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Deckers Outdoor Corporation stock research

Sep 30, 2023

FY2024 Q2

Deckers Outdoor (DECK) Gross Margin — Quarter Ended Sep 30, 2023

Revenue, cost of revenue, and gross profit all increased compared to the prior quarter. Gross margin improved, reflecting a proportionally larger increase in gross profit relative to revenue.

Gross margin takeaway

Quarter ended Sep 30, 2023 · FY2024 Q2

Revenue, cost of revenue, and gross profit all increased compared to the prior quarter. Gross margin improved, reflecting a proportionally larger increase in gross profit relative to revenue.

  • Gross profit rose more than revenue sequentially, leading to a higher gross margin. The margin also improved from the same quarter a year earlier.
  • Compared with the preceding quarter, revenue and gross profit were higher, and gross margin improved. Compared with the same quarter one year earlier, revenue and gross profit were also higher, and gross margin was stronger.

Gross margin snapshot

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

Gross margin

53.4%

Gross profit

$583.0M

Revenue

$1.1B

Cost of revenue

$508.9M

Quarter-over-quarter change

+2.1 pts

Year-over-year change

+5.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2023$675.8M$346.4M$329.4M51.3%
Sep 30, 2023$1.1B$583.0M$508.9M53.4%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2023

+2.1 pts

Year-over-year change

Sep 30, 2022

+5.2 pts

What the margin says

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

Gross profit rose more than revenue sequentially, leading to a higher gross margin. The margin also improved from the same quarter a year earlier.

Compared with the preceding quarter, revenue and gross profit were higher, and gross margin improved. Compared with the same quarter one year earlier, revenue and gross profit were also higher, and gross margin was stronger.

Monitor whether the relationship between revenue growth and gross profit growth persists in future periods.