U.S. restaurants
U.S. comparable sales rose 0.8% in Q2 2026 and 2.3% over the first half, a slower pace that traders watch closely.
The numbers
What it is
The core franchised U.S. system of about 13,700 restaurants at year-end 2025. Revenue comes from franchise rent and royalties, plus company-operated restaurants. Menu, value and service execution are the main levers on U.S. traffic and average check.
Why it matters to the stock. The U.S. is the largest segment by revenue, and its comparable sales are the first thing analysts check each quarter. The company's new leadership and NEXT plan both focus on the U.S. system.
News
McDonald's Q2 2026: revenue up 4%, EPS $3.38 adjusted, comparable sales slow to 1.3%
McDonald's reported second-quarter 2026 revenue of $7.10 billion, up 4%, and GAAP diluted EPS of $3.32, up 6%.
Skye Anderson named President of McDonald's USA; Joe Erlinger moves to adviser
McDonald's named Skye Anderson, previously its chief operating officer, as President of McDonald's USA, the company's largest market.
McDonald's USA adds Under $3 menu and $4 breakfast deal to McValue from April 21
McDonald's USA said on April 2, 2026 that it is adding an Under $3 Menu of at least 10 items and a $4 breakfast meal deal, starting April 21 at participating U.S.
McDonald's announces Big Arch burger as a U.S. limited-time item from March 3
McDonald's said the Big Arch, a double-patty burger already on the UK and Ireland menus, will launch in the U.S.