BB

Best Buy Co., Inc. stock research

Aug 3, 2024

FY2025 Q2

Best Buy (BBY) Gross Margin — Quarter Ended Aug 3, 2024

Revenue decreased compared to both the prior quarter and the same quarter last year, while gross profit was stable relative to a year ago and slightly higher than the prior quarter. Cost of revenue declined in both comparisons, and gross margin improved modestly versus both periods.

Gross margin takeaway

Quarter ended Aug 3, 2024 · FY2025 Q2

Revenue decreased compared to both the prior quarter and the same quarter last year, while gross profit was stable relative to a year ago and slightly higher than the prior quarter. Cost of revenue declined in both comparisons, and gross margin improved modestly versus both periods.

  • The gross margin improvement was driven by a proportionally larger decline in cost of revenue relative to the change in revenue, particularly when compared with the prior quarter.
  • Compared to the prior quarter, revenue and cost of revenue both increased, but gross profit rose at a faster rate, leading to a higher gross margin. Versus the same quarter last year, revenue and cost of revenue both decreased, while gross profit remained essentially unchanged, resulting in a slightly improved gross margin.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

23.5%

Gross profit

$2.2B

Revenue

$9.3B

Cost of revenue

$7.1B

Quarter-over-quarter change

+0.2 pts

Year-over-year change

+0.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Oct 28, 2023$9.8B$2.2B$7.5B22.9%
Feb 3, 2024$14.6B$3.0B$11.6B20.5%
May 4, 2024$8.8B$2.1B$6.8B23.3%
Aug 3, 2024$9.3B$2.2B$7.1B23.5%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

May 4, 2024

+0.2 pts

Year-over-year change

Jul 29, 2023

+0.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin improvement was driven by a proportionally larger decline in cost of revenue relative to the change in revenue, particularly when compared with the prior quarter.

Compared to the prior quarter, revenue and cost of revenue both increased, but gross profit rose at a faster rate, leading to a higher gross margin. Versus the same quarter last year, revenue and cost of revenue both decreased, while gross profit remained essentially unchanged, resulting in a slightly improved gross margin.

Monitor the trajectory of cost of revenue relative to revenue, as the current quarter's margin improvement relied on cost reductions outpacing revenue changes.