MCDONALDS (MCD) Company Report

JOLT signed an agreement to acquire a substantial portion of Shell’s Volta Media Network, entering the U.S. market with thousands of EV charging and DOOH sites across 34 states and 64 DMAs.
The deal, expected to close Jan. 1, 2026, will merge Volta’s assets with JOLT’s data-driven charging and advertising platform, enhancing offerings for drivers, advertisers, and property partners.
Post-closure, JOLT plans to expand further in major U.S. markets throughout 2026, leveraging its combined network to support electrification and media monetization.

Nov 12, 2025, 2:30 PM

Press Release

McDonald's reports 3.6% global sales growth in Q3 2025

MCD

Earnings

Global comparable sales increased 3.6%, with systemwide sales exceeding $36 billion, up 8% year-over-year.
Consolidated revenues reached $7.08 billion, up 3% year-over-year, and operating income was $3.36 billion, up 5% (3% in constant currencies).
US same-store sales grew about 2.5%, driven by value promotions such as the $5 meal deal and the return of the Snack Wrap at $2.99.
Recorded $39 million in pre-tax restructuring charges; excluding these, operating income rose 3% (1% in constant currencies).
International Operated Markets sales grew 4.3% and International Developmental Licensed Markets sales grew 4.7%, with positive results across all regions.

Nov 5, 2025, 9:09 PM

Bloomberg

McDonald’s announces Q3 2025 results

MCD

Earnings

Product Launch

McDonald’s delivered global comparable sales growth of 3.6%, with U.S. comps up 2.4% and International Operated Markets comps up 4.3% in Q3 2025.
The company relaunched Extra Value Meals (EVMs) at $5/$8 price points to strengthen value perception, co-investing with franchisees through Q1 2026 to support the program.
Key menu and marketing initiatives included the return of Snack Wraps (purchased by ~20% of U.S. customers), beverage tests in 500 restaurants driving higher checks, and the reintroduction of Monopoly to boost digital engagement.
Management expects comp sales growth to accelerate in Q4, benefiting from lapping last year’s food-safety incident and ongoing promotions, while remaining cautious on consumer pressures into 2026.

Nov 5, 2025, 1:30 PM

Transcript

McDonald’s reports Q3 2025 results

MCD

Earnings

McDonald’s delivered global comparable sales growth of 3.6% and system-wide sales growth of over 6% (constant currency) for the second consecutive quarter.
U.S. comp sales rose 2.4%, driven by the national relaunch of Snack Wraps and the roll-out of Extra Value Meals ($5/$8), which now represent ~30% of U.S. transactions.
Internationally Operated Markets comp sales increased 4.3%, led by Germany and Australia, while International Developmental Licensed Markets grew 4.7%, led by Japan.
Adjusted EPS was $3.22, and full-year adjusted operating margin stands at 47.2% through Q3.
Full-year effective tax rate guidance tightened to 21–22%, with Q4 adjusted EPS expected to benefit by ~$0.05 from foreign currency tailwinds.

Nov 5, 2025, 1:30 PM

Transcript

McDonald’s reports Q3 2025 results

MCD

Earnings

Guidance Update

Global comparable sales rose 3.6%, led by the U.S. at 2.4%, International Operated Markets at 4.3%, and International Developmental Licensed at 4.7% in Q3 2025.
New product and value programs: U.S. relaunched Extra Value Meals (~30% of transactions) with $40 million marketing support and a 50% co-investment of price reductions through year-end 2025.
Category innovation: tested new beverages (cold coffees, refreshers, crafted sodas, energy drinks) in 500+ U.S. restaurants and reintroduced Snack Wraps at $2.99 in July, alongside global chicken and beverage initiatives.
Adjusted EPS was $3.22, down 1% on a constant-currency basis, including a $0.04 FX benefit; Q4 FX tailwind expected at $0.05 per share.
Full-year effective tax rate narrowed to 21–22%, with Q3 restaurant margin dollars topping $4 billion (4% constant-currency growth), a first for McDonald’s.

Nov 5, 2025, 1:30 PM

Transcript

McDonald’s reports Q3 2025 results

MCD

Earnings

Dividends

Share Buyback

Global comparable sales rose 3.6% (U.S. +2.4%, International Operated Markets +4.3%, International Developmental Licensed Markets +4.7%) for the quarter.
Consolidated revenues were $7,078 million, up 3% (1% in constant currency), while systemwide sales reached $36 billion, up 8% (6% in constant currency).
Diluted EPS was $3.18, a 2% increase (flat in constant currency), with net income of $2,278 million, up 1%.
Returned capital included a $1.77 per share dividend and repurchase of 1.7 million shares for $503 million during Q3 2025.

Nov 5, 2025, 12:01 PM

8-K

McDonald’s reports Q3 2025 results

MCD

Earnings

Global comparable sales rose 3.6%, led by the U.S. (+2.4%), International Operated Markets (+4.3%) and International Developmental Licensed Markets (+4.7%).
Systemwide sales exceeded $36 billion, up 8% (6% in constant currency), while consolidated revenues reached $7.078 billion, a 3% increase (1% cc).
Operating income grew 5% to $3.357 billion (3% cc), and diluted EPS was $3.18, up 2% (flat in cc); excluding restructuring charges, EPS was $3.22.

Nov 5, 2025, 12:00 PM

Press Release

McDonald’s cuts prices amid US demand slowdown

MCD

Demand Weakening

McDonald’s will discount eight popular combo meals by 15% in the US to attract budget-conscious consumers.
The company is offering financial support to franchisees that agree to implement the price cuts.
Later this year, McDonald’s will introduce extra-value deals including $5 breakfasts and $8 Big Mac and McNugget meals.
Its existing affordable meal bundles helped McDonald’s beat Wall Street estimates for second quarter sales.

Aug 21, 2025, 9:28 AM

Reuters

McDonald’s favored for trade-down benefit and dividend growth

MCD

Kevin Simpson increased his stake in McDonald’s, noting analysts have raised price targets to $330–$340 with potential to reach $310, and praising its strong dividend growth.
He believes McDonald’s will benefit from consumer trade-down, thanks to its pricing power in the quick-service segment.
The company’s international sales are showing incremental growth, bolstering its global footprint.
McDonald’s is viewed as best-of-breed among fast-food peers, standing out against competitors like Wendy’s and Shake Shack.

Aug 14, 2025, 5:28 PM

CNBC Television

McDonald’s reports Q2 2025 results

MCD

Earnings

Guidance Update

Product Launch

Global systemwide sales grew >6% in constant currency, with comparable sales up ~3.8% in Q2 (US +2.5%, IOM +4%, IDL +5.5%)
Adjusted EPS $3.19, +5% YoY in constant currency; Q2 restaurant margin rose ~5% to $4 billion; H1 adjusted operating margin nearly 47%
Reaffirmed full-year targets: mid-high 40s% adjusted operating margin, company-restaurant margin ~14.8%, G&A ~2.2% of systemwide sales, interest expense +4%, ~2,200 net restaurant openings (~4% unit growth)
Digital and tech investments accelerating: 185 million 90-day active loyalty users; edge computing live in hundreds of US restaurants; new global finance and HR systems deployed
Ongoing value and menu rollouts: $2.99 Snack Wraps extended through year; McValue $5 meal and BOGO offers; global launches of Big Arch, Best Burger in 80+ markets, permanent McWings in Australia

Aug 6, 2025, 2:35 PM

Earnings Transcripts

Quarterly earnings call transcripts for MCDONALDS.

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