1月26日起，肯德基对外送产品价格做出小幅调整，平均调整金额为0.8元，堂食价格保持不变。 肯德基方面表示，为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分 外送产品的价格进行了调整。深受消费者喜爱的"疯狂星期四"、"周末疯狂拼"、"OK餐三件套"等优惠 套餐价格，保持不变。 肯德基方面表示，将持续优化成本结构，最大程度为消费者提供高品质与高性价比的产品和服务。 此外，2024年年初，肯德基对配送费进行了调整，肯德基宅急送外送费官方定价从9元下调为6元。与 此同时，肯德基称将酌情收取打包服务费。肯德基称，此举是为了更好地提升外送产品的服务体验，其 将对外送打包袋进行保温升级，并提供专人打包服务。 同样作为连锁快餐品牌，麦当劳近年来也在调整部分产品价格。2025年12月15日起，麦当劳也宣布部 分餐品的价格增加0.5到1元。不过，"1+1随心配"仍维持13.9元起的定价，若套餐中选择"双层吉士汉 堡"，到手套餐价为14.9元。除此之外，套餐保持13.9元的价格不变。 2025年2月，麦当劳中国方面确认，其调整了早餐部分产品以及开心乐园餐的价格，涉及猪柳蛋麦满 分套餐、原味板烧鸡腿麦满分 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：智通财经 据智通财经，1月26日起，肯德基对外送产品价格做出小幅调整，平均调整金额为0.8元，堂食价格保持 不变。 肯德基方面表示，为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分 外送产品的价格进行了调整。深受消费者喜爱的"疯狂星期四"、"周末疯狂拼"、"OK餐三件套"等优惠 套餐价格，保持不变。 调价是正常的市场规律，也是行业保持良性运转的必要举措。肯德基方面表示，将持续优化成本结构， 最大程度为消费者提供高品质与高性价比的产品和服务。 肯德基自1987年进入中国，截至2025年9月底，肯德基在中国的门店总数已超过12600家，其中"肯悦咖 啡"增长迅速，目前门店已突破1800家。 据悉，肯德基中国上一轮产品价格调整在2024年12月24日，调价平均涨幅为2%，具体调整范围在0.5元 至2元不等，不过肯德基的优惠套餐，如"疯四"特惠、"疯日"活动、"OK餐"以及"儿童餐"等，维持原价 不变。再上一次价格调整要追溯到2022年12月，肯德基宣布对旗下多款产品进行调价，多款早餐套餐、 薯条、汉堡均有0.5 ...

此外，2024年年初，肯德基对配送费进行了调整，肯德基宅急送外送费官方定价从9元下调为6元。与此同时，肯德基称将酌情收取打包服 务费。肯德基称，此举是为了更好地提升外送产品的服务体验，其将对外送打包袋进行保温升级，并提供专人打包服务。 同样作为连锁快餐品牌， 麦当劳近年来也在调整部分产品价格。 2025年12月15日起，麦当劳也宣布部分餐品的价格增加0.5到1元。不 过，"1+1随心配"仍维持13.9元起的定价，若套餐中选择"双层吉士汉堡"，到手套餐价为14.9元。除此之外，套餐保持13.9元的价格不 变。2025年2月，麦当劳中国方面确认，其调整了早餐部分产品以及开心乐园餐的价格，涉及猪柳蛋麦满分套餐、原味板烧鸡腿麦满分套餐 等，涨幅为0.5元。在此前，麦当劳中国于2023年12月27日起调整了部分产品价格，平均涨幅约3%。在2023年的价格调整中，麦当劳并 未上调1+1随心配套餐的价格，保持了以往13.9元的价格不动。此外，2024年底，麦当劳宣布，麦乐送将于2024年12月9日启用新的收费 模式，外送费定价由9元调整为6元，并根据餐品数量收取打包服务费（新的收费模式同样适用于团餐渠道）。 据澎湃新闻， ...

