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How McDonald’s won back low-income diners
Yahoo Finance· 2026-02-12 17:10
This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: McDonald’s U.S. increased comparable sales by 6.8% during the fourth quarter and 2% for the year, according to an earnings release. McDonald’s has now posted three consecutive quarters of same-store sales growth. Comparable sales, which performed better than expected, were up in the quarter largely due to positive check and guest count growth, wi ...
McDonald's sales fall to lowest levels since Covid lockdowns, despite the chain's new value menu
Business Insider· 2025-05-02 00:14
麦当劳销售下滑 - 美国同店销售额在第二季度下降3.6%,这是自五年前新冠疫情封锁以来最大的下滑 [1] - 越来越多的顾客减少光顾频率,包括中低收入消费者 [2] - 早餐时段消费减少,顾客选择跳过早餐或在家用餐 [4] 消费者行为变化 - 消费者因对潜在经济衰退的担忧而减少在餐饮连锁店的支出 [3] - 中产阶级消费者也开始缩减开支,显示出更广泛的消费谨慎趋势 [2] - 消费者在选择上更加审慎,减少外出就餐次数 [2] 公司应对措施 - 推出新的超值菜单以吸引顾客,包括1月份的新菜单和去年的5美元超值套餐 [3] - 尽管提供优惠措施,顾客仍未回流,早餐时段表现尤为明显 [3] - 早餐消费被视为消费者支出意愿的风向标 [4] 全球市场表现 - 在大多数主要市场,行业环境挑战和消费者信心软化现象普遍 [5] - 尽管存在反美情绪,但未对公司业务造成影响 [6] - 公司业绩未受美国关税政策或政治议程的影响 [5]