CO

Costco Wholesale Corporation stock research

Feb 12, 2023

FY2023 Q2

Costco Wholesale (COST) Gross Margin — Quarter Ended Feb 12, 2023

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin improved slightly from the prior quarter and was stable compared to the same quarter last year, as cost of revenue grew at a similar pace to revenue.

Gross margin takeaway

Quarter ended Feb 12, 2023 · FY2023 Q2

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin improved slightly from the prior quarter and was stable compared to the same quarter last year, as cost of revenue grew at a similar pace to revenue.

  • The strongest observable margin driver is the relationship between revenue and cost of revenue, where revenue growth outpaced cost growth relative to the prior quarter, leading to a higher gross margin.
  • Compared to the prior quarter, gross margin was higher. Compared to the same quarter one year earlier, gross margin was stable.

Gross margin snapshot

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

Gross margin

12.4%

Gross profit

$6.8B

Revenue

$55.3B

Cost of revenue

$48.4B

Quarter-over-quarter change

n/a

Year-over-year change

+0.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Feb 12, 2023$55.3B$6.8B$48.4B12.4%

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

Feb 13, 2022

+0.1 pts

What the margin says

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

The strongest observable margin driver is the relationship between revenue and cost of revenue, where revenue growth outpaced cost growth relative to the prior quarter, leading to a higher gross margin.

Compared to the prior quarter, gross margin was higher. Compared to the same quarter one year earlier, gross margin was stable.

Monitor the trend in cost of revenue relative to revenue, as any shift in this relationship could affect gross margin stability.