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McDonald's topped Wall Street estimates for fourth-quarter global comparable sales and profit on Wednesday, as meal deals and strong marketing promotions pulled in budget-strapped U.S. diners and demand held firm in Australia and Britain.
Customer traffic and sales improve at the burger giant after push on affordability.
Global comparable sales in the fourth quarter increased 5.7%, with positive global comparable guest counts and strong comparable sales growth across all segments Global Systemwide sales* for the full year increased 7% (5% in constant currencies) to over $139 billion, or growth of $9 billion ($7 billion in constant currencies) Across 70 loyalty markets, Systemwide sales to loyalty members for the full year increased 20% to nearly $37 billion, with 90-day active loyalty users up 19% to nearly 210 million as of year-end CHICAGO, Feb. 11, 2026 /PRNewswire/ -- McDonald's Corporation today announced results for the fourth quarter and year ended December 31, 2025. "McDonald's value leadership is working," said Chairman and CEO Chris Kempczinski.
McDonald's shares have risen only about 4% over the last year, hurt by broader concerns about the consumer and the rise of GLP-1 drugs. Buzzy promotions have helped the burger chain win over high-income consumers.
McDonald's (NYSE: MCD) and Yum!
McDonald's has doubled down on value messaging to customers with Extra Value Meals and Snack Wraps, which will likely help to boost sales this quarter. But some franchisees are standing ground in their ability to independently set prices.
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CHICAGO, Feb. 10, 2026 /PRNewswire/ -- McDonald's Corporation (NYSE: MCD) today announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026.
McDonald's is set to release its fourth-quarter earnings on Wednesday morning, with traders anticipating the fast food giant's stock could reach new highs following the results.
Wealthfront Advisers LLC lifted its stake in shares of McDonald's Corporation (NYSE: MCD) by 8.2% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 72,999 shares of the fast-food giant's stock after buying an additional 5,506 shares during the period. Wealthfront Advisers LLC's
Rockland Trust Co. boosted its stake in McDonald's Corporation (NYSE: MCD) by 8.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,433 shares of the fast-food giant's stock after acquiring an additional 3,919 shares during the quarter. Rockland
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New York Life Investment Management LLC cut its position in McDonald's Corporation (NYSE: MCD) by 9.8% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 96,917 shares of the fast-food giant's stock after selling 10,492 shares during the period. New York Life Investment
Twin Capital Management Inc. acquired a new stake in shares of McDonald's Corporation (NYSE: MCD) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,585 shares of the fast-food giant's stock, valued at approximately $482,000. Several other large investors also
McDonald's is rated Buy, with FY26 expectations largely priced in and a defensible valuation anchored in robust free cash flow generation. Revenue growth is expected to be ticket-driven, not volume-led, as lower-income consumer traffic remains pressured and promotional intensity rises. Margins are likely to hold due to the franchised model, but structural cost pressures and higher capex for 'Accelerating the Arches' limit expansion.
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