MK

McCormick & Company, Incorporated stock research

May 31, 2024

FY2024 Q2

McCormick & (MKC) Gross Margin — Quarter Ended May 31, 2024

Revenue was stable compared to the prior quarter and slightly lower than the same quarter last year. Gross profit and gross margin improved relative to both the preceding quarter and the year-ago period, driven by a lower cost of revenue relative to sales.

Gross margin takeaway

Quarter ended May 31, 2024 · FY2024 Q2

Revenue was stable compared to the prior quarter and slightly lower than the same quarter last year. Gross profit and gross margin improved relative to both the preceding quarter and the year-ago period, driven by a lower cost of revenue relative to sales.

  • The gross margin strengthened sequentially and year-over-year, as gross profit grew while cost of revenue declined relative to revenue.
  • Compared to the immediately preceding quarter, revenue was stable, gross profit was higher, and gross margin improved. Versus the same quarter one year earlier, revenue was lower, but gross profit was higher and gross margin improved.

Gross margin snapshot

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

Gross margin

37.7%

Gross profit

$619.6M

Revenue

$1.6B

Cost of revenue

$1.0B

Quarter-over-quarter change

+0.3 pts

Year-over-year change

+0.6 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Aug 31, 2023$1.7B$622.8M$1.1B37.0%
Nov 30, 2023$1.8B$701.3M$1.1B40.0%
Feb 29, 2024$1.6B$599.3M$1.0B37.4%
May 31, 2024$1.6B$619.6M$1.0B37.7%

Quarterly comparisons

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

Previous-quarter change

Feb 29, 2024

+0.3 pts

Year-over-year change

May 31, 2023

+0.6 pts

What the margin says

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

The gross margin strengthened sequentially and year-over-year, as gross profit grew while cost of revenue declined relative to revenue.

Compared to the immediately preceding quarter, revenue was stable, gross profit was higher, and gross margin improved. Versus the same quarter one year earlier, revenue was lower, but gross profit was higher and gross margin improved.

Monitor whether the cost of revenue can continue to decline relative to revenue in upcoming quarters.

MKC Gross Margin — Quarter Ended May 31, 2024