Best Buy Co., Inc. (NYSE:BBY) is one of the stocks on Jim Cramer’s game plan for the week. Cramer discussed the effect of tariffs on the company, as he remarked: “We have a slew of important earnings on Tuesday from a host of industries. In the morning, for example, we get results from Kohl’s, Best Buy, and DICK’S Sporting Goods. What am I hearing?… Best Buy will be okay. Probably hurt by higher interest rates and tariffs, although that should be offset by a PC refresh cycle.” A person with stock marke ...

Core Points - Ferguson Enterprises Inc. will release its financial results for the quarter ended October 31, 2025, on December 9, 2025 [1][5] - The results will be available on Ferguson's corporate website at 6:45 a.m. ET/11:45 a.m. GMT [1][5] - A conference call and webcast for analysts and investors will take place on the same day at 8:30 a.m. ET/1:30 p.m. GMT [2][5] Company Overview - Ferguson is the largest value-added distributor in the North American construction market, which is valued at $340 billion [3] - The company reported sales of $30.8 billion for FY'25 and employs approximately 35,000 associates across over 1,700 locations [3]

Core Insights - Best Buy Co., Inc. has significantly underperformed the broader market, with a 13% decline over the past year compared to a 14.1% increase in the S&P 500 Index [2] - The company's stock has also lagged behind the SPDR S&P Retail ETF, which gained about 1% over the same period [3] - Factors contributing to this underperformance include increased online competition and a normalization of gadget spending post-pandemic [4] Financial Performance - For Q2, Best Buy reported an adjusted EPS of $1.28, exceeding Wall Street expectations of $1.22, and revenue of $9.4 billion, surpassing forecasts of $9.2 billion [4] - The company anticipates full-year adjusted EPS between $6.15 and $6.30, with revenue expected to range from $41.1 billion to $41.9 billion [4] - Analysts predict a 1.9% decline in EPS for the current fiscal year, estimating it at $6.25 on a diluted basis [5] Analyst Ratings and Price Targets - Among 24 analysts covering Best Buy, the consensus rating is a "Moderate Buy," with eight "Strong Buy" ratings, 15 "Holds," and one "Moderate Sell" [5] - Truist Financial Corporation has maintained a "Hold" rating and raised the price target to $79, indicating a potential upside of 1.7% from current levels [6] - The mean price target of $80.79 suggests a 4% premium, while the highest target of $95 indicates a potential upside of 22.3% [6]

Core Insights - Best Buy Co., Inc. has a market capitalization of $17.5 billion and operates over 1,000 stores across the U.S., Canada, and Mexico, offering a variety of consumer electronics and services [1] - The company is expected to announce its fiscal Q3 2026 earnings soon, with analysts predicting an adjusted EPS of $1.30, reflecting a 3.2% increase from the previous year [1] - For fiscal 2026, an adjusted EPS of $6.24 is anticipated, representing a 2% decline from $6.37 in fiscal 2025, but expected to grow to $6.74 in fiscal 2027 [2] Stock Performance - Best Buy shares have decreased by 10.6% over the past 52 weeks, underperforming the S&P 500 Index, which gained 18.4%, and the Consumer Discretionary Select Sector SPDR Fund, which returned 20.1% [3] - On October 13, Best Buy shares surged by 8.8% due to easing U.S.–China trade tensions, which positively impacted investor sentiment and benefited retailers reliant on Chinese imports [4] Analyst Ratings - The consensus view on Best Buy stock is cautiously optimistic, with a "Moderate Buy" rating; among 24 analysts, 8 recommend "Strong Buy," 15 suggest "Hold," and 1 advises "Moderate Sell" [5] - The stock currently trades above its mean price target of $80.16, with the highest target of $95 indicating a potential premium of 14.6% from current market prices [5]

