McDonald's (MCD) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - McDonald's reported a revenue of $5.96 billion for the quarter ended March 2025, reflecting a year-over-year decline of 3.5% and an EPS of $2.67, down from $2.70 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $6.08 billion by 2.12%, while the EPS exceeded the consensus estimate of $2.64 by 1.14% [1] Financial Performance Metrics - Comparable sales growth in the U.S. was -3.6%, significantly below the estimated -1% by analysts [4] - Comparable sales growth in International Operated Markets was -1%, compared to an estimated growth of 0.5% [4] - Comparable sales growth in International Developmental Licensed Markets & Corporate was 3.5%, slightly above the estimated 3% [4] - Total systemwide restaurants reached 43,756, slightly above the average estimate of 43,738 [4] Revenue Breakdown - Company-owned and operated sales totaled $2.13 billion, below the average estimate of $2.24 billion, marking a year-over-year decline of 9.5% [4] - Franchised revenues amounted to $3.66 billion, compared to the estimated $3.74 billion, reflecting a year-over-year decrease of 1.7% [4] - Total Other revenues were reported at $162 million, exceeding the estimate of $112.86 million, representing a significant year-over-year increase of 78% [4] - Company-owned and operated sales in International Developmental Licensed Markets & Corporate were $99 million, below the estimate of $161.31 million, indicating a year-over-year decline of 53.3% [4] - Franchised revenues in International Operated Markets were $1.55 billion, slightly below the estimate of $1.57 billion, with a year-over-year change of -2% [4] - Company-owned and operated sales in the U.S. were $724 million, below the estimate of $755.20 million, reflecting a year-over-year decline of 7.3% [4] - Company-owned and operated sales in International Operated Markets were $1.31 billion, below the estimate of $1.35 billion, indicating a year-over-year decline of 3.9% [4] - Total Company-owned and operated sales and Franchised revenues in International Developmental Licensed Markets & Corporate were $528 million, below the estimate of $602.83 million, representing a year-over-year decline of 15% [4]