v3.25.4
SECURITIZATION OF FINANCING RECEIVABLES
3 Months Ended
Feb. 01, 2026
SECURITIZATION OF FINANCING RECEIVABLES  
SECURITIZATION OF FINANCING RECEIVABLES

(10)  Securitization of Financing Receivables

Our funding strategy includes receivable securitizations, which allows us to receive cash for financing receivables immediately. While these securitization programs are administered in various forms, they are accomplished in the following basic steps:

1.We transfer financing receivables into a bankruptcy-remote special purpose entity (SPE).
2.The SPE issues debt to investors. The debt is secured by the financing receivables.
3.Investors are paid back based on cash receipts from the financing receivables.

As part of step 1, these receivables are legally isolated from the claims of our general creditors. This ensures cash receipts from the financing receivables are accessible to pay back securitization program investors. The structure of these transactions does not meet the accounting criteria for a sale of receivables. As a result, they are accounted for as secured borrowings. The receivables and borrowings remain on our balance sheet and are separately reported as “Financing receivables securitized  net” and “Short-term securitization borrowings,” respectively. SPEs are consolidated as VIEs when we have the power to direct the activities that most significantly impact the SPEs’ economic performance and the obligation to absorb losses or the right to receive benefits that could potentially be significant to the SPEs.

The components of securitization programs were as follows:

 

  ​

February 1

  ​ ​ ​

November 2

  ​ ​ ​

January 26

 

2026

2025

2025

 

Financing receivables securitized (retail notes)

 

$

6,518

$

6,872

$

8,307

Allowance for credit losses

(39)

 

(41)

 

(50)

Other assets (primarily restricted cash)

168

 

171

 

182

Total restricted securitized assets

 

$

6,647

$

7,002

$

8,439

Short-term securitization borrowings

$

6,283

$

6,596

$

8,014

Accrued interest on borrowings

13

15

 

11

Total liabilities related to restricted securitized assets

$

6,296

$

6,611

$

8,025