Rick Munarriz

That's what you're using to raise this.

To me, this is a company that I'm not expecting great growth.

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.