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)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2611976851"},"companyName":"老虎證券"},"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_TW&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: 12.5px; color: #7E829C; margin: 0;}\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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2026-02-13 01:13</p>\n</div>\n</div>\n</h4>\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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MCD","symbol_name":"麥當勞","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"}}}