AV

Avery Dennison Corporation stock research

Jun 29, 2024

FY2024 Q2

Avery Dennison (AVY) Gross Margin — Quarter Ended Jun 29, 2024

Revenue remained stable compared to the prior quarter, while gross profit increased, leading to a higher gross margin. Year over year, revenue grew and gross profit rose at a faster pace, further improving the gross margin.

Gross margin takeaway

Quarter ended Jun 29, 2024 · FY2024 Q2

Revenue remained stable compared to the prior quarter, while gross profit increased, leading to a higher gross margin. Year over year, revenue grew and gross profit rose at a faster pace, further improving the gross margin.

  • The primary observable driver of the gross margin improvement was the increase in gross profit relative to revenue. Sequentially, gross profit rose while revenue was flat; year over year, gross profit growth outpaced revenue growth.
  • Compared to the immediately preceding quarter, gross margin improved slightly as gross profit increased while revenue was unchanged. Relative to the same quarter one year earlier, gross margin strengthened more notably, with gross profit increasing at a higher rate than revenue.

Gross margin snapshot

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

Gross margin

29.6%

Gross profit

$662.7M

Revenue

$2.2B

Cost of revenue

$1.6B

Quarter-over-quarter change

+0.3 pts

Year-over-year change

+3.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2023$2.1B$585.8M$1.5B27.9%
Dec 30, 2023$2.1B$596.0M$1.5B28.2%
Mar 30, 2024$2.2B$632.2M$1.5B29.4%
Jun 29, 2024$2.2B$662.7M$1.6B29.6%

Quarterly comparisons

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

Previous-quarter change

Mar 30, 2024

+0.3 pts

Year-over-year change

Jul 1, 2023

+3.2 pts

What the margin says

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

The primary observable driver of the gross margin improvement was the increase in gross profit relative to revenue. Sequentially, gross profit rose while revenue was flat; year over year, gross profit growth outpaced revenue growth.

Compared to the immediately preceding quarter, gross margin improved slightly as gross profit increased while revenue was unchanged. Relative to the same quarter one year earlier, gross margin strengthened more notably, with gross profit increasing at a higher rate than revenue.

Monitor the trend in cost of revenue, which increased both sequentially and year over year, as it directly affects gross margin.

AVY Gross Margin — Quarter Ended Jun 29, 2024