MCD · News · 20260804N
Revenue Performance and Mix
MCDONALDS CORP · 2026-08-04 · Importance 37 · Surprise 32 · No source text
McDonald’s second-quarter revenue increased 4% year over year to approximately $7.1 billion, slightly below the $7.14 billion analyst consensus. Global comparable sales increased 1.3%, while systemwide sales rose 4% in constant currency and 5% for the first half. Comparable sales were positive across all operating segments, with stronger international markets offsetting weaker U.S. performance.
Key facts
- Analysts project earnings per share of $3.32 and revenue of $7.13 billion, with same-store sales growth expected to be 1.3%. source
- McDonald's announced that its Accelerating the Arches strategy drove a $40 billion increase in systemwide sales and a $3 billion rise in operating income (per Benzinga transcript summary). source
- McDonald's reported second-quarter revenue increased by 4% to reach $7.1 billion. source
- Proactive reported earnings per share of $3.32 and net income of $2.36 billion for the second quarter. source
- Investing.com reported adjusted EPS of $3.38 against estimates of $3.34 and revenue of $7.1 billion that fell slightly below the consensus of $7.14 billion. source
- Global comparable sales increased by 1.3% in the second quarter. source
- McDonald's reported systemwide sales growth of 4% in constant currency for the second quarter. source
- McDonald's reported a 5% increase in global systemwide sales for the first half of the year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +42.3% | McDonald's announced that its Accelerating the Arches strategy drove a $40 billion increase in systemwide sales and a $3 billion rise in… |
| revenue | positive | realized | +4.0% | McDonald's reported second-quarter revenue increased by 4% to reach $7.1 billion. |
| net_income | unclear | realized | — | Proactive reported earnings per share of $3.32 and net income of $2.36 billion for the second quarter. |