Best Buy Co., Inc. 실적 발표

I would also add to that. I have a lot of confidence in the teams and I'll use two examples of where this shows up and will continue to show up. I think Meta is a really good example of where we have a partnership with a brand new technology and the way that that shows up in our experience, whether it be digital or physical is best in class. It's where we lean in. It's where we have opportunities to bring in increased growth. That's a new category and the teams will continue to find more and more of those and lean in faster than anybody else. On an existing category, let's go to TVs because you mentioned RGB TVs, which we're very excited about, but at the same point in time, only launched in June. That particular technology, the impact on the quarter was probably more halo than anything else. The over 10% growth in TVs is the team doing an amazing job of executing across in-stocks, assortment, price points, promotions, and really getting ready for what we think is a replacement cycle in the TV category because RGB will have more impact as we move forward. It didn't have a dramatic impact in the existing quarter aside from getting a really nice halo and providing more interest in the category. Again, there were about 49 million TVs that were purchased in 2020 in the industry, and we think this is a multi-year replacement cycle. And you're going to see the team function on both of those paths. New categories lean in really hard, existing categories, making sure we're building the best assortment and encouraging customers to upgrade by featuring the latest and greatest from our vendors in those existing core categories as well.

Yeah, I think in total, obviously, Corie laid out what the guide is. From a category level, I think that the way to think about it is we do see that home theater, mobile phones, and that collection of emerging categories will continue to grow. We also think that there'll be continued trend improvement in our appliance business as we move forward and that Grand Theft Auto will have some impact in Q4, not only to software business in particular, but it will also impact the hardware business because that's where it can be played. And then it also does have some impact on accessories as well. And that is all factored in. For computing, the Windows 10 end of life in Q3 did create a quarter that was obviously more substantial from a growth perspective for computing, and we are comping up against that. So we do have computing forecasted in the back half to soften from a growth perspective from where it has been. Now again, it's grown for 10 straight quarters, so it's had a pretty nice run, but we'll continue to manage that with our vendors. There still is a lot of demand from customers in the back to school period, and I'm sure there will be as we move into holiday. and our focus there will continue to be on budget, making adjustment to our assortment, partnering with our vendors around promotions to try to make sure that we keep that business as healthy as possible. But we do know that we are facing a little bit more headwinds because we are anniversarying that end of life period.