BEST BUY CO INC
BBY · Retail-Radio, Tv & Consumer Electronics Stores · 210.8M shares · -5%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $195M (gross $340M, SBC $145M)
Reference price $78.10 · est. market cap ~$16.5B — last insider sale, 2026-06-26 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B72Leading consumer-electronics omnichannel retailer with high ROE and strong free cash flow but thin margins and flat growth.
Strengths
- ROE 36% (86th), ROA 7.3% (84th), FCF $1.26B (92nd) and interest coverage 29.5x (94th)
- Scale, brand and omnichannel/services moat in U.S./Canada electronics retail
Risks
- Net margin 2.6% and gross margin 22nd pct; quick ratio 0.43 (15th)
- Discretionary-electronics demand sensitive to macro, tariffs and China-sourcing exposure
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $1.7B cash & investments
- Buying back stockNet buyback — share count -5%/yr over 4y
- Revenue declineRevenue -37.1% YoY
- Insider sellingInsider selling — 15 open-market sale(s) by 7 insider(s) (cluster of 7 insiders, ~$82M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
22.5%
Operating margin
3.3%
Net margin
2.6%
Return on equity
36.1%
Return on assets
7.3%
Revenue growth (QoQ)
-37.1%
Net-income growth
15.3%
Interest coverage
29.6×
Current ratio
1.1×
Free cash flow
$1.3B
EBITDA
$2.2B
Tangible book value
$2.2B
Cash & investments
$1.7B
Stock comp / revenue
0.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-26 | SCHULZE RICHARD M | Sell | 225K | $78.10 |
| 2026-06-25 | SCHULZE RICHARD M | Sell | 194K | $78.13 |
| 2026-06-16 | SCHULZE RICHARD M | Sell | 5.1K | $78.00 |
| 2026-06-15 | SCHULZE RICHARD M | Sell | 76K | $78.23 |
| 2026-06-12 | Parham Richelle P | Grant | 2.6K | — |
| 2026-06-12 | Munce Claudia F. | Grant | 2.6K | — |
| 2026-06-12 | McLoughlin Karen | Grant | 2.6K | — |
| 2026-06-12 | Marte Mario Jesus | Grant | 2.6K | — |
| 2026-06-12 | Kimbell David C | Grant | 2.6K | — |
| 2026-06-12 | KENNY DAVID W | Grant | 4.3K | — |
| 2026-06-12 | FRANK MEGHAN | Grant | 2.6K | — |
| 2026-06-12 | Caputo Lisa | Grant | 2.6K | — |
| 2026-06-12 | Jadeja Ashok Jitendra Dylan | Grant | 2.6K | — |
| 2026-06-12 | Whittington Melinda D | Grant | 2.6K | — |
| 2026-06-12 | Sistani Sima | Grant | 2.6K | — |
| 2026-06-12 | Rendle Steven E | Grant | 2.6K | — |
| 2026-06-01 | SCHULZE RICHARD M | Gift | 350 | — |
| 2026-06-01 | SCHULZE RICHARD M | Gift | 350 | — |
| 2026-05-29 | SCHULZE RICHARD M | Sell | 27K | $77.69 |
| 2026-05-29 | SCHULZE RICHARD M | Sell | 134K | $75.09 |
| 2026-05-29 | SCHULZE RICHARD M | Sell | 148K | $76.96 |
| 2026-05-29 | SCHULZE RICHARD M | Sell | 192K | $75.96 |
| 2026-05-29 | Watson Mathew | Sell | 1.8K | $73.80 |
| 2026-04-15 | SCHULZE RICHARD M | Gift | 1.3K | — |
| 2026-04-15 | SCHULZE RICHARD M | Gift | 939 | — |
| 2026-04-15 | SCHULZE RICHARD M | Gift | 21K | — |
| 2026-03-23 | Barry Corie S | Sell | 43K | $64.02 |
| 2026-03-23 | Watson Mathew | Sell | 3.3K | $64.02 |
| 2026-03-23 | Scarlett Kathleen | Sell | 8.0K | $64.02 |
| 2026-03-23 | Hartman Todd G. | Sell | 5.3K | $64.02 |
| 2026-03-23 | Bonfig Jason J | Sell | 6.3K | $64.02 |
| 2026-03-23 | Bilunas Matthew M | Sell | 11K | $64.02 |
| 2026-03-20 | Barry Corie S | Grant | 111K | — |
| 2026-03-20 | Bonfig Jason J | Grant | 24K | — |
| 2026-03-20 | Watson Mathew | Grant | 6.0K | — |
| 2026-03-20 | Hartman Todd G. | Grant | 16K | — |
| 2026-03-20 | Scarlett Kathleen | Grant | 22K | — |
| 2026-03-20 | Bilunas Matthew M | Grant | 30K | — |
| 2025-12-13 | Jadeja Ashok Jitendra Dylan | Grant | 1.3K | — |
| 2025-12-12 | Scarlett Kathleen | Tax withheld | 417 | — |
| 2025-12-04 | FRANK MEGHAN | Grant | 2.0K | — |
| 2025-10-30 | SCHULZE RICHARD M | Sell | 75K | $84.31 |
| 2025-10-29 | SCHULZE RICHARD M | Sell | 63K | $84.14 |
| 2025-10-28 | SCHULZE RICHARD M | Sell | 93K | $84.10 |
| 2025-10-27 | SCHULZE RICHARD M | Sell | 104K | $84.51 |
