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Oct 28, 2023

Best Buy Q3 2024 Earnings Report

Best Buy reported better-than-expected profitability but slightly softer-than-expected revenue for Q3 2024.

Key Takeaways

Best Buy's Q3 2024 results revealed better-than-expected profitability despite a slight revenue decrease. The company's strong operational execution helped navigate near-term sales pressures. Due to uneven consumer demand, Best Buy lowered its annual revenue outlook, but the non-GAAP diluted EPS guidance midpoint is slightly higher than initial expectations.

Q3 FY24 revenue was $9.756 billion, compared to $10.587 billion in Q3 FY23.

GAAP diluted EPS was $1.21, while non-GAAP diluted EPS was $1.29.

Domestic revenue decreased by 8.2% year-over-year, driven by a comparable sales decline of 7.3%.

The company returned $313 million to shareholders through dividends and share repurchases.

Total Revenue
$9.76B
Previous year: $10.6B
-7.8%
EPS
$1.29
Previous year: $1.38
-6.5%
Domestic Comp Sales
-7.3%
Previous year: -10.5%
-30.5%
International Comp Sales
-1.9%
Previous year: -9.3%
-79.6%
Gross Profit
$2.23B
Previous year: $2.33B
-4.3%
Cash and Equivalents
$636M
Previous year: $932M
-31.8%
Free Cash Flow
-$108M
Previous year: $346M
-131.2%
Total Assets
$16.9B
Previous year: $17B
-0.8%

Best Buy

Best Buy

Best Buy Revenue by Segment

Best Buy Revenue by Geographic Location

Forward Guidance

For the fourth quarter, Best Buy expects comparable sales to decline between 3.0% and 7.0%. The non-GAAP operating income rate is expected to be in the range of 4.7% to 5.0%, compared to 4.8% last year.

Positive Outlook

  • The midpoint of annual non-GAAP diluted EPS guidance is slightly higher than the midpoint of the original guidance.
  • Prepared for a deal-focused customer with promotions and deals for all budgets.
  • New shopping experiences are being introduced.
  • Expanded product assortment is available.
  • Fast and free fulfillment options are offered.

Challenges Ahead

  • Consumer demand has been uneven and difficult to predict.
  • Annual revenue outlook has been lowered.
  • Comparable sales are expected to decline in the range of 3.0% to 7.0% for Q4.
  • Macro environment creates near-term sales pressure.
  • Industry is experiencing sales pressure.

Revenue & Expenses

Visualization of income flow from segment revenue to net income