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McDonald's Q4 Sales Top Estimates as Value Push Drives 5.7% Global Comp Gain

Value promotions with holiday tie-ins propelled traffic beyond forecasts.

Overview

  • Global same-store sales rose 5.7% in the quarter, beating projections of about 3.7%–3.9% as meal deals drew price‑sensitive diners.
  • U.S. comparable sales climbed 6.8%, helped by $5 breakfast and $8 meal offers plus Monopoly and a Grinch-themed meal, lapping a prior-year E. coli‑related dip.
  • Revenue increased 10% to $7.01 billion and adjusted earnings reached $3.12 per share, topping the $6.84 billion and $3.05 consensus.
  • International performance remained solid, with gains led by Britain, Germany, and Australia, while partner-operated markets rose 4.5% with strength in Japan.
  • Executives were set to outline beverage pilot results on the earnings call, and analysts say a potential national rollout could lift traffic further.