Financial Statement Analysis
Enter the data from McDonald’s 2011 and 2012 income statements, balance sheets, and statements of cash flows onto an Excel spreadsheet.
1. Refer to the Case Study topic lecture on the Week 3: Case Study Development page. Using the information you obtained last week, complete the Part 2, Financial Overview portion of the case study report and submit it as an attachment here. Note that your Financial Overview should contain:
a. A Sales and Income Record, to include sales and net income figures for 2008-2012 and a graph displaying the trends.
b. Comments on the Sales and Income Record.
c. A list of the company’s major expenses for FY 2012 and a pie chart showing the Expense Distribution.
d. Comments on the expense distribution.
e. A list of the company’s major assets for FY 2012 and a pie chart showing the Assets Distribution.
f. Comments on the assets distribution.
g. A list of the company’s major capital accounts for FY 2012 and a pie chart showing the Capital Structure.
h. Comments on the capital structure.
i. Format
Use the Financial Overview portion of the Case Study Complete Outline for your report.
2. Revise your Company Overview file based on your instructor’s feedback when received.
3. Refer to your online sources of information. Download and save the income statement, balance sheet, and statement of cash flows for 2012 for The Wendy Company (Wendy’s). (you will need them next week for comparison to McDonalds). Once you have obtained the data, it would be a good idea to transfer it to an Excel spreadsheet.
