McDonald's Corporation (MCD)

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McDonald's Corporation (MCD) — Tellvest

Latest Quarter Insights

2025 Q4

Sentiment

8/10+3

How this score was built

Base7Transcript0EPS0Guidance+1Final8

How this score was built

Base7Transcript0

Macro Signals

→Consumer Spending→Inflation↑FX

Key Themes7

positive📊 company

Global Comp +5.7% With Strong US Acceleration

Global comparable sales were up 5.7% with positive comparable guest counts; US comp sales for the quarter were up 6.8%, above expectations and driven by positive check and guest count growth, with the highest comp guest count gap to near-end competitors in recent history.

DemandCompetitive Dynamics

positive📊 company

IOM Comp +5.2% Led By UK, Germany, Australia

IOM comp sales up 5.2% with strong execution in the UK, Germany and Australia each delivering mid-to-high single digit growth; UK delivered market share gains for the first time in over a year behind the Menu Heist and Grinch campaigns.

DemandGeographic Expansion

positive

Q&A Topicsfrequency by quarter

	Demand	Product Launch	Pricing	Margin	Geographic Expansion	Innovation & R&D	Guidance Reliability	Capex Investment
2024Q4	6	2	2	3	1	2	2	1
2025Q1	6	5	4	2	2		1	1
2025Q2	6	4	2	2	2	1		2
2025Q3	7	2	4	2	2	1	1
2025Q4	2	4	3	2	1	3	2	2

	'24Q4	'25Q1	'25Q2	'25Q3	'25Q4
Demand	6	6	6	7	2
Product Launch	2	5	4	2	4
Pricing	2	4	2	4	3
Margin	3	2	2	2	2
Geographic Expansion	1	2	2	2	1
Innovation & R&D	2		1	1	3
Guidance Reliability	2	1		1	2
Capex Investment	1	1	2		2

Analyst Q&A11 analysts · 11 questions

Andy BarishJefferies

we go back to the beverage efforts in the U.S. and kind of interesting that you did not mention CosMc's

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Brian HarbourMorgan Stanley

It will probably end up being up by $1.5 billion versus '23. Is that exclusively because you want to move faster

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Dave Palmer

View Consumer Cyclical sector trends →View Restaurants industry trends →