Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5231 McDONALD'S CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 36-2361282 (State or Other Jurisdi ...

McDonald's Corporation (NYSE:MCD) Q2 2020 Earnings Conference Call July 28, 2020 8:30 AM ET Company Participants Mike Cieplak - IR Officer Chris Kempczinski - President & CEO Kevin Ozan - CFO Conference Call Participants Andrew Charles - Cowen David Tarantino - Baird John Glass - Morgan Stanley Jon Tower - Wells Fargo David Palmer - Evercore Sara Senatore - Bernstein Andrew Strelzik - BMO Chris O'Cull - Stifel Jeff Bernstein - Barclays John Ivankoe - JP Morgan Chris Carril - RBC Matt DiFrisco - Guggenheim P ...

McDonald's Corporation (NYSE:MCD) Evercore ISI Virtual Consumer & Retail Summit Conference June 16, 2020 11:00 AM ET Company Participants Chris Kempczinski - President and CEO Kevin Ozan - CFO Conference Call Participants David Palmer - Evercore ISI David Palmer Good morning. David Palmer, Evercore ISI's Food and Restaurant Analyst. I'm here today joined by our friends in McDonald's. It's our pleasure and honor to introduce Chris Kempczinski, President and CEO; and Kevin Ozan, Chief Financial Officer of the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5231 McDONALD'S CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 36-2361282 (State or Other Jurisd ...

McDonald's Corporation (NYSE:MCD) Q1 2020 Earnings Conference Call April 30, 2020 8:30 AM ET Company Participants Mike Cieplak - IR Officer Chris Kempczinski - President and CEO Kevin Ozan - CFO Conference Call Participants David Palmer - Evercore ISI Andrew Charles - Cowen & Company Eric Gonzalez - KeyBanc Capital Markets David Tarantino - Robert W. Baird Sara Senatore - Bernstein Jeff Bernstein - Barclays Capital John Glass - Morgan Stanley Chris Carril - RBC Capital Markets Nicole Miller Regan - Piper Sa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5231 McDONALD'S CORPORATION (Exact name of registrant as specified in its charter) Delaware 36-2361282 (State or other jurisdiction of incorporation ...

McDonald’s Corp. (NYSE:MCD) Q4 2019 Earnings Conference Call January 29, 2020 8:30 AM ET Company Participants Mike Cieplak - Investor Relations Officer Chris Kempczinski - President and Chief Executive Officer Kevin Ozan - Chief Financial Officer Conference Call Participants Andrew Charles - Cowen Eric Gonzalez - KeyBanc David Tarantino - Baird John Glass - Morgan Stanley Brian Bittner - Oppenheimer Chris O’Cull - Stifel Matt DiFrisco - Guggenheim Sara Senatore - Bernstein Jeff Bernstein - Barclays Chris Ca ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5231 McDONALD'S CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 36-2361282 (State or Other Ju ...

Financial Data and Key Metrics Changes - Global comparable sales increased by 5.9% for the quarter, marking the 17th consecutive quarter of growth [6][13] - System-wide sales grew by 7% in constant currencies, translating to over $1.5 billion of growth across the system [26] - Earnings per share (EPS) for the quarter was $2.11, with operating margins at 44% [27][28] Business Line Data and Key Metrics Changes - In the U.S., comparable sales rose by 4.8%, driven by a healthy average check increase despite negative traffic [13][14] - International operated markets saw a 5.6% increase in comparable sales, with all markets contributing positively [14] - The international developmental license markets reported an 8.1% increase in comparable sales, with Japan, China, and Brazil being significant contributors [16] Market Data and Key Metrics Changes - The UK achieved its 54th consecutive quarter of comparable sales growth, while France and Germany marked their 10th consecutive quarters of growth [15] - In Taiwan, the developmental license model has shown positive results, benefiting from local leadership and insights [9] - Japan has experienced four years of comparable sales growth, adapting menu items to local tastes and promoting digital capabilities [9] Company Strategy and Development Direction - The company is focused on a "velocity growth plan" aimed at enhancing customer experience and operational efficiency [6][18] - Investments in technology, such as Dynamic Yield and Apprente, are intended to improve customer engagement and operational efficiency [20][21] - The company aims to balance competitive pricing with maintaining profitability, particularly in the breakfast segment [36][62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's long-term growth strategy despite facing competitive pressures and economic challenges [33] - The company is committed to investing in technology and R&D to drive future growth, with expectations for G&A to increase in 2020 due to these investments [39][56] - Management acknowledged the importance of improving drive-thru service times and customer satisfaction as key drivers for future traffic growth [61][64] Other Important Information - The company approved an 8% dividend increase, marking the 43rd consecutive year of dividend growth [29] - Foreign currency translation negatively impacted earnings by $0.03 per share, with expectations for continued headwinds in Q4 [29] Q&A Session Summary Question: Impact of a competitor entering the breakfast market - Management acknowledged the competitive nature of the breakfast segment and expressed confidence in their ability to protect and grow market share despite increased competition [36] Question: G&A growth and technology investments - Management indicated that G&A is expected to rise in 2020 due to technology investments, but emphasized the importance of these investments for long-term growth [39][40] Question: Plant-based burger testing in Canada - Management is interested in the plant-based product's potential and is focused on understanding consumer demand and operational execution [42][43] Question: Technology spending and ROI - Management highlighted the disciplined approach to G&A and technology spending, asserting that investments are aimed at driving growth and improving operational efficiency [47][48] Question: Earnings outlook for 2020 - Management remains confident in their long-term growth algorithm, despite challenges in 2019 affecting earnings per share [52][56] Question: U.S. traffic trends and competitive pressures - Management noted that traffic trends remained negative but did not show significant changes compared to previous quarters, attributing some fluctuations to competitive pressures [57][58]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5231 McDONALD'S CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 36-2361282 (State or Other Jurisdi ...