NYSE$BBY

Best Buy Co Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Best Buy's Q2 2021 results were announced, demonstrating strong growth in revenue, comparable sales, and earnings per share amid unprecedented times.

Best Buy reported strong Q2 FY21 results, with enterprise revenue increasing by almost 4% despite stores being open by appointment only for the first six weeks of the quarter. The company saw significant growth in domestic online sales and overall comparable sales. GAAP diluted EPS increased by 85%, and non-GAAP diluted EPS increased by 58%.

  • Enterprise comparable sales increased by 5.8%.
  • Domestic comparable online sales increased by 242%.
  • GAAP diluted EPS increased by 85% to $1.65.
  • Non-GAAP diluted EPS increased by 58% to $1.71.

Headline financials

Total Revenue

$9.91B

Previous: $9.54B+3.9%
EPS (adj)

$1.71

Previous: $1.08+58.3%
Domestic comparable sales

5.0%

Previous: 1.9%+163.2%
International comparable sales

15.1%

Previous: -1.9%+894.7%
Capital Expenditures

-$340M

Previous: -$385M+11.7%
Free Cash Flow

$92M

Previous: -$147M+162.6%
Net Income

$432M

Previous: $238M+81.5%
Operating Income

$568M

Previous: $313M+81.5%
Gross Profit

$2.27B

Previous: $2.28B-0.6%
Cash & Equivalents

$5.31B

Previous: $1.29B+311.6%
Total Assets

$17.4B

Previous: $15B+16.3%
Stock-Based Comp

$50M

Previous: $38M+31.6%

Revenue & EPS history

Best Buy · Revenue · Quarterly

$9.91B

Q2 2021+3.9%vs Q2 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Best Buy · $9.91B total across 2 segments · Q2 2021

  • Domestic segment
    $9.13B
  • International segment
    $782M

Forward guidance

Best Buy is not providing financial guidance due to ongoing uncertainty. However, they anticipate Q3 sales to be higher compared to last year, but not at the current quarter-to-date growth level of approximately 20%. Q3 SG&A expense is expected to be more in line with last year's third quarter.

Tailwinds

  • Q3 sales are expected to be higher compared to last year.
  • The company is encouraged by clarity of purpose and momentum.
  • The company is confident regarding its execution and adaptability.
  • The company sees opportunities ahead.
  • SG&A expense is planned to be more in line with last year’s third quarter.

Headwinds

  • Ongoing uncertainty prevents providing financial guidance.
  • Sales growth is not expected to continue at the current quarter-to-date level of approximately 20%.
  • Potential future government stimulus actions.
  • The possible depth and duration of the pandemic.
  • The risk of higher unemployment over time.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+0.8%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+0.1%

Avg return

30 days after

51%

36 / 71 earnings

Positive

+20.4%

Q2 2016

Best reaction

-16.8%

Q3 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+13.3%+8.3%+4.7%
Q3 2026+4.4%+4.8%-7.8%
Q2 2026-3.8%-1.3%+0.9%
Q1 2026-7.1%-2.3%-4.6%
Q4 2025-13.3%-8.5%-28.3%
Q3 2025-5.2%-3.3%-3.9%
Q2 2025+14.4%+15.0%+16.5%
Q1 2025+18.0%+22.2%+17.2%
Q4 2024-2.2%-4.7%+2.9%
Q3 2024-0.1%+2.1%+11.3%
Q2 2024+2.5%+1.6%-7.0%
Q1 2024+7.5%+6.1%+14.4%
Q4 2023+0.9%-0.3%-5.2%
Q3 2023+16.3%+14.7%+13.6%
Q2 2023-4.1%-3.5%-11.7%
Q1 2023+10.3%+15.7%-1.8%
Q4 2022+5.2%+0.3%-10.4%
Q2 2022+8.7%+4.8%-5.3%
Q1 2022-0.6%-1.8%-3.3%
Q4 2021-11.6%-9.6%+5.1%
Q3 2021-6.7%-7.7%-16.0%
Q2 2021-4.3%-5.2%-10.7%
Q1 2021-5.7%-2.5%-0.4%
Q4 2020-7.9%-6.9%-24.0%
Q3 2020+8.7%+8.6%+18.3%
Q2 2020-7.8%-8.4%-1.1%
Q1 2020-4.7%-5.5%-2.4%
Q4 2019+14.1%+11.2%+17.8%
Q3 2019-0.2%+0.6%-19.0%
Q2 2019-4.9%-2.6%-4.2%
Q1 2019-9.9%-10.2%+0.4%
Q4 2018+0.8%+6.0%-3.4%
Q3 2018-2.6%-2.2%+14.0%
Q2 2018-13.3%-12.8%-9.0%
Q1 2018+17.0%+17.6%+9.4%
Q4 2017+1.6%-0.5%+11.4%
Q3 2017+10.7%+15.2%+16.2%
Q2 2017+20.4%+20.4%+17.3%
Q1 2017-2.8%-2.9%-7.8%
Q4 2016+3.1%
Q3 2016-2.6%
Q2 2016+20.4%
Q1 2016+1.6%
Q4 2015+3.0%
Q3 2015+7.0%
Q2 2015-0.9%
Q1 2015+6.5%
Q4 2014-3.1%
Q3 2014-11.1%
Q2 2014+9.8%
Q1 2014-4.3%
Q4 2013+8.3%
Q3 2013-15.9%
Q2 2013-2.4%
Q1 2013+2.2%
Q4 2012-11.0%
Q3 2012-16.8%
Q2 2012-3.8%
Q1 2012+5.5%
Q4 2011+1.9%
Q3 2011+0.6%
Q2 2011+0.7%
Q1 2010-0.2%
Q1 2011-3.6%
Q4 2010+2.6%
Q4 2008+2.6%
Q3 2010-2.4%
Q3 2009-2.4%
Q2 2010+0.9%
Q2 2009+0.9%
Q4 2009+0.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro