McDonald's Set to Overperform With Momentum Continuing in 2026 -- Market Talk

Dow Jones

02/03

1237 ET - McDonald's 4Q results will likely beat expectations and the company is set up well to continue performing in 2026, say UBS analysts. Many investors are expecting U.S. 4Q same-store sales of 6% to 7%, above consensus of 4.8%, driven by the Grinch Meal and Monopoly Game promotions and the new Extra Value Meal pricing. That momentum should continue in the first quarter and beyond due to menu innovation-including new beverage launches-marketing and strengthening value perceptions from the Extra Value Meal. The new pricing of the Extra Value Meal should lead to guest growth over time, offsetting smaller checks, the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

February 02, 2026 12:37 ET (17:37 GMT)

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Many investors are expecting U.S. 4Q same-store sales of 6% to 7%, above consensus of 4.8%, driven by the Grinch Meal and Monopoly Game promotions and the new Extra Value Meal pricing. That momentum should continue in the first quarter and beyond due to menu innovation-including new beverage launches-marketing and strengthening value perceptions from the Extra Value Meal. The new pricing of the Extra Value Meal should lead to guest growth over time, offsetting smaller checks, the analysts say. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 12:37 ET (17:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>McDonald's Set to Overperform With Momentum Continuing in 2026 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMcDonald's Set to Overperform With Momentum Continuing in 2026 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-03 01:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1237 ET - McDonald's 4Q results will likely beat expectations and the company is set up well to continue performing in 2026, say UBS analysts. Many investors are expecting U.S. 4Q same-store sales of 6% to 7%, above consensus of 4.8%, driven by the Grinch Meal and Monopoly Game promotions and the new Extra Value Meal pricing. That momentum should continue in the first quarter and beyond due to menu innovation-including new beverage launches-marketing and strengthening value perceptions from the Extra Value Meal. The new pricing of the Extra Value Meal should lead to guest growth over time, offsetting smaller checks, the analysts say. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 12:37 ET (17:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFSS8Q28.SGD","symbol_name":"Janus Henderson Balanced A Inc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608899639","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608899639","pubTimestamp":1770053820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1237 ET - McDonald's 4Q results will likely beat expectations and the company is set up well to continue performing in 2026, say UBS analysts. Many investors are expecting U.S. 4Q same-store sales of 6% to 7%, above consensus of 4.8%, driven by the Grinch Meal and Monopoly Game promotions and the new Extra Value Meal pricing. That momentum should continue in the first quarter and beyond due to menu innovation-including new beverage launches-marketing and strengthening value perceptions from the Extra Value Meal. The new pricing of the Extra Value Meal should lead to guest growth over time, offsetting smaller checks, the analysts say. 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