TG

Target Corporation stock research

Aug 3, 2024

FY2024 Q2

Target (TGT) Gross Margin — Quarter Ended Aug 3, 2024

Revenue increased compared to both the prior quarter and the same quarter last year, while cost of revenue rose at a slower pace, leading to higher gross profit and an improved gross margin. The gross margin strengthened sequentially and year-over-year as revenue growth outpaced the change in cost of revenue.

Gross margin takeaway

Quarter ended Aug 3, 2024 · FY2024 Q2

Revenue increased compared to both the prior quarter and the same quarter last year, while cost of revenue rose at a slower pace, leading to higher gross profit and an improved gross margin. The gross margin strengthened sequentially and year-over-year as revenue growth outpaced the change in cost of revenue.

  • The primary driver of the gross margin improvement was revenue growth that exceeded the increase in cost of revenue, both sequentially and year-over-year.
  • Compared to the immediately preceding quarter, gross margin improved as revenue grew faster than cost of revenue. Versus the same quarter one year earlier, gross margin also improved, with revenue higher while cost of revenue remained essentially unchanged.

Gross margin snapshot

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

Gross margin

30.0%

Gross profit

$7.6B

Revenue

$25.5B

Cost of revenue

$17.8B

Quarter-over-quarter change

+1.2 pts

Year-over-year change

+1.8 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Oct 28, 2023$25.4B$7.2B$18.1B28.5%
Feb 3, 2024$31.9B$8.4B$23.5B26.4%
May 4, 2024$24.5B$7.1B$17.5B28.8%
Aug 3, 2024$25.5B$7.6B$17.8B30.0%

Quarterly comparisons

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

Previous-quarter change

May 4, 2024

+1.2 pts

Year-over-year change

Jul 29, 2023

+1.8 pts

What the margin says

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

The primary driver of the gross margin improvement was revenue growth that exceeded the increase in cost of revenue, both sequentially and year-over-year.

Compared to the immediately preceding quarter, gross margin improved as revenue grew faster than cost of revenue. Versus the same quarter one year earlier, gross margin also improved, with revenue higher while cost of revenue remained essentially unchanged.

Monitor cost of sales trends, as any acceleration in cost growth could pressure gross margin.

TGT Gross Margin — Quarter Ended Aug 3, 2024