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McDonald's U.S. boss puts focus on 'value and affordability' as consumer spending splits
CNBC· 2025-11-07 05:00
McDonald's leadership is urging operators to stay the course on value offerings as the competition for consumers plays out across the restaurant space. In a memo to U.S. operators following the company's third-quarter earnings, McDonald's U.S. President Joe Erlinger said the brand was "moving in the right direction" as it continues a more-than-yearlong push on value."Amid industry pressures, dynamic change, and aggressive competition, winning the fight for contracting traffic means staying customer-obsessed ...
McDonald's Upside Looks Thin As Traffic Cools
Benzinga· 2025-11-07 04:12
McDonald’s Corporation (NYSE:MCD) shares are trading lower on Thursday.Yesterday, the firm reported solid global comparable sales (comps) and loyalty momentum in the third quarter. However, it experienced slower underlying growth, and a decline in company-operated restaurant sales weighed on the results.McDonald’s reaffirmed its 2025 outlook, expecting net restaurant unit expansion to contribute slightly more than 2% to its 2025 Systemwide sales growth, in constant currencies.Also Read: McDonald’s Sounds Al ...
McDonald's to shutter CosMc's locations after short-lived test, will add drinks to menu
New York Post· 2025-05-24 04:36
麦当劳关闭CosMc's试点门店 - 麦当劳将在今年夏天关闭全部5家CosMc's试点门店 该饮料概念店仅运营18个月 [1][4] - 首家门店位于芝加哥郊区 开业时引发热烈反响并出现长队 [1] - 2023年底推出的CosMc's旨在探索由Dutch Bros等品牌主导的快速增长的驾车取餐饮料市场 [4] - 公司曾在德州增设门店 并在1月关闭3家较大门店后考虑扩张小型门店 [4] 战略调整与经验转化 - 公司将把CosMc's饮料产品整合到现有美国门店菜单中 今年晚些时候开始店内测试 [6][9] - 停止开发独立第二品牌 转为在核心餐厅内推进特色饮品战略 [6][11] - 独立CosMc's应用将随门店关闭而停用 剩余4家德州和1家伊利诺伊门店从6月底开始逐步关闭 [11] - 公司组建专门饮料团队负责在全美推广该项目 [7] 试点项目成果与行业竞争 - 试点为麦当劳系统提供了关键学习平台 尤其关于消费者定制偏好和新潮饮品类需求 [2][5] - CosMc's作为"学习实验室"测试了新技术 大胆风味和快速菜单迭代 [7] - 公司根据反馈迅速调整策略 并将持续应用这些经验 [8] - 行业竞争加剧 Taco Bell加速推进Live Mas Café饮品计划 对麦当劳形成竞争压力 [11] 管理层观点 - CEO表示试点帮助公司更深入理解消费者偏好和新兴饮料品类 [5] - 公司声明强调试点经验将"无缝融入麦当劳体验" 推出受CosMc's启发的风味产品 [7]