零售股票投资机会 - Best Buy (BBY)在第四季度每股收益超过分析师预期，标志着EPS连续下降的趋势结束，机会较大 [5] - Target (TGT)第四季度每股收益增长57.7%，七个季度连续增长，营收也有所增长，推出新的付费会员计划 [9] - Lowe’s Companies (LOW)在2023财年第四季度表现优于预期，市场份额占比8.6%，未来展望乐观 [12][13]

人事变动 - Best Buy宣布董事会主席J. Patrick Doyle将于2024年6月12日届满任期后退休[1] - David Kenny将接替Doyle担任主席一职[2] - Eugene A. Woods也将于2024年6月12日届满任期后退休[3]

Best BuygettyBest Buy BBY just reported 4th quarter and full year results. Holiday sales were stronger than expected, resulting in just a slight drop in revenues in the fourth quarter (-0.6%). But it still caused a drop of -5.6% in earnings (to $2.12) in the quarter. For the full year, sales were much softer as the company reported revenues of $43.5 billion, a drop of -6% from the previous year. Considering the inflationary environment last year, combined with threats of unemployment that dampened consumer ...

Key TakeawaysBest Buy beat profit and sales forecasts for its fiscal fourth quarter as falling demand for the electronics retailer's products eased.The company's same-store sales declined, but at a slower pace than analysts had estimated.CEO Corie Barry said Best Buy anticipates industry sales will increasingly stabilize this year. Best Buy (BBY) shares gained ground Thursday after the electronics retailer posted better-than-expected results as the post-pandemic slump in demand for its products eased. Best ...

Best Buy Co., Inc. (BBY) has reported fourth-quarter fiscal 2024 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. While revenues decreased year over year, earnings improved from the year-ago period. Throughout the fourth quarter and fiscal 2024, the company showcased a robust operational performance despite facing a challenging consumer electronics sales environment.Q4 DetailsBest Buy’s adjusted earnings of $2.72 per share beat the Zacks Consensus Estimate of $2.51. The bottom li ...

个人消费支出数据 - 个人收入环比增长+1.0%，强于预期和上月报告[2] - 个人支出符合预期，实际支出调整后为-0.1%[2] - 美国人的收入增长超过预期，但支出略有下降，表明消费者的消费意愿有所降温，但仍在可控范围内[3] PCE指数通胀率 - PCE指数通胀率环比增长至+0.3%，年同比为+2.4%[4] - 核心PCE环比增长至+0.4%，年同比为+2.8%[4]

Best Buy公司业绩 - Best Buy公司宣布第四季度盈利和营收超出预期，得益于假日促销活动提升了消费者需求[1] - Best Buy公司的季度销售额下降幅度低于预期[1] Best Buy股价表现 - Best Buy股价上涨5.6%，报84.13美元，创下自8月以来的最高水平[2] - Best Buy股价在过去九个月中上涨超过14%，今年迄今涨幅为7%[2] Best Buy股票交易情况 - Best Buy公司股票被卖空数量为1761万股，占可供流通的股份的9.2%，可能引发空头挤压[3] - 分析师对Best Buy的看法普遍持有"持有"或更差的评级，目标股价为76.52美元，比当前水平低8.6%[3] - 今天交易量为9755手认购期权和6416手认沽期权，是日均交易量的五倍[3] - 短期期权交易者倾向于看跌，显示情绪可能发生转变[4]

业绩总结 - Best Buy在2024财年第四季度实现了高于预期的盈利[2] - 在Q4，Best Buy的可比销售下降了4.8%[2] - 企业在第四季度的企业收入为146亿美元，同比下降4.8%[14] - 非通用会计操作利润率为5%，较去年提高20个基点[14] - 国内部门的营收下降0.9%，达到134亿美元，主要受到家庭影院、家电、手机和平板电脑销售下降的影响[15] - 国际部门的营收增长2.7%，达到12亿美元，主要受到额外一周带来的约6000万美元收入的推动[15] 未来展望 - Best Buy计划在2025财年继续专注于提升客户体验和行业定位[3] - Best Buy预计2025财年可比销售将增长[4] - 预计财年25年度可比销售额将在我们的指导范围的高端保持不变，上半年下降，下半年上升[5] - 预计计算机类别的销售将在全年内改善，并随着早期更换和升级周期的推动而增长[5] - 预计服务收入的持续增长将部分抵消其他产品类别的略微下降[6] 新产品和新技术研发 - 公司计划通过AI提高交付和安装车辆的路线规划效率，减少客户服务电话的平均交互时间约5%[10] 市场扩张和并购 - 公司在美国计算机和电视行业拥有三分之一的零售市场份额，游戏领域约占20%，其他类别如大型家电超过10%的市场份额[9] 其他新策略和有价值的信息 - 公司计划加强在关键类别的销售认证，认证员工平均每笔交易带来近15%更高的收入[9] - 公司目前拥有700万会员，比去年同期增长了35%[27] - 公司的目标是提高客户参与度和市场份额[28]

财务表现 - Best Buy在2024年1月报告的季度营收为146.5亿美元，同比下降0.6%[1] - 公司的每股收益为2.72美元，同期去年为2.61美元[1] - 营收超出Zacks Consensus Estimate 0.89%，每股收益超出预期8.37%[2] 销售表现 - 在最近报告的季度中，Best Buy在企业可比店铺销售、国内可比店铺销售、国际可比店铺销售等方面的表现均略优于分析师预期[5][6][7] - 公司总店铺数量、国内店铺数量、国际店铺数量等数据也与分析师预期基本一致[7][8][9][10][11][12] 地理收入 - 在地理收入方面，国内收入为134.1亿美元，同比下降0.9%，国际收入为12.4亿美元，同比增长2.7%[13][14] 股票表现 - Best Buy股票过去一个月的回报率为+9.9%，目前持有Zacks Rank 3 (Hold)，预示着在短期内可能与整体市场表现一致[15]

Best Buy (BBY) came out with quarterly earnings of $2.72 per share, beating the Zacks Consensus Estimate of $2.51 per share. This compares to earnings of $2.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.37%. A quarter ago, it was expected that this consumer electronics retailer would post earnings of $1.19 per share when it actually produced earnings of $1.29, delivering a surprise of 8.40%.Over the last four quarters, ...