McDonald's Q2 U.S. Sales Miss, Names New USA President
MCD is trading near its 52-week low of $260.96 (4.4% above the low).
Summary
McDonald's Q2 U.S. comparable sales grew just 0.8%, missing estimates and slowing sharply from a year ago. The company named Skye Anderson as President of McDonald's USA to improve execution.
Key Events · Earnings and Guidance · MCD
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U.S. Comparable Sales Miss
U.S. comparable sales increased 0.8% in Q2 2026, below the 1.06% consensus and a sharp slowdown from 2.5% in Q2 2025.
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Global Growth Decelerates
Global comparable sales rose 1.3%, down from 3.8% a year ago, with all segments showing slower growth.
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New USA President Appointed
Skye Anderson, a veteran McDonald's executive, was named President of McDonald's USA to lead the company's largest market and improve performance.
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Earnings and Revenue
Diluted EPS was $3.32, up 6%, on revenue of $7.099 billion, up 4%. Results included $52 million in pre-tax restructuring charges.
Analysis · MCD · Trade & Services
McDonald's second-quarter results reveal a sharp slowdown in its home market. U.S. comparable sales rose just 0.8%, missing the 1.06% consensus and decelerating from 2.5% a year ago. Global comparable sales of 1.3% also fell short of the 3.8% pace from Q2 2025. In response, the company is appointing Skye Anderson, a proven internal executive, as President of McDonald's USA to accelerate performance in its largest market. With the stock trading near its 52-week low, the U.S. miss and the leadership change are likely to weigh on sentiment.
At the time of this filing, MCD was trading at $272.52 on NYSE in the Trade & Services sector, with a market capitalization of approximately $188.4B. The 52-week trading range was $260.96 to $341.75. This filing was assessed with negative market sentiment and an importance score of 8 out of 10.