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10-QPeriod: Q3 FY2016

MCDONALDS CORP Quarterly Report for Q3 Ended Sep 30, 2016

Filed November 4, 2016For Securities:MCD

Summary

McDonald's Corporation reported its third-quarter and nine-month results for the period ending September 30, 2016. The company demonstrated positive comparable sales growth across all segments, indicating a continued recovery trend. Despite a slight decrease in consolidated revenues due to ongoing refranchising efforts, operating income and diluted earnings per share showed notable increases, especially when excluding the impact of restructuring and non-cash impairment charges. The company continued its aggressive share repurchase program and announced a dividend increase, underscoring its commitment to returning value to shareholders. Key financial metrics point to operational improvements and strategic execution. While total revenues saw a modest decline, this was largely a consequence of transitioning more restaurants to a franchised model, which generally leads to lower reported revenue but a more asset-light and potentially higher-margin business in the long run. The strategic shift towards franchising, combined with cost-saving initiatives and a focus on improving the customer experience, positions McDonald's for sustained growth and enhanced financial value.

Financial Statements
Beta
Revenue$6.42B
SG&A Expenses$582.90M
Operating Expenses$4.29B
Operating Income$2.14B
Interest Expense$221.40M
Net Income$1.28B
EPS (Basic)$1.52
EPS (Diluted)$1.50
Shares Outstanding (Basic)841.40M
Shares Outstanding (Diluted)847.70M

Key Highlights

  • 1Consolidated revenues decreased by 3% for the quarter and nine months, largely due to refranchising initiatives which shift revenue recognition from company-operated sales to franchised fees.
  • 2Global comparable sales increased by 3.5% in the third quarter and 4.2% for the first nine months, showing positive trends across all operating segments.
  • 3Operating income increased by 5% (7% in constant currencies) for the quarter and 10% (12% in constant currencies) for the nine months, boosted by improved operational performance and gains on restaurant sales.
  • 4Diluted earnings per share (EPS) saw significant growth, rising 7% (9% in constant currencies) for the quarter to $1.50 and 15% (17% in constant currencies) for the nine months to $4.01. Excluding restructuring charges, EPS growth was even stronger.
  • 5The company returned substantial capital to shareholders, repurchasing approximately $2.7 billion of stock in the third quarter, bringing year-to-date repurchases to $9.8 billion, and announced a 6% increase in its quarterly dividend.
  • 6Long-term strategic priorities include refranchising approximately 4,000 restaurants by 2018 to achieve a 95% franchised model and realizing significant annual General & Administrative (G&A) savings.

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