BY

Beyond Meat, Inc. stock research

Apr 1, 2023

FY2023 Q1

Beyond Meat (BYND) Gross Margin — Quarter Ended Apr 1, 2023

Revenue increased compared to the prior quarter, while gross profit turned positive from a loss. Gross margin improved significantly from the prior quarter and also improved compared to the same quarter last year.

Gross margin takeaway

Quarter ended Apr 1, 2023 · FY2023 Q1

Revenue increased compared to the prior quarter, while gross profit turned positive from a loss. Gross margin improved significantly from the prior quarter and also improved compared to the same quarter last year.

  • The improvement in gross margin was primarily driven by a larger increase in revenue relative to the increase in cost of revenue. This relationship was the strongest observable factor in the quarter.
  • Compared to the prior quarter, revenue was higher and gross profit improved from a loss to a profit, resulting in a higher gross margin. Compared to the same quarter last year, revenue was lower but gross profit was higher, leading to an improved gross margin.

Gross margin snapshot

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

Gross margin

6.7%

Gross profit

$6.2M

Revenue

$92.2M

Cost of revenue

$86.1M

Quarter-over-quarter change

n/a

Year-over-year change

+6.5 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$92.2M$6.2M$86.1M6.7%

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

Apr 2, 2022

+6.5 pts

What the margin says

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

The improvement in gross margin was primarily driven by a larger increase in revenue relative to the increase in cost of revenue. This relationship was the strongest observable factor in the quarter.

Compared to the prior quarter, revenue was higher and gross profit improved from a loss to a profit, resulting in a higher gross margin. Compared to the same quarter last year, revenue was lower but gross profit was higher, leading to an improved gross margin.

Monitor whether the relationship between revenue growth and cost of revenue growth can be sustained in future quarters.