McDonald’s Corporation (NYSE:MCD) is among the 12 Best Performing Dow Stocks in 2025.  Barclays Analyst A Buy Rating On McDonald’s Corporation (MCD) Barclays analyst Jeff Bernstein kept a Buy rating on McDonald’s Corporation (NYSE:MCD) on December 6 and set a price goal of $358. According to a December 8 CNBC report, starting on January 1, 2026, McDonald’s Corporation (NYSE:MCD) will evaluate franchisees worldwide based on how well their prices provide value in accordance with revised global franchising ...

Core Viewpoint - McDonald's China has announced another price increase for certain menu items, effective December 15, 2025, following previous price adjustments earlier in the year. The company emphasizes its commitment to providing high-quality meals and value options for consumers [1]. Price Adjustments - The price increase will range from 0.5 to 1 yuan for various breakfast items, burgers, and snacks, with slight variations across different cities. For example, in Guangzhou, the price of the ham and egg muffin combo (member price) increased from 6.9 yuan to 7.8 yuan, and the double cheeseburger meal rose from 32.5 yuan to 33.5 yuan [3]. - This marks the fourth price increase for McDonald's China since January 2023, with previous adjustments attributed to ongoing cost pressures from the pandemic [4]. Historical Context - In January 2023, McDonald's raised the price of its popular "Anytime Meal 1+1" from 12.9 yuan to 13.9 yuan, with other breakfast and burger meals seeing increases of 0.6 to 1 yuan. The company cited rising costs as the reason for these adjustments [4]. - On December 27, 2023, further price increases were implemented, with a range of 0.5 to 2 yuan, averaging a 3% increase, again linked to changes in operational costs [4]. Market Performance - McDonald's has not disclosed detailed operational results for the Chinese market in its financial reports. However, the latest report indicates a 4.7% increase in same-store sales across international markets, including China, Japan, and Brazil [5]. - As of August 1, 2023, McDonald's China operates over 7,100 stores [5].

Group 1 - McDonald's has increased the prices of several menu items, including a 1 yuan increase for the Big Mac, Double Filet-O-Fish, and McFish [1] - The price adjustments will take effect from December 15, 2025, with increases ranging from 0.5 yuan to 1 yuan for certain items [1] - McDonald's is currently running a promotional event called "McDonald's Farm Food Festival" offering burgers for 10 yuan [1]

Group 1 - McDonald's has increased the prices of several menu items by 0.5 to 1 yuan, including classic burgers and snacks, effective from December 15 [2] - The company reported third-quarter revenue of $7.078 billion, a year-on-year increase of 3%, and a net profit of $2.278 billion, up 1% year-on-year [2] - Fluctuations in the prices of agricultural products such as rice, meat, and vegetables have posed challenges for fast-food companies in cost control and risk management [2] Group 2 - KFC also implemented a price increase on December 24, 2024, marking its first adjustment in two years, with an average increase of 2% and specific adjustments ranging from 0.5 to 2 yuan [3] - The price adjustment by KFC aims to better adapt to market cost changes and ensure sustainable and healthy development of the business [3]

Core Viewpoint - McDonald's has increased the prices of most menu items by 0.5 to 1 yuan, while maintaining the price of the "1+1 Flexible Combo" at 13.9 yuan, which has sparked discussions among consumers [1][2]. Price Adjustments - The price increase affects various items, including classic burgers like the Big Mac and Double Fillet-O-Fish, which have risen by 1 yuan, while some snacks and desserts have seen a 0.5 yuan increase [1][2]. - The "1+1 Flexible Combo" remains at 13.9 yuan, but certain combinations may incur an additional 1 yuan cost due to ingredient price increases [2]. Industry Context - The food supply chain in China has experienced fluctuating costs over the past two years, with a general trend of rising raw material prices, although some categories have seen price reductions [2]. - As a leading chain restaurant, McDonald's is adjusting prices to maintain product quality, which is considered a normal business practice within the industry [2]. Local Development Strategy - McDonald's China has focused on local development, with over 90% of its ingredients sourced locally and nearly 60% of suppliers being domestic [2]. - The CEO of McDonald's China stated that the country has become the fastest-growing market for the company globally, with restaurant numbers tripling to over 7,100 in the past eight years [2]. - The company plans to continue its steady expansion, aiming to open approximately 1,000 new stores annually, with a target of reaching 10,000 stores by 2028 [2].

一大早有网友发文"天塌了" 12月15日 有网友发现 麦当劳餐品的价格均有所上调 涨幅在0.5-1元 包括多款汉堡、小食及套餐 相关话题迅速引发关注 据智通财经，麦当劳中国方面对此回应称，"麦当劳致力于持续为消费者提供高品质的餐食和超值的选择。2025年12月15日起，部分餐品的价格增加0.5到 1元。目前，麦当劳正在进行'麦麦农场美食节之十元吃堡'优惠活动，我们将继续为消费者带来超值美味和便捷服务。" 报道称，巨无霸汉堡价格上涨1元，双层深海鳕鱼堡上涨1元，麦香鱼上涨1元；在小食方面，麦乐鸡价格上涨1元、那么大鸡排上涨1块、红油添香小酥肉 上涨0.5元、麦麦脆汁鸡上涨0.5元、中份薯条上涨0.5元、脆脆薯条上涨0.5元，玉米杯上涨0.5元，麦旋风和新地上涨0.5元。 | 加尔山用 | | | 精选单人餐 | 麦金卡 | 套餐 | 章品 | | --- | --- | --- | --- | --- | --- | --- | | 1+1 | 麦金卡 套餐 | 車品 | | | | | | | | 双层吉士汉堡套餐 1个双层吉士汉堡+1份小食+1杯饮料 | | | | 双层吉士汉堡套餐 | | 单人餐 | | ...

