麦当劳Q4业绩超预期股价涨2.28%，2026年计划全球新开2600家店

Core Viewpoint - McDonald's stock rose by 2.28% on February 12, 2026, driven by better-than-expected Q4 2025 earnings report released on February 11, 2026 [1] Performance Overview - Key performance indicators exceeded market expectations, with global same-store sales growth of 5.7%, significantly above the analyst average forecast of 3.7% [2] - In the U.S. market, same-store sales increased by 6.8%, surpassing the expected 5.1%, marking the third consecutive quarter of growth [2] - Adjusted earnings per share for the quarter were $3.12, higher than the anticipated $3.04, and revenue reached $7 billion, slightly exceeding expectations [2] - The strong performance was attributed to effective marketing strategies focused on value meals, which successfully attracted customers and increased foot traffic [2] Executive Changes - CEO Chris Kempczinski stated that the company's value strategy is proving effective by listening to customer needs, enhancing foot traffic, and strengthening price advantages [3] - CFO Ian Borden highlighted that the fourth quarter's growth was particularly strong, driven by popular promotional activities such as "Monopoly" and "Christmas Character" [3] - Management's confidence in the current strategy has bolstered market sentiment [3] Company Expansion Plans - The company announced an aggressive expansion plan, with projected capital expenditures between $3.7 billion and $3.9 billion for 2026 [4] - Plans include adding approximately 2,600 new restaurants globally (net increase of 2,100), with 750 new locations in the U.S. market [4] - This expansion is expected to contribute 2.5% growth to global system sales in 2026, providing visibility for future performance [4]