| McDonald's (MCD) beat expectations in its Q4 earnings release, topping both profit and revenue estimates. AND… marking its third straight quarter of solid US performance. | Personally? I'm lovin' it. 😌🍟 | Investors? Eh… not so much. | Wall Street had penciled in adjusted EPS of $3.05, while McDonald's delivered $3.12. | Revenue came in at $7 billion versus expectations of $6.84 billion, up 10% year-over-year. | And net income rose to $2.16 billion, proving the Golden Arches still print serious cash. 💰 | What's more is same-store sales surged 5.7% globally, crushing the 3.9% estimate. | For the US, value meals did most of the heavy lifting, with the relaunched Extra Value Meals offering roughly 15% discounts and pulling in cost-conscious consumers. | Makes sense, because in this economy? Discounts are king. 👑 | But it wasn't just cheaper combos. The Grinch Meal (yes, really), which came with a very fashionable pair of socks, helped deliver McDonald's highest single sales day ever — and apparently turned the company into the world's largest sock seller for a week. 🧦 | There were, wait for it… FIFTY MILLION sold. |  | International markets also showed some stamina with same-store sales growing 5.2%, while licensed markets rose 4.5%, with demand holding up in Australia, Britain and Japan. 🌍 | Looking ahead, McDonald's plans to spend $3.7–$3.9 billion in upgrades and improvements for 2026, opening about 2,600 new locations. | That expansion is expected to boost sales by roughly 2.5%. 📈 | Operating margins are projected in the mid-to-high 40% range — impressive, but management worries that inflation and slower Q1 traffic can dull things here a bit. | And yet… despite the beat, shares barely moved after-hours. Investors seem to want more than steady execution — they want acceleration. (That, or everyone's too obsessed with AI to remember to eat!) 🍔 | | SPONSORED CONTENT | Investor notes without the rewrite | | Dictate meeting recaps, strategic plans, and executive summaries and get polished writing ready to paste. Wispr Flow preserves nuance and formats numbers and lists cleanly. Try Wispr Flow for founders. | See a demo |
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