Best Buy (BBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-07-08
$78.06-0.84%
Close 2026-07-08 · 1-day change
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How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-07-07.
The screen ranks BBY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on being a human-powered, customer-focused company.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 63% of the time over the next year (vs 49% for the rest of the cohort, n=4939).
Over the trailing year it converted 2.01x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 49% for the rest of the cohort, n=4698).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 48% for the rest of the cohort, n=2438).
Not investment advice. As of 2026-07-08.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue returning capital to shareholders through dividends and share repurchases, targeting approximately $300 million in repurchases for FY27.
Stated as a priority in 5 of last 5 quarters. Management has consistently maintained a share repurchase target of approximately $300 million annually through FY26 and FY27. The company returned $202 million in dividends in 2027-Q1 and continues to emphasize disciplined capital allocation. The trajectory is stable and consistent with stated capital return plans.
“The company still expects to spend approximately $300 million on share repurchases during FY27.”
“The company expects to spend approximately $300 million on share repurchases during FY27.”
“The company expects to spend approximately $300 million on share repurchases during FY26.”
“The company expects to spend approximately $300 million on share repurchases during FY26.”
“The company expects to spend approximately $300 million on share repurchases during FY26.”
Focus on operational improvements including cost management and restructuring to offset pressures and fund strategic investments.
Stated as a priority in 3 of last 3 quarters. Operating income rose from $219M in 2026-Q1 to $370M in 2027-Q1, with operating income margin improving from 2.5% to 4.1%. Management emphasizes operational effectiveness to fund investments and offset pressures. The financial trajectory shows delivering operational improvements consistent with this priority.
“Drive operational effectiveness and efficiency to fund strategic investments and offset pressures.”
“Focused on strengthening our position while expanding operating income rate and building incremental profit streams.”
“We are focused on sharpening customer experiences and expanding our non-GAAP operating income rate in the current environment.”
Focus on expanding market reach and customer base as a key growth driver.
Stated as a priority in 2 of last 2 quarters. Management highlights expanding and growing Best Buy's reach as a key growth area. While revenue and comparable sales show modest growth, specific metrics tied directly to reach expansion are not detailed, indicating recurring focus with limited direct quantitative delivery evidence.
“Four areas to grow our business: advancing Best Buy as a Retail, Media and Advertising, and Technology company; expanding and growing our reach; elevating the Best Buy experience; and being a human-p…”
“We remain focused on our FY26 strategic priorities, which include expanding and growing our reach.”
Emphasize customer experience and human-powered service as a strategic priority.
Stated as a priority in 2 of last 2 quarters. Management emphasizes customer focus and human-powered service as strategic priorities. However, no specific financial or operational metrics are provided to quantify progress, indicating recurring focus with limited measurable delivery so far.
“Four priorities include being a human-powered, customer-focused company.”
“We remain focused on our FY26 strategic priorities, including being a human-powered, customer-focused company.”