经济观察网根据麦当劳于2026年2月11日公布的2025年第四季度及全年财报，其业绩表现超出市场预 期。 业绩经营情况 第四季度核心财务指标超预期 营收：70.09亿美元，同比增长6%(固定汇率)，高于市场预期。 净利润：21.64亿美元，同比增长4%。 调整后每股收益：3.12美元，高于分析师预期的3.04美元。 全球同店销售额：增长5.7%，显著高于市场预期的3.7%。 分区域业绩表现强劲 资本支出：2026年预计投入37亿至39亿美元，主要用于新店开设。 公司状况 国际发展许可市场(如日本、中国)：同店销售额增长4.5%，中国市场在宏观经济压力下保持份额稳定， 2025年新增超1000家餐厅。 全年业绩稳健增长 全年营收：268.85亿美元，同比增长2%。 全年净利润：85.63亿美元，同比增长3%。 现金流：经营活动现金流达105.5亿美元，凸显财务韧性。 战略推进 门店扩张：2025年全球新开2275家餐厅，计划2026年新增约2600家(净增2100家)，其中中国市场计划新 增约1000家，目标2027年全球门店达5万家。 产品创新：2026年将推出能量饮料、特调冰咖啡等新品，并加强高蛋白产品宣传 ...

经济观察网麦当劳2025财年第四季度及全年业绩超预期，全球同店销售额增长稳健，门店扩张计划加 速，并推出新策略应对行业挑战。 业绩经营情况 根据麦当劳于2026年2月11日公布的2025财年第四季度及全年业绩，其最新财报的主要亮点如下： 第四季度营业收入达70.09亿美元，同比增长6%(固定汇率)，超出市场预期。 行业状况 国际市场表现分化但稳健 国际运营市场(如英国、德国、澳大利亚)同店销售额增长5.2%，德国市场连续四个季度份额提升。 净利润为21.64亿美元，同比增长4%；调整后每股收益为3.12美元，高于分析师预期。 全球同店销售额增长5.7%，所有区域均实现正增长，其中美国市场同店销售额大幅增长6.8%，创两年 新高。 2025财年全年营业收入为268.85亿美元，净利润达85.63亿美元，同比增长3%。 营业利润率为46.10%，净利率为31.85%，体现出较强的成本控制和盈利韧性。 经营状况 美国市场低价策略见效 通过McValue超值套餐(如5美元套餐)和2.99美元单品策略，有效吸引价格敏感型消费者，推动客流量和 客单价双升。 管理层指出，低收入群体市场份额在2025年12月已实现增长，20 ...

阿格斯研究公司将麦当劳评级从"持有"上调至"买入"。 来源：滚动播报 ...

Budget-conscious Americans are returning to McDonald’s as the fast-food giant doubles down on value meals, discounted bundles and limited-time promotions aimed at stretching diners’ dollars.The strategy appears to be working as US sales rose 6.8% in the fourth quarter – the biggest jump in about two years – and lower-priced offers and aggressive promotions drove traffic back into restaurants. Analysts had expected a smaller 4.9% gain.McDonald’s CEO Chris Kempczinski said there is growing evidence the compan ...

Core Viewpoint - McDonald's Corporation continues to demonstrate strong performance and growth potential despite competitive pressures in the fast-food industry [1][6]. Financial Performance - McDonald's stock has reached new all-time highs, currently priced at $332.21, reflecting a 2.78% increase or $9 from previous levels [3]. - The company's market capitalization stands at approximately $237.07 billion, indicating strong investor interest [3][6]. - In the fourth quarter of 2025, McDonald's exceeded revenue and earnings per share estimates, showcasing its ability to navigate market challenges [4]. Analyst Sentiment - Jake Bartlett from Truist Financial set a new price target for McDonald's at $370, representing a 12.06% increase from its trading price of $330.19 [2]. - BTIG analyst Peter Saleh also raised his price target to $370, maintaining a Buy rating, reflecting confidence in McDonald's growth potential [2]. - TD Cowen analyst Andrew Charles noted potential concerns such as higher interest rates but remains optimistic about same-store sales growth [4]. Sales Growth Projections - Charles anticipates approximately 3% growth in U.S. same-store sales for 2026, with stronger performance expected in the first half of the year [5]. - This growth is driven by better-than-expected sales across all segments, particularly in the International Operated Markets (IOM) and the U.S. [5][6].

McDonald’s signaled this week it’s looking to better cater to customers on weight-loss drugs — and the name of the game is protein.During a Wednesday earnings call, McDonald’s CEO Chris Kempczinski said the fast-food giant has been testing high-protein menu items for customers on so-called GLP-1 drugs. He didn’t share details or comment on timing, but that didn’t stop experts from speculating. 3 McDonald’s is the latest fast-food chain to jump on the GLP-1 train. FOTO_STOCKER – stock.adobe.comMike Haracz, ...

Key Takeaways McDonald's reported Q4 adjusted EPS of $3.12, topping estimates, with revenues up 10% Y/Y to $7B.MCD's global comps rose 5.7% Y/Y, driven by 6.8% growth in the United States and solid international gains.McDonald's Q4 operating income increased 10% Y/Y to $3.15B, while net income rose 7% to $2.16B.McDonald's Corporation (MCD) reported fourth-quarter 2025 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis.McDona ...

The well-off are still hitting the drive-thru, and McDonald's wants to make sure its theirs. ...

Group 1: Software Stocks - Retail investors are actively buying software stocks despite the current poor performance of the sector, with some analysts cautioning against this trend [2][11] - The sentiment around software stocks is mixed, with some believing the market has overreacted and presents buying opportunities, while others remain skeptical about the long-term viability of certain companies like Workday and Salesforce [11][14] - The AI trade is still in its early stages, causing anxiety among investors about potential job losses and market changes, but there is optimism about new job creation in the long run [12][19] Group 2: Consumer Staples - Consumer staples have been performing well, with companies like Coca-Cola reporting solid earnings, while Kraft's performance was disappointing [3][42] - McDonald's has seen strong US sales attributed to value offerings and marketing strategies, despite concerns about the impact of GLP-1 weight loss drugs on consumer behavior [46][61] - The company is focusing on value and affordability to attract lower-income consumers, which has been successful in recent quarters [49][52] Group 3: Memory Chips - Lenovo's CEO indicated that the memory chip shortage affecting hardware companies will continue into the year-end, echoing sentiments from Cisco's CEO [5][6] - This ongoing shortage is seen as beneficial for memory chip companies like Sandisk, which are experiencing stock price increases [6] Group 4: Economic Outlook - The economy is showing signs of strength, with corporate earnings exceeding expectations and a robust jobs report indicating private payroll growth [23][26] - Analysts suggest that the current economic conditions favor cyclical and defensive value stocks, with the value trade up 4.5% year-to-date compared to a 1.5% decline in growth stocks [24][25] - There is a belief that the economy does not require further rate cuts, as current conditions do not indicate a downturn [28][29]

The McDonald's AnalystsTD Cowen analyst Andrew Charles maintained a Hold rating on McDonald's stock with a price target of $320.BTIG analyst Peter Saleh reiterated a Buy rating and raised the price target from $360 to $370.TD Cowen: McDonald's fourth quarter results represent a "strong end to 2025," Charles said in a new investor note.The analyst cautions that higher interest, higher G&A guidance, and higher-than-expected CapEx guidance could be negatives from the quarterly results."We are encouraged by bet ...