McDonald's Corp. (NYSE:MCD) is sounding the alarm on weakening U.S. consumer spending, particularly among lower-income customers pressured by the rising costs of necessities. MCD stock is up after earnings. See the real-time price action here. Consumers Are Pulling Back Further CEO Chris Kempczinski warned restaurant traffic from low-income diners continues to fall at a double-digit pace, a trend that has lasted nearly two years. Read Next: Michael Burry Is Super-Bearish On Palantir — With 5 Million Puts"We ...

McDonald’s saw a key sales metric jump in the third quarter as it doubled down on discount meals – but it fell short on earnings as it warned anxious Americans have cut back on dining out.US same-store sales increased 2.4% for the second straight quarter. That beat estimates of a 1.9% rise – though McDonald’s attributed this to a larger average check, implying diners are paying more for their meals despite the fast-food industry’s “value wars.”Overall same-store sales rose 3.6%, reversing a decline of 1.5% ...

美股主要指数表现 - 科技股从周二跌势中反弹 推动道指、标普500和纳斯达克指数全部上涨 [1][4] - 反弹发生在周三下午 [1][4] 标普500成分股突出表现 - 希捷科技成为标普500指数中表现最佳的股票 [1] - 数据存储类股领涨标普500指数 西部数据等公司跟随希捷科技上涨 [1][4] 希捷科技 - 公司与贷款方达成协议 将以现金和股票交换5亿美元债务 [1] Targa Resources - 公司股价飙升 因天然气分销商报告强劲业绩且派息增加 [2] - 业绩强劲得益于二叠纪盆地产量创纪录 [2] 麦当劳 - 公司股价上涨 因这家快餐巨头公布的美国同店销售额超出预期 [2][4] Zimmer Biomet - 公司成为标普500指数中表现最差的股票 [2] - 医疗器械制造商因国际市场需求疲软而下调其业绩预测 [2] Trex - 公司股价暴跌 因这家露台建筑材料制造商报告业绩弱于预期并下调指引 [3] - 业绩指引下调源于家庭维修和改造方面的支出放缓 [3] Pinterest - 公司股价下跌 因这家视觉社交媒体和搜索平台报告利润低于预期并提供疲弱的假日季度展望 [3] 大宗商品及外汇市场 - 石油期货价格几乎没有变化 [4] - 黄金价格攀升 [4] - 10年期美国国债收益率上涨 [4] - 美元对欧元和日元升值 但对英镑贬值 [4] - 大多数主要加密货币交易价格走高 [4]

ADP私营部门就业报告 - 10月ADP私营部门就业人数增加42K 超出预期20K 并较上月向上修正的-29K转为正值 这是自7月以来首次出现正增长 [2] - 过去四个月私营部门就业平均每月仅增长29K 低于前四个月的53K 以及更早四个月的197K 表明劳动力市场处于下降趋势 [3] - 大型企业（员工超过500人）就业增长73K 而中小型公司就业增长为负值 但全美四分之三的劳动者受雇于员工少于250人的公司 [4] 行业就业细分 - 商品生产行业就业增长9K 服务业就业增长33K [4] - 贸易/运输/公用事业行业就业增长47K 领先各行业 教育/医疗保健行业增长26K [5] - 休闲/酒店业就业减少6K 专业/商业服务业减少15K 这些通常是就业增长的先行指标 [5] 工资增长动态 - 职位保持者平均工资增长4.5% 而职位更换者工资增长6.7% 这一历史差距较小 表明员工当前寻求其他工作的紧迫性较低 [6] 麦当劳第三季度业绩 - 每股收益3.22美元 低于Zacks共识预期的3.35美元 营收70.8亿美元 超出预期0.15% [7] - 同店销售额增长3.6% 推动股价在盘前交易中上涨3% 接近公司年内涨幅的两倍 [7] Humana第三季度业绩 - 每股收益3.24美元 超出预期11.34% 营收326.5亿美元 超出预期2.09% [8] - 由于公司下调业绩指引 股价下跌5.5% [8] Aurora Cannabis第三季度业绩 - 每股收益0.09美元 较预期0.03美元高出200% 营收达创纪录的7050万美元 同比增长15% [9] - 股价在盘前交易中上涨9% [9]