Core Viewpoint - The Home Depot, Inc. (NYSE:HD) is viewed positively by Jim Cramer as a recession-proof stock, with expectations of growth in stock value and the housing market following anticipated Fed rate cuts [1][3]. Group 1: Stock Performance and Analyst Opinions - The stock has experienced a -3.10% decline over the past month, influenced by controversy surrounding ICE raids on its parking lots [2]. - Analysts have mixed opinions; TD Cowen and J.P. Morgan maintain a Buy rating, while Oppenheimer has reiterated a Hold rating [2]. Group 2: Institutional Confidence and Market Position - The Home Depot is supported by strong institutional confidence, with 93 hedge funds reported to be invested in the company [4]. - The company is one of the largest home improvement retailers globally, offering tools, construction products, and services to both DIY customers and professional contractors [5].

Group 1 - Best Buy Co., Inc. is recognized for its strong dividend yield of 5%, but it requires robust consumer growth and tariff relief to thrive [1] - The company offers a diverse range of products including consumer electronics, appliances, and lifestyle products, along with services like delivery and technical support [2] - There is a belief that certain AI stocks may present greater upside potential compared to Best Buy, indicating a competitive investment landscape [3]

Group 1 - Ferguson Enterprises Inc. filed a Final Prospectus Supplement on September 19, 2025, and a Form 8-K on September 22, 2025, with the U.S. Securities and Exchange Commission [1][5] - The company is the largest value-added distributor in the $340 billion North American construction market, focusing on water and air specialized professionals [2][5] - Ferguson reported sales of $30.8 billion for FY'25 and employs approximately 35,000 associates across over 1,700 locations [2][5] Group 2 - On September 18, 2025, Ferguson priced a public offering of $750 million in aggregate principal amount of 4.350% senior unsecured notes due 2031 [6][7] - The obligations under the notes will be fully and unconditionally guaranteed by Ferguson UK Holdings Limited, an indirect subsidiary of Ferguson [6][7]

Group 1 - Costco Wholesale Corporation (NASDAQ:COST) is considered a strong long-term investment, with the recommendation to buy shares gradually rather than all at once [1] - The company operates membership-based warehouses that offer a wide range of products, including groceries, appliances, electronics, apparel, and household goods, along with additional services like fuel stations and pharmacies [2] - The former CFO, Richard Galanti, played a significant role in maintaining low prices by instilling a strong sense of accountability among suppliers, contributing to Costco's reputation for value [2] Group 2 - Despite the positive outlook for Costco, there are suggestions that certain AI stocks may present greater upside potential and lower downside risk [2]

Group 1 - Ferguson Enterprises Inc. reported significant earnings growth, beating both top and bottom line expectations, resulting in an almost 8% stock price increase and a year-to-date rally of nearly 30% [1] - The company supplies a wide range of products including plumbing, HVAC, appliances, fire protection, and industrial solutions to various customer segments [2] - Since Jim Cramer's positive remarks about Ferguson, the stock has appreciated by approximately 37.5% [2] Group 2 - The company is part of a broader group of stocks that have been undervalued, particularly after a market shift away from data centers, which is viewed as a mistake [2]

Core Insights - Lowe's Companies, Inc. (NYSE:LOW) is recognized as a strong candidate for a dividend stock portfolio due to its solid business operations and disciplined financial approach [2][4]. Business Overview - Lowe's is an American home improvement company catering to both DIY customers and professional builders, offering a wide range of products including building supplies, tools, appliances, and outdoor items [2]. - The company has established a strong brand reputation and an efficient supply chain, which supports its leadership position in the home improvement sector [2]. Financial Performance - For the fiscal year ending in January, Lowe's anticipates comparable sales to remain flat or see a modest increase of up to 1%, indicating stability without expected revenue declines [3]. - This stability is viewed positively by dividend-focused investors, reflecting the company's resilience and diversified business model [3]. Dividend Information - Lowe's is classified as a Dividend King, having achieved 60 consecutive years of dividend growth [4]. - The current quarterly dividend is set at $1.20 per share, resulting in a dividend yield of 1.78% as of September 18 [4].