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Deckers Outdoor Corporation stock research

Jun 30, 2024

FY2025 Q1

Deckers Outdoor (DECK) Gross Margin — Quarter Ended Jun 30, 2024

Revenue minus cost of revenue equals gross profit, and gross margin is the ratio of gross profit to revenue. In the current quarter, gross margin was higher than both the preceding quarter and the same quarter a year earlier, reflecting a larger share of revenue retained as gross profit.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2025 Q1

Revenue minus cost of revenue equals gross profit, and gross margin is the ratio of gross profit to revenue. In the current quarter, gross margin was higher than both the preceding quarter and the same quarter a year earlier, reflecting a larger share of revenue retained as gross profit.

  • The strongest observable margin driver is the improvement in gross margin percentage, which increased relative to both the prior quarter and the same quarter last year. This indicates a greater proportion of revenue being retained as gross profit.
  • Compared to the immediately preceding quarter, revenue and gross profit were lower, but gross margin was higher. Compared to the same quarter one year earlier, revenue, gross profit, and gross margin were all higher, while cost of revenue also increased.

Gross margin snapshot

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

Gross margin

56.9%

Gross profit

$470.0M

Revenue

$825.3M

Cost of revenue

$355.3M

Quarter-over-quarter change

-1.8 pts

Year-over-year change

+5.7 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%
Dec 31, 2023$1.6B$916.6M$643.7M58.7%
Jun 30, 2024$825.3M$470.0M$355.3M56.9%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

-1.8 pts

Year-over-year change

Jun 30, 2023

+5.7 pts

What the margin says

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

The strongest observable margin driver is the improvement in gross margin percentage, which increased relative to both the prior quarter and the same quarter last year. This indicates a greater proportion of revenue being retained as gross profit.

Compared to the immediately preceding quarter, revenue and gross profit were lower, but gross margin was higher. Compared to the same quarter one year earlier, revenue, gross profit, and gross margin were all higher, while cost of revenue also increased.

Monitor the trend in cost of revenue relative to revenue, as changes in this relationship directly affect gross margin.