Best Buy: Don’t Touch That Omnichannel

Investors focused only on online sales are missing the forest for the trees

Someone gave the Geek Squad a noogie.

Best Buy reported its highest first-quarter sales growth since 2005 on Thursday. Earnings for the quarter reached 82 cents a share, far outstripping analysts’ estimates of 74 cents a share. Instead of rewarding its performance, though, investors sent the stock down 7%.

Their reaction has to do with small...