11:10 AM EDT, 09/03/2025 (MT Newswires) -- McDonald's (MCD) will relaunch its "Extra Value Meals" on Monday in an effort to strengthen its value image and drive market share growth, Truist said in a note Wednesday.
McDonald's will offer limited-time $8 and $5 meal deals in September and November to boost traffic despite lower menu prices, the investment firm said. The company is increasing the average discount on meal bundles from between 10% and 11% to at least 15% compared with ordering items separately, according to the note.
McDonald's is contributing $40 million to advertising for the promotion in September and will support franchisees' cash flow through early 2026; however, management acknowledged that initial sales could be flat, as higher traffic may only partly offset lower pricing, Truist analysts said.
The pricing move will not affect McDonald's 2025 earnings margin forecast, as the financial impact is expected to be small, according to Truist.
The company is also considering a broader "Every Day Affordable Price" platform, already successful in other international markets, according to the note.
Truist maintained a buy rating on the stock with a $360 price target.
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