Subtext

Best Buy Co., Inc. BBY

SectorConsumer Discretionary
Transcripts75
Date range2006-03-30 – 2025-03-04
Calls charted73

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-25-13+0+13+252006 Q42010 Q12012 Q42015 Q22017 Q42020 Q22022 Q42025 Q22006 Q4 · Overall: +22.02007 Q1 · Overall: +7.82007 Q2 · Overall: +11.42007 Q3 · Overall: +9.72007 Q4 · Overall: +12.02008 Q3 · Overall: +19.42008 Q4 · Overall: +11.32009 Q1 · Overall: +15.22009 Q2 · Overall: +13.82009 Q3 · Overall: +8.02010 Q1 · Overall: +12.72010 Q2 · Overall: +10.02010 Q3 · Overall: +18.32010 Q4 · Overall: +16.82011 Q1 · Overall: +12.72011 Q3 · Overall: +12.72011 Q4 · Overall: +19.82012 Q1 · Overall: +19.02012 Q2 · Overall: +14.62012 Q3 · Overall: +16.02012 Q4 · Overall: +15.62013 Q1 · Overall: +14.02013 Q2 · Overall: +7.22013 Q3 · Overall: +8.92013 Q4 · Overall: +5.72014 Q1 · Overall: +12.32014 Q2 · Overall: +8.52014 Q3 · Overall: +11.42014 Q4 · Overall: +10.62015 Q1 · Overall: +10.12015 Q2 · Overall: +4.42015 Q3 · Overall: +8.52015 Q4 · Overall: +8.82016 Q1 · Overall: +13.02016 Q2 · Overall: +13.12016 Q3 · Overall: +7.02016 Q4 · Overall: +12.32017 Q1 · Overall: +13.82017 Q2 · Overall: +14.02017 Q3 · Overall: +11.52017 Q4 · Overall: +11.12018 Q1 · Overall: +10.22018 Q2 · Overall: +17.62018 Q3 · Overall: +16.42018 Q4 · Overall: +12.02019 Q1 · Overall: +7.42019 Q2 · Overall: +16.92019 Q3 · Overall: +17.52019 Q4 · Overall: +12.22020 Q1 · Overall: +13.72020 Q2 · Overall: +12.22020 Q3 · Overall: +16.32020 Q4 · Overall: +12.42021 Q1 · Overall: +2.62021 Q2 · Overall: +7.02021 Q3 · Overall: +7.72021 Q4 · Overall: +6.62022 Q1 · Overall: +12.22022 Q2 · Overall: +8.42022 Q3 · Overall: +9.92022 Q4 · Overall: +11.52023 Q1 · Overall: +8.12023 Q2 · Overall: +4.12023 Q3 · Overall: +8.92023 Q4 · Overall: +9.72024 Q1 · Overall: +9.82024 Q2 · Overall: +13.62024 Q3 · Overall: +12.92024 Q4 · Overall: +6.42025 Q1 · Overall: +14.42025 Q2 · Overall: +15.52025 Q3 · Overall: +15.22025 Q4 · Overall: +11.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-46-23+0+23+462006 Q42010 Q12012 Q42015 Q22017 Q42020 Q22022 Q42025 Q22006 Q4 · CEO: +24.12007 Q1 · CEO: +9.12007 Q2 · CEO: +15.62007 Q3 · CEO: +4.02007 Q4 · CEO: +15.32008 Q3 · CEO: +25.32008 Q4 · CEO: +9.22009 Q1 · CEO: +24.72009 Q2 · CEO: +18.52009 Q3 · CEO: +4.02010 Q1 · CEO: +3.12010 Q2 · CEO: +13.42010 Q3 · CEO: +39.82010 Q4 · CEO: +15.52011 Q1 · CEO: +22.12011 Q3 · CEO: +30.02011 Q4 · CEO: +32.02012 Q1 · CEO: +25.22012 Q2 · CEO: +17.92012 Q3 · CEO: +25.02012 Q4 · CEO: +30.22013 Q1 · CEO: +24.42013 Q2 · CEO: +21.12013 Q3 · CEO: +20.72013 Q4 · CEO: +14.82014 Q1 · CEO: +22.92014 Q2 · CEO: +15.02014 Q3 · CEO: +23.12014 Q4 · CEO: +22.72015 Q1 · CEO: +23.32015 Q2 · CEO: +13.22015 Q3 · CEO: +15.12015 Q4 · CEO: +14.42016 Q1 · CEO: +20.32016 Q2 · CEO: +20.92016 Q3 · CEO: +18.02016 Q4 · CEO: +24.02017 Q1 · CEO: +23.72017 Q2 · CEO: +24.82017 Q3 · CEO: +26.12017 Q4 · CEO: +16.72018 