核心亮点:- 第三季度收入同比增长3%(持平于常数货币)
- 第三季度经营利润同比下降1%
- 第三季度每股收益$3.13,下降1%
- 前九个月收入增长2%,经营利润持平,每股收益$8.59,下降2%
收入拆解:- 美国同店销售第三季度增长0.3%,前九个月增长0.7%,受有效营销和数字化增长推动
- 国际经营市场同店销售第三季度下降2.1%,前九个月下降0.3%,法国和英国表现不佳
- 国际发展特许市场同店销售第三季度下降3.5%,前九个月下降1.7%,中东地区战争影响和中国销售下滑
管理层观点展望:管理层强调排除汇率影响等一次性因素的业绩更能反映公司的实际经营趋势。持续推进"加速麦当劳"战略,包括:
- 优化营销传播,提供个性化优惠
- 聚焦核心菜单和新鲜出品
- 发展数字化、外卖和店面发展等增长引擎
- 加快数字化、创新和现代化运营等投资,推进三大技术平台建设
运营数据:- 前九个月现金流从运营活动$6.8亿
- 前九个月资本支出$2.0亿
- 前九个月回购股票$2.3亿
运营风险:主要风险包括消费者支出下降、地缘政治风险、供应链中断风险
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