It’s a big morning for stock market and economic data this morning. Weekly Jobless Claims, a revision to Q2 GDP, Retail/Wholesale Inventories and the latest Advances Trade Balance join a flurry of late Q2 earnings reports ahead of today’s opening bell.Pre-market futures look to have absorbed the earnings results from NVIDIA (NVDA) after yesterday’s close, and even though the GPU titan is trading down -3% at this hour, the Nasdaq is up +75 points currently, the S&P 500 is +20 and the Dow is surging +290 poin ...

财务数据和关键指标变化 - 公司第二季度营收93亿美元,同比下降2.3% [31] - 非GAAP营业利润率为4.1%,同比提升30个基点 [31] - 非GAAP每股收益为1.34美元,同比增长10% [31] 各条业务线数据和关键指标变化 - 平板电脑和计算机类别同比增长6% [7] - 家电、家庭影音和游戏类别同比下降 [6] - 会员服务业务毛利率有所改善 [33][36] 各个市场数据和关键指标变化 - 美国市场营收86亿美元,同比下降3% [34] - 国际市场营收6.65亿美元,同比下降4% [34] 公司战略和发展方向及行业竞争 - 公司正在更新门店陈列,提升客户体验 [13][14][15] - 公司正在加强员工培训和认证,提升服务能力 [16][17] - 公司正在探索新的收入增长点,如与Bell Canada合作在加拿大开设Best Buy Express门店 [24] - 公司认为行业正在逐步趋于稳定,但消费者行为仍不确定 [29] 管理层对经营环境和未来前景的评论 - 公司预计全年同比下降1.5%-3% [10] - 第三季度同比下降约1% [11] - 公司认为行业正在逐步趋于稳定,但消费者行为仍不确定,可能受到选举等因素影响 [47][48] 其他重要信息 - 公司将提高全年非GAAP每股收益指引至6.10-6.35美元 [36] - 公司将提高全年股票回购规模至5亿美元 [23] 问答环节重要的提问和回答 问题1 **Scot Ciccarelli 提问** 询问Copilot+在笔记本电脑销售中的占比情况 [41][43] **Corie Barry 回答** Copilot+在本季度销售中占比较小,但整体笔记本电脑销售保持增长,主要是由于客户更换和升级需求 [43] 问题2 **Michael Lasser 提问** 询问为何公司下调全年同比销售指引 [46][47] **Corie Barry 回答** 公司认为消费者行为仍不确定,可能受到选举等因素影响,因此保持谨慎态度 [47] 问题3 **Greg Melich 提问** 询问会员计划的发展情况 [58][59] **Corie Barry 回答** 会员计划新增会员、会员参与度和消费水平都有所提升,公司对此感到满意,未来将继续优化会员计划 [59]

Thursday, August 29th, 2024It’s a big morning for stock market and economic data this morning. Weekly Jobless Claims, a revision to Q2 GDP, Retail/Wholesale Inventories and the latest Advances Trade Balance join a flurry of late Q2 earnings reports ahead of today’s opening bell.Pre-market futures look to have absorbed the earnings results from NVIDIA (NVDA) after yesterday’s close, and even though the GPU titan is trading down -3% at this hour, the Nasdaq is up +75 points currently, the S&P 500 is +20 and t ...

Best Buy TodayBBYBest Buy$101.74 +13.95 (+15.89%) 52-Week Range$62.30▼$103.49Dividend Yield3.70%P/E Ratio17.82Price Target$90.87Add to WatchlistBest Buy NYSE: BBY has been attempting to navigate a difficult retail sector environment marked by declining sales and increased competition from e-commerce giants. Best Buy’s earnings report for the second quarter of fiscal year 2025 (Q2 FY2025) was recently released, offering some promising signals for investors.Best Buy’s financial report release unveiled an earn ...

文章核心观点 - 尽管Best Buy的同店销售下降2.3%,总销售额同比下降3.1%,但公司仍实现了7%的利润增长 [1][2] - Best Buy的毛利率和营业利润率均有所提升,分别增加了30个基点和50个基点 [2] - 公司预计全年销售额将下降1.5%-3%,但调高了全年非GAAP每股收益预期至6.10-6.35美元 [3] - 根据分析师预测的10.7%长期盈利增长率和4.3%的股息收益率,Best Buy股票估值合理,可被视为"买入"标的 [3] 行业分析 - 消费者正在寻求价值和销售活动,这可能会影响公司的利润率 [2] - 零售环境正在"趋于稳定",但公司预计全年销售额仍将下降 [3] 公司分析 - Best Buy第二季度实现了利润增长,但同店销售和总销售额均有所下降 [1][2] - 公司毛利率和营业利润率均有所提升 [2] - 公司调高了全年非GAAP每股收益预期 [3]

