McDonald's reported US same-store sales growth of 0.8% in its latest quarter, significantly behind Burger King's 8.5% US comparable sales growth, raising questions about the appeal of its value menus and specialty items. For the quarter to 30 June 2026, McDonald's posted revenue of US$7,099 million, up from US$6,843 million a year earlier, with net income of US$2,362 million and diluted EPS of US$3.32. The company repurchased 3,000,000 shares for US$858 million, bringing total buybacks under its current program to 10,906,194 shares for US$3,267.85 million. Skye Anderson has been appointed President of McDonald's USA, with a focus on operational delivery rather than a strategic reset. Investors will watch upcoming US same-store sales and traffic trends to gauge whether execution under the McDonald's NEXT initiative is improving.
McDonald’s CorporationUS same-store sales growth of 0.8% trails Burger King's 8.5%, indicating weak demand for McDonald's value menus and specialty items.
Restaurant Brands International IncBurger King's US comparable sales growth of 8.5% significantly outperforms McDonald's, indicating strong demand.
