MAAT INDEX

CLAIM #39295 · McDonald’s Corporation (MCD) · 2025Q4 earnings call · Feb 11, 2026 · due Mar 31, 2026

And then IDL, again, expect a sequential decrease from the 4.5% that we had in Q4.

Ian Borden · CFO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
expect a sequential decrease from the 4.5% that we had in Q4
Reported
Comparable sales grew 3.4%, led by continued strength in Japan, reflecting great local execution and brand relevance.

In context

eather impacts in the U.S. kind of beginning in late January that pressured the industry traffic, pressured our traffic, obviously, and caused quite a few restaurants to close or reduce hours for a number of days. We estimate that weather impact to be about 100 basis points for the full quarter just when you look at kind of the drag that we saw in January. I think on international, kind of a similar story. I mean, we had a solid start in IOM in January. Again, we believe we've got kind of strong and consistent underlying momentum. But we do expect Q1 to decelerate sequentially from the 5.2% that we had in IOM in Q4. Again, we've got some weather, I would say, impacts in a number of markets in Europe through January that have put a little bit of pressure kind of on the underlying momentum. And then IDL, again, expect a sequential decrease from the 4.5% that we had in Q4. Again, we feel pretty good about the underlying momentum. It's really just driven by, I would say, the kind of continued macro pressures in markets like China and parts of Latin America. So I think we're really confident about what's within our control, really confident about the underlying momentum of the business and certainly feel good about our ability to continue to kind of execute well even though the environment remains challenging. Dexter Congbalay: Next question is from Jon Tower of Citi. Jon Tower: Maybe, Jill, one for you. I was hoping you went through a lot of the menu ideas coming in 2026 across the globe in the U.S. Specifically in the U.S., though, I was hoping you could drill a little bit more into how you're thinking around the GLP-1 adoption likely picking up this year w

Verify independently

SEC filings for MCD · Claim quote is verbatim from the 2025Q4 earnings call.