Core Viewpoint - The "Poverty Meal" at McDonald's, once a symbol of affordability, has undergone four price increases in three years, transforming it into a product perceived as exclusive to the middle class [3][4]. Price Increases - McDonald's has raised prices on most menu items by 0.5 to 1 yuan, with classic burgers and snacks seeing a 1 yuan increase, while some desserts have increased by 0.5 yuan [3]. - The "1+1" Poverty Meal remains at 13.9 yuan, but popular choices like the Double Cheeseburger have also increased by 1 yuan, leading to consumer dissatisfaction [3][4]. Market Strategy - The introduction of the "Poverty Meal" was a strategic response to KFC's "Crazy Thursday" promotions, aiming to capture price-sensitive consumers and regain market share [4]. - This pricing strategy, while initially appealing, has not been sustainable, leading to a misalignment between cost structure and consumer expectations [4][10]. Cost Pressures - Rising costs of raw materials, labor, and rent have pressured McDonald's to increase prices to maintain profit levels, resulting in a perception of reduced value among consumers [7]. - The phenomenon of price increases coupled with smaller portion sizes has become a focal point of consumer complaints, undermining satisfaction and loyalty [7]. Consumer Expectations - The essence of fast food lies in being quick and affordable, and McDonald's risks alienating its core customer base by raising prices while maintaining a low-cost image [8]. - The shift in consumer sentiment reflects a broader anxiety about rising living costs, with the "Poverty Meal" becoming a symbol of this struggle [8]. Pricing Strategy - McDonald's pricing strategy reveals a misunderstanding of the fast food industry's core principle of "low margin, high volume," which is essential for survival in the competitive market [10]. - The failure to balance cost pressures with consumer demands has led to a loss of competitiveness in the mass market, as local brands offer better value propositions [10].

Core Viewpoint - McDonald's has implemented multiple price increases over the years, leading to consumer dissatisfaction, particularly among budget-conscious customers, as the prices of popular items have risen while portion sizes have shrunk [4][5][30]. Price Increases - On December 15, McDonald's raised prices on most menu items by 0.5 to 1 yuan, marking the second price increase of the year and the third consecutive year of end-of-year price adjustments [4][5][11]. - The "1+1" budget meal, which remains at 13.9 yuan, has seen the price of its most popular item, the double cheeseburger, increase by 1 yuan, effectively making the meal more expensive for consumers who prefer this option [5][14]. - The average price increase across various products has been reported to be around 3% [30][31]. Consumer Reactions - Social media has been flooded with complaints from consumers regarding the price hikes, with many expressing their frustration over the perceived decline in value [10][24]. - The shrinking size of menu items, particularly the double cheeseburger, has led to further dissatisfaction, as customers feel they are receiving less food for their money [17][22]. Market Context - McDonald's has faced similar backlash in international markets, with reports of significant price increases in countries like Australia and the United States, where the average price of menu items has risen substantially since 2019 [32][34]. - In the U.S., a class-action lawsuit was filed against McDonald's for misleading advertising regarding portion sizes, highlighting the growing discontent among consumers [32][34]. Brand Positioning - Despite the price increases, McDonald's continues to be viewed as a relatively affordable dining option compared to other fast-food chains, maintaining a strong customer base among budget-conscious consumers [41][42]. - The brand has successfully marketed itself as a staple for working-class individuals, with its budget meal options being particularly popular in urban areas [40][41].

Core Viewpoint - McDonald's has raised prices for many menu items by 0.5 to 1 yuan, marking the second price increase this year and continuing a trend of annual price hikes over the past three years [1][2][19]. Price Changes - The price increase affects classic items such as the Big Mac and Double Fillet-O-Fish, which have risen by 1 yuan, while smaller items like fries and desserts have increased by 0.5 yuan [1][2]. - Despite the price hikes, the "1+1" budget meal remains at 13.9 yuan, but the most popular Double Cheeseburger now costs an additional 1 yuan when included in this meal [2][6]. Consumer Reactions - Consumers have expressed dissatisfaction on social media, with many feeling that the price increases, although small, are part of a larger trend of gradual price hikes that feel like "boiling frogs" [21][28]. - The shrinking size of burgers, particularly the Double Cheeseburger, has also drawn criticism, with consumers noting that they now need to order more to feel full [4][10][12]. Market Context - McDonald's has implemented price increases in response to rising operational costs, which have been attributed to ongoing pandemic impacts [19][21]. - The company has faced backlash not only in China but also in international markets, where similar price increases have led to consumer dissatisfaction and legal actions in the U.S. [21][25]. Membership and Promotions - McDonald's has introduced a 1 yuan cash voucher for McGold Card members, which some consumers perceive as a way to soften the impact of price increases [13][16]. - The company continues to promote its value offerings, but the perception of value is diminishing among consumers who feel that the quality and quantity of food are declining [28][30].

