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Sentiment · FY2027 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“in Q1, Best Buy names FedEx as their primary national parcel carrier. Leveraging our advanced visibility tool, Best Buy will provide real-time tracking data and customer order communication, improving their customers' experiences.”
Best Buy named FedEx its primary national parcel carrier, a new-customer win that also signals Best Buy investing in improved delivery visibility.
“we continue to build momentum across appliances and consumer electronics, including the expansion of our partnership with Best Buy to support their Geek Squad protection program.”
Assurant expanded its partnership with Best Buy to service Geek Squad protection plans, including the existing back book; a positive partner read-through for Best Buy's services business.
“Best Buy at Santana Row, which you may remember going out after an extremely productive period of time for a new lifetime deal there.”
Best Buy vacated its Santana Row anchor space (being replaced by Life Time), part of Federal Realty's timing-driven anchor turnover rather than a demand issue.
“Over 70% of existing Google Cloud customers use our AI products, including Banco BV, Best Buy and FairPrice Group.”
Best Buy is named among Google Cloud customers adopting its AI products, a cloud customer read-through.
“we recently launched a partnership to provide administration and underwriting with Best Buy, the world's largest specialty consumer electronics retailer.”
Assurant launched a partnership to administer and underwrite Best Buy's Geek Squad protection plans, a read-through on Best Buy outsourcing its protection program services.
“We are also the first retail partner to launch a native checkout integration with Wizard, an AI-powered commerce platform.”
Best Buy is the first retail partner for Wizard's AI-powered commerce checkout integration.
“we support Google on its new universal commerce protocol, a cross-industry standard that helps create a more seamless agentic shopping journey across the web.”
Best Buy is building agentic checkout with Google (AI mode in Search and the Gemini app) via Google's universal commerce protocol.
“we are partnering with OpenAI to give our customers a new way to explore and discover our products.”
Best Buy is partnering with OpenAI to surface its product catalog in ChatGPT and as an early ads partner, an agentic-commerce read-through for OpenAI.
“Many of these open spaces will be filled with a much larger and more comprehensive assortment from Meta.”
Best Buy is dedicating expanded store space to a larger Meta product assortment, a read-through on rising Meta hardware (glasses/devices) retail presence.
“We do think we have the best relationship with vendor partners, and our relationship with Meta is phenomenal.”
Best Buy frames Meta as a top vendor partner, particularly around AI glasses, a growth category Best Buy sells and merchandises.
“We have a primary relationship with FedEx as a partial carrier.”
Best Buy names FedEx as a primary partial carrier within its supply-chain efficiency efforts.
“We introduced new experiences with Breville and SharkNinja that feature expanded assortments for at-home baristas and chefs and innovative health and beauty solutions.”
Best Buy introduced new in-store experiences and expanded assortments with Breville, with early reads positive.
“We introduced new experiences with Breville and SharkNinja that feature expanded assortments for at-home baristas and chefs and innovative health and beauty solutions.”
Best Buy introduced new in-store experiences and expanded assortments with SharkNinja, with early reads positive.
“While there are only 10 pilot locations, this is the first time IKEA products and services are available through another U.S. retailer, creating innovative ways for both of us to meet customer needs in a changing environment.”
Best Buy launched IKEA shop-in-shop pilots, the first time IKEA products and services are sold through another U.S. retailer.
“We launched the latest AI glasses from Meta across all stores.”
Best Buy launched Meta's latest AI glasses across all stores with Meta-staffed showcase areas, and says demand for demos outpaces available appointments.
“In gaming, we continue to see strong demand for the Nintendo Switch 2, as expected, the growth rate slowed from the more material Q2 launch time frame.”
Best Buy sees continued strong demand for the Nintendo Switch 2, with holiday demand expected to remain strong.
“We were also focused on helping customers get what they needed to transition to Windows 11 as Microsoft ended support for the Windows 10 operating system mid-October.”
Microsoft's end of Windows 10 support is driving PC replacement demand, a tailwind for Best Buy's computing sales.
Best Buy's Q4 FY2026 saw better-than-expected profitability despite softer holiday demand, with the eighth consecutive quarter of computing growth and strong mobile momentum. Revenue declined 1.0% but GAAP EPS surged 374.1% off a distorted base. The marketplace scaled to $300 million Q4 GMV with 1,100+ sellers, Best Buy Ads grew 7% to $900 million, and agentic commerce partnerships were announced with OpenAI, Google, and Wizard. FY2027 guidance was introduced at $6.30-$6.60 adjusted EPS.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Horvers | JPMorgan | 6 (0%) |
| Tony Chukumba | Loop Capital | 6 (0%) |
| Peter Keith | Piper Sandler | 6 (0%) |
| Jon Matuszewski | Jefferies | 6 (0%) |
| Steve Forbes | Guggenheim | 6 (0%) |
| Scot Ciccarelli | Truist Securities | 5 (0%) |
| Seth Sigman | Barclays | 5 (0%) |
| Brian Nagel | Oppenheimer | 5 (0%) |
| Mike Lasser | UBS | 5 (20%) |
| Zach Fadem | Wells Fargo | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Piper Sandler | 1 | 6 (0%) |
| Jefferies | 1 | 6 (0%) |
| Barclays | 2 | 6 (0%) |
| Loop Capital | 1 |
| 6 (0%) |
| JPMorgan | 1 | 6 (0%) |
| Guggenheim | 1 | 6 (0%) |
| Oppenheimer | 1 | 5 (0%) |
| Morgan Stanley | 2 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BBY Best Buy | 6 | +1.9% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |