TG

Target Corporation stock research

Jan 28, 2023

FY2022 Q4

Target (TGT) Gross Margin — Quarter Ended Jan 28, 2023

Revenue increased compared to the prior quarter and was slightly higher than the same quarter last year. Gross profit rose sequentially but fell year-over-year, while cost of revenue increased in both comparisons, resulting in a gross margin that weakened relative to both periods.

Gross margin takeaway

Quarter ended Jan 28, 2023 · FY2022 Q4

Revenue increased compared to the prior quarter and was slightly higher than the same quarter last year. Gross profit rose sequentially but fell year-over-year, while cost of revenue increased in both comparisons, resulting in a gross margin that weakened relative to both periods.

  • The strongest observable driver of the margin change is the relationship between cost of revenue and revenue. Cost of revenue increased more than revenue both sequentially and year-over-year, compressing the gross margin.
  • Compared to the prior quarter, revenue was higher and gross profit was higher, but gross margin was lower. Compared to the same quarter one year earlier, revenue was slightly higher, gross profit was lower, and gross margin was lower.

Gross margin snapshot

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

Gross margin

23.5%

Gross profit

$7.4B

Revenue

$31.4B

Cost of revenue

$24.0B

Quarter-over-quarter change

n/a

Year-over-year change

-3.1 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$31.4B$7.4B$24.0B23.5%

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

-3.1 pts

What the margin says

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

The strongest observable driver of the margin change is the relationship between cost of revenue and revenue. Cost of revenue increased more than revenue both sequentially and year-over-year, compressing the gross margin.

Compared to the prior quarter, revenue was higher and gross profit was higher, but gross margin was lower. Compared to the same quarter one year earlier, revenue was slightly higher, gross profit was lower, and gross margin was lower.

Monitor the trend in cost of revenue relative to revenue, as changes in this ratio directly affect gross margin.

TGT Gross Margin — Quarter Ended Jan 28, 2023