McDonald’s is back to being the “default” meal — and the stock market loves defaults
TL;DR
Quick Summary
- McDonald’s Q4 2025 showed value is pulling people back in: 5.7% global comparable sales growth and 6.8% in the U.S. (reported February 11, 2026).
- Loyalty is becoming a real sales engine: 2025 loyalty-member systemwide sales rose 20% to nearly $37B, with nearly 210M 90-day active users by year-end 2025.
- The company is leaning into expansion: $3.7–$3.9B in 2026 capex and about 2,600 gross openings planned, targeting 50,000 restaurants by end of 2027.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
