Financial Performance - Global comparable sales decreased by 1.0%, with U.S. sales down 3.6% and International Operated Markets down 1.0%[15] - Consolidated revenues decreased by 3% to $5.956 billion, with a 2% decrease in constant currencies[17] - Diluted earnings per share was $2.60, a decrease of 2%, or a decrease of 1% in constant currencies[15] - Consolidated operating income decreased by 3% to $2.648 billion, reflecting pre-tax charges of $66 million related to restructuring[17] - The company reported a net income of $1.868 billion, a decrease of 3% compared to the previous year[17] - Total revenues for the quarter ended March 31, 2025, were $5,956 million, a decrease of 3% compared to $6,169 million in the same quarter of 2024[31] - Net income decreased by 3% to $1,868 million, with diluted earnings per share falling by 2% to $2.60[43] - Revenues from franchised restaurants were $3,661 million, down 2% from $3,723 million in the previous year[49] - Company-owned and operated restaurant sales decreased by 9% to $2,132 million, compared to $2,355 million in the prior year[31] - Comparable sales for the total company decreased by 1% compared to an increase of 1.9% in the same quarter of 2024[51] - Systemwide sales decreased by 1% for the quarter, with a 5% increase in International Developmental Licensed Markets[53] Operational Challenges - The company incurred pre-tax restructuring charges of $66 million, or $0.07 per share, related to its internal modernization efforts[44] - The impact of foreign currency translation negatively affected revenues by $114 million for the quarter[42] - The company continues to monitor the negative impact of the war in the Middle East on systemwide sales and revenue, particularly in International Developmental Licensed Markets[39] - U.S. franchised sales decreased by 3% to $11,771 million, while international operated markets saw a 2% decline to $8,984 million[54] - Total restaurant margins decreased by 3% to $3,314 million, with U.S. margins down 5% to $1,440 million[57] - Company-owned and operated restaurant margins fell by 15% to $273 million, reflecting ongoing inflationary cost pressures[57] - Selling, general and administrative expenses decreased by $38 million or 5%, representing 2.2% of Systemwide sales for the three months ended March 31, 2025[59] - Labor availability and cost challenges could negatively impact the company's operations and customer satisfaction levels[93] - Supply chain interruptions and price volatility could adversely affect the company's costs and revenues, impacting ingredient quality and restaurant operations[88] Strategic Initiatives - The company plans to continue innovating with new menu items while maintaining value for consumers amid market uncertainties[12] - The company expects 2025 capital expenditures to be between $3.0 and $3.2 billion, with plans to open approximately 2,200 new restaurants globally[67] - Systemwide restaurants increased by 1,738 to a total of 43,756, with 100 new restaurants added in the U.S.[68] - The company anticipates a net restaurant unit expansion contributing slightly over 2% to 2025 Systemwide sales growth[67] - The company aims to drive Systemwide sales, operating income, and free cash flow growth through effective execution of its Accelerating the Arches growth strategy[75] Market and Competitive Landscape - The company faces intense competition in the "informal eating out" segment, which may impact its financial results due to actions from traditional and non-traditional competitors[80] - The company relies on franchisees for a significant portion of its revenue, with franchisee sales trends directly affecting overall financial performance[89] - The company's marketing and advertising programs must successfully reach consumers to avoid declines in sales and market share[78] - The company must effectively anticipate and respond to evolving consumer preferences and industry trends to maintain its competitive advantages[76] Risks and External Factors - Economic conditions, including inflation and currency fluctuations, can significantly impact consumer spending and the company's financial performance[112][113] - Health epidemics or pandemics may disrupt operations and adversely affect financial results due to changes in consumer behavior and supply chain management[114] - The company faces risks related to privacy and data protection laws, which could result in legal proceedings and penalties affecting financial results[111] - A decrease in credit ratings or an increase in funding costs could adversely affect the company's profitability and operational flexibility[118] - Legal and regulatory complexities may increase costs and expose the company to litigation, which could adversely affect financial results[103] - Food safety concerns may adversely affect the company's business and financial results, impacting sales and profits[97] - Changes in commodity prices, particularly for ingredients like beef and chicken, could adversely affect profitability due to volatility in the market[117] - The company is increasingly reliant on technology systems, and any failures or interruptions could significantly impact operations and customer experiences[100] - Severe weather conditions and natural disasters can adversely affect consumer confidence and local operations, potentially leading to temporary restaurant closures and delayed openings[124] - Climate change may increase the frequency and severity of weather-related events, impacting supply availability and costs[124] - The company faces reputational costs and risks associated with environmental and social impact matters, which require coordination beyond its control[123] Shareholder Returns - The company paid a quarterly dividend of $1.77 per share, totaling $1.3 billion, and repurchased 1.5 million shares for $447 million[45] - The effective income tax rate was 19.8% for the three months ended March 31, 2025, compared to 19.9% in 2024[66]

Global comparable sales decreased 1.0%; excluding Leap Day in the prior year, global comparable sales were essentially flat Systemwide sales* to loyalty members across 60 loyalty markets were more than $31 billion for the trailing twelve-month period and approximately $8 billion for the quarterCHICAGO, May 1, 2025 /PRNewswire/ -- McDonald's Corporation today announced results for the first quarter ended March 31, 2025."McDonald's has a 70-year legacy of innovation, leadership, and proven agility, all of wh ...

