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McDonald’s Sees Weakness from Lower-Income Consumers

publication date: Nov 10, 2025
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In the quarter, McDonald’s consolidated operating income increased 5% (3% in constant currencies). Excluding certain one-time items, adjusted consolidated operating income increased 3% (1% in constant currencies). Diluted earnings per share for the quarter was $3.18, up 2% (flat in constant currencies). Excluding one-time items, however, adjusted diluted earnings per share was flat at $3.22 (a decrease of 1% in constant currencies). McDonald’s is benefiting from higher income consumers trading down, while it faces weakness from the lower-income cohort. Shares look fairly valued on the basis of our discounted cash-flow process.


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