McDonald's (MCD) on Wednesday reported US same-store sales that topped forecasts for the second straight quarter as it continues to focus on value offerings amid what the company called a "challenging environment." The company reported that its US same-store sales increased 2.5% over the same period last year, driven by higher check growth. That's more than the 2.2% Wall Street expected and in line with the 2.5% growth seen in the prior quarter, according to Bloomberg data. Global same-store sales increa ...

Key Takeaways McDonald's Q3 earnings missed estimates, though revenues topped forecasts and rose 3% year over year.Global comparable sales increased 3.6%, led by strong gains across all international segments.Operating income climbed 5% and net income grew 1%, supported by steady customer traffic and value focus.McDonald's Corporation (MCD) reported mixed third-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate and revenues beat the same. On a year-over-year basis, the top line incre ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. McDonald’s, and the limited-service segment at large, has thrown everything but the kitchen sink at trying to get lower-income consumers to return to restaurants, but it seems those consumers aren't budging from the sidelines, as the cohort's visits remain down across the industry. Fortunately for the Golden Arches, higher-income consumers are coming in more, bolstering domestic sales. In the third quarter, U.S. same-stor ...

财务业绩 - 第三季度调整后每股收益为3.22美元，低于市场预期的3.36美元，未达预期幅度为4.2% [1][5] - 第三季度营收为70.78亿美元，低于市场预期的71.66亿美元，未达预期幅度为1.2% [1][5] - 公司季度盈利增长率为12.1% [4] 同店销售与需求 - 可比门店销售额在美国和部分国际市场出现下滑 [2] - 核心问题在于可比门店销售增长放缓，反映出客流量和客单价增长均有所减速 [2] - 需求疲软部分归因于消费者支出压力，特别是占客户群重要部分的低收入顾客 [2] 盈利能力与效率 - 运营利润率保持相对稳定，反映了公司的定价能力和运营效率 [3] - 公司过去十二个月的利润率为32.2%，处于行业最高水平之列 [5] 估值与市场表现 - 公司股票基于过往盈利的市盈率为25.6倍 [3] - 公司基于未来盈利的远期市盈率为22.6倍，其过去十二个月营收增长率仅为5.4% [4] - 尽管业绩未达预期，但公司股票在早盘交易中上涨 [5]

股东回报 - 麦当劳在过去十年间通过股息和股票回购向股东返还了810亿美元现金 [3] - 麦当劳在历史上对股东的总资本回报贡献排名第25位 [3] - 股息和股票回购反映了管理层对公司财务稳定性和产生可持续现金流能力的信心 [3] 资本回报与增长潜力比较 - 向股东返还的总资本占当前市值的百分比似乎与再投资增长潜力成反比 [5] - 尽管Meta和微软等公司增长更快更可预测 但它们向股东分配的市值部分显著较低 [5] - 高资本回报的潜在缺点是可能牺牲增长和稳健的基本面 [6] 财务表现 - 公司最近十二个月收入增长率为1.2% 过去三年平均收入增长率为3.4% [11] - 公司最近十二个月自由现金流利润率为26.5% 营业利润率为46.1% [11] - 麦当劳股票交易的市盈率为25.5倍 [11] 历史股价波动 - 麦当劳股价在互联网泡沫危机期间下跌47% 在新冠疫情期间下跌36% 在全球金融危机期间下跌超过21% [8] - 2018年市场调整和近期通胀担忧等较小干扰也导致股价回调约16-17% [8]

McDonald's Corp. shares edged higher on Wednesday even after the fast-food giant missed Wall Street's earnings and revenue forecasts for the third quarter. Investors appeared encouraged by stronger-th... ...