Best Buy

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Ron Johnson · said 23 times in 13 episodes since 2018 · across every show →

Mentions by year

brought up most by Alex Rampell (8), Steven Sinofsky (4), Ron Johnson (3), Benedict Evans (3), Sonal Chokshi (1), Kyle Russell (1), Jeff Jordan (1), Charlie Wurzel (1)

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2026 3 mentions in 1 episode
2019 18 mentions in 11 episodes 2 per episode
2018 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Best Buy, oldest first

Jan 2, 2019 bearish
Assertion Partly supported
Johnson: Best Buy's short-term profit optimization harms long-term shareholders and employees
“Some of the best, like Best Buy yesterday reported sales down two percent. Stock went up because they earned more money. Well, if they earned more money, it's because either the vendors gave them more margin, or they reduced payroll for their employees. Both o…”
Ron Johnson Jan 2, 2019 ▶ 22:34 a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down
Jan 2, 2019 positive
Insight
Jordan: Direct-to-consumer models yield higher margins by bypassing traditional aggregators
“This pre-tail or pre-commerce enables you to leverage the internet and your social following to go direct to the consumers. You get to basically disintermediate the historic aggregators. So, you know, if you were selling a phone 20 years ago, you can even say …”
Jeff Jordan Jan 2, 2019 ▶ 1:58 a16z Podcast | Welcome to the New Era of Commerce
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