Released
FY2026 Q1
Earnings ReviewMCD
BEAT맥도날드
McDonald's Corporation · QSR (글로벌 1위)
Thu, May 7, 2026·Before Market Open
McDonald'sQSRValue menuLoyaltyFranchise
01Wall Street Consensus
EPS$2.75
Revenue$6.49B
02Earnings Results
EPS$2.83+2.9%
Revenue$6.52B+0.5%
After-Hours Reaction+3.0%
Key Takeaways
- Adjusted EPS of $2.83 beat the $2.75 consensus
- Revenue of $6.52B beat the $6.49B consensus and rose 9% YoY
- Global comparable sales rose 3.8%, with U.S. comps up 3.9%
- International Operated Markets comps rose 3.9%, led by the U.K., Germany, and Australia
- International Developmental Licensed Markets comps rose 3.4%, led by Japan
- Systemwide sales to loyalty members exceeded $9B for the quarter
Key Checkpoints
- 01US comparable-store sales growth
- 02International revenue (especially China)
- 03Value-menu impact — traffic recovery
- 04Digital + Loyalty revenue
- 05FY2026 guide reaffirmation
Upside Catalysts
- Value menu + Loyalty revenue expansion
- Higher digital share globally
- Franchise model recovery
Risk Factors
- Q1 sales slowdown — weather and tough comp
- Softer consumer spending (March signals)
- Macro pressure in international markets
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)