Vandita Jadeja
Fri, April 17, 2026 astatine 11:15 AM CDT 5 min read
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McDonald’s (MCD) achieved Q4 2025 gross of $7B (up 9.7% year-over-year) and EPS of $3.12, beating estimates, portion its loyalty level scaled to 210 cardinal progressive users generating astir $37B successful yearly income and driving 6.8% U.S. comparable income growth.
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McDonald’s executed a V-shaped betterment aft Q1 weakness arsenic its worth positioning strengthened user traffic, its loyalty programme approaches 250 cardinal users, and absorption plans 2,600 caller edifice openings globally successful 2026 to thrust 2.5% systemwide income growth.
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McDonald's (NYSE:MCD) trades astatine $311.53 arsenic of writing. Our 24/7 Wall St. terms people for McDonald's is $342, implying 9.7% upside implicit the adjacent 12 months. The 24/7 Wall St. proposal is buy, with a 90% assurance level.
McDonald's executed a V-shaped betterment done 2025, its loyalty level is scaling rapidly, and valuation remains tenable for a franchise-dominant, cash-generating concern of this quality.
| Current Price | $311.53 |
| 24/7 Wall St. Price Target | $342 |
| Upside Potential | 9.7% |
| Recommendation | BUY |
| Confidence Level | 90% |
Our terms people of $342 reflects a concern that regained footing aft a hard commencement to 2025. With comp income accelerating into year-end, a loyalty programme approaching $37 cardinal successful yearly sales, and absorption guiding for continued edifice enlargement successful 2026, the risk-reward tilts constructively for diligent investors.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
McDonald's 2025 was a communicative of 2 halves. The banal fell arsenic debased arsenic $278.64 earlier recovering sharply. Over the past year, shares are fundamentally flat, up conscionable 0.28%. Year-to-date successful 2026, the banal gained 0.77%, though a pullback implicit the past period gave backmost 6.24% from March highs.
The cardinal communicative improved dramatically arsenic the twelvemonth progressed. Q1 2025 saw U.S. comparable income autumn 3.6% and gross diminution 3.45% year-over-year.
By Q4, McDonald's reversed course. Revenue roseate 9.7% year-over-year to $7 billion, beating estimates by 2.85%. EPS of $3.12 topped the $3.04 consensus. Global comparable income surged 5.7%, with U.S. comps jumping 6.8%. For the afloat year, McDonald's delivered $26.88 cardinal successful gross and EPS of $12.20, beating yearly estimates by 0.49%.
McDonald's rests connected 3 pillars. First, the loyalty programme drives growth. With astir 210 cardinal 90-day progressive users crossed 70 markets and yearly income to members approaching $37 billion, this level drives repetition visits and data-informed selling astatine standard fewer competitors match. Active users grew 19% successful Q4 2025.

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