BBY
BEST BUY CO INCEvidence as of 2026-10-01The desk's Snapshot
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Overview · BEST BUY CO INC
Best Buy Co., Inc. engages in the retail of technology products in the United States and Canada. The company operates in two segments, Domestic and International. Its stores provide computing and mobile phone products, such as desktops, notebooks, and peripherals; mobile phones comprising related mobile network carrier commissions; networking products; tablets covering e-readers; smartwatches; and consumer electronic…
Management team
- Mr. Damien Harmon · Senior Executive VP of Customer, Channel Experiences & Enterprise ServicesFind on LinkedIn
- Ms. Kathleen M. Scarlett · Senior Executive VP of Human Resources & Corporate AffairsFind on LinkedIn
- Mr. Todd Gregory Hartman · Executive VP, General Counsel, Secretary & Chief Risk OfficerFind on LinkedIn
- Mr. Matthew M. Bilunas · Senior Executive VP of Enterprise Strategy & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The surviving evidence presents a mixed picture (evidence balance: Mixed, -0.2 of +2; confidence high). On sequential accounting, net income rose from $ 276,000,000 in Q1 2027 (fiscal quarter ended 2026-06-03) to $ 315,000,000 in Q2 2027 (fiscal quarter ended 2026-09-02), gross profit increased from $ 2,102,000,000 to $ 2,338,000,000, operating income rose from $ 370,000,000 to $ 421,000,000, and diluted EPS moved from $ 1.31 to $ 1.48 over the same two quarters. The balance sheet items the desk upheld show cash and cash equivalents increased to $ 2,255,000,000 as of 2026-08-01, total assets grew to $ 16,107,000,000 and stockholders' equity to $ 3,183,000,000 (both measured against 2025-05-03 comparators), while shares outstanding fell modestly from 211,346,694 as of 2025-06-04 to 209,727,698 as of 2026-09-02.
Valuation and market-context metrics are mixed: trailing P/E is 20.43 on a price of $ 88.24 (as of 2026-09-30), EV/EBITDA is 8.29 with trailing EBITDA of $ 2,101,000,000, but trailing free cash flow is negative $ 448,000,000 (ttm), producing negative FCF per share and a null FCF-implied growth output. Filings and coverage reinforce supply‑chain and supplier concentration risks (top 20 suppliers ≈ 80% of purchases; five suppliers ≈ 55%), geopolitical exposure around rare earths, and heightened media attention on partnerships, platform moves and dividend/yield discussions.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Net income rose from $276,000,000 in fiscal Q1 2027 (2026-02-01 to 2026-05-02) to $315,000,000 in fiscal Q2 2027 (2026-05-03 to 2026-08-01).
XBRL companyfacts · 0000764478-26-000022Gross profit increased quarter-over-quarter from $2,102,000,000 in fiscal Q1 2027 (2026-02-01 to 2026-05-02) to $2,338,000,000 in fiscal Q2 2027 (2026-05-03 to 2026-08-01).
XBRL companyfacts · 0000764478-26-000022Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The 10-K filed 18 March 2026 describes that while the company directly imports approximately 1% to 3% of its assortment, its global supply chain for consumer electronics is heavily reliant on vendor imports from foreign countries (including China, Mexico and Southeast Asia), making its financial results highly sensitive to changes in trade policies, tariffs and cross-border logistics.
10-K filed 2026-03-18The 10-K filed 18 March 2026 adds a geopolitical risk item highlighting that tensions (including in the Middle East, Ukraine and the South China Sea) and actions affecting relations between Taiwan and China could disrupt trade and the supply of rare earth elements, and states that Chinas control over many rare earths could, if export restrictions were imposed, impact the consumer electronics sold and the companys technological infrastructure.
10-K filed 2026-03-18Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Total reported institutional holdings value was "$15.26B" as of the 13F reporting period ended 2026-06-30.
13F holdings · 881 filers · as of 2026-06-30BlackRock, Inc. reported a holding valued at "$1.93B" in the 13F as of the period ended 2026-06-30.
13F holdings · 881 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets report recent partnership and platform moves by Best Buy, including an expanded multiyear Fire TV advertising/media deal with Amazon as described in a headline on 27 September 2026.
News · finance.yahoo.com · 2026-09-27Coverage notes Best Buy will launch on TikTok Shop, enabling customers to purchase products directly through the social commerce platform, per a 29 September 2026 headline.
News · finance.yahoo.com · 2026-09-29Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price used in this evidence set is $88.24 as of 2026-09-30.
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow for the trailing twelve months is negative $448,000,000 and free cash flow per share is negative $2.1063 (ttm).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The provided company-level data shows quarter-over-quarter improvement in core profitability metrics (net income, gross profit, operating income and diluted EPS) alongside a meaningful increase in cash and total assets and a small decline in shares outstanding; taken together these items support a constructive reading of recent operational performance and balance-sheet strengthening. Institutional interest is substantial by reported 13F value and large-manager positions (BlackRock, State Street, Vanguard), which market participants often view as a validation signal for liquidity and investor confidence. Positive valuation anchors—an above-zero trailing P/E (~20.4) and a sub-10 EV/EBITDA (~8.3)—coupled with partnership/news flow (expanded Fire TV deal, TikTok Shop listing) suggest strategic revenue channels are being developed that can complement the improving accounting results. While filings note supply-chain, geopolitical and climate risks and the ttm free-cash-flow deficit is a material caveat, the company-level evidence here is stronger on recent profitability and capitalization, so the most direct criticisms (supply concentration and negative FCF) are contested on grounds of timeliness and the offsetting operational improvements shown in the same-period reports.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.38
35 surviving claims rest on 14 distinct sources; the heaviest analyst carries 26% of them, and 99% of what the desk raised survived the debate.
The evidence set contains a moderate number of surviving claims supported by a relatively small set of sources, and one analyst contributed a quarter of the claims — that concentration raises fragility because a few inputs or a single analyst view could change the read materially. At the same time, the very high survival rate through desk debate suggests the claims were carefully vetted; however, source concentration (few documents) and analyst reliance mean this read should be treated as informative but not definitive for heavy-weight decisions.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+1.4 to the score
9 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.8 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on BBY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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