McDonald's leadership is urging operators to stay the course on value offerings as the competition for consumers plays out across the restaurant space. In a memo to U.S. operators following the company's third-quarter earnings, McDonald's U.S. President Joe Erlinger said the brand was "moving in the right direction" as it continues a more-than-yearlong push on value."Amid industry pressures, dynamic change, and aggressive competition, winning the fight for contracting traffic means staying customer-obsessed ...

McDonald’s Corporation (NYSE:MCD) shares are trading lower on Thursday.Yesterday, the firm reported solid global comparable sales (comps) and loyalty momentum in the third quarter. However, it experienced slower underlying growth, and a decline in company-operated restaurant sales weighed on the results.McDonald’s reaffirmed its 2025 outlook, expecting net restaurant unit expansion to contribute slightly more than 2% to its 2025 Systemwide sales growth, in constant currencies.Also Read: McDonald’s Sounds Al ...

Core Insights - McDonald's is closing all five of its CosMc's pilot locations after 18 months, despite initial enthusiasm and long drive-thru lines [1][4] - The company plans to incorporate insights gained from the CosMc's test into its existing restaurant menus rather than expanding the CosMc's brand [5][6] Group 1: Strategy and Insights - The main goal of the CosMc's test was to gather insights to better understand consumer preferences for customization and emerging beverage categories [2][5] - A new dedicated beverage category team will be established to scale the effort across the US based on the learnings from the pilot [7] Group 2: Market Context - The beverage market is becoming increasingly competitive, with Taco Bell launching its own drink initiative, Live Mas Café, putting pressure on McDonald's to adapt quickly [11] - CosMc's was intended to explore the growing drive-thru beverage category, which is currently dominated by competitors like Dutch Bros, Scooters, and Swig [4]