Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-5231 McDONALD'S CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 36-2361282 (State or Other Jurisdi ...

McDonald’s Gains as International Drives Sales Beat. Hear about the winners and losers on Wall Street on the Bloomberg Stock Movers report. https://t.co/jx33ttL3Bm ...

Let's get to McDonald's this morning. They did serve up an earnings beat. EPS and revenue came in ahead of expectations.Global comps up 38. Let's bring in Evercore ISI analyst David Palmer has a buy and a 350 target on the stock. David, good to see you.Comps were a bright spot and yet the commentary was, I guess, qualitatively a little cautious. What's your take on it. >> It was actually a really good earnings call.the the Q&A uh really focused on the fact that they need to do more on value for that 50% of ...

Core Insights - McDonald's reported better-than-expected earnings, driven by a focus on value meals and promotions that attracted budget-conscious diners during economic uncertainty [1][7] - The company achieved a 3.8% increase in same-store sales in the second quarter, surpassing estimates of 2.4% [1][6] Sales Performance - Same-store sales in the US rose 2.5%, a significant rebound from a 3.6% decline in the previous quarter [5][9] - Internationally, the developmental licensed markets, including Japan and China, saw a 5.6% growth in same-store sales [8] - Same-store sales in international operated markets, including the UK, Australia, and Canada, increased by 4% [10] Strategic Initiatives - The introduction of $5 meal deals and the "Minecraft" Movie promotion Happy Meal helped re-engage low-income diners [2][3] - McDonald's focused on value messaging, which contributed to its outperformance compared to competitors like Yum Brands and Chipotle [4][7] Financial Highlights - Earnings per share rose by 7% year-over-year to $3.19, exceeding Wall Street estimates of $3.15 [10] - Total revenue reached $6.84 billion, surpassing projections of $6.7 billion [10] Future Outlook - Executives anticipate stronger results in the second half of the year, particularly in the fourth quarter, which is expected to outperform last year due to a previous E. coli outbreak that negatively impacted demand [11]

智通财经APP获悉，周三，麦当劳(MCD.US)涨3%，报308.11美元。麦当劳公司周三盘前公布第二季度 财报，销售额回暖表明其聚焦流行文化的联名活动和平价套餐策略正有效缓解消费者的经济焦虑。数据 显示，Q2营收同比增长5%至68.4亿美元，超过分析师预期的近67亿美元。排除部分特殊项目后，第二 季度每股收益为3.19美元，高于分析师平均预期的3.14美元。 麦当劳披露，第二季度全球全球同店销售额(开业至少13个月的餐厅)同比增长3.8%，高于彭博社调查分 析师得出的平均预期。国际市场引领增长，而美国市场因客单价提升，表现略超预期，美国市场同店销 售额增长2.5%，扭转了去年同期0.7%的下滑态势。 ...

For the quarter ended June 2025, McDonald's (MCD) reported revenue of $6.84 billion, up 5.4% over the same period last year. EPS came in at $3.19, compared to $2.97 in the year-ago quarter.The reported revenue represents a surprise of +1.92% over the Zacks Consensus Estimate of $6.71 billion. With the consensus EPS estimate being $3.15, the EPS surprise was +1.27%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

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Financial Data and Key Metrics Changes - In the second quarter, global system-wide sales growth was over 6% in constant currency, and global comparable sales growth was nearly 4% [5][20] - Adjusted earnings per share were $3.19 for the quarter, an increase of about 5% versus the prior year quarter in constant currencies [30] - Adjusted operating margin was nearly 47% for the first half of the year, highlighting the durability of the business model [30][31] Business Line Data and Key Metrics Changes - The Internationally Operated Market (IOM) segment saw comparable sales increase by 4%, with all markets driving positive comp sales growth [5][6] - International Developmental Licensed markets delivered comp sales growth of more than 5.5%, led by Japan [6] - In the U.S., comparable sales were up 2.5% in the quarter, outperforming near competitors [9][20] Market Data and Key Metrics Changes - In Germany, McDonald's defined good value with a clear EDAP menu and gained market share despite a challenging environment [7][8] - The U.S. QSR traffic remained challenging, particularly for low-income consumers, whose visits declined by double digits [10][20] - Australia saw its first share gains in a couple of years, driven by the Hot Honey Chicken campaign [25] Company Strategy and Development Direction - The company is focused on its "Accelerating the Arches" strategy, which includes enhancing value and affordability, menu innovation, and marketing execution [14][36] - The company aims to reach 250 million 90-day active loyalty users by 2027, having reached over 185 million as of this quarter [16] - The company is modernizing its operations through technology initiatives, including edge computing and a new finance system [15][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging operating environment, particularly for low-income consumers, but expressed confidence in the company's ability to adapt and execute its strategy [10][20] - The company remains cautious about the overall near-term health of the U.S. consumer but is optimistic about the long-term potential in markets like China [26][35] - Management emphasized the importance of aligning value, menu, and marketing to drive consumer choice and market share [36][39] Other Important Information - The company plans to open approximately 2,200 restaurants globally this year, with a significant portion in the U.S. [34][35] - The company is adjusting its full-year margin target for company-operated restaurants to around 14.8% [31] Q&A Session Summary Question: Current value and affordability scores in the U.S. - Management indicated that loyalty members have exceptional value and affordability scores, but there is a need to improve core menu pricing to attract more consumers [42][45][49] Question: U.S. sales trajectory and underlying momentum - Management noted that while the industry environment remains challenging, they are confident in their marketing and menu activities planned for the rest of the year [53][58][60] Question: Key drivers for the IOM segment - Management highlighted the foundational elements of value and affordability in IOM markets, supported by successful menu and marketing execution [62][66] Question: Technology initiatives and their success - Management discussed the early benefits of technology initiatives, including improved speed of service and customer satisfaction, with expectations for further benefits in the coming years [73][78][80] Question: Consumer base weakness and diagnostics - Management explained that despite wage gains, real incomes for low-income consumers are down, leading to reduced visits to QSRs [90][92] Question: G&A spend for the balance of the year - Management clarified that G&A spending is typically back half weighted due to project ramp-up times [95] Question: Beverage opportunities and future menu integration - Management expressed excitement about the beverage market's growth potential and indicated that some offerings will be included in the value menu while others will be premium products [96][100]

McDonald’s (MCD) Q2 2025 Earnings Call August 06, 2025 08:30 AM ET Speaker0Hello, and welcome to McDonald's Second Quarter twenty twenty five Investor Conference Call. At the request of McDonald's Corporation, this conference is being recorded. Following today's presentation, there will be a question and answer session for investors. I would now like to turn the conference over to Mr. Dexter Combole, Vice President of Investor Relations for McDonald's Corporation.Mr. Combole, you may begin.Speaker1Good morn ...

But there had been a really big runup in the stock over the last couple of months. And McDonald's, that Dow component serving up an earnings beat. Earnings per share and revenue both coming in ahead of expectations.Global same store sales up by 3.8%. That was ahead of the 2.6% the street was looking for. And that stock up by about 3.6% this morning.Joining us right now is John Tower. He's restaurant analyst at Citi. And John this was a situation where international stores even outperformed the US stores in ...