Global comparable sales decreased 1.0%; excluding Leap Day in the prior year, global comparable sales were essentially flat Systemwide sales* to loyalty members across 60 loyalty markets were more than $31 billion for the trailing twelve-month period and approximately $8 billion for the quarterCHICAGO, May 1, 2025 /PRNewswire/ -- McDonald's Corporation today announced results for the first quarter ended March 31, 2025."McDonald's has a 70-year legacy of innovation, leadership, and proven agility, all of wh ...

The logo of McDonald's (MCD) is seen in Los Angeles, California.McDonald's is expected to report its first-quarter earnings before the bell on Thursday.Here's what Wall Street analysts surveyed by LSEG are expecting the company to report:Earnings per share: $2.66 expectedRevenue: $6.09 billion expectedThe fast-food giant, often considered a consumer bellwether, has seen rocky sales in recent quarters, particularly in its home market. Analysts are expecting the second straight quarter of U.S. same-store sale ...

McDonald’s Corp MCD will report its first-quarter earnings on Thursday. Wall Street expects $2.66 in EPS and $6.09 billion in revenues as the company reports before market hours.The stock is up 16.11% over the past year, 8.38% year-to-date.Let’s examine the charts for McDonald’s stock and how it currently compares to Wall Street estimates.Read Also: Domino’s Pizza Earnings Miss: 3 ETFs That Could Still Deliver Tasty Returns In 2025MCD Stock Strongly Bullish Ahead Of Q1 EarningsChart created using Benzinga P ...

McDonald's Corporation (MCD) is slated to release first-quarter 2025 results on May 1, before the opening bell. In the last reported quarter, the company's earnings were in line with the Zacks Consensus Estimate. MCD's Trend in Estimate Revision The Zacks Consensus Estimate for first-quarter earnings per share (EPS) has declined to $2.64 from $2.65 in the past seven days. The estimated figure indicates a 2.2% drop from the year-ago EPS of $2.70. The consensus mark for revenues is pegged at $6.08 billion, in ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The upcoming report from McDonald's (MCD) is expected to reveal quarterly earnings of $2.64 per share, indicating a decline of 2.2% compared to the year-ago period. Analysts forecast revenues of $6.08 billion, representing a decrease of 1.4% year over year. The current level reflects an upward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Bef ...

文章核心观点 - 距离上次撰写关于麦当劳公司的文章已过去六个月，期间公司公布了年度业绩，将对该财年进行分析以寻找优质企业构建长期投资组合 [1] 公司情况 - 麦当劳公司公布了年度业绩 [1]

文章核心观点 文章围绕麦当劳的股价表现、盈利预期、估值等方面展开分析，指出其股价近期走势、盈利预计变化情况，还提及相关估值指标及行业排名情况 [1][2][6] 股价表现 - 麦当劳最新交易收盘价为312.48美元，较前一日下跌1.14%，表现逊于标普500、道指和纳斯达克当日跌幅 [1] - 过去一个月，麦当劳股价上涨3.98%，同期零售批发板块下跌2.42%，标普500下跌3.94% [1] 盈利预期 - 2025年5月1日麦当劳将公布财报，预计每股收益2.67美元，同比下降1.11%，营收61.3亿美元，较上年同期下降0.68% [2] - 全年扎克斯共识预测每股收益12.25美元，营收263.8亿美元，较上一年分别增长4.52%和1.79% [3] 分析师估计调整 - 分析师估计调整反映短期业务趋势，积极调整体现对公司业务和盈利能力的乐观 [4] - 扎克斯排名考虑估计变化，麦当劳目前扎克斯排名为3（持有），过去一个月扎克斯共识每股收益估计上调0.17% [6] 估值情况 - 麦当劳目前远期市盈率为25.81，高于行业平均的20.98 [6] - 麦当劳PEG比率为3.24，零售 - 餐厅行业昨日收盘价对应的平均PEG比率为2.05 [7] 行业排名 - 零售 - 餐厅行业属于零售批发板块，扎克斯行业排名为203，处于所有250多个行业的后19% [7] - 扎克斯行业排名衡量行业组实力，研究显示排名前50%的行业表现是后50%的两倍 [8]

