Loading...
•
Mar 31
McDonald's Q1 2025 Earnings Report
McDonald's reported lower revenue and earnings compared to the same quarter last year.
Key Takeaways
McDonald's faced a challenging Q1 2025, with global comparable sales flat and declines in both U.S. and International Operated Markets offset by growth in Japan and the Middle East.
Revenue fell 3% year-over-year to $5.96 billion.
Diluted EPS was $2.60; adjusted EPS was $2.67 after excluding restructuring charges.
Net income decreased to $1.868 billion, down 3% from Q1 2024.
Global comparable sales decreased by 1.0%, largely due to Leap Day effects and weaker U.S. performance.
McDonald's
McDonald's
McDonald's Revenue by Geographic Location
Revenue by Geographic Location
U.S. Revenue
CapyFin.comCompany-Owned Revenue
CapyFin.com Forward Guidance
No formal forward guidance issued, but management remains confident in brand strength and innovation to support market share gains.
Positive Outlook
- Strong loyalty program with $8B in quarterly sales.
- Growth in international developmental licensed markets.
- Menu innovation and value positioning remain a strength.
- Global brand resilience amid consumer uncertainty.
- Stable performance in Japan and Middle East.
Challenges Ahead
- U.S. comparable sales declined significantly.
- Consolidated revenue and net income both fell YoY.
- Leap Day in prior year impacted comparability.
- Operating income affected by restructuring charges.
- Softness in the U.K. market impacted international results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income