McDonald's Q4 Sales Up 9.7% with 6.8% U.S. Same-Store Growth
McDonald's Q4 2025 sales rose 9.7% year-over-year with global same-store sales up 5.7% and U.S. comps growing 6.8%, beating consensus on both revenue and EPS. It projects 40%+ operating margins in 2026, backs Value Menu 2.0, plans 2,600 new restaurants and shows bullish technical momentum after breaking key moving averages.
1. Q4 Sales and Earnings Beat
McDonald's reported Q4 2025 results with a 9.7% year-over-year sales increase, driven by global same-store growth of 5.7% and a 6.8% rise in U.S. comps. Both revenue and EPS outperformed forecasts, highlighting resilience compared to peers facing same-store declines.
2. Value Leadership Strategy
Operating margins are expected to exceed 40% in 2026, underpinning the company's Value Menu 2.0, which includes $5 meal deals, Buy One, Get One for $1 offers and reintroduced Extra Value Meals. The McDonald's app now has around 200 million active users, fueling repeat visits, while a commitment to open 2,600 net new restaurants supports expansion.
3. Technical Momentum and Outlook
Technical indicators show a bullish MACD crossover and a breakout above the 50-day and 200-day moving averages, signaling upward momentum. If value-seeking consumers continue trading down, McDonald's is positioned for further sales growth, with fundamental and technical catalysts expected throughout 2026.