--- title: "McDonald’s (MCD) Earnings Snapshot: Same-Store Sales, Checks, and Cost Trends" description: "McDonald's (MCD) will report Q3 FY2025 earnings on November 5, with analysts expecting EPS of $3.33 and revenue of $7.08 billion. Key focus areas include same-store sales, consumer loyalty, and cost t" type: "news" locale: "en" url: "https://longbridge.com/en/news/264260471.md" published_at: "2025-11-04T16:04:01.000Z" --- # McDonald’s (MCD) Earnings Snapshot: Same-Store Sales, Checks, and Cost Trends > McDonald's (MCD) will report Q3 FY2025 earnings on November 5, with analysts expecting EPS of $3.33 and revenue of $7.08 billion. Key focus areas include same-store sales, consumer loyalty, and cost trends, particularly beef prices. Despite a stagnant year with a 3% YTD increase, McDonald's is attempting to attract lower-income customers through value offerings. International sales growth is outpacing domestic, suggesting potential for future growth. Investors are keen to see if promotional strategies will continue to drive traffic and loyalty. - McDonald’s (MCD) is set to report their Q3 FY2025 earnings on Wednesday, November 5, before market open. - Analyst consensus estimates call for an earnings per share (EPS) of $3.33 and revenue of $7.08 billion. - Same-store sales, consumer loyalty, margins (particularly on beef), and forward guidance will be the most critical factors for MCD outside of EPS and revenue numbers. **This Year** McDonald’s has been subject to a very stagnant year in the market, currently trading up just under 3% year-to-date (YTD). The doldrums of this year have been driven by a decline in traffic at McDonald’s locations, especially among lower-income consumers. McDonald’s has aimed to combat this decline in traffic and make themselves appealing to lower-income customers again through increasing their value offerings and promotional deals, to some moderate success. Q2 saw low single digit percentage increases in both global and domestic sales and triggered a bounce in share price. Specifically, their nationwide $5 value meal and a plethora of movie tie-ins helped to stabilize visits and scale loyalty. As of Q2, about 70% of the company’s systemwide sales came from orders placed digitally via the mobile app or website, another indication that customers are eager to take advantage of their value offerings, which are usually only accessible through the app. **This Call** While core numbers and forward guidance will obviously be held in high regard this call, there are also a number of other factors that McDonald’s may touch on that could move shares. The most notable among this group of variables is same-store sales. Declining same-store sales have been the driving factor in the company’s stagnating growth so far this year. Investors are eager to hear whether value meals and promotional items will continue to bring customers back, and where domestic sales lie when compared to international segments. Additionally, consumer loyalty will be another major piece. Any updates on user engagement with the company’s mobile app and how loyalty is impacting the frequency of repeat customers could be big. It’s worth noting that the company will not give any details on how the Monopoly promotion has impacted loyalty or sales, as Q3 ended on September 30 and the promotion began on October 6. Last among this nuanced bucket of factors is the company’s costs and margins, particularly as it pertains to beef inflation. Rising beef prices have been a serious headwind for McDonald’s, and any commentary on finding cheaper suppliers or other relief that could flow-through to restaurant margins would be big. **Beyond** McDonald’s is an American staple, and this call will by no means make or break the company; however, their stagnation is tough to ignore. While trading up almost 3% YTD sounds like a moderately successful year, this pace is far from outpacing the market, and when zooming out further, the picture changes: MCD is only up 1% since the start of 2024. While McDonald’s has struggled to grow amid rising prices, they do seem to be finding some good footholds in their return to value. If these $5-style offers stick around and continue to drive traffic and build loyalty, there is a clear path back to growth for the company. It’s also worth noting that the company’s international footprint only continues to grow, with same-store sales growth in Europe and China outpacing the same metric domestically in Q2. If international expansion could begin to offset domestic tightening into 2026 and beyond, there may be better years to come. **Gus Downing***is host of the tastylive Network show**Risk and Reward**. @GainsByGus* **For live daily programming, market news and commentary,***visit**tastylive**or the YouTube channels**tastylive**(for options traders), and**tastyliveTrending**for stocks, futures, forex & macro.* **Trade with a better broker,***open a tastytrade account**today. tastylive, Inc. and tastytrade, Inc. are separate but affiliated companies.* ### Related Stocks - [MCD.US - McDonald's](https://longbridge.com/en/quote/MCD.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 麦当劳｜8-K：2025 财年 Q4 营收 70.09 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275656490.md) | | 早盘趋势｜麦当劳低位缩量回踩，主力洗盘后有望反攻？ | 麦当劳昨日小幅回踩，成交量降至近期低点，市场资金观望情绪浓厚。近期消费蓝筹反复试探支撑，社区里主力是否开始低吸成为热议焦点。K 线守住日内重要均线后，底部支撑弹性小有体现。主力洗盘迹象明显，“假跌真吸” 成为部分做多资金抢先跟进的理由。若今 | [Link](https://longbridge.com/en/news/273129500.md) | | 牛期货在周末前整合 | 牛肉期货在周末前进行整固 | [Link](https://longbridge.com/en/news/275950954.md) | | 麦当劳印度分店因使用腐烂番茄和重复使用的油而收到监管警告 | 麦当劳印度在一处位于斋浦尔的门店被发现使用不安全的重复使用食用油和储存腐烂的番茄后，收到了监管警告。食品安全官员已对样本进行了扣押以进行检测，并给予该特许经营商 14 天的时间来纠正违规行为，否则将面临更严格的措施。该特许经营商 Conna | [Link](https://longbridge.com/en/news/275752464.md) | | Amica Mutual Insurance Co. 增加了在麦当劳公司（McDonald's Corporation）的持股 $MCD | Amica Mutual Insurance Co. 在第三季度将其在麦当劳公司的股份增加了 24.3%，目前持有 26,183 股，价值 796 万美元。其他投资者，包括 Federated Hermes 和 Global X Japan | [Link](https://longbridge.com/en/news/276043562.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.