文章核心观点 麦当劳股票呈看涨趋势 投资者对其乐观 公司通过全球扩张、菜单创新、数字举措等有望持续增长 但面临可比门店销售增长疲软、宏观经济不确定性等挑战 投资者可谨慎关注其后续发展 [1][2][20][21] 股票表现 - 麦当劳股票收盘价高于50日和200日简单移动平均线 呈看涨趋势 周一收盘价316.07美元 高于50日移动平均线305.19美元和200日移动平均线288.64美元 [1] - 过去三个月 麦当劳股价上涨13% 跑赢Zacks零售 - 餐厅行业0.6%的涨幅 以及Zacks零售 - 批发板块6.9%的跌幅和标准普尔500指数9.3%的跌幅 [5] - 过去三个月 麦当劳股票表现优于部分行业参与者 如Restaurant Brands International涨4.2% Wendy's和Chipotle分别下跌12.6%和14% [8] 全球扩张战略 - 2024年麦当劳新开2116家餐厅 多于2023年的2067家 2025年计划全球新开2200家餐厅 净开店后新门店增长超4% 目标到2027年底达到50000家餐厅 [10][11] 菜单创新与配送提升 - 2025年1月麦当劳在美国推出McValue平台 提供更灵活选择和稳定价值 [12] - 过去一年 澳大利亚、加拿大和美国的外卖销售占比翻倍 公司预计到2027年移动应用产生的全系统外卖销售占比达30% [13] 忠诚度计划与数字创新 - 麦当劳忠诚度计划推出后 90天活跃用户超1.7亿 2024年会员销售额达300亿美元 预计到2027年活跃用户增至2.5亿 年销售额达450亿美元 [15] 分析师预期 - 过去30天 麦当劳2025年每股收益的Zacks共识估计从12.23美元增至12.25美元 同比增长4.5% 2026年预计同比增长8.2%至每股13.25美元 [17] 估值情况 - 麦当劳远期12个月市盈率为25.21倍 略高于行业平均的25.12倍 而Restaurant Brands、Wendy's和Chipotle的市盈率分别为16.61倍、12.83倍和36.81倍 [18] 面临挑战 - 2024年全球可比门店销售额增长较上一年的9%下滑0.1% 宏观经济不确定性和市场波动可能影响短期表现 [21]

文章核心观点 - 麦当劳虽面临短期运营困难，但凭借规模、数字生态系统及对股东回报的承诺等优势，仍是值得关注的核心持股 [18][19] 财务表现 - 2024年全球可比销售额全年微降0.1%，第四季度增长0.4%；美国市场全年增长0.2%，第四季度下降1.4%；国际运营市场全年下降0.2%，第四季度持平；国际发展许可市场全年下降0.3%，第四季度增长4.1% [4][5] - 2024财年合并收入达259亿美元，同比增长2%；全年摊薄后每股收益11.39美元，下降1%；调整后摊薄每股收益11.72美元，下降2%；第四季度调整后每股收益2.83美元，符合分析师预期但较2023年第四季度下降4% [6] 数字生态系统 - 截至2024年底，MyMcDonald's Rewards计划在约60个市场拥有超1.75亿活跃用户，用户参与度同比增长15% [7] - 该计划2024年产生300亿美元系统销售额，同比增长30%，第四季度销售额达80亿美元 [8] 股东回报 - 麦当劳是股息贵族，连续49年增加股息，截至2025年4月初，年股息为每股7.08美元，收益率约2.3% - 2.4% [10] - 2024年公司产生66.7亿美元自由现金流，还回购约28.2亿美元股票 [11] 估值与评级 - 截至2025年4月10日，麦当劳滚动市盈率约26.7，远期市盈率约24.8；分析师普遍将其股票评为适度买入，12个月平均目标价322.87美元 [12] 优势与机会 - 品牌全球知名且具营销力，超4.3万家门店运营规模大，采用约95%的特许经营模式，股票贝塔值约0.62，价格波动性低 [14][15] - 可通过扩展和改进数字及忠诚度平台、整合外卖服务、进行菜单创新和提供战术价值产品实现增长 [16] 风险 - 宏观经济压力如通胀和消费者支出变化、地缘政治不稳定及行业竞争激烈等因素，可能对可比销售额和平均客单价产生负面影响 [17]