McDonald’s U.S. Results – Back To Growth in ‘25
As traffic data and intra-quarter commentary indicated, U.S. comp-sales deteriorated QoQ by -110bps for a -1.4% decline for Q4. Advan Research data showed a -136bps deterioration in traffic and -115bps in spend*. However, since the E. coli scare in October , the traffic and sales trend has improved as shown in the chart above. CEO Kris Kempczinski stated, “The U.S. food safety issue is now largely behind us, and we expect to have fully recovered by the beginning of Q2.
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