Quarterly Financials Review

1 Company-Operated Shops Contribution Q2 2022 to Q2 2023 Company-Operated Shops Contribution Bridge 0.7% 0.7% 3.2% 0.4% 1.8% 0.8% 24.6% (0.2)% Q2 2022 Contribution Margin 1 30.3% (1.7)% Ingredient Costs Shop Opex Labor Costs Menu Prices Discounts Pre-opening Costs Leverage (Deleverage) Other, Net Q2 2023 Contribution Margin 1 Contribution Margin is a non-GAAP measure, the definition and the GAAP to non-GAAP reconciliation are provided on slide 8. The company-operated gross margin was 19.4% for Q2 2022 and 23.6% for Q2 2023. 9

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