McDonald’s expected to report another jump in US sales as value push, promotions boost traffic

Brooke DiPalma · Senior Reporter

Thu, February 12, 2026 at 1:56 AM GMT+9 2 min read

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McDonald’s is set to report its fourth quarter after the close on Wednesday, with Wall Street expecting another strong quarter for US same-store sales.

US same-store sales are expected to have risen 5.1% during the quarter, according to data from Bloomberg, with full-year US same-store sales expected to have risen 1.6%. McDonald’s is expected to report that its global same-store sales rose 3.8% in the fourth quarter and 2.6% for the full year.

Adjusted earnings per share are expected to be $3.04 for the quarter and $12.14 for the year, on revenue of $6.8 billion and $26.7 billion, respectively.

In the third quarter, McDonald’s reported US same-store sales rose 2.5% while global comps rose 3.6%.

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Stifel analyst Chris O’Cull wrote in a note to clients that the company unveiled several initiatives to grow sales in the latest quarter, including reintroducing the Monopoly game, a collaboration with Dr. Seuss’s “The Grinch,” and more marketing for its Extra Value Meal.

O’Cull also noted these initiatives “all … rolled over easy comparisons as the company lapped the E. coli incident a year earlier.”

McDonald’s stock, which has outperformed the S&P 500 (^GSPC) so far this year, has also gotten more positive commentary from Wall Street, with Oppenheimer analyst Brian Bittner upgrading shares to Overweight, citing a “golden opportunity for a break-out,” adding that the team is working to “reposition value perception” and create a strong “innovation pipeline.”

BTIG analyst Peter Saleh also upgraded the stock, citing traffic gains from its value and promotion strategy, as well as the launch of a new beverage platform in the first half of this year based on its short-lived CosMc’s beverage concept.

CosMc’s was a new small-format restaurant, owned by McDonald’s, that was a drive-thru only concept. · Joe Hendrickson via Getty Images

Brooke DiPalma is a reporter for Yahoo Finance. Follow her on X at @BrookeDiPalma or email her at [email protected].

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