McDonad's Holdings Company (Japan), Ltd.
Release of Q2 2025 Financial Results
[Date] August 8, 2025 [Number of Speakers] 2
Thomas Ko Representative Director, President and CEO McDonald's Holdings Company (Japan), Ltd.
Shuko Yoshida Director, Vice President and CFO
McDonald's Company (Japan), Ltd.
Ko: Hello everyone, I am Thomas Ko.
Thank you so much for joining our online earnings results briefing despite your busy schedules. I'd like to report on the earnings results for the first half of FY2025.
First, let me begin with the highlights of our performance. System-wide sales were 429.7 billion yen, up 6.4% year-on-year.
Same-store sales increased by 4.9% compared to the same period last year and posted 39 quarters of consecutive growth since Q4 2015.
I believe that the continuous efforts made to enhance QSC and convenience by listening to the voices of our customers, active investments in areas such as marketing, restaurants and people, plus the support of our Owner Operators and our suppliers all led to this increase in Sales.
In terms of income, combining both the increase in system-wide sales and improved efficiency, we saw year-over-year operating income growth of 2.4 billion yen, reaching 26.2 billion yen.
The number of new restaurants opened was 26, bringing the total number of restaurants to 2,989 as of the end of June.
We have started a new medium-term management plan from this fiscal year. In a difficult and uncertain market environment, we have steadily implemented measures to improve the restaurant experience, which has resulted in an increase in customer numbers at existing restaurants during the first half of the year, and system-wide sales also exceeding the same period last year.
Regarding the earnings forecast, in light of first-half results, we have revised our full-year earnings forecasts announced in February of this year.
Yoshida-san will explain this later.
This is the Medium-Term Management Plan.
To continue being the Most Beloved Restaurant Brand in Japan, McDonald's will strive to grow further through the enhancement and expansion of the community-based franchise business.
To be specific, our growth strategy focuses on the three areas of Menu & Value; Restaurant Portfolio & Digital and Sustainability & People.
Let me explain our activities from the first half of the year in the following slides.
First is Menu & Value.
This is a strategy to enhance McDonald's brand experience and affordability for our customers.
To meet the needs of a broader range of customers and cater to a variety of dining occasions, in addition to the standard menu items unique to McDonald's, limited-time offers are made available to help bring seasonality and fun to our customers for each of the four seasons here in Japan.
Efforts have been made to deliver excitement to our customers in order to expand our fan base. Additionally, with operations and services offered to our customers through everyday efforts, our surveys have found that the score for "has food I want to eat" also reached a record-high level.
Meanwhile, as a brand that feels familiar and can be visited freely, strategic value measures are being rolled out to offer affordability to our customers.
We aim to enhance customer's experience by actively investing in our restaurants and offering high-level QSC. These efforts enable our customers to feel a sense of value that goes beyond price.
This March, price revisions were made to mitigate the cost pressures that our Owner Operators and our restaurants are facing. However, we continue to activate relevant value initiatives such as HiruMac, 500 yen sets and the Tokuninarudo Campaign that would satisfy the needs of our customers. This balanced approach is very important for our business growth in the future.