Solid Global Sales Growth: McDonald's reported a global system-wide sales growth of over 6% in constant currency and nearly 4% in comparable sales for Q2 2025. This was driven by strong performance across its Internationally Operated Markets (IOM) where comparable sales increased by 4%, supported by effective value and affordability offerings, and marketing initiatives.

Challenges in U.S. Business: The U.S. market saw a moderate 2.5% increase in comparable sales amidst a challenging environment, particularly for low-income consumers whose QSR traffic declined significantly. Analysts noted the need for McDonald's to better engage this demographic, as they have historically contributed more frequent visits compared to higher-income consumers.

Value Perception Focus: Improving consumer value perception remains a top priority, particularly in the U.S. market where core menu pricing is affecting customer perception. McDonald's recognized that menu board prices impact consumers' views on value more than any marketing or promotions and is discussing potential solutions with franchisees.