DG

Dollar General Corporation stock research

Feb 3, 2023

FY2022 Q4

Dollar General (DG) Gross Margin — Quarter Ended Feb 3, 2023

Revenue, gross profit, and cost of revenue all increased, while gross margin improved slightly from the prior quarter but was lower than a year ago. The sequential rise in gross margin reflects a smaller proportional increase in cost of revenue relative to revenue.

Gross margin takeaway

Quarter ended Feb 3, 2023 · FY2022 Q4

Revenue, gross profit, and cost of revenue all increased, while gross margin improved slightly from the prior quarter but was lower than a year ago. The sequential rise in gross margin reflects a smaller proportional increase in cost of revenue relative to revenue.

  • The sequential improvement in gross margin was driven by revenue growing faster than cost of revenue, as the cost increase was proportionally smaller than the revenue increase.
  • Compared to the prior quarter, gross margin was higher, and compared to the same quarter a year ago, gross margin was lower. Revenue and gross profit were higher than both the prior quarter and the year-ago quarter.

Gross margin snapshot

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

Gross margin

30.9%

Gross profit

$3.1B

Revenue

$10.2B

Cost of revenue

$7.1B

Quarter-over-quarter change

n/a

Year-over-year change

-0.4 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 3, 2023$10.2B$3.1B$7.1B30.9%

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

Jan 28, 2022

-0.4 pts

What the margin says

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

The sequential improvement in gross margin was driven by revenue growing faster than cost of revenue, as the cost increase was proportionally smaller than the revenue increase.

Compared to the prior quarter, gross margin was higher, and compared to the same quarter a year ago, gross margin was lower. Revenue and gross profit were higher than both the prior quarter and the year-ago quarter.

Monitor the impact of product cost inflation on gross margin, as noted in the filing.