Submit the Financial Overview portion of the case study for review here.

Refer to the Case Study topic lecture on theWeek 3: Case Study Developmentpage. 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:

1. ASales and Income Record, to include sales and net income figures for 2011-2015 and a graph displaying the trends.
2. Comments on the Sales and Income Record.
3. A list of the company?s major expenses for FY 2015 and a pie chart showing theExpense Distribution.
4. Comments on the expense distribution.
5. A list of the company?s major assets for FY 2015 and a pie chart showing theAssets Distribution.
6. Comments on the assets distribution.
7. A list of the company?s major capital accounts for FY 2015 and a pie chart showing theCapital Structure.
8. Comments on the capital structure.
9. Format Use the Financial Overview portion of theCase Study Complete Outlinefor your report.

Revise your Company Overview file based on your instructor?s feedback when received.

Refer to your online sources of information. Download and save the income statement, balance sheet, and statement of cash flows for 2014 and 2015 forThe 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.

Financial Analysis of the McDonalds Company Stock ticker symbol, exchange where traded _________ Address of company headquarters _________ Company phone number __________ Your name, etc. PART 1, COMPANY OVERVIEW: a. Brief description of the company (one paragraph, briefly summarizing the company's business) b. Company history (origin, major developments, etc.) c. Organization (describe how the company is structured) d. Main products and services (describe what the company sells; how it makes money) e. Geographic area of operations (describe where the company sells its products) f. Recent developments (list recent major news stories, if any) PART 2, FINANCIAL OVERVIEW: a. Sales and Income Record: ------------- Fiscal Years ------------2008 2009 2010 2011 2012 -- Sales ____ -- Percent change in sales each year -- Net Income ____ -- Percent change in net income each year ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ GRAPH OF SALES & NET INCOME, FY 2008 - 2012 -| -| -| (Plot Sales and Net Income for the -| last five fiscal years on the graph) -| -| (Recommend you prepare the graph in Excel, -| then copy and paste it into the report) -| -| -| -|--------|---------|---------|---------| 2008 2009 2010 2011 2012 COMMENTS: Comment on the trends you see in your numbers and on the graph. Be sure to include comments! The numbers and the chart are meaningless by themselves. Comment on what you see. b. Expense Distribution: FY 2012 Major Expenses: ________ (list the major expense categories ________ from the latest income statement) ________ PIE CHART OF EXPENSES, FY 2012 Note - Do not \"explode\" the pie slices COMMENTS: Comment on the company's expense distribution. c. Assets Distribution: Year-end FY 2012 Assets: Cash Accounts receivable Inventory Fixed Assets Other Assets ________ ________ ________ ________ ________ PIE CHART OF ASSETS, Year-end FY 2012 COMMENTS: Comment on the company's asset distribution. c. Capital Structure: Year-end FY 2012 Capital Structure: Current Liabilities Long-term & Other Liabilities Preferred Stock (if any) Common Equity ________ ________ ________ ________ CAPITAL STRUCTURE PIE CHART, Year-end FY 2012 COMMENTS: Comment on the company's capital structure. PART 3, RATIO ANALYSIS: (1) LIQUIDITY: FY 2011 FY 2012 ____ ____ ____ ____ ____ ____ ____ ____ Current Ratio: McDonalds Wendy's Quick Ratio: McDonalds Wendy's Comments On McDonalds Liquidity: Be sure to include comments! The numbers are meaningless by themselves. Comment on what you see. What story do the numbers tell? (2) ASSET MANAGEMENT FY 2011 FY 2012 ____ ____ ____ ____ ____ ____ ____ ____ Total Asset Turnover: McDonalds Wendy's Average Collection Period: McDonalds Wendy's Comments On McDonalds Asset Management: (3) DEBT MANAGEMENT: FY 2011 FY 2012 ____ ____ ____ ____ ____ ____ ____ ____ Total Debt to Total Assets: McDonalds Wendy's Times Interest Earned: McDonalds Wendy's Comments On McDonalds Debt Management: (4) PROFITABILITY: FY 2011 FY 2012 ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ Net profit Margin: McDonalds Wendy's Return on Assets: McDonalds Wendy's Return on Equity: McDonalds Wendy's Modified Du Pont Equation, FY 2012: Net Profit Margin Total Asset Turnover Equity Multiplier McDonalds ____ ____ ____ Wendy's ____ ____ ____ Comments On McDonalds Profitability: (5) MARKET VALUE RATIOS: FY 2011 FY 2012 ____ ____ ____ ____ ____ ____ ____ ____ PE Ratio: McDonalds Wendy's Market to Book Ratio: McDonalds Wendy's Comments On McDonalds Market Value Ratios: PART 4, CONCLUSIONS AND RECOMMENDATIONS - Summarize your analysis. Review your comments in the financial analysis section and provide your assessment of the overall status of the firm. Include any recommendations you think are appropriate. - List any other recommendations you have for the firm in view of your analysis. * End of report Outline *