AV

Avery Dennison Corporation stock research

Apr 1, 2023

FY2023 Q1

Avery Dennison (AVY) Gross Margin — Quarter Ended Apr 1, 2023

Revenue was lower than the same quarter last year but higher than the preceding quarter. Gross profit improved sequentially, yet gross margin weakened both sequentially and compared with the prior year due to a proportionally smaller increase in gross profit relative to revenue.

Gross margin takeaway

Quarter ended Apr 1, 2023 · FY2023 Q1

Revenue was lower than the same quarter last year but higher than the preceding quarter. Gross profit improved sequentially, yet gross margin weakened both sequentially and compared with the prior year due to a proportionally smaller increase in gross profit relative to revenue.

  • The strongest observable margin driver is the relationship between gross profit and cost of revenue; gross profit grew sequentially while cost of revenue remained stable, leading to margin expansion from the prior quarter.
  • Compared with the preceding quarter, gross margin improved. Compared with the same quarter one year earlier, gross margin was lower as gross profit declined by a greater proportion than revenue.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

26.3%

Gross profit

$542.3M

Revenue

$2.1B

Cost of revenue

$1.5B

Quarter-over-quarter change

n/a

Year-over-year change

-1.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$2.1B$542.3M$1.5B26.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Apr 2, 2022

-1.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between gross profit and cost of revenue; gross profit grew sequentially while cost of revenue remained stable, leading to margin expansion from the prior quarter.

Compared with the preceding quarter, gross margin improved. Compared with the same quarter one year earlier, gross margin was lower as gross profit declined by a greater proportion than revenue.

Monitor the trajectory of gross profit relative to cost of revenue to assess whether margin compression versus the prior year persists.