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Best Buy announced that Anne Bramman, 58, has been appointed Executive Vice President and Chief Financial Officer effective August 19, 2026, reporting to incoming CEO Jason Bonfig, who succeeds Corie Barry on November 1, 2026. Effective August 1, 2026, Barry was named interim CFO until Bramman assumes the role. Bramman was previously chief financial and growth officer of Circana and CFO of Nordstrom. Her package includes a $950,000 base salary and a $500,000 sign-on cash award.
What each event means for BBY’s sentiment score is part of Tellvest Pro.
Best Buy opened fiscal 2027 with better-than-expected results, reporting enterprise revenue of $8.9 billion up 1.9% and enterprise comparable sales growth of 2%, ahead of its roughly 1% outlook, with positive comps across most major categories led by gaming, computing and mobile phones. Profitability improved as the adjusted operating income rate rose 30 basis points to 4.1% on SG&A leverage and the domestic gross profit rate expanded 20 basis points to 23.7%, lifting adjusted diluted EPS 11% to $1.28 (GAAP diluted EPS was $1.31). Newer profit streams scaled, with domestic Marketplace GMV reaching approximately $250 million and Best Buy Ads contributing to gross margin, while appliances remained a soft spot before turning to demand growth in May. Management maintained its full-year FY27 guidance of revenue of $41.2 billion to $42.1 billion, comparable sales of down 1% to up 1%, and adjusted diluted EPS of $6.30 to $6.60, and flagged rising memory costs as a watch item for computing pricing in the back half. The quarter also marked a leadership transition, with Jason Bonfig set to become CEO on November 1.
Demand | Margin | Competitive Dynamics | Pricing | Guidance Reliability | Trade Tariffs | Revenue Growth | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 6 | 2 | 2 | 2 | 1 | 2 | ||
| 2025Q4 | 1 | 2 | 3 | 2 | 4 | 3 | ||
| 2026Q1 | 5 | 5 | 3 | 5 | 2 | 3 | 3 | 1 |
| 2026Q2 | 10 | 3 | 5 | 3 | 2 | 3 | 3 | 3 |
| 2026Q3 | 8 | 4 | 5 | 1 | 3 | 1 | 3 | 2 |
| 2026Q4 | 6 | 4 | 4 | 5 | 4 | 1 | 1 | 3 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 1 | 5 | 10 | 8 | 6 |
| Margin | 2 | 2 | 5 | 3 | 4 | 4 |
| Competitive Dynamics | 3 | 3 | 5 | 5 | 4 | |
| Pricing | 2 | 2 | 5 | 3 | 1 | 5 |
| Guidance Reliability | 2 | 2 | 2 | 3 | 4 | |
| Trade Tariffs | 1 | 4 | 3 | 3 | 1 | 1 |
| Revenue Growth | 3 | 3 | 3 | 3 | 1 | |
| Innovation & R&D | 2 | 1 | 3 | 2 | 3 |
Calendar quarter Q2 2026Earnings call May 28, 2026
FY2027 Q1 in brief
Best Buy opened fiscal 2027 with better-than-expected results, reporting enterprise revenue of $8.9 billion up 1.9% and enterprise comparable sales growth of 2%, ahead of its roughly 1% outlook, with positive comps across most major categories led by gaming…
Newest quarter FY2027 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Best Buy (BBY), FY2027 Q1: 6/10. Scores: Best Buy’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: BBY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $9.45B | -3.2% | $1.26 | +4.1% | 23.5% | 3.7% | 2.9% | $-449M |
| FY2025 Q4 | $13.95B | -4.8% | $0.54 | -74.5% | 20.9% | 1.6% | 0.8% | $1.36B |
| FY2026 Q1 | $8.77B | -0.9% | $0.95 | -15.9% | 23.4% | 3.7% | 2.3% | $-132M |
| FY2026 Q2 | $9.44B | +1.6% | $0.88 | -34.3% | 23.2% | 3.9% | 2.0% | $574M |
| FY2026 Q3 | $9.67B | +2.4% | $0.66 | -47.6% | 23.2% | 3.8% | 1.4% | $-287M |
| FY2026 Q4 | $13.81B | -1.0% | $2.56 | +374.1% | 20.9% | 5.0% | 3.9% | $1.10B |
| FY2027 Q1Selected | $8.94B | +1.9% | $1.31 | +37.9% | 23.5% | 4.0% | 3.1% | $215M |
| FY2027 Q2 | $9.78B | +3.6% | $1.48 | +68.2% | 23.9% | 4.3% | 3.2% | $737M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +1.93% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jonathan Matuszewski | Jefferies | 8 questions · 0% challenging |
| Chris Horvers | JPMorgan | 8 questions · 0% challenging |
| Steve Forbes | Guggenheim | 7 questions · 0% challenging |
| Michael Lasser | UBS | 7 questions · 43% challenging |
| Anthony Chukumba | Loop Capital | 6 questions · 0% challenging |
| Peter Keith | Piper Sandler | 6 questions · 0% challenging |
| Scot Ciccarelli | Truist Securities | 6 questions · 0% challenging |
| Steven Zaccone | Citigroup | 6 questions · 0% challenging |
| Joe Feldman | Telsey Advisory Group | 5 questions · 0% challenging |
| Seth Sigman | Barclays | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| Jefferies | 1 analyst | 8 questions · 0% challenging |
| Guggenheim | 1 analyst | 7 questions · 0% challenging |
| UBS | 1 analyst | 7 questions · 43% challenging |
| Morgan Stanley | 2 analysts | 7 questions · 0% challenging |
| Citigroup | 1 analyst | 6 questions · 0% challenging |
| Loop Capital | 1 analyst | 6 questions · 0% challenging |
| Barclays | 2 analysts | 6 questions · 0% challenging |
What BBY and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we are going to start lapping the Switch launch last year, which was roughly $200 million of sales in Q2”
The Nintendo Switch 2 launch drove roughly $200 million of Best Buy sales in the prior-year Q2, a signal for the strength of that Nintendo console launch.
“We will continue to partner with AI companies like OpenAI and Google to make sure we're showing up in the places where customers look for technology and advice.”
Best Buy names OpenAI as an AI partner for showing up where customers search for technology advice.
“We will continue to partner with AI companies like OpenAI and Google to make sure we're showing up in the places where customers look for technology and advice.”
Best Buy frames Google as an AI partner it is integrating with so Best Buy surfaces in AI-driven shopping/advice touch points.
“In 50 stores over the next 2 quarters, these open spaces will be filled with a new Meta experience that spans their AI glasses and VR categories. Branded Meta Labs at Best Buy, these 900 square foot areas will be staffed by employees specialized and dedicated to the Meta experience.”
Best Buy is dedicating branded Meta Labs space in 50 stores to showcase Meta's AI glasses and VR products, a signal for distribution/demand for Meta's consumer hardware.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BBY Best Buy | 6 | +1.9% | |
| AMZN Amazon.com, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AZO AutoZone | 7 | +8.4% | |
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| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
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| GME GameStop Corp. | 8 | +14.1% | |
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| MELI MercadoLibre | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ORLY O'Reilly Automotive | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| PDD PDD Holdings | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TSCO Tractor Supply | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |
Newest-quarter details for 8 peers (score, revenue, headline, themes and macro signals) are available with Pro.