| 2025-10-24 | SCHULZE RICHARD M | Sell | 374K | $83.24 |
| 2025-10-21 | SCHULZE RICHARD M | Sell | 26K | $83.00 |
| 2025-10-21 | SCHULZE RICHARD M | Sell | 300K | $82.29 |
| 2025-10-20 | SCHULZE RICHARD M | Sell | 300K | $81.02 |
| 2025-10-20 | SCHULZE RICHARD M | Sell | 200K | $80.56 |
| 2025-09-30 | Barry Corie S | Tax withheld | 24K | $75.62 |
| 2025-09-30 | Barry Corie S | Option exercise | 33K | $37.16 |
| 2025-09-04 | Watson Mathew | Sell | 2.0K | $76.76 |
| 2025-09-03 | SCHULZE RICHARD M | Sell | 196K | $74.00 |
| 2025-08-29 | SCHULZE RICHARD M | Gift | 258 | — |
| 2025-08-29 | SCHULZE RICHARD M | Gift | 258 | — |
| 2025-08-29 | SCHULZE RICHARD M | Gift | 516 | — |
| 2025-08-29 | Watson Mathew | Sell | 3.7K | $74.07 |
| 2025-06-13 | KENNY DAVID W | Grant | 4.9K | — |
| 2025-06-13 | Caputo Lisa | Grant | 2.9K | — |
| 2025-06-13 | Rendle Steven E | Grant | 2.9K | — |
| 2025-06-13 | Whittington Melinda D | Grant | 2.9K | — |
| 2025-06-13 | Sistani Sima | Grant | 2.9K | — |
| 2025-06-13 | Parham Richelle P | Grant | 2.9K | — |
| 2025-06-13 | Munce Claudia F. | Grant | 2.9K | — |
| 2025-06-13 | McLoughlin Karen | Grant | 2.9K | — |
| 2025-06-13 | Marte Mario Jesus | Grant | 2.9K | — |
| 2025-06-13 | Kimbell David C | Grant | 2.9K | — |
| 2025-06-09 | SCHULZE RICHARD M | Sell | 200K | $72.95 |
| 2025-06-09 | SCHULZE RICHARD M | Sell | 529K | $72.95 |
| 2025-03-27 | SCHULZE RICHARD M | Gift | 506 | — |
| 2025-03-27 | SCHULZE RICHARD M | Gift | 759 | — |
| 2025-03-27 | SCHULZE RICHARD M | Gift | 16K | — |
| 2025-03-24 | Bilunas Matthew M | Sell | 51K | $74.20 |
| 2025-03-21 | Watson Mathew | Sell | 3.0K | $72.65 |
| 2025-03-21 | Scarlett Kathleen | Sell | 6.8K | $72.65 |
| 2025-03-21 | Hartman Todd G. | Sell | 4.9K | $72.65 |
| 2025-03-21 | Bonfig Jason J | Sell | 4.9K | $72.65 |
| 2025-03-21 | Harmon Damien | Sell | 4.0K | $72.65 |
| 2025-03-21 | Bilunas Matthew M | Sell | 9.5K | $72.65 |
| 2025-03-20 | Barry Corie S | Grant | 93K | — |
| 2025-03-20 | Barry Corie S | Tax withheld | 36K | $73.48 |
| 2025-03-20 | Watson Mathew | Grant | 9.2K | — |
| 2025-03-20 | Watson Mathew | Grant | 5.1K | — |
| 2025-03-20 | Scarlett Kathleen | Grant | 17K | — |
| 2025-03-20 | Hartman Todd G. | Grant | 11K | — |
| 2025-03-20 | Harmon Damien | Grant | 12K | — |
| 2025-03-20 | Bonfig Jason J | Grant | 14K | — |
| 2025-03-20 | Bilunas Matthew M | Grant | 24K | — |
| 2025-03-14 | Watson Mathew | Sell | 3.2K | $71.29 |
| 2025-03-12 | Barry Corie S | Buy | 14K | $72.92 |
| 2025-03-11 | Watson Mathew | Option exercise | 5.8K | $40.85 |
| 2025-03-11 | Watson Mathew | Tax withheld | 4.0K | $74.82 |
| 2025-03-11 | Barry Corie S | Option exercise | 12K | $40.85 |
| 2025-03-11 | Barry Corie S | Tax withheld | 8.4K | $74.82 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | Exec/director changeExhibits | filing ↗ |
| 2026-06-17 | Shareholder vote | filing ↗ |
| 2026-05-28 | ResultsExhibits | filing ↗ |
| 2026-04-22 | Exec/director changeExhibits | filing ↗ |
| 2026-03-03 | ResultsExhibits | filing ↗ |
| 2025-12-10 | Exec/director change | filing ↗ |
| 2025-12-01 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-11-25 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-19 | 0000764478-26-000027 ↗ |
| 8-K | 2026-06-17 | 2026-06-12 | 0000764478-26-000024 ↗ |
| 10-Q | 2026-06-05 | 2026-05-02 | 0000764478-26-000022 ↗ |
| 8-K | 2026-05-28 | 2026-05-28 | 0000764478-26-000018 ↗ |
| 8-K | 2026-04-22 | 2026-04-19 | 0000764478-26-000012 ↗ |
| 10-K | 2026-03-18 | 2026-01-31 | 0000764478-26-000009 ↗ |
| 8-K | 2026-03-03 | 2026-03-03 | 0000764478-26-000005 ↗ |
| 8-K/A | 2025-12-10 | 2025-11-26 | 0000764478-25-000060 ↗ |
| 10-Q | 2025-12-05 | 2025-11-01 | 0000764478-25-000057 ↗ |
| 8-K | 2025-12-01 | 2025-11-26 | 0000764478-25-000052 ↗ |
| 8-K | 2025-11-25 | 2025-11-25 | 0000764478-25-000050 ↗ |
| 8-K | 2025-09-12 | 2025-09-10 | 0000764478-25-000045 ↗ |