GM

GameStop Corp. stock research

May 4, 2024

FY2024 Q1

GameStop (GME) Gross Margin — Quarter Ended May 4, 2024

In the current quarter, revenue decreased compared to both the preceding quarter and the same quarter one year earlier. However, gross profit decreased less proportionally, leading to an improved gross margin.

Gross margin takeaway

Quarter ended May 4, 2024 · FY2024 Q1

In the current quarter, revenue decreased compared to both the preceding quarter and the same quarter one year earlier. However, gross profit decreased less proportionally, leading to an improved gross margin.

  • The strongest observable relationship is that cost of revenue declined more sharply than revenue, resulting in a higher proportion of revenue flowing to gross profit and an improved gross margin.
  • Compared to the preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin also improved.

Gross margin snapshot

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

Gross margin

27.7%

Gross profit

$244.5M

Revenue

$881.8M

Cost of revenue

$637.3M

Quarter-over-quarter change

+4.4 pts

Year-over-year change

+4.5 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jul 29, 2023$1.2B$305.9M$857.9M26.3%
Oct 28, 2023$1.1B$281.8M$796.5M26.1%
Feb 3, 2024$1.8B$419.2M$1.4B23.4%
May 4, 2024$881.8M$244.5M$637.3M27.7%

Quarterly comparisons

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

Previous-quarter change

Feb 3, 2024

+4.4 pts

Year-over-year change

Apr 29, 2023

+4.5 pts

What the margin says

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

The strongest observable relationship is that cost of revenue declined more sharply than revenue, resulting in a higher proportion of revenue flowing to gross profit and an improved gross margin.

Compared to the preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin also improved.

Monitor the trend in cash and marketable securities, which decreased from both prior periods as noted in the liquidity discussion.