Retailersfool.com·3d agoHere Are Monday's Best Wall Street Analyst Research Calls: Atmos Energy, Best Buy, Biogen, Capital One, Costco, Disney, Papa John's International, Shopify, and More247wallst.com·4d ago4 Overlooked Dividend Stocks Yielding 4%+ to Buy in July247wallst.com·7d ago

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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