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McDonald’s earnings beat estimates as chain’s value push pays off

McDonald’s revenue rose 10% to $7.01 billion in Q4, boosted by value promotions and expanded beverage offerings, with U.S. same-store sales up 6.8%, company reported.

  • On Wednesday, McDonald's reported fourth-quarter revenue rose 10% to $7.01 billion, beating Wall Street analysts' forecast of $6.84 billion, with adjusted earnings per share of $3.12.
  • Price cuts and promotions prompted McDonald's September price cuts on U.S. combo meals, layered Extra Value Meal promotions, Snack Wraps returned for $2.99, and Monopoly and Grinch tie-ins after declines from households earning $45,000 or less.
  • Profitability improved as net income increased 7% to $2.16 billion, while U.S. comparable sales rose 6.8% in the quarter.
  • Shares reacted after hours when CEO Chris Kempczinski added that executives will discuss pilot results on the earnings call later in the evening, following the results.
  • A beverage pilot in Wisconsin suggests McDonald's could boost sales with cold coffees, crafted sodas, and energy drinks; BTIG analysts say a national rollout could lift same-store sales, amid Taco Bell's 7% quarterly increase.
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McDonald’s reported its financial results for the fourth quarter of 2025, surpassing analysts' projections of revenues and profits. The company recorded revenues of US$7.009 million in the period, equivalent to an increase of 10% over the previous year and is above the US$6.840 million predicted by Wall Street.The company's net profits in the fourth quarter amounted to US$2.16 billion, representing an increase of 7% compared to the figures recor…

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The Business Journal broke the news in on Wednesday, February 11, 2026.
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