Core Viewpoint - McDonald's is anticipated to report declining same-store sales for the second consecutive quarter, influenced by an E. coli outbreak and cautious consumer behavior [2][3]. Group 1: Earnings Expectations - Analysts expect McDonald's to report earnings per share of $2.66 and revenue of $6.09 billion for the first quarter [5]. Group 2: Sales Performance - The company has faced rocky sales in recent quarters, particularly in the U.S. market, which is seen as a consumer bellwether [1]. - CFO Ian Borden indicated that the first quarter would likely be the low point for same-store sales, attributing this to a weak start in the U.S. and external factors such as trade conflicts and tariffs [3]. Group 3: Strategic Initiatives - McDonald's plans to focus on value meals and popular menu items, such as the return of snack wraps, to attract customers back to its restaurants [4]. - Despite the challenges, McDonald's shares have increased by 15% this year, raising its market value to nearly $26 billion [4].

McDonald’s Corp MCD will report its first-quarter earnings on Thursday. Wall Street expects $2.66 in EPS and $6.09 billion in revenues as the company reports before market hours.The stock is up 16.11% over the past year, 8.38% year-to-date.Let’s examine the charts for McDonald’s stock and how it currently compares to Wall Street estimates.Read Also: Domino’s Pizza Earnings Miss: 3 ETFs That Could Still Deliver Tasty Returns In 2025MCD Stock Strongly Bullish Ahead Of Q1 EarningsChart created using Benzinga P ...

McDonald's Corporation (MCD) is slated to release first-quarter 2025 results on May 1, before the opening bell. In the last reported quarter, the company's earnings were in line with the Zacks Consensus Estimate. MCD's Trend in Estimate Revision The Zacks Consensus Estimate for first-quarter earnings per share (EPS) has declined to $2.64 from $2.65 in the past seven days. The estimated figure indicates a 2.2% drop from the year-ago EPS of $2.70. The consensus mark for revenues is pegged at $6.08 billion, in ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The upcoming report from McDonald's (MCD) is expected to reveal quarterly earnings of $2.64 per share, indicating a decline of 2.2% compared to the year-ago period. Analysts forecast revenues of $6.08 billion, representing a decrease of 1.4% year over year. The current level reflects an upward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Bef ...

麦当劳的成功很大程度上归功于其强大的数字生态系统，特别是其MyMcDonald's Rewards计划，该计划 在60个市场拥有1.75亿活跃用户。该平台不仅促进了销售，还为个性化营销提供了有价值的客户数据。 麦当劳对数字创新的关注使其能够持续增长，尤其是在消费者行为转向网络的情况下。菜单创新和"5美 元套餐"等超值产品也有助于推动客流量，解决顾客的负担能力问题。 分析师预计，麦当劳全年每股收益将达到12.25美元，较2024财年的11.72美元增长4.5%；预计到2026财 年，其每股收益将同比增长8.2%，达到13.25美元。 分析师对麦当劳股票的普遍看法是看涨，整体评级为"中等买入"。在追踪该股的35位分析师中，20位给 出"强力买入"评级，2位给出"中等买入"评级，13位给出"持有"评级。分析师给予麦当劳的平均目标价 为330.94美元。 智通财经APP获悉，麦当劳(MCD.US)将于5月1日美股盘前公布第一季度财报。分析师预计，这家餐饮 公司的营收为60.8亿美元，同比略微下降1.4%;预计每股收益为2.68美元，同比下降1%。 由于对消费者可自由支配支出的普遍谨慎情绪，近几周分析师的共识预期略有下 ...

US Restaurants Equities Defensive playbook warranted United States Escalating pressures, tempered outlook. On mounting macro headwinds, geopolitical uncertainty, and shifting consumer behaviors, we take a more measured view of the US restaurant sector outlook, lowering 2025-26e adjusted net earnings c4%, underpinned by: (1) Demand: US same-store sales (SSS) lower (average 2025-26e c90bp y-o-y) as affordability weighs on core lower-income consumers1 , but mitigated by premium trade- down from value-seeking h ...