MD

Mondelez International, Inc. stock research

Mar 31, 2023

FY2023 Q1

Mondelez International (MDLZ) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin improved sequentially but weakened relative to the year-ago period, indicating that cost growth outpaced revenue growth on an annual basis.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin improved sequentially but weakened relative to the year-ago period, indicating that cost growth outpaced revenue growth on an annual basis.

  • The sequential improvement in gross margin was the most notable change, as gross profit grew faster than cost of revenue relative to the prior quarter.
  • Compared to the immediately preceding quarter, gross margin was higher. Compared to the same quarter one year earlier, gross margin was lower.

Gross margin snapshot

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

Gross margin

37.6%

Gross profit

$3.4B

Revenue

$9.2B

Cost of revenue

$5.7B

Quarter-over-quarter change

n/a

Year-over-year change

-0.8 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 31, 2023$9.2B$3.4B$5.7B37.6%

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 31, 2022

-0.8 pts

What the margin says

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

The sequential improvement in gross margin was the most notable change, as gross profit grew faster than cost of revenue relative to the prior quarter.

Compared to the immediately preceding quarter, gross margin was higher. Compared to the same quarter one year earlier, gross margin was lower.

The company's filing notes ongoing monitoring of European operations and the impact of the war in Ukraine, which may influence future cost trends.

MDLZ Gross Margin — Quarter Ended Mar 31, 2023