Operations
McDonald's reports sale store growth
November 5, 2025
Despite what McDonald's calls a pullback in consumer spending, the brand reported a sales increase of 3.6%, with global systemwide sales of over $36 billion for the quarter, and increased over the prior year of 8%, according to a company earning report.
That figure missed analyst earning expectations.
"We increased global systemwide sales by 6% and grew comp sales across all segments, a testament to our ability to deliver sustainable growth even in a challenging environment," Chris Kempczinski chairman and CEO, said in a statement. "We're fueling momentum by delivering everyday value and affordability, menu innovation, and compelling marketing that continue to bring customers through our doors."
What the company reported:
- Global comparable sales increased 3.6%:
- U.S. increased 2.4%
- International Operated Markets increased 4.3%
- International Developmental Licensed Markets increased 4.7%
- Consolidated revenues increased 3% (1% in constant currencies).
- Systemwide sales increased 8% (6% in constant currencies).
- Consolidated operating income increased 5% (3% in constant currencies). Results included pre-tax charges of $39 million primarily related to restructuring charges associated with Accelerating the Organization.Excluding these current year charges, as well as prior year pre-tax charges of $98 million, consolidated operating income increased 3% (1% in constant currencies).
- Diluted earnings per share was $3.18, an increase of 2% (flat in constant currencies). Excluding the current year charges described above of $0.04 per share, diluted earnings per share was flat at $3.22 (a decrease of 1% in constant currencies) when also excluding prior year charges.
"We continue to see a bifurcated consumer base with [quick-service restaurant] traffic from lower-income consumers declining nearly double digits in the third quarter, a trend that's persisted for nearly two years," Kempczinski said on the company's conference call. "In contrast, QSR traffic growth among higher-income consumers remains strong, increasing nearly double digits in the quarter."
