BB

Best Buy Co., Inc. stock research

Apr 29, 2023

FY2024 Q1

Best Buy (BBY) Gross Margin — Quarter Ended Apr 29, 2023

Revenue and gross profit both decreased compared to the immediately preceding quarter and the same quarter one year earlier. The gross margin improved versus the prior quarter but was slightly higher than the year-ago period, reflecting a lower proportion of cost of revenue relative to revenue.

Gross margin takeaway

Quarter ended Apr 29, 2023 · FY2024 Q1

Revenue and gross profit both decreased compared to the immediately preceding quarter and the same quarter one year earlier. The gross margin improved versus the prior quarter but was slightly higher than the year-ago period, reflecting a lower proportion of cost of revenue relative to revenue.

  • The gross margin strengthened sequentially as cost of revenue declined more sharply than revenue, indicating a favorable shift in the relationship between these two metrics.
  • Compared to the prior quarter, revenue and gross profit were lower while gross margin improved. Versus the same quarter last year, revenue and gross profit were also lower, but gross margin was slightly higher.

Gross margin snapshot

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

Gross margin

22.7%

Gross profit

$2.1B

Revenue

$9.5B

Cost of revenue

$7.3B

Quarter-over-quarter change

+2.8 pts

Year-over-year change

+0.6 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jan 28, 2023$14.7B$2.9B$11.8B20.0%
Apr 29, 2023$9.5B$2.1B$7.3B22.7%

Quarterly comparisons

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

Previous-quarter change

Jan 28, 2023

+2.8 pts

Year-over-year change

Apr 30, 2022

+0.6 pts

What the margin says

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

The gross margin strengthened sequentially as cost of revenue declined more sharply than revenue, indicating a favorable shift in the relationship between these two metrics.

Compared to the prior quarter, revenue and gross profit were lower while gross margin improved. Versus the same quarter last year, revenue and gross profit were also lower, but gross margin was slightly higher.

Monitor the trajectory of cost of revenue relative to revenue in upcoming quarters to assess whether the improved margin relationship persists.