McDonald's(US:MCD) 智通财经网·2025-04-28 12:08Core Viewpoint - McDonald's is set to report its Q1 earnings on May 1, with analysts expecting a slight revenue decline of 1.4% year-over-year to $6.08 billion and an EPS of $2.68, down 1% year-over-year. However, some analysts believe the company's performance may exceed expectations due to recent promotional activities and menu innovations [1] Group 1: Financial Performance Expectations - Analysts predict McDonald's Q1 revenue will be $6.08 billion, a 1.4% decrease year-over-year [1] - Expected EPS for Q1 is $2.68, reflecting a 1% decline compared to the previous year [1] - Full-year EPS is projected to reach $12.25, a 4.5% increase from FY2024's $11.72, with an anticipated 8.2% growth to $13.25 by FY2026 [2] Group 2: Sales Trends and Promotions - Recent franchise surveys indicate a significant improvement in U.S. sales trends, with April sales showing substantial growth attributed to the "Minecraft" movie collaboration [1] - The upcoming launch of the crispy chicken strips, along with other menu updates like snack packaging and lemonade, is expected to attract customers [2] - The "McValue" menu introduced in January offers popular items at promotional prices, enhancing customer appeal [2] Group 3: Digital Ecosystem and Customer Engagement - McDonald's strong digital ecosystem, particularly the MyMcDonald's Rewards program with 175 million active users across 60 markets, is driving sales and providing valuable customer data for personalized marketing [2] - The focus on digital innovation is crucial for sustaining growth, especially as consumer behavior shifts towards online engagement [2] Group 4: Analyst Ratings - The overall analyst sentiment on McDonald's stock is bullish, with a consensus rating of "Moderate Buy" [3] - Among 35 analysts tracking the stock, 20 have given a "Strong Buy" rating, 2 a "Moderate Buy," and 13 a "Hold" rating [3] - The average target price for McDonald's stock is set at $330.94 [3]