TG

Target Corporation stock research

Apr 29, 2023

FY2023 Q1

Target (TGT) Gross Margin — Quarter Ended Apr 29, 2023

Revenue was slightly higher than the same quarter last year, while cost of revenue was slightly lower, resulting in a higher gross profit and an improved gross margin. Compared to the prior quarter, revenue decreased but gross margin increased significantly as cost of revenue declined proportionally more.

Gross margin takeaway

Quarter ended Apr 29, 2023 · FY2023 Q1

Revenue was slightly higher than the same quarter last year, while cost of revenue was slightly lower, resulting in a higher gross profit and an improved gross margin. Compared to the prior quarter, revenue decreased but gross margin increased significantly as cost of revenue declined proportionally more.

  • The gross margin rate improved compared to both the prior quarter and the year-ago quarter, with the most notable change being the reduction in cost of revenue as a proportion of revenue.
  • Compared to the immediately preceding quarter, revenue was lower but gross margin was higher, as cost of revenue decreased more sharply. Relative to the same quarter one year earlier, revenue was essentially flat, while gross profit and gross margin both improved slightly.

Gross margin snapshot

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

Gross margin

27.4%

Gross profit

$6.9B

Revenue

$25.3B

Cost of revenue

$18.4B

Quarter-over-quarter change

+3.9 pts

Year-over-year change

+0.7 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%
Apr 29, 2023$25.3B$6.9B$18.4B27.4%

Quarterly comparisons

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

Previous-quarter change

Jan 28, 2023

+3.9 pts

Year-over-year change

Apr 30, 2022

+0.7 pts

What the margin says

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

The gross margin rate improved compared to both the prior quarter and the year-ago quarter, with the most notable change being the reduction in cost of revenue as a proportion of revenue.

Compared to the immediately preceding quarter, revenue was lower but gross margin was higher, as cost of revenue decreased more sharply. Relative to the same quarter one year earlier, revenue was essentially flat, while gross profit and gross margin both improved slightly.

Monitor the company's capital allocation strategy and cash position, as outlined in the management discussion, given the current financial results.