05:10 PM EST, 02/11/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

MCD reported Q4 adjusted EPS of $3.12 (+10.3% Y/Y), beating $3.05 consensus, while revenue rose 9.7% to $7.01B vs $6.84B estimate. The U.S. segment delivered a strong performance with comparable sales surging to +6.8% from -1.4% in Q4 2024, an 820 basis point improvement driven by positive check and guest count growth. This demonstrates MCD's successful McValue Platform strategy resonating with budget-conscious consumers. The loyalty program generated nearly $37B in systemwide sales (+20% Y/Y), representing 27% of total systemwide sales. International segments maintained strong momentum with Operated Markets achieving +5.2% comparable sales growth and Developmental Licensed Markets posting +4.5%. Strong comparable sales drove adjusted operating margins to 46.2% (+120 bps) and operating profit to $3.24B (+12.7%). In our view, the broad-based recovery across all segments and successful value platform rollout positions MCD well for continued momentum.