McDonald’s Blog Articles

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McDonalds - the environment changed to worse

May 1, 2025

By Thomas Paulson, Head of Market Insights

McDonald’s US “comp-sales” declined -3.6%, or roughly -2.6% excluding Leap Day. The -2.6% figure was below expectations (+0.7%) and Advan’s estimate* (-1.2% +/-0.8%) -- as such, something in the “environment” changed (that’s why you have errors in...