McDonald Japan : Monthly IR News

McDonald's Holdings Company (Japan), Ltd. (2702)

【Monthly IR News】 March 2023

April 6, 2023

McDonald's has long supported Junior Baseball and Soccer in hopes of contributing to local communities and promoting the healthy development of children.

We recently signed a sponsorship agreement with the Japan Basketball Association to co-sponsor the U12 National Mini Basketball Tournament, which was held from March 28 - 31. We look forward to supporting the healthy growth of children in greater numbers through our support of junior basketball, which many young girls as well as boys have come to enjoy through club activities and PE classes.

*More information available HERE.

In March, our system-wide sales and same-store sales increased by 7.9% and 6.4%, respectively, compared to the same month of the previous year.

• The Teritama series, our popular spring-time tradition, was offered for a limited time with a total of five Teritama lineup offers which were eagerly awaited by customers. On the other hand, due to the unstable supply of domestically produced eggs caused by the avian flu epidemic, sales of the Teritama series and other egg-based products had to be suspended in some restaurants and at certain hours of the day. In response, a limited-time offer, the Cheese Cheese Teriyaki McBurger, was added to the lineup and proved to be a popular non-egg alternative.
• The Bai Burger, which is served only during the dinner daypart starting at 17:00 every evening, has just celebrated its 5th anniversary. The total number of Bai Burgers sold has exceeded 100 million, and it continues to be well received as a satisfying choice for dinner.
• Another new spring-time offer was Strawberry Daifuku Pie, a hot sweet featuring strawberry tsubu-an (strawberry pulp mixed with mashed sweet bean paste) and soft strawberry-flavoredmochi (rice cake) wrapped in a crispy pie.
• In addition to drive-thru, delivery, digital measures that prioritize safety and security with customers' convenience in mind, we have been putting more focus on dinner hours, continuing our Value program, introducing new menu items, and engaging in marketing activities that strengthen connections with customers.

Monthly Trends (Year-to-Year basis) FY2022

(Month)

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

All stores

Sales (%)

16.2

4.4

7.9

Same-stores

Sales (%)

14.6

3.0

6.4

GC (%)

4.1

-2.2

-1.6

AC (%)

10.1

5.3

8.2

Quarterly trends(Year-to-Year basis) FY2022

	Q1		Q2	Q3	Q4	Cumulative Q1
	(Jan - Mar)	(Apr - Jun)	(Jul - Sep)	(Oct - Dec)	(Jan-Mar)
All stores	Sales (%)	9.5				9.5
Same-stores	Sales (%)	8.0				8.0
	GC (%)	0.1				0.1
	AC (%)	8.0				8.0

*Same stores sales represent comparable sales (current vs. previous year) at all McDonald's restaurants in operation at least 13 months.

McDonald's will continue to evolve and respond flexibly to the ever-changing society and needs of our customers. We will also continue to feed and foster communities while working toward the realization of a sustainable society.

IR team, McDonald's Holdings Company (Japan), Ltd. Phone: [phone] Fax: [phone] (URL: https://www.mcd-holdings.co.jp/)

2022 Trends

*Click herefor monthly and store count history from 2021 onwards.

Monthly Trends (Year-to-Year basis) FY2022

	(Month)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
System-wide	Sales (%)	2.2	16.2	13.5	12.3	6.0	11.3	9.1	4.4	5.9	10.1	14.8	16.8
Same stores	Sales (%)	1.2	15.3	12.6	11.3	5.1	10.2	8.1	3.3	4.9	9.0	13.3	15.2
	GC (%)	-0.3	5.4	4.6	3.9	4.8	7.7	2.3	2.5	2.9	1.4	1.4	2.7
	AC (%)	1.5	9.4	7.7	7.1	0.3	2.3	5.6	0.8	1.9	7.5	11.7	12.1

Quarterly trends(Year-to-Year basis) FY2022

		Q1	Q2	Q3	Q4	12 months
		(Jan - Mar)	(Apr - Jun)	(Jul - Sep)	(Oct - Dec)	(Jan - Dec)
System-wide	Sales (%)	10.3	9.8	6.5	13.9	10.1
Same stores	Sales (%)	9.4	8.8	5.4	12.5	8.9
	GC (%)	3.2	5.4	2.6	1.8	3.2
	AC (%)	6.0	3.2	2.7	10.4	5.5

*Same stores sales represent comparable sales (current vs. previous year) at all McDonald's restaurants in operation at least 13 months.