For the quarter ended July 2024, Best Buy (BBY) reported revenue of $9.29 billion, down 3.1% over the same period last year. EPS came in at $1.34, compared to $1.22 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $9.23 billion, representing a surprise of +0.63%. The company delivered an EPS surprise of +16.52%, with the consensus EPS estimate being $1.15.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

Best Buy (BBY) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.52%. A quarter ago, it was expected that this consumer electronics retailer would post earnings of $1.07 per share when it actually produced earnings of $1.20, delivering a surprise of 12.15%.Over the last four quarters ...

People walk into a Best Buy store in a Brooklyn mall on August 29, 2023 in New York City.Best Buy raised its fiscal-year profit guidance Thursday after exceeding earnings and revenue expectations for the most recent quarter. The retailer now expects to see full-year adjusted earnings per share in the range of $6.10 to $6.35, up from a prior range of $5.75 to $6.20. The company, however, lowered the top end of its guidance ranges for both full-year revenue and comparable sales. "As we look to the back half o ...

财务业绩 - 企业总收入为92.88亿美元，同比下降3.1%[2] - 国内分部收入为86.23亿美元，同比下降3.0%[5] - 国内可比销售额下降2.3%[2] - 国内在线可比销售额下降1.6%[2] - 国际分部收入为6.65亿美元，同比下降4.0%[8] - 国际可比销售额下降1.8%[8] - 公司三个月和六个月的总收入分别为92.88亿美元和181.35亿美元[19] - 公司国内分部三个月和六个月的收入分别为86.23亿美元和168.26亿美元[28] - 国际业务收入为6.65亿美元，同比下降1.8%[30] 盈利能力 - 国内毛利率为23.5%，同比上升0.4个百分点[6] - 国际毛利率为23.9%，同比下降0.3个百分点[9] - 三个月和六个月的毛利率分别为23.5%和23.4%[19] - 公司国内分部三个月和六个月的毛利率分别为23.5%和23.4%[28] - 国际业务毛利率为23.9%，同比下降0.3个百分点[30] - 公司整体营业利润为3.83亿美元，营业利润率为4.1%[37] - 国际业务营业利润为1.6亿美元，营业利润率为2.4%[30] - 公司国内分部三个月和六个月的营业利润率分别为4.3%和4.0%[28] 费用管理 - 国内非GAAP销售、一般及管理费用率为19.3%，同比下降0.1个百分点[6,7] - 公司整体销售费用及管理费用占收入19.5%，同比下降0.1个百分点[37] - 国际业务销售费用及管理费用为1.42亿美元，占收入21.4%[30] 盈利预测 - 公司预计全年非GAAP每股收益为6.10美元至6.35美元[4] - 公司三个月和六个月的每股收益分别为1.34美元和2.47美元[19] - 公司整体非GAAP每股收益为2.54美元[40] 其他财务指标 - 公司认为ROA是最直接可比的财务指标与ROI[42] - 非GAAP ROI定义为非GAAP调整后营业收入除以平均投资营业资产[42] - 公司认为非GAAP ROI是一个有意义的指标,因为它衡量了关键资产的部署效率[42] - 2024年8月3日,公司的ROA为7.9%,2023年7月29日为8.0%[43] - 2024年8月3日,公司的非GAAP ROI为23.9%,2023年7月29日为24.4%[43] - 公司营业收入调整包括重组费用和无形资产摊销[43] - 公司将超过10亿美元的现金视为超额现金,从平均投资营业资产中扣除[43] - 公司将总负债扣除短期债务和租赁负债的流动部分后得到调整后流动负债[43] 其他 - 公司在本期内出售子公司获得净收益2100万美元[19] - 国内业务计算机和手机类收入占比44%，同比增长3.9%[33] - 国内业务家用电器类收入占比13%，同比下降14.9%[33] - 公司整体非GAAP有效税率为25.8%[37]

CHINA - 2024/06/21: In this photo illustration, the American multinational consumer electronics ... [+] retailer company Best Buy (NYSE: BBY) logo seen displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesBest Buy (NYSE: BBY), a specialty retailer of consumer electronics, is scheduled to report its Q2 2025 results on Thursday, August 29 (Best Buy’s FY’24 ...