CL

Colgate-Palmolive Company stock research

Mar 31, 2023

FY2023 Q1

Colgate-Palmolive (CL) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin improved from the prior quarter but weakened relative to the same quarter a year ago.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin improved from the prior quarter but weakened relative to the same quarter a year ago.

  • The improvement in gross margin from the prior quarter was driven by a smaller increase in cost of revenue relative to revenue growth. Compared to the same quarter last year, cost of revenue grew faster than revenue, compressing margin.
  • Compared to the prior quarter, revenue and gross profit were higher, and gross margin improved. Compared to the same quarter last year, revenue and gross profit were higher, but gross margin weakened.

Gross margin snapshot

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

Gross margin

56.9%

Gross profit

$2.7B

Revenue

$4.8B

Cost of revenue

$2.1B

Quarter-over-quarter change

n/a

Year-over-year change

-1.6 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$4.8B$2.7B$2.1B56.9%

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

Mar 31, 2022

-1.6 pts

What the margin says

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

The improvement in gross margin from the prior quarter was driven by a smaller increase in cost of revenue relative to revenue growth. Compared to the same quarter last year, cost of revenue grew faster than revenue, compressing margin.

Compared to the prior quarter, revenue and gross profit were higher, and gross margin improved. Compared to the same quarter last year, revenue and gross profit were higher, but gross margin weakened.

Monitor the trajectory of cost of revenue relative to revenue, as its faster growth year-over-year has pressured gross margin.

CL Gross Margin — Quarter Ended Mar 31, 2023