BF

Brown-Forman Corporation stock research

Jan 31, 2023

FY2023 Q3

Brown-Forman (BF-B) Gross Margin — Quarter Ended Jan 31, 2023

Revenue was stable compared to the prior quarter and higher than the same quarter last year. Gross profit was slightly higher than the prior quarter but lower than the year-ago quarter, while cost of revenue was lower than the prior quarter but higher than the year-ago quarter, resulting in a gross margin that improved from the prior quarter but weakened from the same quarter last year.

Gross margin takeaway

Quarter ended Jan 31, 2023 · FY2023 Q3

Revenue was stable compared to the prior quarter and higher than the same quarter last year. Gross profit was slightly higher than the prior quarter but lower than the year-ago quarter, while cost of revenue was lower than the prior quarter but higher than the year-ago quarter, resulting in a gross margin that improved from the prior quarter but weakened from the same quarter last year.

  • The gross margin improved from the prior quarter as cost of revenue decreased while revenue remained stable. Compared to the year-ago quarter, the gross margin weakened because cost of revenue increased more than revenue.
  • Compared to the prior quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.

Gross margin snapshot

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

Gross margin

57.7%

Gross profit

$624.0M

Revenue

$1.1B

Cost of revenue

$457.0M

Quarter-over-quarter change

n/a

Year-over-year change

-2.3 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 31, 2023$1.1B$624.0M$457.0M57.7%

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

Jan 31, 2022

-2.3 pts

What the margin says

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

The gross margin improved from the prior quarter as cost of revenue decreased while revenue remained stable. Compared to the year-ago quarter, the gross margin weakened because cost of revenue increased more than revenue.

Compared to the prior quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.

Monitor the trend in cost of revenue relative to revenue, as its increase from the year-ago quarter compressed gross margin.