Rick Munarriz

speaker
529 appearances 6 recordings 1 series first heard Oct 2025 last heard 24 Feb

Rick Munarriz’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.

Appearances

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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.
Yeah, I love that David and I are in this episode.
Companies, more than likely than not, they're going to have a beat.
That's just the norm.
It's almost a default setting with some companies.
But this one, and I hate, I'm becoming like a tractor detractor or an excavator hater or whatever rhymes with dozer or mower.
I'll work that in next time.
To me, the problem here is that this feels like a trap.
Analysts, they already see profitability taking a big hit.
So, you're already thinking, okay, it's already discounted, it's already priced in.
But just last week, just in the last seven days, three of these analysts lowered their profit targets for this quarter.
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