Overview
- Adjusted EPS reached $3.12 on revenue of $7.01 billion, with global comparable sales up 5.7% and U.S. comps up 6.8%, beating consensus estimates.
- Executives credited an affordability push — including Extra Value Meals and $5/$8 offers — with restoring traffic as CEO Chris Kempczinski said the company’s value leadership is working.
- Limited-time promotions such as the revived Monopoly game and a Grinch-themed meal boosted visits and digital engagement, with the Grinch campaign delivering a record single U.S. sales day.
- An expanded drinks pilot at roughly 500 U.S. restaurants featured cold coffees, crafted sodas and energy-style beverages, with a broader beverage platform being prepared following the test.
- CFO Ian Borden said support for franchisees on value pricing will roll off in Q1 though many operators may keep the deals, while McDonald’s targets about 50,000 restaurants by end‑2027 and shares saw a mixed reaction to the beat.