MK

McCormick & Company, Incorporated stock research

Feb 28, 2023

FY2023 Q1

McCormick & (MKC) Gross Margin — Quarter Ended Feb 28, 2023

Revenue and gross profit both decreased compared to the prior quarter, while cost of revenue also declined. Gross margin weakened slightly versus both the prior quarter and the same quarter last year.

Gross margin takeaway

Quarter ended Feb 28, 2023 · FY2023 Q1

Revenue and gross profit both decreased compared to the prior quarter, while cost of revenue also declined. Gross margin weakened slightly versus both the prior quarter and the same quarter last year.

  • The gross margin decline was driven by a proportionally smaller decrease in cost of revenue relative to the drop in revenue, resulting in a lower margin.
  • Compared to the prior quarter, revenue and gross profit were lower, and gross margin weakened. Versus the same quarter last year, revenue was higher but gross profit was nearly stable, while gross margin was slightly lower.

Gross margin snapshot

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

Gross margin

36.0%

Gross profit

$562.9M

Revenue

$1.6B

Cost of revenue

$1.0B

Quarter-over-quarter change

n/a

Year-over-year change

-0.9 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Feb 28, 2023$1.6B$562.9M$1.0B36.0%

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

Feb 28, 2022

-0.9 pts

What the margin says

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

The gross margin decline was driven by a proportionally smaller decrease in cost of revenue relative to the drop in revenue, resulting in a lower margin.

Compared to the prior quarter, revenue and gross profit were lower, and gross margin weakened. Versus the same quarter last year, revenue was higher but gross profit was nearly stable, while gross margin was slightly lower.

Monitor the relationship between revenue and cost of revenue trends, as the current quarter showed a smaller cost reduction relative to revenue decline.