McDonald's Sales Strength May Not Be Sustainable -- Market Talk

Dow Jones

02/13

1213 ET - McDonald's posted strong same-restaurant sales growth in 4Q, but that may not continue as 2026 progresses, say Mizuho analysts. The company's 4Q was boosted by its Monopoly and Grinch meal promotions but it is unrealistic for future quarters to have two to three promotions each. The analysts also say they are skeptical about McDonald's McCafe beverage rollout in the second half of the year. Plus, year-over-year comparisons become difficult in the second quarter. We "continue to believe U.S. SSS growth visibility for the remainder of '26 remains limited. We also believe risk to 2026 margin expectations remains elevated," the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

February 12, 2026 12:13 ET (17:13 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2611976851"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2611976851\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2611976851?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-13 01:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2611976851","market":"hk","top_or_hot":-1,"title":"McDonald's Sales Strength May Not Be Sustainable -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1213 ET - McDonald's posted strong same-restaurant sales growth in 4Q, but that may not continue as 2026 progresses, say Mizuho analysts. The company's 4Q was boosted by its Monopoly and Grinch meal promotions but it is unrealistic for future quarters to have two to three promotions each. The analysts also say they are skeptical about McDonald's McCafe beverage rollout in the second half of the year. Plus, year-over-year comparisons become difficult in the second quarter. We \"continue to believe U.S. SSS growth visibility for the remainder of '26 remains limited. We also believe risk to 2026 margin expectations remains elevated,\" 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 12, 2026 12:13 ET (17:13 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 Sales Strength May Not Be Sustainable -- 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 Sales Strength May Not Be Sustainable -- 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\">2026-02-13 01:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1213 ET - McDonald's posted strong same-restaurant sales growth in 4Q, but that may not continue as 2026 progresses, say Mizuho analysts. The company's 4Q was boosted by its Monopoly and Grinch meal promotions but it is unrealistic for future quarters to have two to three promotions each. The analysts also say they are skeptical about McDonald's McCafe beverage rollout in the second half of the year. Plus, year-over-year comparisons become difficult in the second quarter. We \"continue to believe U.S. SSS growth visibility for the remainder of '26 remains limited. We also believe risk to 2026 margin expectations remains elevated,\" 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 12, 2026 12:13 ET (17:13 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":"MCD","symbol_name":"麦当劳","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2611976851","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2611976851","pubTimestamp":1770916380,"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":"1213 ET - McDonald's posted strong same-restaurant sales growth in 4Q, but that may not continue as 2026 progresses, say Mizuho analysts. The company's 4Q was boosted by its Monopoly and Grinch meal promotions but it is unrealistic for future quarters to have two to three promotions each. The analysts also say they are skeptical about McDonald's McCafe beverage rollout in the second half of the year. Plus, year-over-year comparisons become difficult in the second quarter. We \"continue to believe U.S. SSS growth visibility for the remainder of '26 remains limited. We also believe risk to 2026 margin expectations remains elevated,\" the analysts say. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"MCD":"麦当劳"},"translate_title":"麦当劳的销售实力可能不可持续——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MCD":1.5},"content_text":"1213 ET - McDonald's posted strong same-restaurant sales growth in 4Q, but that may not continue as 2026 progresses, say Mizuho analysts. The company's 4Q was boosted by its Monopoly and Grinch meal promotions but it is unrealistic for future quarters to have two to three promotions each. The analysts also say they are skeptical about McDonald's McCafe beverage rollout in the second half of the year. Plus, year-over-year comparisons become difficult in the second quarter. We \"continue to believe U.S. SSS growth visibility for the remainder of '26 remains limited. We also believe risk to 2026 margin expectations remains elevated,\" the analysts say. (nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2026 12:13 ET (17:13 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}