BB

Best Buy Co., Inc. stock research

Nov 2, 2024

FY2025 Q3

Best Buy (BBY) Gross Margin — Quarter Ended Nov 2, 2024

Revenue decreased compared to the same quarter last year but increased slightly from the prior quarter. Gross profit remained stable across all periods, while cost of revenue declined year over year, resulting in a gross margin that improved from the year-ago quarter and held steady sequentially.

Gross margin takeaway

Quarter ended Nov 2, 2024 · FY2025 Q3

Revenue decreased compared to the same quarter last year but increased slightly from the prior quarter. Gross profit remained stable across all periods, while cost of revenue declined year over year, resulting in a gross margin that improved from the year-ago quarter and held steady sequentially.

  • The gross margin was unchanged from the prior quarter, indicating stable cost and revenue relationships in the near term. The year-over-year improvement in gross margin was driven by a proportionally larger decline in cost of revenue relative to revenue.
  • Compared to the prior quarter, revenue was slightly higher, gross profit was stable, and gross margin was unchanged. Compared to the same quarter last year, revenue was lower, gross profit was stable, and gross margin was higher.

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

$9.4B

Cost of revenue

$7.2B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

+0.6 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Nov 2, 2024$9.4B$2.2B$7.2B23.5%

Quarterly comparisons

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

Previous-quarter change

Aug 3, 2024

-0.1 pts

Year-over-year change

Oct 28, 2023

+0.6 pts

What the margin says

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

The gross margin was unchanged from the prior quarter, indicating stable cost and revenue relationships in the near term. The year-over-year improvement in gross margin was driven by a proportionally larger decline in cost of revenue relative to revenue.

Compared to the prior quarter, revenue was slightly higher, gross profit was stable, and gross margin was unchanged. Compared to the same quarter last year, revenue was lower, gross profit was stable, and gross margin was higher.

Monitor whether the stable gross profit can be sustained if revenue continues to decline year over year.