GM

GameStop Corp. stock research

Aug 3, 2024

FY2024 Q2

GameStop (GME) Gross Margin — Quarter Ended Aug 3, 2024

Revenue decreased while cost of revenue declined more, resulting in a higher gross profit and an improved gross margin. Compared with the prior quarter, gross margin strengthened; compared with the same quarter last year, gross margin also improved.

Gross margin takeaway

Quarter ended Aug 3, 2024 · FY2024 Q2

Revenue decreased while cost of revenue declined more, resulting in a higher gross profit and an improved gross margin. Compared with the prior quarter, gross margin strengthened; compared with the same quarter last year, gross margin also improved.

  • The gross margin improvement is primarily attributable to the cost of revenue declining at a faster rate than revenue, which lifted the margin in both sequential and year-over-year comparisons.
  • Current gross margin is higher than both the prior quarter and the same quarter a year ago, reflecting a favorable cost structure relative to revenue. However, absolute revenue and gross profit are lower than the year-ago level.

Gross margin snapshot

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

Gross margin

31.2%

Gross profit

$248.8M

Revenue

$798.3M

Cost of revenue

$549.5M

Quarter-over-quarter change

+3.4 pts

Year-over-year change

+4.9 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Aug 3, 2024$798.3M$248.8M$549.5M31.2%

Quarterly comparisons

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

Previous-quarter change

May 4, 2024

+3.4 pts

Year-over-year change

Jul 29, 2023

+4.9 pts

What the margin says

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

The gross margin improvement is primarily attributable to the cost of revenue declining at a faster rate than revenue, which lifted the margin in both sequential and year-over-year comparisons.

Current gross margin is higher than both the prior quarter and the same quarter a year ago, reflecting a favorable cost structure relative to revenue. However, absolute revenue and gross profit are lower than the year-ago level.

Monitor revenue trends because a prolonged decline could erode the cost-led margin gains observed this quarter.