NYSE$MCD

McDonald's · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

McDonald's reported strong Q4 2021 results, driven by global comparable sales growth and strategic menu price increases.

McDonald's Corporation announced positive results for the fourth quarter and year ended December 31, 2021. Global comparable sales increased by 12.3%, and consolidated revenues increased by 13%. Diluted earnings per share was $2.18, an increase of 18%.

  • Global comparable sales increased 12.3% (10.8% on a 2-year basis), with positive comparable sales across all segments.
  • U.S. comparable sales increased 7.5% (13.4% on a 2-year basis), benefiting from strategic menu price increases and strong menu and marketing promotions.
  • International Operated Markets segment increased 16.8% (8.2% on a 2-year basis), driven by strong operating performance and fewer restaurant closures.
  • International Developmental Licensed Markets segment increased 14.2% (10.1% on a 2-year basis), with strong comparable sales across the segment, partly offset by negative comparable sales in China.

Headline financials

Total Revenue

$6.01B

Previous: $5.31B+13.1%
EPS (adj)

$2.23

Previous: $1.70+31.2%
Capital Expenditures

$687M

Previous: $463M+48.4%
Free Cash Flow

$7.1B

Previous: $1.53B+364.2%
Net Income

$1.64B

Previous: $1.38B+19.0%
Operating Income

$2.4B

Previous: $2.14B+11.9%
Gross Profit

$3.26B

Previous: $2.78B+17.3%
Cash & Equivalents

$4.71B

Previous: $3.45B+36.5%
Total Assets

$53.6B

Previous: $52.6B+1.9%
Stock-Based Comp

$41.3M

Previous: $28.4M+45.4%

Revenue & EPS history

McDonald's · Revenue · Quarterly

$6.01B

Q4 2021+13.1%vs Q4 2020
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

McDonald's · $2.3B total across 1 segment · Q1 2022

  • Company-Owned Restaurants
    $2.3B

Forward guidance

This release contains certain forward-looking statements, which reflect management's expectations regarding future events and operating performance and speak only as of the date hereof. These forward-looking statements involve a number of risks and uncertainties.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+0.3%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.1%

Avg return

30 days after

53%

39 / 73 earnings

Positive

+9.8%

Q3 2015

Best reaction

-6.2%

Q2 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-3.2%-1.5%
Q4 2025+2.7%+1.4%+1.0%
Q3 2025+2.3%-0.0%+4.0%
Q2 2025+3.0%+1.9%+5.2%
Q1 2025-1.9%-0.9%-1.8%
Q4 2024+4.8%+4.8%+1.7%
Q3 2024-1.8%-0.5%-0.6%
Q2 2024+5.7%+9.8%+13.9%
Q1 2024+0.3%-1.2%-7.9%
Q4 2023-4.2%-2.6%-1.4%
Q3 2023+2.5%+4.7%+9.6%
Q2 2023+0.8%-0.2%-2.5%
Q1 2023-1.2%+0.9%-2.6%
Q4 2022-1.7%-2.5%-1.2%
Q3 2022+7.0%+6.4%+7.2%
Q2 2022+3.4%+5.2%+4.9%
Q1 2022+0.8%-0.5%+1.9%
Q4 2021+2.5%+3.7%-0.2%
Q3 2021+3.8%+6.0%+5.7%
Q2 2021-0.9%-2.5%-3.6%
Q1 2021+1.6%+0.6%+0.6%
Q4 2020+0.4%+1.3%-0.4%
Q3 2020-1.5%-1.5%-3.6%
Q2 2020-2.5%-3.5%+5.4%
Q1 2020-2.7%-4.6%-0.8%
Q4 2019+2.8%+2.3%-7.7%
Q3 2019-5.1%-7.3%-8.3%
Q2 2019+0.3%-1.7%+0.1%
Q1 2019-1.5%+0.2%+1.1%
Q4 2018-1.9%-2.5%+1.6%
Q3 2018+6.4%+4.0%+9.7%
Q2 2018-0.9%-0.8%+0.3%
Q1 2018+3.2%+4.3%+2.2%
Q4 2017-3.7%-4.7%-12.4%
Q3 2017+0.1%+1.3%+3.5%
Q2 2017+3.1%+2.6%+4.3%
Q1 2017+4.9%+4.2%+11.6%
Q4 2016-1.0%+0.5%+4.6%
Q3 2016+2.7%+1.4%+8.5%
Q2 2016-6.2%-7.7%-9.4%
Q1 2016+1.3%
Q4 2015+1.7%
Q3 2015+9.8%
Q2 2015-1.5%
Q1 2015+2.2%
Q4 2014-0.2%
Q3 2014-0.7%
Q2 2014-2.3%
Q1 2014-0.5%
Q4 2013-0.5%
Q3 2013-0.1%
Q2 2013-3.5%
Q1 2013-2.5%
Q4 2012+0.4%
Q3 2012-4.7%
Q2 2012-3.8%
Q1 2012-0.1%
Q4 2011-0.4%
Q3 2011+1.7%
Q2 2011-2.6%
Q1 2011+0.2%
Q4 2010+0.6%
Q3 2010+0.2%
Q2 2010+1.5%
Q1 2009-3.8%
Q1 2010+0.5%
Q4 2007-0.6%
Q4 2009-0.6%
Q3 2008+2.4%
Q3 2009+2.4%
Q2 2009+0.2%
Q4 2008+0.2%
Q2 2008+0.2%

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