McDonald's Q2 Earnings Call Highlights

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MarketBeat

Wed, August 5, 2026 astatine 5:04 AM CDT 7 min read

Key Points

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McDonald's delivered mixed Q2 results: Global comparable income roseate 1.3%, systemwide income accrued 4% successful changeless currency, and adjusted EPS reached $3.38. However, U.S. comparable income grew lone 0.8%, beneath expectations, owed chiefly to inconsistent value-menu execution, operational strain and underperforming marketing.
The institution is simplifying edifice operations, expanding integer and personalized worth offers, and shifting selling toward established worth platforms aft U.S. comparable income turned somewhat antagonistic successful July. Management said the issues are execution-related alternatively than a strategical problem.
McDonald's remains focused connected planetary maturation and enlargement but pushed its 50,000-restaurant people to 2028 due to the fact that of user unit and higher improvement costs. It besides introduced the McDonald's NEXT model and named Skye Anderson arsenic the caller president of McDonald's USA.

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McDonald's (NYSE:MCD) reported second-quarter planetary comparable income maturation of 1.3% and systemwide income maturation of 4% successful changeless currency, arsenic affirmative results crossed each operating segments were tempered by weaker-than-expected execution successful the U.S. business.

Adjusted net per stock were $3.38, including a $0.03 payment from foreign-currency translation. On a constant-currency basis, adjusted EPS accrued 5% from the anterior year. The institution generated much than $4 cardinal successful edifice margins during the 4th and reported a year-to-date adjusted operating borderline of 46.9%.

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Chairman and CEO Chris Kempczinski said the company's long-running Accelerating the Arches strategy has grown systemwide income by astir $40 cardinal and operating income by much than $3 cardinal implicit astir six years. He said McDonald's present has astir 220 cardinal progressive loyalty users globally and much than $20 cardinal successful yearly transportation systemwide sales.

U.S. Sales Growth Misses Expectations

U.S. comparable income roseate 0.8% successful the 2nd quarter, pursuing a 2.3% summation successful the archetypal half. Kempczinski said the U.S. effect fell beneath the company's expectations, but characterized the issues arsenic execution-related alternatively than strategic.

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