McDonald’s posted growth in revenue and profit, exceeding expectations. Comparable sales rose globally, and loyalty program sales remained strong.
The company emphasizes that its success is based on attractive pricing, strong marketing, and continuous menu development. Going forward, the role of technology investments and digital solutions will grow even further.
https://x.com/earnings_guy/status/1953048558661165062
McDonald’s is bringing back Extra Value Meals to attract budget-conscious customers.
The new eight different combos offer about a 15 percent saving compared to items purchased separately. Promotions, such as the $5 breakfast and $8 Big Mac meals, increase both the number of customers and total purchases.
https://www.cnbc.com/2025/09/02/mcdonalds-value-menu-combo-meals.html
@Pohjolan_Eka, a dividend is an investor’s salary and a nice thing. Or if you can’t think of anything to do with the money and fear that the company will collapse and there’s no share price increase in sight, then you can take the money for yourself.
Anyway, this McDonald’s dividend history is quite nice. 
https://x.com/gnufs/status/1977413287856988451
McDonald’s sales and earnings fell slightly short of expectations, although they still grew from the previous year. Comparable sales rose in almost all regions, especially internationally, although the International Developmental Licensed segment missed expectations.
Management highlighted achievements especially in global sales growth, new products, and marketing. According to them, customers appreciate price and product innovations that make everyday life easier, which supported consistently strong development across various markets.
https://x.com/earnings_guy/status/1986040965451108363
McDonald’s CEO admitted that the chain’s meals have become too expensive, and the company tried to remedy the situation with an $8 nugget offer. Online, however, people still complained about prices, quality, and also long queues even after this, and the offer has not otherwise received much enthusiasm.
The company tried to appeal to rising costs, such as wages and raw materials, but criticism has continued even after that. Well, in any case, McDonald’s has still reported moderate sales growth.
The article below states that McDonald’s is not just a fast-food chain, but above all a business that makes money through real estate and franchise fees. As many know, the majority of the restaurants are operated by franchisees, and the company collects steady rental income and royalties.
The article also mentions that McDonald’s is investing heavily in technology and artificial intelligence, which streamline operations and also improve the customer experience. New restaurants, a growing loyalty program, and a steady dividend make the stock a safe long-term investment, according to the piece.
McDonald’s largely exceeded expectations with its strong Q4. The success is driven by a successful focus on value as well as attractive campaigns, which have increased customer foot traffic both in the domestic market and internationally. In particular, popular special offers have driven consumer activity and boosted sales in a challenging market environment.
The company looks confidently to the future and plans to accelerate its growth by opening thousands of new restaurants worldwide during the current year.
https://x.com/Quality_stocksA/status/2021693483283529730
According to the article below, McDonald’s is closely monitoring the growing popularity of GLP-1 weight-loss drugs, such as Wegovy.
The company says the impact on sales has not been significant so far, but it is preparing for changes in consumer habits.
GLP-1 drugs reduce appetite, so McDonald’s is focusing particularly on protein-rich products, such as chicken dishes. At the same time, it is monitoring changes in portion sizes and beverage choices in the market.
Here is a tweet and a post below it regarding the “spread” of McDonald’s
https://x.com/VisualCap/status/2030705645419102230
Below is a link to the article itself.
Key Takeaways
- McDonald’s today has over 40,000 locations spread across nearly 100 markets.
- Over half of all McDonald’s locations are in either the United States, China, or Japan.
Since the 1960s, McDonald’s has expanded beyond the United States to now operate in nearly 100 countries and territories worldwide. This map shows the places where you can find a McDonald’s today. The data comes from the company’s Restaurant Count by Market 2024 report.
https://www.visualcapitalist.com/mapped-the-number-of-mcdonalds-by-country/
I don’t know if this belongs here or in the investment meme thread, but the video of the McDonald’s CEO nibbling on the product is pure comedy, and all the competitors have been parodying it left and right.
https://www.instagram.com/p/DUTZ_ilDl41/
McDonald’s C.E.O. Takes a Big Bite Out of a Burger. Maybe Scratch ‘Big.’
Chris Kempczinski’s rather tentative chomp drew mirth online, even from some competitors.
https://www.nytimes.com/2026/03/05/business/mcdonalds-ceo-big-arch-burger-video.html
The number of full-time employees at McDonald’s has undeniably decreased quite a bit. 
https://x.com/KoyfinCharts/status/2041569502614466571
McDonald’s is changing its menu in the United States by focusing more on beverages, such as soft drinks and specialty sodas.
At the same time, the company plans to cut back on self-service machines and limit free sauces. The goal is to attract more price-conscious customers, streamline operations, and balance increasing cost pressures.
