McDonald's expected to report another jump in US sales as value push, promotions boost traffic
- - McDonald's expected to report another jump in US sales as value push, promotions boost traffic
Brooke DiPalmaFebruary 11, 2026 at 10:26 PM
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McDonald's is set to report its fourth quarter after the close on Wednesday, with Wall Street expecting another strong quarter for US same-store sales.
US same-store sales are expected to have risen 5.1% during the quarter, according to data from Bloomberg, with full-year US same-store sales expected to have risen 1.6%. McDonald's is expected to report that its global same-store sales rose 3.8% in the fourth quarter and 2.6% for the full year.
Adjusted earnings per share are expected to be $3.04 for the quarter and $12.14 for the year, on revenue of $6.8 billion and $26.7 billion, respectively.
In the third quarter, McDonald's reported US same-store sales rose 2.5% while global comps rose 3.6%.
Read more: Live coverage of corporate earnings
Stifel analyst Chris O'Cull wrote in a note to clients that the company unveiled several initiatives to grow sales in the latest quarter, including reintroducing the Monopoly game, a collaboration with Dr. Seuss's "The Grinch," and more marketing for its Extra Value Meal.
O'Cull also noted these initiatives "all ... rolled over easy comparisons as the company lapped the E. coli incident a year earlier."
McDonald's stock, which has outperformed the S&P 500 (^GSPC) so far this year, has also gotten more positive commentary from Wall Street, with Oppenheimer analyst Brian Bittner upgrading shares to Overweight, citing a "golden opportunity for a break-out," adding that the team is working to "reposition value perception" and create a strong "innovation pipeline."
BTIG analyst Peter Saleh also upgraded the stock, citing traffic gains from its value and promotion strategy, as well as the launch of a new beverage platform in the first half of this year based on its short-lived CosMc's beverage concept.
CosMc's was a new small-format restaurant, owned by McDonald's, that was a drive-thru only concept. (Joe Hendrickson via Getty Images)
Brooke DiPalma is a reporter for Yahoo Finance. Follow her on X at @BrookeDiPalma or email her at [email protected].
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Source: “AOL Money”
