McDonald's is all in on its Extra Value Meals, global CFO says
View original at finance.yahoo.comMcDonald's is all in on its Extra Value Meals, global CFO says Worldwide fast-food chain McDonald's (MCD) came out with its fourth quarter results on Thursday, revealing both US and global sales growth while topping quarterly earnings and revenue estimates…
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GLP-1 usage in US addressable population is at about 12%
80% confidenceChicken business is twice the size of beef business
80% confidenceMcDonald's made significant progress on value and affordability platforms
80% confidenceMcDonald's has significantly lower share in chicken compared to beef
80% confidenceExtra Value Meals had 98% support from US owner operators
80% confidenceLower income consumers remain pressured through 2025
80% confidenceMcDonald's is providing franchisee support through end of Q1 2026
80% confidenceMiddle-income consumers are seeing some pressure but to a much lesser extent
80% confidenceMcDonald's had holistic strength across each of three operating segments in Q4
80% confidenceGLP-1 usage trend is likely to continue to increase as it becomes more affordable and accessible
80% confidenceMcDonald's is at moderate risk level to the impact of GLP-1 drugs
80% confidenceMcDonald's expects conditions in 2026 to remain challenging
80% confidenceMcDonald's grew share with lower income consumers in Q4
80% confidenceMcDonald's improved value and affordability scores
80% confidenceMcDonald's had guest count growth globally and within US business in Q4
80% confidenceAverage annual owner operator cash flow in US business was up in 2025 versus 2024
80% confidenceHigher income consumer continues to be very robust
80% confidenceMcDonald's will not get beaten on value
80% confidence