Early Access

10-QPeriod: Q3 FY2014

MCDONALDS CORP Quarterly Report for Q3 Ended Sep 30, 2014

Filed November 3, 2014For Securities:MCD

Summary

McDonald's Corporation reported a challenging third quarter and first nine months of 2014, with consolidated revenues declining 5% and 1% respectively (4% and 0% in constant currencies). This was primarily driven by a 3.3% decrease in global comparable sales for the quarter, impacted by negative guest traffic across major segments and a significant supplier issue in China. Net income for the quarter fell 30% to $1.07 billion, or $1.09 per diluted share, down from $1.52 billion ($1.52 per share) in the prior year period. The company highlighted that excluding the impact of a $0.26 per share increase in tax reserves, $0.15 per share from the supplier issue, and $0.01 per share from temporary store closures in Russia and Ukraine, earnings per share for the quarter would have been relatively flat year-over-year. Significant headwinds include ongoing competitive activity in the U.S., consumer confidence issues in Europe, and the lingering effects of the food safety incident in APMEA. Despite the top-line pressures and a notable decrease in operating income (down 14% for the quarter), McDonald's continued its commitment to returning capital to shareholders. The company returned $4.6 billion year-to-date through dividends and share repurchases, in line with its $18-$20 billion three-year cash return target. The quarterly cash dividend was increased by 5% to $0.85 per share. Management noted that pressures on operating performance are expected to persist into the fourth quarter, with an estimated $0.07-$0.10 per share impact from the supplier issue on diluted earnings per share.

Financial Statements
Beta
Revenue$6.99B
SG&A Expenses$575.80M
Operating Expenses$4.91B
Operating Income$2.07B
Interest Expense$149.30M
Net Income$1.07B
EPS (Basic)$1.09
EPS (Diluted)$1.09
Shares Outstanding (Basic)978.70M
Shares Outstanding (Diluted)983.80M

Key Highlights

  • 1Consolidated revenues decreased by 5% to $7.0 billion for the quarter and 1% to $20.9 billion for the first nine months of 2014, reflecting challenges in comparable sales and currency impacts.
  • 2Global comparable sales declined by 3.3% in the third quarter and 1.0% for the first nine months, with negative guest traffic across all major segments.
  • 3Net income decreased significantly by 30% to $1.07 billion for the quarter and 13% to $3.66 billion for the first nine months, primarily impacted by a supplier issue in China and increased tax reserves.
  • 4Diluted earnings per share (EPS) fell to $1.09 for the quarter (down from $1.52) and $3.69 for the nine months (down from $4.16).
  • 5The company reported a substantial 14% decrease in operating income for the quarter, largely due to the supplier issue and soft operating performance in the U.S. and Europe.
  • 6McDonald's returned $4.6 billion to shareholders year-to-date through dividends and share repurchases, demonstrating a continued commitment to capital return.
  • 7The quarterly cash dividend was raised by 5% to $0.85 per share, signaling confidence in future cash flows despite current headwinds.

Frequently Asked Questions