Total Revenue

+5% " "

The increase was driven by higher supply chain revenues (helped by increased order volumes and a modest 0.7% rise in food basket pricing), along with improved U.S. franchise advertising contributions. " " " " Looking ahead, stable consumer demand and continued digital adoption may further support revenue growth.

Supply Chain

+5% " "

Higher order volumes and a 0.7% increase in food basket pricing to stores fueled this segment's growth, partly offset by shifts in product mix. " " " " Forward-looking, labor cost pressures and procurement efficiencies will be key factors in sustaining margins.

U.S. Franchise Advertising

+8% " "

The boost stemmed from higher same-store sales, the return to a 6.0% advertising contribution rate, and net store growth. " " " " Continued expansion and strong promotional efforts could help maintain this positive advertising revenue trend.

SG&A

+7% " "

Elevated labor costs and expenses for the Worldwide Rally (a biennial event) pushed SG&A higher. " " " " Going forward, controlling overhead expenditures and optimizing workforce structures will be essential to manage SG&A growth.

Operating Income (EBIT)

+5% " "

While supply chain margin improvements and higher royalty fees supported EBIT, increased SG&A expenses and some foreign currency headwinds tempered overall gains. " " " " Future focus on cost containment and mitigating FX volatility will remain critical for sustained profitability.