RO

Ross Stores, Inc. stock research

Jan 28, 2023

FY2022 Q4

Ross Stores (ROST) Gross Margin — Quarter Ended Jan 28, 2023

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit also rose. Cost of revenue grew at a faster pace than revenue, resulting in a slightly lower gross margin relative to the prior quarter and a nearly stable margin versus the year-ago quarter.

Gross margin takeaway

Quarter ended Jan 28, 2023 · FY2022 Q4

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit also rose. Cost of revenue grew at a faster pace than revenue, resulting in a slightly lower gross margin relative to the prior quarter and a nearly stable margin versus the year-ago quarter.

  • The relationship between revenue and cost of revenue drove the gross margin outcome. Revenue growth outpaced cost of revenue growth compared to the year-ago quarter, supporting a stable margin, but cost of revenue grew faster than revenue sequentially, leading to a slight margin decline.
  • Compared to the immediately preceding quarter, gross margin weakened slightly. Compared to the same quarter one year earlier, gross margin was essentially stable.

Gross margin snapshot

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

Gross margin

24.7%

Gross profit

$1.3B

Revenue

$5.2B

Cost of revenue

$3.9B

Quarter-over-quarter change

n/a

Year-over-year change

-0.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jan 28, 2023$5.2B$1.3B$3.9B24.7%

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

Jan 29, 2022

-0.1 pts

What the margin says

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

The relationship between revenue and cost of revenue drove the gross margin outcome. Revenue growth outpaced cost of revenue growth compared to the year-ago quarter, supporting a stable margin, but cost of revenue grew faster than revenue sequentially, leading to a slight margin decline.

Compared to the immediately preceding quarter, gross margin weakened slightly. Compared to the same quarter one year earlier, gross margin was essentially stable.

Monitor the relationship between revenue growth and cost of revenue growth in future quarters, as the sequential quarter showed cost growth outpacing revenue growth.