TG

Target Corporation stock research

Feb 1, 2025

FY2024 Q4

Target (TGT) Gross Margin — Quarter Ended Feb 1, 2025

Revenue and gross profit were higher than the preceding quarter but lower than the same quarter one year earlier. Gross margin weakened compared to both periods, and the filing discusses the company's competitive differentiation and brand image as part of its business strategy.

Gross margin takeaway

Quarter ended Feb 1, 2025 · FY2024 Q4

Revenue and gross profit were higher than the preceding quarter but lower than the same quarter one year earlier. Gross margin weakened compared to both periods, and the filing discusses the company's competitive differentiation and brand image as part of its business strategy.

  • The proportion of cost of revenue relative to revenue increased from the prior quarter, which contributed to the decline in gross margin.
  • Compared to the immediately preceding quarter, revenue and gross profit increased while gross margin decreased. Versus the same quarter one year earlier, revenue, gross profit, and gross margin were all lower.

Gross margin snapshot

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

Gross margin

26.2%

Gross profit

$8.1B

Revenue

$30.9B

Cost of revenue

$22.8B

Quarter-over-quarter change

-2.1 pts

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
May 4, 2024$24.5B$7.1B$17.5B28.8%
Aug 3, 2024$25.5B$7.6B$17.8B30.0%
Nov 2, 2024$25.7B$7.3B$18.4B28.3%
Feb 1, 2025$30.9B$8.1B$22.8B26.2%

Quarterly comparisons

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

Previous-quarter change

Nov 2, 2024

-2.1 pts

Year-over-year change

Feb 3, 2024

-0.1 pts

What the margin says

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

The proportion of cost of revenue relative to revenue increased from the prior quarter, which contributed to the decline in gross margin.

Compared to the immediately preceding quarter, revenue and gross profit increased while gross margin decreased. Versus the same quarter one year earlier, revenue, gross profit, and gross margin were all lower.

Monitor the trend in cost of revenue as a share of revenue in upcoming quarters.