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McDonald's Holdings Company (Japan) (2702) investor relations material
McDonald's Holdings Company (Japan) Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
System-wide sales reached a record high of 888.6B yen, up 7.2% year-over-year, with same-store sales increasing for the 41st consecutive quarter, driven by growth strategies, enhanced restaurant experiences, and operational efficiency.
Operating income rose 10.9% to 53.2B yen, with the operating income ratio improving to 12.8%.
Net income grew 6.1% to 33.9B yen, exceeding both the previous year and earnings forecasts.
Opened 120 new restaurants, closed 83, and remodeled 220 locations to optimize the portfolio and improve profitability.
Launched My McDonald's Rewards loyalty program and expanded digital ordering and delivery services.
Financial highlights
Revenue/net sales increased 2.7% year-over-year to 416.6B yen.
Ordinary income rose 9.8% to 52.0B yen.
Gross profit improved to 86.6B yen; cost-of-sales ratio for company-operated restaurants dropped 0.4 percentage points.
Comprehensive income reached 33.96B yen, up 6.3% year-over-year.
120 new restaurants opened, bringing the total to 3,025.
Outlook and guidance
FY2026 system-wide sales are forecast to rise 6.0% to 942.0B yen.
Operating income is projected to increase 2.3% to 54.5B yen, with the operating income ratio improving to 13.4%.
Net income is expected to grow 1.7% to 34.5B yen.
Dividend per share planned to increase to 64 yen for 2026, with a target dividend on equity of 3% by 2027.
Continued cost pressures, especially from material costs, are anticipated.
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