NYSE$BBY

Best Buy Co Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Best Buy reported strong Q3 results, with significant growth in comparable sales and online revenue.

Best Buy's Q3 FY21 results showed remarkable growth, with a 23% increase in comparable sales and a 174% increase in domestic comparable online sales. The company's GAAP diluted EPS increased by 35% to $1.48, while non-GAAP diluted EPS increased by 82% to $2.06. Revenue reached $11.853 billion, driven by elevated demand for products that help customers work, learn, cook, entertain, and connect in their homes.

  • Enterprise comparable sales increased by 23%.
  • Domestic comparable online sales surged by 174%.
  • GAAP diluted EPS increased by 35% to $1.48.
  • Non-GAAP diluted EPS increased by 82% to $2.06.

Headline financials

Total Revenue

$11.9B

Previous: $9.76B+22.0%
EPS (adj)

$2.06

Previous: $1.13+82.3%
Domestic comparable sales

22.6%

Previous: 2.0%+1030.0%
International comparable sales

27.3%

Previous: -1.9%+1536.8%
Capital Expenditures

-$548M

Previous: -$586M+6.5%
Free Cash Flow

-$49M

Previous: -$293M+83.3%
Net Income

$499M

Previous: $293M+70.3%
Operating Income

$670M

Previous: $395M+69.6%
Gross Profit

$2.8B

Previous: $2.36B+18.7%
Cash & Equivalents

$3.47B

Previous: $1.21B+187.6%
Total Assets

$20.1B

Previous: $16.9B+18.8%
Stock-Based Comp

$42M

Previous: $35M+20.0%

Revenue & EPS history

Best Buy · Revenue · Quarterly

$11.9B

Q3 2021+22%vs Q3 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Best Buy · $11.9B total across 2 segments · Q3 2021

  • Domestic segment
    $10.9B+21.0%
  • International segment
    $1B+25.4%

Forward guidance

Due to the significant uncertainty related to the various impacts of the pandemic, Best Buy is not providing financial guidance.

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 Q3 2021

Historical avgQ3 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%

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