Consumer SpendingTraffic from low-income and middle-income cohorts in the U.S. is down nearly double digits, reflecting consumer spending softness.
Inflation ImpactInflation pressures, particularly in the EU, have negatively impacted sales, though these are being offset by lower general and administrative expenses.
Sales PerformanceMcDonald's global comparable sales declined 1% in 1Q25, with US comparable sales reporting a 3.6% drop year-over-year, missing expectations.