Analysts on Wall Street project that Best Buy (BBY) will announce quarterly earnings of $1.22 per share in its forthcoming report, representing a decline of 9% year over year. Revenues are projected to reach $9.21 billion, declining 0.9% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. The consensus among analy ...

分析师指出，计算设备销售的持续强劲，以及市场对任天堂(NTDOY.US)Switch新机型发布的积极反 应，是推动季度销售增长的主要动力。这部分增长足以抵消因房地产市场低迷对电视和家电品类销售造 成的持续拖累。报告还提到，关税带来的价格上涨并未对需求产生显著负面影响，因消费者难以区分关 税相关的价格变化与产品技术升级带来的价格差异，且公司与供应商共同努力减轻了其对需求的冲击。 至于全年与长期指引，摩根大通预计百思买2025年下半年指引有望维持不变，而2027年盈利增长值得期 待。 百思买(BBY.US)将于8月28日美股盘前公布2025财年第二季度财报。面对日益激烈的市场竞争，这家消 费电子零售商正承受着维持盈利能力的巨大压力。在消费者偏好转变与全行业促销浪潮的双重挑战下， 投资者与分析机构正密切关注其财务表现与战略调整，以评估未来前景。 市场普遍预期，百思买Q2营收为92.31美元，同比下降0.6%，同店销售额下降0.5%，每股收益为1.20 元，同比下降10.2%。 华尔街观点 摩根大通在一份报告中指出，百思买即将公布的第二季度业绩有望符合预期且每股收益存在上行潜力， 当前股价提供了良好的风险回报机会，因 ...

百思买(BBY.US)将于8月28日美股盘前公布2025财年第二季度财报。面对日益激烈的市场竞争，这家消 费电子零售商正承受着维持盈利能力的巨大压力。在消费者偏好转变与全行业促销浪潮的双重挑战下， 投资者与分析机构正密切关注其财务表现与战略调整，以评估未来前景。 市场普遍预期，百思买Q2营收为92.31美元，同比下降0.6%，同店销售额下降0.5%，每股收益为1.20 元，同比下降10.2%。 该行预测，百思买每股收益最高可达1.27美元，高于市场普遍预期。该乐观预测源于积极的消费趋势及 持续增长的门店与网络流量，尽管电子产品的整体需求仍面临挑战。 Wedbush补充道，需要注意的是，虽然新款游戏发布和Switch2即将上市的消息带来短期利好，但百思买 正承受关税压力、价格上涨及半导体附加税带来的成本攀升。不过，经历上季度业绩放缓后，公司已下 调全年预期，并通过深化供应商合作来缓解关税带来的经营压力。 至于全年与长期指引，摩根大通预计百思买2025年下半年指引有望维持不变，而2027年盈利增长值得期 待。 该行认为，考虑到下半年业绩在全年占比更高，且商品关税对消费者需求的影响仍存在不确定性，叠加 上半年整体业 ...

分析师指出，计算设备销售的持续强劲，以及市场对任天堂(NTDOY.US)Switch新机型发布的积极反 应，是推动季度销售增长的主要动力。这部分增长足以抵消因房地产市场低迷对电视和家电品类销售造 成的持续拖累。报告还提到，关税带来的价格上涨并未对需求产生显著负面影响，因消费者难以区分关 税相关的价格变化与产品技术升级带来的价格差异，且公司与供应商共同努力减轻了其对需求的冲击。 智通财经APP获悉，百思买(BBY.US)将于8月28日美股盘前公布2025财年第二季度财报。面对日益激烈 的市场竞争，这家消费电子零售商正承受着维持盈利能力的巨大压力。在消费者偏好转变与全行业促销 浪潮的双重挑战下，投资者与分析机构正密切关注其财务表现与战略调整，以评估未来前景。 至于全年与长期指引，摩根大通预计百思买2025年下半年指引有望维持不变，而2027年盈利增长值得期 待。 市场普遍预期，百思买Q2营收为92.31美元，同比下降0.6%，同店销售额下降0.5%，每股收益为1.20 元，同比下降10.2%。 该行认为，考虑到下半年业绩在全年占比更高，且商品关税对消费者需求的影响仍存在不确定性，叠加 上半年整体业绩与预期基本一致 ...

Key Takeaways Q2 earnings for S&P 500 members are currently up +11.1% on +5.7% higher revenues. NVIDIA reflects the most important quarterly release this week, wrapping up Mag 7 reports. Other notable companies, including DG, ULTA, BBY, and CRWD are also reporting this week. The earnings release from Nvidia (NVDA) is the true highlight of this week’s earnings docket, though there are a few other bellwethers on deck to report results as well, including Best Buy (BBY) , Ulta Beauty (ULTA) , and others. We hav ...

