DP

Domino's Pizza, Inc. stock research

Mar 26, 2023

FY2023 Q1

Domino's Pizza (DPZ) Gross Margin — Quarter Ended Mar 26, 2023

Revenue decreased compared to the prior quarter but was stable year-over-year. Gross profit increased and cost of revenue decreased, leading to an improved gross margin versus both periods.

Gross margin takeaway

Quarter ended Mar 26, 2023 · FY2023 Q1

Revenue decreased compared to the prior quarter but was stable year-over-year. Gross profit increased and cost of revenue decreased, leading to an improved gross margin versus both periods.

  • The relationship between revenue, gross profit, and cost of revenue shows that gross margin improved as cost of revenue declined more sharply than revenue sequentially and relative to stable revenue annually.
  • Sequentially, revenue was lower while gross profit was higher, resulting in a higher gross margin. Year-over-year, revenue was stable, gross profit was higher, and cost of revenue was lower, also yielding a higher gross margin.

Gross margin snapshot

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

Gross margin

37.6%

Gross profit

$385.5M

Revenue

$1.0B

Cost of revenue

$638.9M

Quarter-over-quarter change

n/a

Year-over-year change

+1.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 26, 2023$1.0B$385.5M$638.9M37.6%

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

Mar 27, 2022

+1.2 pts

What the margin says

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

The relationship between revenue, gross profit, and cost of revenue shows that gross margin improved as cost of revenue declined more sharply than revenue sequentially and relative to stable revenue annually.

Sequentially, revenue was lower while gross profit was higher, resulting in a higher gross margin. Year-over-year, revenue was stable, gross profit was higher, and cost of revenue was lower, also yielding a higher gross margin.

Monitor the company's working capital efficiency, as the filing highlights its faster receivable collection and inventory turnover relative to payment terms.

DPZ Gross Margin — Quarter Ended Mar 26, 2023