“McDonald’s value leadership is working,” CEO Christopher Kempczinski said during the chain’s fourth-quarter earnings call. “By listening to customers and taking action, we have improved traffic and strengthened our value & affordability scores.”
It’s a surprising pivot for a company built on fries and Big Macs. While McDonald’s is adding new options like a Dirty Dr Pepper and a Mango Pineapple Refresher, it’s also quietly removing or changing some familiar parts of the experience. Self-serve soda stations are disappearing. Free sauce packets are getting tighter limits.
McDonald’s results exceeded expectations, but… beneath the surface, the outlook was clearly more cautious. Sales and earnings were better than expected, but then again, comparable growth remained slightly soft.
In April, development already turned negative both in the domestic market and internationally. Management warned that growth would slow down significantly in the next quarter. Additionally, there is work to be done with margins, as China continues to weigh in, and cost pressures as well as geopolitical uncertainty make the rest of the year more challenging.
https://x.com/earnings_guy/status/2052365608474272179
Below is an article about how McDonald’s aims to attract customers with its new ”Next” strategy, as competition and inflation tighten the situation.
The company is testing higher-quality food and drinks, such as hand-breaded chicken. At the same time, employee training, restaurant ambiance, automation, and social media marketing are being improved. The goal of these measures is to stand out from competitors and make McDonald’s a more attractive destination for families as well.
New menu items including hand-breaded wings and filets are in testing as part of a wide-ranging wager on higher-quality food. This, along with more engaging social media campaigns and upgrades to restaurants, should help McDonald’s cement itself as more diners’ first choice — not just for a quick meal on the go, but also for family outings and other occasions.
McDonald’s will still focus on value and speed, but customers are “really demanding more for their money,” Chief Executive Officer Chris Kempczinski said. They’ve raised their expectations as competitors upgrade their menus and offer new options in fast-growing categories such as chicken, beef and beverages. This is raising the bar for McDonald’s, especially as inflation quickens and consumer sentiment weakens.
A video on the Wendover channel about McDonald’s pricing strategy. 19 min.
@Heikki_Keskivali looks back at McDonald’s past and its IPO days in his tweet
https://x.com/hkeskiva/status/2073335517068800453
Since then, the company has executed several stock splits, and one share from 1965 is equivalent to 729 shares today. The company has also increased its dividends every year since it began paying them in 1976.
Yeah, there’s really no point in comparing stock prices in this case either. Luckily, Heikki had explicitly mentioned that wild market cap from back then; otherwise, one might imagine that McD’s is surprisingly small in market cap today 
I guess that McDonald’s stock price appeared there automatically for Hessu because they have a paid X account; otherwise, I don’t think those show up like that. 
The figures in that “table” are also quite funny when compared to today. 
The article below has some quite interesting information about McDonald’s in general.
It really explains that the vast majority of restaurants are entrepreneur-run, as many know. But the article states that setting up one of these in a “franchise spirit” actually requires an investment of over two million dollars, plus various other fees.
The annual profit of a single restaurant remains, on average, around $150,000, whereas, for example, Chick-fil-A franchise entrepreneurs often earn significantly more.
Compare this return to competitor Chick-fil-A franchise operations, and the McDonald’s outcome becomes far less impressive. Per DrFranchises, the average Chick-fil-A single location owner grosses over $5.3 million in annual sales. The net profit per year averages around $265,000 per location. On top of this, Chick-fil-A only charges $10,000 in its upfront franchise fee. Even Subway, the world’s largest sandwich brand, only levies about $15,000 in such fees.
Mäkkäri’s Q2 went just okay. Revenue, earnings, and comparable sales grew slightly, and performance was in the black across all major market areas.
The company’s loyalty program continued its strong growth, which naturally supports customer retention. Management’s next key focus is boosting the U.S. business, and they also believe profitability will remain strong.
https://x.com/earnings_guy/status/2084595275478294678
McDonald’s is dropping the Pumpkin Spice Latte, which has been on the menu for 13 years, this fall. It will be replaced by coffees flavored like apple pie and caramel, such as lattes, iced coffees, and frappés. The update is part of the company’s broader goal to increase beverage sales, which have already exceeded expectations and attracted customers to restaurants at different times of the day. Oh, and beverages also tend to have good profit margins.
Fall is one of the most predictable seasons in the restaurant industry.
As temperatures begin to drop, major chains roll out limited-time flavors to bring customers back for familiar favorites. And few seasonal flavors have become as recognizable as pumpkin spice.
This fall, however, McDonald’s is taking a different approach, discontinuing a longtime favorite nationwide.
Rather than following the most established flavor trend in fall beverages, the fast-food giant is turning to a flavor combination more closely tied to one of its own longtime menu staples.