As consumer electronics retailers navigate a shifting landscape marked by evolving technology and changing consumer habits, Best Buy BBY finds itself at a pivotal juncture. Analysts closely watch how the company adapts to these dynamics, with strategic moves and new product offerings potentially reshaping its future trajectory.Telsey Advisory Group analyst Joseph Feldman maintained Best Buy with an Outperform and a $90 price forecast.Feldman states the company’s results are stabilizing and positioned to ret ...

Core Insights - Best Buy faces challenges in maintaining profitability amid a competitive landscape and shifting consumer preferences [1] - Analyst Robert F. Ohmes from BofA Securities has reiterated an Underperform rating on Best Buy shares with a price forecast of $63 [2] - The company is set to report second-quarter earnings on August 28, with expected EPS of $1.23 and enterprise comps at -0.3% [2] Financial Performance - The projected gross margin for the second quarter is 23.5%, unchanged from the previous year [3] - Selling Current Health is expected to alleviate margin pressure related to the slow adoption of hospital-at-home solutions [4] - Online sales are outpacing in-store purchases, which may negatively impact margins due to lower warranty attachment rates in online sales [4] Market Conditions - Appliance and consumer electronics sales are highly promotional, with average discounts of 13% in the second quarter [5] - The upcoming marketplace launch is expected to expand to approximately 500 vendors, which should contribute to incremental profit and be margin-accretive in FY26 [5] - Best Buy shares were down 2.16% at $72.50 at the time of publication [5]

点击蓝字，关注我们 今日上午港股 1. 周生生(00116)涨超18%， 周生生发布公告，预计中期持续经营业务股东应占溢利约9亿至9.2亿港元。 2. 小鹏汽车-W(09868)涨超4%， 小鹏汽车-W发布截2025年中期业绩，二季度营收同比增长125.3%，创单 季度历史新高。 3. 舜宇光学科技(02382)涨超6%， 8月19日，舜宇光学科技发布截至2025年6月30日止六个月中期业绩， 中期股东应占溢利同比增加52.56%。 5. 翰森制药(03692)跌超8%， 翰森制药公布，公司折让6.5%配股净筹近39亿港元，主要用于创新药物研 发。 6. 泡泡玛特(09992)涨超6%。 泡泡玛特发布2025年中期业绩，上半年经调整净利同比增长3.6倍。 7. 昆仑能源(00135)跌超3%， 8月19日，昆仑能源公布2025年中期业绩，上半年股东应占溢利同比减少 4.36%，中期息派16.6分。 8. 歌礼制药-B(01672)再跌超8%， 歌礼制药近日公告称，拟以先旧后新方式配售，所得款项净额4.68亿 港元。同时，歌礼制药的控股股东套现近3.9亿港元。 9. 易鑫集团(02858)涨超1%， 易鑫集团发 ...

The company is adding third-party sellers to its online and mobile stores, widening its reach and appeal with consumers.On Tuesday, Best Buy (BBY 3.22%) announced a dramatic expansion of its online store, and investors rewarded the company by bidding its stock price up. Shares of the sturdy electronics retailer closed the trading session more than 3% higher, on a day when the S&P 500 index slumped by 0.6%. A better outlet for Best BuyWell before market open Tuesday morning, Best Buy announced that its new B ...

Core Insights - Best Buy Co Inc (NYSE:BBY) stock increased by 4.2% to $74.78 following the launch of a new third-party digital marketplace, which has significantly expanded product offerings [1] - The stock is facing resistance around the $75 level, which has historically rejected rallies since mid-March, and it is attempting to close above the 150-day trendline for the first time since February [2] - Year-to-date, the stock has declined by 12% [2] Options Activity - There has been a notable increase in call options trading, with 9,130 calls exchanged today, which is four times the average call volume, compared to only 1,587 puts [3] - The most popular call option is the weekly 8/22 74-strike call, followed by the 72-strike call, with new positions being opened at the former [3] - Over the past 10 weeks, calls have been more popular than usual, with a 50-day call/put volume ratio of 1.62, ranking higher than 94% of readings from the past year [4] Short Interest - Short interest in Best Buy has been rising, now representing 7.8% of the stock's available float, indicating a potential bearish sentiment among some investors [4] - It would take over four days for shorts to cover their positions at the average trading pace of Best Buy [4]