Mcdonald's Corporation · NYSE:MCD
Mcdonald's — Fact Sheet (December 2023)
9 slides from Mcdonald's's fact sheet, Dec 2, 2023
Slide 1: McDonald's Corporation 2023 Investor Update Fact Sheets
McDonald’s Corporation 2023 Investor Update Fact Sheets
Slide 2: McDonald's Business Model
McDonald’s Business Model Revenues from rent, royalties and initial fees and profits from directly operating restaurants Conventional License Developmental License Foreign Affiliated McOpCo ~55% of Restaurants ~20% of Restaurants ~20% of Restaurants ~5% of Restaurants Investment $ Profits Investment
Slide 3: McDonald's Global Business Operates Under 3 Segments
McDonald’s Global Business Operates Under 3 Segments U.S., Intl Operated Markets, and Intl Developmental Licensed Markets & Corporate International International U.S. Market Operated Markets (IOM) Developmental Licensees & Corporate (IDL) McDonald’s largest market in +19 markets or countries +75 mar
Slide 4: Segment Breakdown
McDonald’s Segment Breakdown U.S. and IOM segments are +85% of FY’22 revenue and adj. operating income*** 10% 13% 25% 33% 42% 41% 41% 43% 49% 44% 34% 25% Restaurants* FY’22 Systemwide Sales** FY’22 Revenues FY’22 Adj. Operating Income*** U.S. IOM IDL * As of 12/31/2022 ** Systemwide sales is a non-G
Slide 5: U.S. Segment
U.S. Segment Unrivaled drive-thru presence and strong unit economics with a 95% franchised ownership mix* Average Unit Volumes* % Drive Thru Restaurants* % Franchised Restaurants (In millions U.S. $) $5.5M 100% 95.1% 95.2% 95.2% 95.1% 94.8% 90% 95% of Restaurants $0M have a Drive Thru 80% 2018 2019
Slide 6: IOM Segment
IOM Segment* Powerful brand presence and largely reimaged asset base with an 89% franchised ownership mix** 10% 13% 14% 28% 24% 33% 14% 11% 11% 15% 20% 18% 20% 21% 14% 14% 10% 10% Restaurants** FY’22 Revenues FY’22 Adj. Operating Income*** Australia Canada France Germany U.K. Other * Reflects the sa
Slide 7: IOM Segment
IOM Segment High average unit volumes across markets Average Unit Volumes* % Drive Thru Restaurants* % Franchised Restaurants (In millions US $) $5.5M 100% Australia 85% Canada 75% France 80% 90% 89.1% Germany 75% 84.0% 83.7% 83.6% 82.9% U.K. 70% 80% $0M 2018 2019 2020 2021 2022** * As of 12/31/2022
Slide 8: IDL Segment
IDL Segment Geographically diverse segment comprised primarily of developmental licensees with a 98% franchised ownership mix* 10% 12% 17% 15% 13% 50% 19% 7% 10% 68% 65% 14% Restaurants* FY’22 Revenues FY’22 Adj. Operating Income** Asia Europe Latin America Middle East * As of 12/31/2022 ** Excludes
Slide 9: IDL Segment
IDL Segment Highly franchised segment Average Unit Volumes* % Drive Thru Restaurants* % Franchised Restaurants (In millions US $) $5.5M 100% 97.6% 97.9% 98.0% 98.1% 98.1% Brazil 40% China 15% 90% Japan 50% 80% $0M 2018 2019 2020 2021 2022 * As of 12/31/2022 9