CL

Colgate-Palmolive Company stock research

Jun 30, 2023

FY2023 Q2

Colgate-Palmolive (CL) Gross Margin — Quarter Ended Jun 30, 2023

Revenue was stable compared to the prior quarter, while gross profit improved and cost of revenue declined, resulting in a higher gross margin. Compared to the same quarter last year, revenue and gross profit were higher, cost of revenue was higher, and gross margin was slightly higher.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue was stable compared to the prior quarter, while gross profit improved and cost of revenue declined, resulting in a higher gross margin. Compared to the same quarter last year, revenue and gross profit were higher, cost of revenue was higher, and gross margin was slightly higher.

  • The improvement in gross margin from the prior quarter was driven by a lower cost of revenue relative to revenue, as gross profit increased while revenue held steady.
  • Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin was slightly higher.

Gross margin snapshot

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

Gross margin

57.8%

Gross profit

$2.8B

Revenue

$4.8B

Cost of revenue

$2.0B

Quarter-over-quarter change

+0.9 pts

Year-over-year change

+0.8 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%
Jun 30, 2023$4.8B$2.8B$2.0B57.8%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+0.9 pts

Year-over-year change

Jun 30, 2022

+0.8 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 lower cost of revenue relative to revenue, as gross profit increased while revenue held steady.

Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin was slightly higher.

Monitor the trajectory of cost of revenue relative to revenue, as its decline was the primary factor behind the gross margin improvement.

CL Gross Margin — Quarter Ended Jun 30, 2023