CLAIM #39203 · McDonald’s Corporation (MCD) · 2025Q1 earnings call · May 1, 2025 · due Dec 31, 2025
“We feel pretty good about being able to win against all those consumer groups as we work through the rest of the year.”
Ian Borden · CFO
In context
“nt so that we're winning. And I think I would just emphasize that in Q1, if you look at our comp guest count gap versus the majority of our near end competitors that was positive through Q1. So, that obviously tells us that we're winning on a traffic -- on a comparable traffic basis versus the broader industry. So, again, our work is to continue to make sure we've got the proposition despite I think what's happening with consumers to be winning in the context. As I said, I think we have got a strong value and affordability lineup and we're starting to see an even better momentum as we get into things like Minecraft, and we feel really confident, as Chris was talking about with the strips launch that's going to happen over the next few days, and as we get that combination to come together. We feel pretty good about being able to win against all those consumer groups as we work through the rest of the year. Dexter Congbalay: Our next question is from Greg Francfort from Guggenheim. Gregory Francfort: Hey, thanks for the question. My question is maybe before this value launch, my understanding was a lot of the value that the customer is using was going through the mobile app and that part of the value launch was maybe to diversify that message a little bit. I'm curious how that's evolved since the value launch, and if the mix of value that's going through the mobile platform is where you want it to be, above, below? Any thoughts on that? Chris Kempczinski: Yeah. It's tough to generalize on that because there's -- within the app, there's local value that's being offered. And so, it's -- there's national value and then there's local value that goes in combination with that. I do think what we'v”
Verify independently
SEC filings for MCD ↗ · Claim quote is verbatim from the 2025Q1 earnings call.