Rick Munarriz

And again, you are seeing sort of like

you know, three to go from 3% to 4% growth isn't such a big deal, but I do think there's minor improvements.

I don't think any spectacular has happened in the last three months, but I do see that they're getting better about their operations and making sure that they're delivering on the bottom line.

So I think more operational than just the enterprise, you know, advancements and whatnot.

Okay.

So, I imagine Best Buy, they sold a lot of iPhone 17s during the fiscal third quarter that ended at the start of this month.

What else?

This is the first full fiscal quarter of Nintendo Switch 2 on the market.

But that came out in early June, so most of those were sold in June and July before this quarter.

I think consumers are leery of big-ticket purchases like PCs and higher-end laptops.

The housing market, which is really important to Best Buy because they do a lot of appliances and they've gotten into outdoor furniture and stuff lately, that's icy.

I don't see anything improving there.

And, yeah, the expectations are low.

Sales up 2%.

Earnings up 4%, pretty sure.

But even though Best Buy is 3 for 3 in its last three quarters, I think this feels like it's a perfect time for it to prove mortal right now with so many retailers putting out some, you know,

different mixed pictures lately.

So yeah, I think this is the time where Best Buy is going to, you know, in the words of NSYNC, Best Buy, buy, buy, and not, you know, say goodbye.

The last two buys were the buy-buy.

I'm not saying B-U-Y three times like Kramer.