McDonald’s Q4 Revenue Jumps 9.7% to $7.01B, EPS $3.12 Beats Estimates
McDonald’s reported Q4 revenue of $7.01B, up 9.7% year-on-year, beating estimates and delivering non-GAAP EPS of $3.12, a 2.2% beat. Global same-store sales rose 5.7% and full-year systemwide sales climbed 7% to over $139B, driven by value meals and expanded loyalty usage.
1. Q4 Financial Highlights
McDonald’s delivered revenue of $7.01 billion in Q4, representing 9.7% year-on-year growth, and reported non-GAAP EPS of $3.12, a 2.2% beat over consensus. Operating margin held steady at 45% as higher sales offset inflationary cost pressures.
2. Sales Growth Metrics
Global comparable sales increased 5.7% in the quarter, accelerating from prior periods. Full-year systemwide sales grew 7% to $139 billion, reflecting expanded customer visits and menu pricing strategies.
3. Value Meal Impact
Value-oriented meal bundles and promotions successfully reengaged price-sensitive customers, boosting traffic across U.S. and international markets. This initiative underpinned the strongest same-store sales growth in over a year.
4. Loyalty Program Expansion
Sales to loyalty members rose 20% to nearly $37 billion for the full year, while 90-day active loyalty users climbed 19% to 210 million. Enhanced digital ordering and targeted offers drove deeper engagement and higher per-customer spend.