MK

McCormick & Company, Incorporated stock research

Nov 30, 2024

FY2024 Q4

McCormick & (MKC) Gross Margin — Quarter Ended Nov 30, 2024

Revenue increased from the previous quarter and was stable compared to the same quarter last year. Gross profit grew in both comparisons, resulting in an improved gross margin.

Gross margin takeaway

Quarter ended Nov 30, 2024 · FY2024 Q4

Revenue increased from the previous quarter and was stable compared to the same quarter last year. Gross profit grew in both comparisons, resulting in an improved gross margin.

  • The strongest observable driver of the gross margin improvement was the lower share of cost of revenue relative to revenue compared to the prior quarter.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, and gross margin improved. Versus the same quarter one year earlier, revenue was stable while gross profit and gross margin were higher.

Gross margin snapshot

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

Gross margin

40.2%

Gross profit

$722.2M

Revenue

$1.8B

Cost of revenue

$1.1B

Quarter-over-quarter change

+1.5 pts

Year-over-year change

+0.2 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 29, 2024$1.6B$599.3M$1.0B37.4%
May 31, 2024$1.6B$619.6M$1.0B37.7%
Aug 31, 2024$1.7B$649.9M$1.0B38.7%
Nov 30, 2024$1.8B$722.2M$1.1B40.2%

Quarterly comparisons

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

Previous-quarter change

Aug 31, 2024

+1.5 pts

Year-over-year change

Nov 30, 2023

+0.2 pts

What the margin says

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

The strongest observable driver of the gross margin improvement was the lower share of cost of revenue relative to revenue compared to the prior quarter.

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

Monitor the trend in cost of revenue as a percentage of revenue, as it is a key determinant of gross margin.

MKC Gross Margin — Quarter Ended Nov 30, 2024