McDonald's shares a simple plan to win back US, global customers

1 day ago 5

Daniel Kline

Sat, November 29, 2025 astatine 11:03 AM CST 4 min read

Americans person chopped backmost connected the edifice spending.

"Although eating retired remains a staple for Americans, economical pressures person made
consumers much outgo conscious. Seven successful 10 consumers accidental they devour retired astatine least
once a month, yet much than a 3rd study doing truthful little often compared to last
year, citing rising costs and a greater request to prevention financially," Nora Hao, YouGov America's elder income manager shared successful U.S. Dining Report 2025.

The study shared immoderate disheartening facts on with immoderate encouraging ideas:

  • More than fractional of U.S. diners accidental they person altered their eating preferences with a presumption to redeeming money.

  • Of these, 60% accidental they are choosing cheaper restaurants, portion 53% accidental they look to usage discounts oregon coupons to chopped costs.

  • Most U.S. diners hold that discounts successful 1 signifier oregon different tin incentivize them to sojourn restaurants much often.
    Buy One, Get One offers tin beryllium particularly attractive.

  • Three successful 10 Americans dine retired astatine slightest erstwhile a week.

  • 38% dine retired astatine slightest erstwhile a period but little often than erstwhile a week.

  • One successful 5 dine retired little often than erstwhile a period (20%).

  • Less than a tenth accidental they ne'er devour out.

"Eight successful 10 American diners consciousness edifice prices person risen successful the past 12 months," according to the report.

That matches immoderate real-world behaviour changes McDonald's has seen.

"In the U.S., we proceed to spot a bifurcated user basal with QSR postulation from little income consumers declining astir treble digits successful the 3rd quarter, a inclination that's persisted for astir 2 years. In contrast, QSR postulation maturation among higher income consumers remained strong, expanding astir treble digits successful the quarter," McDonald's CEO Christopher Kempczinski shared during McDonald's third-quarter net call.

More Restaurants 

  • Popular pasta concatenation closing dozens of restaurants

  • Major edifice chain’s $10.99 burger deals McDonald’s, Wendy’s blow

  • McDonald’s is pursuing Wendy’s by closing restaurants

  • Regional Mexican edifice abruptly closes each locations

The fast-food elephantine sees fiscal unit successful its location marketplace and astir the world.

"We proceed to stay cautious astir the wellness of the user successful the U.S. and our apical planetary markets and judge the pressures volition proceed good into 2026," helium added.

While Kempczinski has talked astir the chain's difficulties, its results are inactive strong.

  • Global comparable income accrued 3.6%, with broad-based maturation crossed each segments.

  • Global Systemwide income were implicit $36 cardinal for the quarter, an summation implicit anterior twelvemonth of 8%.

  • Systemwide income to loyalty members crossed 60 loyalty markets were astir $34 cardinal for the trailing 12-month play and implicit $9 cardinal for the quarter.

  • Global comparable income accrued 3.6%.
    U.S. accrued 2.4%. International Operated Markets accrued 4.3%. International Developmental Licensed Markets accrued 4.7%. Source: McDonald's Investor Relations


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