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10-QPeriod: Q1 FY2015

MCDONALDS CORP Quarterly Report for Q1 Ended Mar 31, 2015

Filed May 7, 2015For Securities:MCD

Summary

McDonald's Corporation's first quarter 2015 report (filed May 6, 2015) reveals a challenging period marked by a significant decline in revenues and net income compared to the prior year. Total revenues fell 11% (1% in constant currencies) to $5.96 billion, while net income dropped 33% to $811.5 million. This underperformance was driven by a 2.3% decrease in global comparable sales, attributed to negative guest traffic across all major segments. The company is actively implementing a turnaround plan to address these headwinds, focusing on operational growth, brand revitalization, and unlocking financial value. Key strategic initiatives include accelerating refranchising efforts, achieving significant General and Administrative (G&A) savings, and returning substantial capital to shareholders. Despite the near-term financial pressures, McDonald's is making strides in its long-term strategy. The company announced plans to increase its franchised restaurant percentage to approximately 90% by the end of 2018 and aims to deliver substantial G&A savings. Furthermore, McDonald's is committed to returning $8-9 billion to shareholders in 2015 and achieving its 3-year cash return target of $18-20 billion by the end of 2016. Investors should monitor the execution of this turnaround plan and its impact on future comparable sales and profitability.

Financial Statements
Beta
Revenue$5.96B
SG&A Expenses$582.80M
Operating Expenses$4.57B
Operating Income$1.39B
Interest Expense$147.30M
Net Income$811.50M
EPS (Basic)$0.84
EPS (Diluted)$0.84
Shares Outstanding (Basic)960.60M
Shares Outstanding (Diluted)965.50M

Key Highlights

  • 1Total revenues decreased by 11% to $5.96 billion for the quarter ended March 31, 2015.
  • 2Net income saw a significant decline of 33% to $811.5 million.
  • 3Global comparable sales decreased by 2.3%, with negative guest traffic in all major segments.
  • 4The company recognized $195 million in strategic charges related to refranchising, restaurant closings, and restructuring, impacting diluted EPS by $0.17.
  • 5McDonald's announced a strategic plan to refranchise approximately 3,500 restaurants, aiming for 90% franchised by 2018.
  • 6The company plans to return $8-9 billion to shareholders in 2015 through dividends and share repurchases.
  • 7Company-operated restaurant margins decreased by 23% (13% in constant currencies) due to weak performance across all segments.

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