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IR Under the Arches

IR Under the Arches. NIRI-Chicago Visit to McDonald’s Mary Kay Shaw Vice President. LC11774. McDonald’s. Well-known global brand Market cap: $44 billion 31,000 McDonald’s 118 countries 75% franchised 50 million customers every day. 2005 Revenues . McDonald’s.

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IR Under the Arches

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  1. IR Under the Arches NIRI-Chicago Visit to McDonald’s Mary Kay Shaw Vice President LC11774

  2. McDonald’s • Well-known global brand • Market cap: $44 billion • 31,000 McDonald’s • 118 countries • 75% franchised • 50 million customers every day

  3. 2005 Revenues

  4. McDonald’s • Customer-focused Plan to Win • 5 Ps: People, Product, Place, Price & Promotion • Global strategy • Local approach • IR follows major markets • Constant media attention • Analysts as experts

  5. IR Mission Champion the optimum, fair valuation of the Company and our brand within the investment community. Operate and be viewed as a “premier” Investor Relations Department

  6. Primary Accountabilities • Influencing investor perceptions • Advising management of investors’ perspectives • Servicing shareholders • People development

  7. Influencing Perceptions • 950,000 retail investors hold 20% of stock • 1,300 institutions hold 80% of stock • SSA coverage: 18 analysts

  8. Influencing Perceptions • Financial press releases • Monthly sales • Quarterly earnings release & conference call/webcast • Remarks • Management on call/webcast • Q&A support • Other releases

  9. Earning Guidance Practice • Do not provide EPS guidance • Shape expectations through: • Monthly sales and quarterly earnings releases • Provide guidance on • Restaurant openings & Capex • S,G&A trends • Sensitivity of EPS to changes in comparable sales and FX • Cash returned to shareholders • Guidance practice has had no impact on coverage, volatility or liquidity

  10. Analyst Meetings • Participate in 2 - 4 conferences annually • Analyst day • Host every 1 to 2 years • Investor meetings/calls • 90 meetings, 800+ calls

  11. Other Communication Efforts • McTrip • Tour of operations in international markets • Summary annual report & financials • Brand communication • Retail program • Currently evaluating • Website

  12. Targeting • Targeting • Style • Holdings • Investment potential • Market surveillance

  13. Investor Perceptions • Perception Studies • Periodically shared with management & board • First Call • Post-event summaries • Competitive Analysis • YUM, Wendy’s & BK

  14. Servicing Investors • Transfer Agent (ComputerShare) • Active involvement in Advisory Board and Corporate Transfer Agent Association • IR Service Team • MCDirect Shares – Direct Stock Purchase Plan • 60% participation level

  15. Management Perspective on IR Matthew Paull CFO

  16. IR Under the Arches Q&A

  17. Join Us for the Networking Mixer The Lodge Prairie Lobby (across street – up the hill – in front lobby)

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