The earnings call highlighted several strategic initiatives, such as the introduction of the McValue platform, successful marketing campaigns, and an expanded focus on beverages. However, these positives were balanced by challenges such as declining global comp sales, pressure on low and middle income consumers, and specific market difficulties in the UK and Europe.

Company Guidance -

Q2 2025

During McDonald's First Quarter 2025 Investor Conference Call, the company provided guidance amidst a challenging macroeconomic environment, marked by a 1% decline in global comp sales. In the U.S., comp sales decreased by 3.6%, largely due to pressures on low and middle income consumers. Despite these challenges, McDonald's highlighted the success of their McValue platform, which includes a $5 Meal Deal, contributing to a positive comp guest count gap compared to competitors. Internationally, McDonald's saw a mixed performance, with a 1% decline in comp sales across major markets, although they achieved positive market share gains in France. The company remains cautious about consumer sentiment but reaffirmed their full-year 2025 financial targets, with adjusted earnings per share increasing by 1% in constant currencies, reaching $2.67. McDonald's also anticipates a $0.05 per share tailwind from foreign currency translation for the year.

Introduction of McValue Platform

The new McValue platform was launched in the U.S., incorporating the $5 Meal Deal and other value offerings. The $5 Meal Deal resonated well with customers and is planned to continue through 2025.

Successful Global Marketing Campaign

The Minecraft Movie campaign was McDonald's largest global campaign with participation from over 100 markets, generating a strong consumer response and positive April performance.

Expansion of Beverage Strategy

McDonald's is focusing on expanding its beverage offerings, including a new beverage test in the U.S., inspired by insights from CosMc's, aiming to capture a larger share in beverages.

Positive Guest Count Gap

Despite challenges, McDonald's achieved a positive comp guest count gap compared to most near-end competitors in the U.S. and many international markets.

McDonald's (DE:MDO) Earnings, Revenues Date & History

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DE:MDO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2025	2025 (Q2)	2.67 / -	2.526	―	―	―
May 01, 2025	2025 (Q1)	2.26 / 2.27	2.296	-1.11% (-0.03)	―
Feb 10, 2025	2024 (Q4)	2.42 / 2.41	2.509	-4.07% (-0.10)	―
Oct 29, 2024	2024 (Q3)	2.73 / 2.75	2.713	1.25% (+0.03)	―
Jul 29, 2024	2024 (Q2)	2.61 / 2.53	2.696	-6.31% (-0.17)	―
Apr 30, 2024	2024 (Q1)	2.31 / 2.30	2.237	2.66% (+0.06)	―
Feb 05, 2024	2023 (Q4)	2.40 / 2.51	2.203	13.90% (+0.31)	―
Oct 30, 2023	2023 (Q3)	2.55 / 2.71	2.279	19.03% (+0.43)	―
Jul 27, 2023	2023 (Q2)	2.37 / 2.70	2.169	24.31% (+0.53)	―
Apr 25, 2023	2023 (Q1)	1.98 / 2.24	1.939	15.35% (+0.30)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:MDO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 10, 2025	€282.27	€294.13	+4.20%
Oct 29, 2024	€269.86	€269.37	-0.18%
Jul 29, 2024	€228.04	€236.98	+3.92%
Apr 30, 2024	€247.62	€248.01	+0.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.