CNBC Top NewsCodex · 实盘不做把握 5/10
北京时间·🕒 发布 08-04 19:09:33时区推断·⟳ 抓取 08-04 19:10:02·⚡ 决策 08-05 00:05:21 +4h55m·83.9 天前
麦当劳二季度业绩喜忧参半，美国同店销售放缓
麦当劳二季度调整后EPS为3.38美元，高于预期3.32美元，但营收71.0亿美元略低于预期71.3亿美元，全球同店销售增长1.3%符合预期。
📄 原文CNBC Top News↗ 原文
McDonald's earnings beat estimates, chain announces new U.S. head to accelerate growth
McDonald's on Tuesday reported mixed quarterly results as same-store sales growth in the U.S. slowed. The company also…
不做 日本麦当劳控股（2702.JP）
正文主体是MCD.US财报而非2702.JP自身事件，且财报喜忧参半，无法形成对日本麦当劳控股的同向可执行交易。
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研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 麦当劳二季度调整后EPS为3.38美元，高于预期3.32美元，但营收71.0亿美元略低于预期71.3亿美元，全球同店销售增长1.3%符合预期。
- 美国同店销售仅增长0.8%，且客流下降，新增信息更像财报细项重估而非对2702.JP的直接公司级催化。
主要风险
- 预标的2702.JP为日本麦当劳控股，正文主体是美国麦当劳公司，映射关系不足以形成日本股票交易。
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 2,008 字
McDonald's on Tuesday reported mixed quarterly results as same-store sales growth in the U.S. slowed.
The company also announced that Skye Anderson is assuming the role of president of its U.S. business, effective Tuesday, as it tries to boost performance in its home market. She succeeds Joe Erlinger, who led the division for more than six years. Anderson, a 26-year McDonald's veteran, previously served as chief operating officer for McDonald's USA and led its Global Business Services unit before that.
"While our playbook is working around the world, we see an opportunity to raise the bar in the U.S. and accelerate performance in our largest market," McDonald's CEO Chris Kempczinski said in a statement.
Here's what the company reported for its second quarter ended June 30 compared with what Wall Street was expecting, based on a survey of analysts by LSEG:
- Earnings per share: $3.38 adjusted vs. $3.32 expected
- Revenue: $7.10 billion vs. $7.13 billion expected
The burger giant reported second-quarter net income of $2.36 billion, or $3.32 per share, up from $2.25 billion, or $3.14 per share, a year earlier. Excluding restructuring charges and other items, McDonald's earned $3.38 per share.
Net revenue rose 4% to $7.1 billion.
The company's global same-store sales ticked up 1.3%, meeting Wall Street's expectations, according to StreetAccount estimates.
McDonald's U.S. same-store sales increased 0.8% in the quarter. The chain said that average check rose, but traffic to its domestic restaurants fell.
In early May, the burger chain launched a new drink lineup of refreshers and crafted sodas in its home market. However, it faced tough comparisons to the year-ago period, when it rolled out a global limited-time meal tie-in with the "Minecraft" movie.
McDonald's saw stronger results outside of the U.S. Its international operated markets segment reported same-store sales growth of 1.5%, while its international developmental licensed markets division saw same-store sales rise 1.9%.
The company also announced that Skye Anderson is assuming the role of president of its U.S. business, effective Tuesday, as it tries to boost performance in its home market. She succeeds Joe Erlinger, who led the division for more than six years. Anderson, a 26-year McDonald's veteran, previously served as chief operating officer for McDonald's USA and led its Global Business Services unit before that.
"While our playbook is working around the world, we see an opportunity to raise the bar in the U.S. and accelerate performance in our largest market," McDonald's CEO Chris Kempczinski said in a statement.
Here's what the company reported for its second quarter ended June 30 compared with what Wall Street was expecting, based on a survey of analysts by LSEG:
- Earnings per share: $3.38 adjusted vs. $3.32 expected
- Revenue: $7.10 billion vs. $7.13 billion expected
The burger giant reported second-quarter net income of $2.36 billion, or $3.32 per share, up from $2.25 billion, or $3.14 per share, a year earlier. Excluding restructuring charges and other items, McDonald's earned $3.38 per share.
Net revenue rose 4% to $7.1 billion.
The company's global same-store sales ticked up 1.3%, meeting Wall Street's expectations, according to StreetAccount estimates.
McDonald's U.S. same-store sales increased 0.8% in the quarter. The chain said that average check rose, but traffic to its domestic restaurants fell.
In early May, the burger chain launched a new drink lineup of refreshers and crafted sodas in its home market. However, it faced tough comparisons to the year-ago period, when it rolled out a global limited-time meal tie-in with the "Minecraft" movie.
McDonald's saw stronger results outside of the U.S. Its international operated markets segment reported same-store sales growth of 1.5%, while its international developmental licensed markets division saw same-store sales rise 1.9%.
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