CLAIM #39184 · McDonald’s Corporation (MCD) · 2025Q1 earnings call · May 1, 2025 · due Dec 31, 2025
“While we may adjust our current McValue offerings over time, for the remainder of 2025, we'll continue to include everyday value meal deals starting at $5, given how the current $5 Meal Deal in particular has resonated with customers.”
Ian Borden · CFO
In context
“the Leap Day last year, our first quarter global comp sales declined 1%. Global comp sales were essentially flat when the Leap Day impact is excluded. In the U.S., comp sales declined 3.6%, largely reflecting broad based consumer challenges, particularly amongst the lower and middle income cohorts. However, while comparable guest counts also declined versus the prior year, we delivered a positive comp guest count gap to most near end competitors supported by the launch of our McValue platform, which incorporated the $5 Meal Deal offering; the Buy One, Add One for $1 component; and our in-app exclusive digital offers. As with our value platforms in other markets, we'll remain agile to ensure McValue continues to meet consumer needs and positions us for success in a challenging marketplace. While we may adjust our current McValue offerings over time, for the remainder of 2025, we'll continue to include everyday value meal deals starting at $5, given how the current $5 Meal Deal in particular has resonated with customers. In quarter one, we also launched a national marketing campaign celebrating 50 years of breakfast at McDonald's with a national Egg McMuffin Day and expanding the availability of bagel sandwiches nationwide to strengthen our position and drive traffic in this important daypart. In addition to delivering exciting menu innovation and world class marketing efforts, we remain committed to driving operational excellence and running great restaurants. One key measure for how we are performing is the customers' experience when visiting McDonald's. In the first quarter, we raised our customer satisfaction scores to an all-time high in the U.S. And now, turning to our International business. In most of our major markets, we're seeing a similar story in regards to the challenging industry environmen”
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SEC filings for MCD ↗ · Claim quote is verbatim from the 2025Q1 earnings call.