Group 1 - McDonald's has raised prices on several menu items, including a 1 yuan increase on main burgers and a 0.5 to 1 yuan increase on popular snacks, leading to an overall increase of 3-5 yuan per meal for consumers [1][3] - The "1+1 Flexible Combo" package, popular among price-sensitive consumers, has not seen a price change, but some lower-cost options have been replaced with higher-cost items, resulting in a form of "hidden price increase" [3][6] - The primary reason for the price increase is the rising cost of raw materials, including chicken, beef, cooking oil, and packaging logistics, which have collectively increased by over 8% since the second half of 2024, along with pressures from labor and rent costs [3][6] Group 2 - The timing of the price increase at the end of the year serves to test consumer elasticity and reserve profit margins for the 2026 Spring Festival [6] - Public reaction to the price increase has been mixed, with some consumers joking about the minimal increase while others express concern over the rising cost of meals amid inflation and consumption downgrade [6] - The 1 yuan price increase reflects consumers' appreciation for "certainty in happiness," emphasizing that despite rising prices, the taste of familiar products like the Big Mac should remain unchanged [6]

Core Viewpoint - McDonald's has raised prices on several menu items by 0.5 to 1 yuan, citing the need to maintain high-quality offerings while adapting to market conditions [3]. Summary by Sections Price Adjustments - McDonald's has increased the prices of various items, including classic burgers and snacks, with specific examples such as the Big Mac and Double Fillet-O-Fish seeing a 1 yuan increase [3]. - The price adjustments are part of a broader trend in the fast-food industry, with KFC also raising prices by an average of 2% in late 2024, indicating a response to market cost changes [3]. Financial Performance - McDonald's reported third-quarter revenue of $7.078 billion, reflecting a 3% year-on-year growth, while net profit reached $2.278 billion, up 1% [3]. Market Conditions - The fast-food sector faces challenges due to fluctuations in the prices of agricultural products such as grains, meat, and vegetables, impacting cost control and risk management for companies [3].

长沙晚报掌上长沙12月15日讯（全媒体记者 曹开阳）12月15日，按照企业市值或估值进行排名，胡润 研究院携手餐饮智能化解决方案提供商希尔斯联合发布《2025希尔斯·胡润全球餐饮企业价值 TOP50》。这是胡润研究院第四次发布餐饮行业榜单，同时也是首次发布全球范围的餐饮企业价值榜 单。 根据国际标准产业分类（ISIC），上榜企业分为连锁餐厅、饮品服务、活动餐饮及团餐三大类别。 TOP50的上榜门槛为120亿元，TOP20的上榜门槛为610亿元，TOP10的上榜门槛为1100亿元。 谈及上榜中国企业，胡润集团董事长兼首席调研官胡润表示："在中国企业出海的浪潮中，蜜雪冰城的 表现尤为亮眼，其国外门店数量已突破4700家，广泛分布于12个海外国家，尤其在印尼，拥有约2600家 门店。海底捞的海外业务也成绩突出，已构建起'百店级、跨四洲'的版图，在14个国家运营100多家自 营门店。喜茶则成功打入新加坡、英国、加拿大等8个海外国家及中国港澳地区，覆盖了28个海外城 市，海外门店总数达到100多家，近一年来的增长幅度超过6倍。霸王茶姬同样不甘示弱，其海外门店数 量已超过200家，仅在2025年第二季度就净增50多家门店 ...

Core Viewpoint - McDonald's China has announced another price increase for certain menu items, effective December 15, 2025, citing ongoing cost pressures as the primary reason for the adjustments [1][4]. Price Adjustments - The price increase will range from 0.5 to 1 yuan for various breakfast items, burgers, and snacks, with slight variations across different cities [1][3]. - For example, in Guangzhou, the price of the ham and egg muffin combo (member price) will rise from 6.9 yuan to 7.8 yuan, the double cheeseburger meal from 32.5 yuan to 33.5 yuan, and the Big Mac from 26 yuan to 26.5 yuan [3]. - This marks the fourth price increase for McDonald's China since January 2023, with previous adjustments attributed to rising operational costs influenced by the pandemic [4]. Historical Context - In January 2023, McDonald's raised the price of its popular "Anytime Meal 1+1" from 12.9 yuan to 13.9 yuan, with other breakfast and burger meals seeing increases of 0.6 to 1 yuan [4]. - On December 27, 2023, further price adjustments were made, with increases ranging from 0.5 to 2 yuan, averaging around 3% [4]. Delivery Service Changes - In addition to menu price adjustments, McDonald's delivery service "McDelivery" will also see a fee change, reducing the delivery charge from 9 yuan to 6 yuan, along with new packaging fees based on the number of items ordered [4]. Market Performance - McDonald's has not disclosed detailed operational results for the Chinese market in its financial reports, but its latest quarterly report indicated a 4.7% increase in same-store sales across international markets, including China [4]. - As of August 1, 2023, McDonald's China operates over 7,100 stores [4].