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マクドナルドの第1四半期決算は「厳しい」環境にもかかわらず、街の景観を上回った。

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-- マクドナルド(MCD)は木曜日、予想を上回る第1四半期決算を発表した。同社が「厳しい」環境と表現したにもかかわらず、既存店売上高は市場予想を上回る回復を見せた。 このファストフード大手の調整後1株当たり利益は、3月期で前年同期の2.67ドルから2.83ドルに増加し、ファクトセットのアナリスト予想である2.74ドルを上回った。売上高は9%増の65億2000万ドルとなり、市場予想の64億7000万ドルを上回った。 株価は直近のプレマーケット取引で3.2%上昇した。 既存店売上高は前年同期の1%減から3.8%増に回復した。ファクトセットのアナリスト予想平均は3.7%増だった。 「マクドナルドは今四半期、期待通りの業績を上げた」と、クリス・ケンプチンスキー最高経営責任者(CEO)は声明で述べた。 「全世界のシステム全体の売上高が6%増加したことは、当社が規律ある経営をいかに実行してきたかを示しており、困難な環境下でも成果を上げられることを証明しています。」 同社によると、米国既存店売上高は3.9%増加し、主に客単価の上昇に支えられた。 UBS証券は今週初め、マクドナルドの米国既存店売上高は3.5%増になると予想しており、市場予想の4%増を下回った。燃料価格の高騰やマクロ経済の圧力による軟調な傾向を受け、今四半期は勢いが鈍化すると見込んでいる。 マクドナルドによると、英国、ドイツ、オーストラリアに牽引され、海外直営市場の既存店売上高は3.9%増加した。海外開発ライセンス市場では、日本に牽引され、3.4%増加した。 総営業費用は、前年の33億1000万ドルから35億6000万ドルに増加した。 水曜日、レストラン・ブランズ・インターナショナル(QSR)は、ウォール街の予想を上回る第1四半期決算を発表した。一方、バーガーキングの親会社である同社の既存店売上高の伸びは、市場予想と一致した。先週、KFCとタコベルを所有するヤム・ブランズ(YUM)も、予想を上回る第1四半期決算を発表した。

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