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May 01, 2021

Best Buy Q1 2022 Earnings Report

Best Buy reported better-than-expected first quarter results, with enterprise comparable sales increasing by 37.2% and GAAP diluted EPS increasing by 280% to $2.32. The company raised its full-year enterprise comparable sales growth outlook to a range of 3% to 6%.

Key Takeaways

Best Buy's Q1 FY22 results exceeded expectations, driven by extraordinarily high customer demand for technology products and services. The company's enterprise comparable sales increased by 37.2%, and GAAP diluted EPS increased by 280% to $2.32. Due to the strong start to the year, Best Buy raised its full-year enterprise comparable sales growth outlook to a range of 3% to 6%.

Enterprise comparable sales increased 37.2%.

GAAP diluted EPS increased 280% to $2.32.

Non-GAAP diluted EPS increased 233% to $2.23.

Full-year enterprise comparable sales growth outlook raised to a range of 3% to 6%.

Total Revenue
$11.6B
Previous year: $8.56B
+35.9%
EPS
$2.23
Previous year: $0.67
+232.8%
Domestic Comp Sales
37.9%
Previous year: -5.7%
-764.9%
International Comp Sales
27.8%
Previous year: 0.2%
+13800.0%
Gross Profit
$2.72B
Previous year: $1.97B
+38.2%
Cash and Equivalents
$4.28B
Previous year: $3.92B
+9.2%
Free Cash Flow
-$56M
Previous year: $649M
-108.6%
Total Assets
$17.7B
Previous year: $15.6B
+13.5%

Best Buy

Best Buy

Best Buy Revenue by Segment

Best Buy Revenue by Geographic Location

Forward Guidance

Best Buy expects enterprise comparable sales growth of approximately 17% and a non-GAAP gross profit rate approximately flat to the Q2 FY21 rate of 22.9%. Enterprise non-GAAP SG&A growth is expected to be approximately 20%. For the full year, Best Buy anticipates enterprise comparable sales growth of 3% to 6%.

Positive Outlook

  • Enterprise comparable sales growth of approximately 17% in Q2 FY22.
  • Enterprise non-GAAP gross profit rate approximately flat to the Q2 FY21 rate of 22.9%.
  • Enterprise non-GAAP SG&A growth of approximately 20%.
  • Enterprise comparable sales growth of 3% to 6% for FY22.
  • Enterprise non-GAAP gross profit rate approximately flat to the FY21 rate of 22.4%.

Challenges Ahead

  • Shopping behavior is expected to evolve as customers spend more time on activities like eating out and traveling.
  • The impact of evolving shopping behavior on Best Buy's business is uncertain.
  • Difficult to predict the impact of lapping particularly strong sales in the back half of last year.
  • Original FY22 back-half sales assumptions remain unchanged.
  • Uncertainty and inherent difficulty predicting the occurrence and financial impact of non-GAAP adjustments.

Revenue & Expenses

Visualization of income flow from segment revenue to net income