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

Monthly IR NewsOctober 2022

November 4, 2022

McDonald's has set a goal across the world to replace all packaging for our customers with renewable, recycled or certified materials by the end of 2025, and is taking action to achieve a sustainable society that cares more for the global environment.

Starting from Friday, October 7, the materials for straws, spoons, forks, knives, and stirrers used in approximately 2,900 restaurants in Japan are being gradually switched from plastic to paper and wood. This is expected to help reduce the use of plastics by approximately 900 tons per year. In addition, the straws, spoons, forks, knives and stirrers are made of environmentally friendly FSC® certified paper and wood.

We will continue to listen carefully to our customers' feedback and work on achieving a sustainable society.

In October, our system-wide sales increased by 10.1% and same-store sales increased by 9.0% compared to the same month of the previous year.

  • Continuing from September, we offered eight items as part of the Tsukimi ("Moon Viewing") line up, a traditional popular autumn menu, for a limited time. Tsukimi Burger, our long- selling hit since it was first launched in 1991, was offered along with other classic menu items and a total of four new offers including "Koku-Uma Sukiyaki Tsukimi."
  • A new chicken side menu, "McDonald's THE Chicken Garlic Pepper," was also offered for a limited time.
  • "Sankaku Choco Pie" has remained popular as a staple sweet for the autumn/winter season. This year, we offered the ever-popular "Sankaku Choco Pie Black" and the new "Sankaku Choco Pie White" - the latter using two kinds of cream, white chocolate and vanilla - for a limited time.
  • Sales during dinner hours and base sales of ordering channels are growing steadily, supported by drive-thru and delivery services that prioritize safety and security and promote customer convenience, digital actions, a stronger focus on dinner daypart, continuation of the Value program, introduction of new menu items, as well as the implementation of marketing actions 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 (%)

2.2

16.2

13.5

12.3

6.0

11.3

9.1

4.4

5.9

10.1

Same-stores

Sales (%)

1.2

15.3

12.6

11.3

5.1

10.2

8.1

3.3

4.9

9.0

GC (%)

-0.3

5.4

4.6

3.9

4.8

7.7

2.3

2.5

2.9

1.4

AC (%)

1.5

9.4

7.7

7.1

0.3

2.3

5.6

0.8

1.9

7.5

We will continue to closely monitor the COVID situation to evolve and flexibly respond to the changing needs of society and our customers. We will also continue to "feed and foster communities" and work toward the realization of a sustainable society.

IR team, McDonald's Holdings Company (Japan), Ltd.

Phone: 03-6911-5710 Fax: 03-6911-5799

(URL:https://www.mcd-holdings.co.jp/)

2021 Trends

*Click herefor monthly and store count history from 2020 onwards.

Monthly trends (Year-to-Year basis)

(Month)

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

All stores

Sales (%)

19.4

1.7

8.4

10.0

6.7

15.8

22.1

6.2

15.8

14.6

6.5

3.3

Same stores

Sales (%)

18.7

1.0

7.5

9.2

5.7

14.7

21.0

5.3

14.7

13.4

5.4

2.4

GC (%)

-3.2

-11.3

0.8

20.9

22.5

12.3

12.3

-4.4

4.3

5.4

2.7

0.6

AC (%)

22.7

13.8

6.6

-9.7

-13.7

2.2

7.7

10.1

10.0

7.6

2.6

1.9

Quarterly trends (Year-to-Year basis)

Q1

Q2

Q3

Q4

Cumulative Q4

(Jan - Mar)

(Apr - Jun)

(Jul - Sep)

(Oct - Dec)

(Jan - Dec)

All stores

Sales (%)

9.8

10.6

14.2

7.9

10.7

Same stores

Sales (%)

9.0

9.6

13.2

6.9

9.7

GC (%)

-4.6

18.5

3.7

2.9

4.5

AC (%)

14.2

-7.5

9.1

3.9

5.0

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

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Disclaimer

McDonald's Holdings Co (Japan) Ltd. published this content on 04 November 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 04 November 2022 06:45:07 UTC.