Core Viewpoint - McDonald's has quietly raised prices on several menu items in China, indicating a strategic shift in pricing amidst a competitive market and expansion plans [2][3]. Pricing Strategy - Starting December 15, McDonald's increased prices by 1 yuan for items like the Big Mac and Chicken McNuggets, and by 0.5 yuan for fries and McFlurry [2]. - The "poor man's meal" remains at 13.9 yuan, but adding a classic double cheeseburger now costs an additional 1 yuan, effectively raising the price to 14.9 yuan [2]. - The pricing strategy appears to be a deliberate "price filtering" approach, maintaining basic meal options for cost-conscious customers while slightly increasing prices on popular items to differentiate between customer segments willing to pay more [2][3]. Market Context - Despite a competitive environment in the Chinese food delivery market, where many competitors are offering promotions, McDonald's has opted for price increases [2]. - In contrast, McDonald's in the U.S. is lowering prices to regain a "value" image due to declining customer traffic, highlighting a divergence in strategy based on market conditions [2]. - The confidence in raising prices in China may stem from a deep understanding of the local consumer market, where brand loyalty and convenience still drive purchases even at higher prices [2]. Expansion Plans - McDonald's aims to open nearly 1,000 new stores this year as part of its goal to reach 10,000 stores by 2028, which necessitates balancing expansion costs with profitability [3]. - The recent price adjustments may serve as a test to balance the company's ambitious expansion goals with its profit targets, using basic meal options to retain core customers while experimenting with price increases on individual items [3].

中新网12月15日电 (记者 吴家驹)12月15日，有网友发现，一些麦当劳餐品的价格有所上调。其中，麦当劳1+1随心配红区中的双层吉士汉堡涨价1元。 当日，麦当劳中国方面向记者表示，12月15日起，部分餐品的价格增加0.5到1元。 那么人鸡排(树盐风 同达白工X+空 X层百工X2 味) + ¥ | +22.5 +¥0 ¥22 +¥0 +14.5 特制 酥酥多笋卷 麦乐鸡5块 菱香鸡 +¥0 ¥2+ +¥0 ¥77 +¥0 ¥15 ¥30.5 单买价 - ¥ 15.6 套餐优惠 = ¥ 14.9 | 到手价 ¥14.9 加入购物车 图自麦当劳小程序 ...

Core Viewpoint - McDonald's has increased the prices of various menu items by 0.5 to 1 yuan, affecting multiple burgers, snacks, and meal sets [2][12][14]. Price Changes - The price of the Big Mac has risen by 1 yuan, the Double Filet-O-Fish by 1 yuan, and the McFish by 1 yuan [12]. - In terms of snacks, McNuggets have increased by 1 yuan, the large chicken fillet by 1 yuan, and several other items such as the medium fries and McFlurry have seen a rise of 0.5 yuan [12]. Consumer Reactions - Consumers have expressed disappointment on social media, with comments indicating that the joy of eating at McDonald's has diminished due to the price hikes [14][15]. - The "1+1 Flexible Combo" meal, humorously referred to as the "poor man's meal," has not seen a price increase, remaining at 13.9 yuan, although some combinations have experienced a 1 yuan increase [14].

Group 1 - McDonald's has increased the prices of various menu items by 0.5 to 1 yuan, including popular burgers, snacks, and meal sets [2][8] - Specific price increases include a 1 yuan rise for the Big Mac, Double Filet-O-Fish, and Filet-O-Fish, as well as 1 yuan for McNuggets and other snacks [2] - The "1+1 Flexible Combo" meal price remains unchanged at 13.9 yuan, although some combinations have seen a 1 yuan increase [4] Group 2 - As of November 2025, McDonald's reported a revenue of 7.078 billion USD, a 3% year-over-year increase, and a net profit of 2.278 billion USD, a 1% increase [8] - The number of McDonald's restaurants in China has surpassed 7,100 as of November 2025 [8]