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10-QPeriod: Q3 FY2013

MCDONALDS CORP Quarterly Report for Q3 Ended Sep 30, 2013

Filed October 30, 2013For Securities:MCD

Summary

McDonald's Corporation reported its third-quarter and nine-month results for the period ending September 29, 2013. The company demonstrated modest revenue growth, with total revenues increasing by 2% for both the quarter and the nine-month period, driven primarily by restaurant expansion. While consolidated operating income saw a 6% increase for the quarter (6% in constant currencies), the nine-month period showed a more modest 2% increase (3% in constant currencies). Diluted earnings per share also saw a 6% increase for the quarter to $1.52, and a 5% increase for the nine months to $4.16, with a slight negative impact from foreign currency translation. The company continued its commitment to returning capital to shareholders, with significant dividend payments and share repurchases throughout the period. Management acknowledged a challenging operating environment characterized by flat to declining informal eating out markets, increased competition, and pressure on pricing power, which is expected to persist.

Financial Statements
Beta
Revenue$7.32B
SG&A Expenses$554.30M
Operating Expenses$4.91B
Operating Income$2.42B
Interest Expense$130.50M
Net Income$1.52B
EPS (Basic)$1.53
EPS (Diluted)$1.52
Shares Outstanding (Basic)997.30M
Shares Outstanding (Diluted)1.00B

Key Highlights

  • 1Total revenues grew 2% year-over-year for both the quarter and the nine months, reaching $7.32 billion and $21.01 billion, respectively, primarily driven by restaurant expansion.
  • 2Diluted earnings per share (EPS) increased by 6% to $1.52 for the quarter and by 5% to $4.16 for the nine months, demonstrating growth despite challenging market conditions.
  • 3Global comparable sales showed modest growth of 0.9% for the quarter and 0.3% for the nine months, indicating the company's ability to attract customers in a difficult economic climate.
  • 4Operating income increased by 6% for the quarter to $2.42 billion and by 2% for the nine months to $6.56 billion, reflecting improved operational efficiency.
  • 5The company returned significant capital to shareholders, with $2.3 billion in dividends and $1.3 billion in share repurchases for the nine-month period.
  • 6Selling, general, and administrative expenses decreased by 11% for the quarter and 4% for the nine months, contributing positively to profitability.
  • 7The company continued to invest in its future, with capital expenditures of $1.92 billion for the nine months, primarily focused on opening new restaurants and reimaging existing ones.

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