Best Buy (BBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$90.27+3.18%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · BBY
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 2026-09-04.
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); 3 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.
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 50% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
Continue disciplined capital allocation including returning capital to shareholders via dividends and a $300 million share repurchase program for FY27.
Stated as a priority in 4 of last 4 quarters. The company returned $441 million to shareholders year-to-date in 2026-Q3 including $36 million in share repurchases, and maintains a $300 million share repurchase plan for FY27. Dividends per share increased slightly to $0.96. Management is delivering consistent capital return aligned with stated priorities.
Continue to improve operational effectiveness and efficiency to support strategic investments and offset cost pressures.
Stated as a priority in 3 of last 3 quarters. Operating income increased from $251M in 2026-Q2 to $421M in 2026-Q3, with operating margin improving from 2.7% to 4.3%. Management's focus on operational effectiveness is reflected in improved profitability, indicating progress in this priority.
Focus on expanding and growing Best Buy's market reach and customer base.
Maintain a customer-centric culture emphasizing human connection and service excellence.
Stated as a priority in 3 of last 3 quarters. Management consistently highlights the importance of being a human-powered, customer-focused company. While this is a qualitative priority, the company reports improved customer engagement and brand strength, indicating ongoing commitment.
“We have built a stronger, more resilient Best Buy, strengthened our position as a trusted partner in our customers' lives.”
Over the trailing year it converted 0.24x of net income into operating cash flow. Historically, Consumer Discretionary names rated fragile grew net income 40% of the time over the next year (vs 53% for the rest of the cohort, n=3652).
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).
10 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 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.
“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 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 FY27.”
“We remain focused on driving operational effectiveness and efficiency to fund strategic investments and offset pressures.”
“We are focused on strengthening our position and expanding operating income while building incremental profit streams.”
“Drive operational effectiveness and efficiency to fund investments and offset pressures.”
“Being a human-powered, customer-focused company is one of our four priorities to grow the business.”
“We focus on services as a strategic priority and maintaining positive brand perception and recognition.”