Q1 · CEO: +21.52018 Q2 · CEO: +28.02018 Q3 · CEO: +27.32018 Q4 · CEO: +26.92019 Q1 · CEO: +20.02019 Q2 · CEO: +24.82019 Q3 · CEO: +27.42019 Q4 · CEO: +27.92020 Q1 · CEO: +16.92020 Q2 · CEO: +18.52020 Q3 · CEO: +18.22020 Q4 · CEO: +21.92021 Q1 · CEO: +6.62021 Q2 · CEO: +10.22021 Q3 · CEO: +14.02021 Q4 · CEO: +10.12022 Q1 · CEO: +15.82022 Q2 · CEO: +12.12022 Q3 · CEO: +13.82022 Q4 · CEO: +11.92023 Q1 · CEO: +13.42023 Q2 · CEO: +10.22023 Q3 · CEO: +12.92023 Q4 · CEO: +16.22024 Q1 · CEO: +12.72024 Q2 · CEO: +19.82024 Q3 · CEO: +15.92024 Q4 · CEO: +10.92025 Q1 · CEO: +17.72025 Q2 · CEO: +20.82025 Q3 · CEO: +16.52025 Q4 · CEO: +18.72006 Q4 · CFO: +26.92007 Q1 · CFO: +10.02007 Q2 · CFO: +1.42007 Q3 · CFO: +10.42007 Q4 · CFO: +15.52008 Q4 · CFO: +14.42009 Q1 · CFO: +15.82009 Q2 · CFO: +16.82009 Q3 · CFO: +10.92010 Q1 · CFO: +12.62010 Q2 · CFO: +9.42010 Q3 · CFO: +14.02010 Q4 · CFO: +21.72011 Q1 · CFO: +16.82011 Q3 · CFO: +14.72011 Q4 · CFO: +16.42012 Q1 · CFO: +24.72012 Q2 · CFO: +19.52012 Q3 · CFO: +18.32012 Q4 · CFO: +11.22013 Q1 · CFO: +8.32013 Q2 · CFO: +4.52013 Q3 · CFO: +7.52013 Q4 · CFO: +0.32014 Q1 · CFO: -1.62014 Q2 · CFO: +4.92014 Q3 · CFO: -3.42014 Q4 · CFO: -2.22015 Q1 · CFO: +2.72015 Q2 · CFO: -1.42015 Q3 · CFO: -0.42015 Q4 · CFO: +8.02016 Q2 · CFO: +0.02016 Q3 · CFO: +9.22016 Q4 · CFO: +13.72017 Q1 · CFO: +4.12017 Q2 · CFO: +5.82017 Q3 · CFO: -0.42017 Q4 · CFO: +9.02018 Q1 · CFO: +5.02018 Q2 · CFO: +10.22018 Q3 · CFO: +5.52018 Q4 · CFO: +3.42019 Q1 · CFO: +7.22019 Q2 · CFO: +12.42019 Q3 · CFO: +7.22019 Q4 · CFO: +7.52020 Q2 · CFO: +6.52020 Q3 · CFO: +14.32020 Q4 · CFO: +10.12021 Q1 · CFO: -7.42021 Q2 · CFO: -0.92021 Q3 · CFO: +0.32021 Q4 · CFO: +1.12022 Q1 · CFO: +10.62022 Q2 · CFO: +5.02022 Q3 · CFO: +7.92022 Q4 · CFO: +10.32023 Q1 · CFO: +1.32023 Q2 · CFO: -3.52023 Q3 · CFO: +3.42023 Q4 · CFO: +12.52024 Q1 · CFO: +11.02024 Q2 · CFO: +9.12024 Q3 · CFO: +9.82024 Q4 · CFO: +5.82025 Q1 · CFO: +13.72025 Q2 · CFO: +8.42025 Q4 · CFO: +5.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-36-18+0+18+362006 Q42010 Q12012 Q42015 Q22017 Q42020 Q22022 Q42025 Q22006 Q4 · Prepared remarks: +31.42007 Q1 · Prepared remarks: +15.32007 Q2 · Prepared remarks: +20.92007 Q3 · Prepared remarks: +21.92007 Q4 · Prepared remarks: +17.92008 Q3 · Prepared remarks: +27.62008 Q4 · Prepared remarks: +16.02009 Q1 · Prepared remarks: +19.22009 Q2 · Prepared remarks: +19.22009 Q3 · Prepared remarks: +8.52010 Q1 · Prepared remarks: +18.62010 Q2 · Prepared remarks: +12.92010 Q3 · Prepared remarks: +22.72010 Q4 · Prepared remarks: +21.12011 Q1 · Prepared remarks: +25.12011 Q3 · Prepared remarks: +28.92011 Q4 · Prepared remarks: +24.82012 Q1 · Prepared remarks: +27.12012 Q2 · Prepared remarks: +21.92012 Q3 · Prepared remarks: +22.12012 Q4 · Prepared remarks: +24.02013 Q1 · Prepared remarks: +23.72013 Q2 · Prepared remarks: +8.12013 Q3 · Prepared remarks: +19.22013 Q4 · Prepared remarks: +10.52014 Q1 · Prepared remarks: +8.72014 Q2 · Prepared remarks: +12.42014 Q3 · Prepared remarks: +12.52014 Q4 · Prepared remarks: +7.02015 Q1 · Prepared remarks: +6.42015 Q2 · Prepared remarks: +4.02015 Q3 · Prepared remarks: +7.62015 Q4 · Prepared remarks: +10.92016 Q1 · Prepared remarks: +11.72016 Q2 · Prepared remarks: +13.52016 Q3 · Prepared remarks: +7.32016 Q4 · Prepared remarks: +12.52017 Q1 · Prepared remarks: +16.92017 Q2 · Prepared remarks: +16.62017 Q3 · Prepared remarks: +16.12017 Q4 · Prepared remarks: +15.32018 Q1 · Prepared remarks: +17.72018 Q2 · Prepared remarks: +18.12018 Q3 · Prepared remarks: +16.82018 Q4 · Prepared remarks: +16.92019 Q1 · Prepared remarks: +21.72019 Q2 · Prepared remarks: +21.02019 Q3 · Prepared remarks: +19.72019 Q4 · Prepared remarks: +21.62020 Q1 · Prepared remarks: +19.92020 Q2 · Prepared remarks: +21.12020 Q3 · Prepared remarks: +20.52020 Q4 · Prepared remarks: +24.62021 Q1 · Prepared remarks: +0.82021 Q2 · Prepared remarks: +7.12021 Q3 · Prepared remarks: +10.22021 Q4 · Prepared remarks: +6.72022 Q1 · Prepared remarks: +16.62022 Q2 · Prepared remarks: +10.62022 Q3 · Prepared remarks: +13.02022 Q4 · Prepared remarks: +14.92023 Q1 · Prepared remarks: +11.52023 Q2 · Prepared remarks: +5.62023 Q3 · Prepared remarks: +11.72023 Q4 · Prepared remarks: +12.22024 Q1 · Prepared remarks: +14.32024 Q2 · Prepared remarks: +19.72024 Q3 · Prepared remarks: +17.62024 Q4 · Prepared remarks: +21.32025 Q1 · Prepared remarks: +18.62025 Q2 · Prepared remarks: +19.52025 Q3 · Prepared remarks: +21.12025 Q4 · Prepared remarks: +23.62006 Q4 · Q&A responses: +14.32007 Q1 · Q&A responses: +7.62007 Q2 · Q&A responses: +3.32007 Q3 · Q&A responses: +4.02007 Q4 · Q&A responses: +10.62008 Q3 · Q&A responses: +12.82008 Q4 · Q&A responses: +9.02009 Q1 · Q&A responses: +9.62009 Q2 · Q&A responses: +17.02009 Q3 · Q&A responses: +10.52010 Q1 · Q&A responses: +8.92010 Q2 · Q&A responses: +11.22010 Q3 · Q&A responses: +20.32010 Q4 · Q&A responses: +16.32011 Q1 · Q&A responses: +9.32011 Q3 · Q&A responses: +7.02011 Q4 · Q&A responses: +19.82012 Q1 · Q&A responses: +19.32012 Q2 · Q&A responses: +8.52012 Q3 · Q&A responses: +15.62012 Q4 · Q&A responses: +10.32013 Q1 · Q&A responses: +8.52013 Q2 · Q&A responses: +11.62013 Q3 · Q&A responses: +7.32013 Q4 · Q&A responses: +3.12014 Q1 · Q&A responses: +22.52014 Q2 · Q&A responses: +9.62014 Q3 · Q&A responses: +16.02014 Q4 · Q&A responses: +18.22015 Q1 · Q&A responses: +19.62015 Q2 · Q&A responses: +8.32015 Q3 · Q&A responses: +11.22015 Q4 · Q&A responses: +11.32016 Q1 · Q&A responses: +14.02016 Q3 · Q&A responses: +9.32016 Q4 · Q&A responses: +15.32017 Q1 · Q&A responses: +14.42017 Q2 · Q&A responses: +16.12017 Q3 · Q&A responses: +11.42017 Q4 · Q&A responses: +10.42018 Q1 · Q&A responses: +11.52018 Q2 · Q&A responses: +20.82018 Q4 · Q&A responses: +11.92019 Q1 · Q&A responses: +11.32019 Q2 · Q&A responses: +16.02019 Q3 · Q&A responses: +18.32019 Q4 · Q&A responses: +9.62020 Q1 · Q&A responses: +13.02020 Q2 · Q&A responses: +8.92020 Q3 · Q&A responses: +14.52020 Q4 · Q&A responses: +8.12021 Q1 · Q&A responses: +6.32021 Q2 · Q&A responses: +7.82021 Q3 · Q&A responses: +9.22021 Q4 · Q&A responses: +9.22022 Q1 · Q&A responses: +10.02022 Q2 · Q&A responses: +6.72022 Q3 · Q&A responses: +8.72022 Q4 · Q&A responses: +8.92023 Q1 · Q&A responses: +5.32023 Q2 · Q&A responses: +3.52023 Q3 · Q&A responses: +6.62023 Q4 · Q&A responses: +3.02024 Q1 · Q&A responses: +9.02024 Q2 · Q&A responses: +10.72024 Q3 · Q&A responses: +8.92024 Q4 · Q&A responses: +6.32025 Q1 · Q&A responses: +13.82025 Q2 · Q&A responses: +12.22025 Q3 · Q&A responses: +11.62025 Q4 · Q&A responses: +3.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.68$5.86$10.042006 Q42010 Q12012 Q42015 Q22017 Q42020 Q22022 Q42025 Q22014 Q1: $2.252014 Q2: $2.402014 Q3: $2.492014 Q4: $2.642015 Q1: $2.612015 Q2: $2.632015 Q3: $2.832015 Q4: $2.812016 Q1: $2.902016 Q2: $2.962016 Q3: $3.162016 Q4: $3.472017 Q1: $3.722017 Q2: $3.982017 Q3: $4.202017 Q4: $4.232018 Q1: $5.032018 Q2: $5.172018 Q3: $5.362018 Q4: $5.472019 Q1: $5.702019 Q2: $5.832019 Q3: $5.912019 Q4: $6.212020 Q1: $6.332020 Q2: $5.522020 Q3: $7.022020 Q4: $7.612021 Q1: $7.362021 Q2: $8.382021 Q3: $9.472021 Q4: $9.322022 Q1: $9.272022 Q2: $9.122022 Q3: $6.672022 Q4: $6.782023 Q1: $6.372023 Q2: $6.392023 Q3: $6.582023 Q4: $6.112024 Q1: $6.152024 Q2: $6.372024 Q3: $6.652024 Q4: $6.55

Forward P/E

7.2111.9316.642006 Q42010 Q12012 Q42015 Q22017 Q42020 Q22022 Q42025 Q22014 Q1: 11.422014 Q2: 12.122014 Q3: 13.842014 Q4: 14.202015 Q1: 15.992015 Q2: 12.942015 Q3: 13.772015 Q4: 10.922016 Q1: 11.072016 Q2: 9.902016 Q3: 11.932016 Q4: 13.882017 Q1: 11.952017 Q2: 14.442017 Q3: 13.942017 Q4: 15.222018 Q1: 13.892018 Q2: 14.172018 Q3: 14.512018 Q4: 9.312019 Q1: 11.982019 Q2: 11.602019 Q3: 11.362019 Q4: 14.022020 Q1: 8.532020 Q2: 15.082020 Q3: 15.262020 Q4: 13.602021 Q1: 15.252021 Q2: 13.112021 Q3: 11.542021 Q4: 11.002022 Q1: 10.672022 Q2: 7.862022 Q3: 11.032022 Q4: 11.932023 Q1: 11.872023 Q2: 11.982023 Q3: 10.982023 Q4: 11.852024 Q1: 12.612024 Q2: 14.712024 Q3: 14.892024 Q4: 13.12

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -3.7 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -6.1 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -2.5 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -4.4 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -4.7 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -5.3 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -3.9 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q42025-03-04+11.4——View →
2025 Q32024-11-26+15.2——View →
2025 Q22024-08-29+15.5——View →
2025 Q12024-05-30+14.4——View →
2024 Q42024-02-29+6.4$6.5513.1View →
2024 Q32023-11-21+12.9$6.6514.9View →
2024 Q22023-08-29+13.6$6.3714.7View →
2024 Q12023-05-25+9.8$6.1512.6View →