McDonald's reported global sales exceeding estimates, driven by demand for affordable meal options. However, the company highlighted challenges in the U.S. market, particularly among low-income consumers who have reduced visits by double digits compared to the previous year. The CEO noted that breakfast is the weakest-performing daypart, as financially pressured customers are either skipping breakfast meals at McDonald's or opting to eat at home. This trend reflects broader economic stress, with low-income diners avoiding discretionary meal occasions or choosing cheaper menu items. McDonald's is focused on reengaging this crucial customer segment to sustain its U.S. business recovery.
$MCD CEO is saying that the financially pressured consumers are cutting back on smaller, more discretionary meal occasions like breakfast, either skipping it entirely or opting to eat at home. https://t.co/YRh2o5nJNA https://t.co/OWbV49cubv
$MCD McDonald’s confirms breakfast is the weakest-performing daypart amid economic stress "we as well as the rest of the industry are seeing that the breakfast daypart is absolutely the weakest daypart in the day. So I think that's confirmation of the economic stress that we've
$MCD's CEO on the state of the consumer: "Overall QSR traffic in the U.S. remained challenging as visits across the industry by low-income consumers once again declined by double digits versus the prior year period. Reengaging the low-income consumer is critical as they