McDonalld (MCD-US) Posts Q4 Revenue and Profit Surpasses, 6.8% Same-Store Sales Gain

McDonald's reports Q4 revenue and profit exceeding expectations amid soft global consumption, driven by a value-focused strategy that attracted price-sensitive consumers. For the quarter ended December 31, 2025, consolidated revenue reached $70.1B, versus $68.3B analyst forecast; same-store sales rose 6.8%, the fastest two-year gain. The U.S. market led with a 6.8% increase, whileComparable sales in international operations grew 5.2% and licensing 4.5% in part due to strong performance in Japan. Full-year results reflect robust fundamentals: revenue $268.85B, operating profit up 6% to $123.93B, and operating cash flow exceeding $105B. The company's loyalty platform accounted for over 25% of total sales in 2025, with 210 million active members for 90 days. Despite a volatile aftermarket reaction, McDonald's shares have gained about 6% this year, outperforming the S&P 500.