McDonald's Revenue Up 9% Globally, But US Same-Store Sales Miss Targets
McDonald's posted $6.52 billion in revenue for the quarter, a 9% year-over-year increase, driven by global comparable sales growth of 3.8%. International markets outperformed the domestic business, where same-store sales fell short of internal targets. US consumers are pulling back amid persistent pressure from elevated food and fuel costs, even as value-focused menu initiatives like the Big Arch attract traffic.
McDonald's is a bellwether for consumer spending at the lower end of the income spectrum — when even value-meal customers are tightening up, it signals broader strain in discretionary spending. The US miss matters more than the global beat for investors watching domestic consumer health. Retail-facing stocks and consumer staples ETFs could face headwinds if this pattern holds across more earnings reports.
Next major US consumer confidence reading: Conference Board Consumer Confidence Index released last Tuesday of each month. Next CPI inflation report: watch for the Bureau of Labor Statistics release date announced for mid-month. McDonald's next earnings call: Q3 results expected late October 2025.
- McDonald's posts stronger sales as value meals and Big Arch burger attract customers · Quartz
- McDonald's misses US sales growth target as consumer spending tightens · Investing.com
- McDonald's in charts: Sales from company-operated and franchised restaurants rise about 9% year-over-year · Seeking Alpha
- Fast-food chain: Cost-conscious US customers slow McDonald's growth · Handelsblatt
- The Takeaways From McDonald's, Shake Shack and Whirlpool Earnings · Bloomberg
- McDonald's sales rise as chain reaps rewards for cheap meals push · Financial Times
- McDonald's posts better-than-expected first quarter sales amid concerns about gas prices impacting demand · Fortune
- McDonald's reaffirms plan for about 50,000 restaurants by end of 2027 while revisiting U.S. company-store margins · Seeking Alpha
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