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10-QPeriod: Q2 FY2009

MCDONALDS CORP Quarterly Report for Q2 Ended Jun 30, 2009

Filed August 6, 2009For Securities:MCD

Summary

McDonald's Corporation reported its financial results for the second quarter and first six months ended June 30, 2009. The company experienced a decrease in total revenues due to foreign currency translation effects, despite positive comparable sales growth across all geographic segments. This period reflects the ongoing impact of the global economic downturn, which has influenced consumer spending patterns. Despite revenue challenges, McDonald's demonstrated resilience through its strategic focus on "Plan to Win" initiatives, emphasizing customer experience, value, and operational efficiency. Key financial metrics indicate a slight dip in net income compared to the prior year, partly due to currency headwinds and a gain on sale of investment in the prior year. However, the company continued its commitment to returning value to shareholders through substantial share repurchases and dividend payments, indicating confidence in its financial position and future outlook. The company is also actively managing its restaurant portfolio through refranchising, aiming to optimize cash flow and returns.

Financial Statements
Beta
Revenue$5.65B
SG&A Expenses$531.50M
Operating Expenses$3.97B
Operating Income$1.68B
Interest Expense$119.30M
Net Income$1.09B
EPS (Basic)$1.00
EPS (Diluted)$0.98
Shares Outstanding (Basic)1.10B
Shares Outstanding (Diluted)1.11B

Key Highlights

  • 1Total revenues decreased by 7% (increased 4% in constant currencies) for the quarter and 8% (increased 3% in constant currencies) for the six months, largely due to foreign currency translation effects.
  • 2Global comparable sales increased by 4.8% for the quarter and 4.6% for the six months, indicating sustained customer demand across all geographic segments.
  • 3Net income for the quarter and six months decreased by 8% and 3%, respectively, impacted by currency fluctuations and a gain on sale of investment in the prior year's comparable periods.
  • 4The company returned $2.7 billion to shareholders through share repurchases ($1.6 billion) and dividends ($1.1 billion) in the first six months of 2009, underscoring a commitment to shareholder value.
  • 5Consolidated operating income increased by 2% (11% in constant currencies) for the quarter, though it decreased by 1% (increased 8% in constant currencies) for the six months.
  • 6McDonald's continues to execute its refranchising strategy, aiming to refranchise 1,000 to 1,500 restaurants between 2008 and 2010 to optimize cash flow and returns.
  • 7The company expects full-year 2009 commodity costs to rise by 3% to 3.5% and anticipates a decline in selling, general & administrative expenses in constant currencies.

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