NYSE$BBY

Best Buy Co Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Best Buy's Q4 earnings reflect a decline in comparable sales, but profitability was maintained at the high end of the original guidance range.

Best Buy reported Q4 results with a 4.8% decline in comparable sales. Despite the challenging sales environment, the company's strong operational execution allowed them to deliver annual profitability at the high end of their original guidance. They also grew their paid membership base and improved customer experience.

  • Comparable sales declined by 4.8%.
  • GAAP diluted EPS was $2.12.
  • Non-GAAP diluted EPS reached $2.72.
  • The quarterly dividend increased by 2% to $0.94 per share.

Headline financials

Total Revenue

$14.6B

Previous: $14.7B-0.6%
EPS (adj)

$2.72

Previous: $2.61+4.2%
Domestic comparable sales

-5.1%

Previous: -9.6%+46.9%
International comparable sales

-1.4%

Previous: -5.7%+75.4%
Capital Expenditures

-$183M

Previous: $234M-178.2%
Net Income

$460M

Previous: $495M-7.1%
Operating Income

$561M

Previous: $597M-6.0%
Gross Profit

$3B

Previous: $2.94B+2.1%
Stock-Based Comp

$35M

Previous: $40M-12.5%

Revenue & EPS history

Best Buy · Revenue · Quarterly

$14.6B

Q4 2024-0.6%vs Q4 2023
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Best Buy · $8.94B total across 2 segments · Q1 2027

  • Domestic segment
    $8.25B
  • International segment
    $687M

Forward guidance

For FY25, Best Buy expects revenue between $41.3 billion and $42.6 billion, comparable sales between -3.0% and 0.0%, and non-GAAP diluted EPS between $5.75 and $6.20.

Tailwinds

  • Revenue of $41.3 billion to $42.6 billion
  • Comparable sales of (3.0%) to 0.0%
  • Enterprise non-GAAP operating income rate of 3.9% to 4.1%
  • Non-GAAP effective income tax rate of approximately 25.0%
  • Non-GAAP diluted EPS of $5.75 to $6.20

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 Q4 2024

Historical avgQ4 2024

+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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