McDonalds Stock Price, News & Analysis

McDonald's USA is launching a -time collaboration with Minecraft ahead of 'A Minecraft Movie' release on April 4, 2025. Starting April 1, customers can purchase A Minecraft Movie Meal featuring either a Big Mac or 10-pc. Chicken McNuggets with medium fries and drink, plus exclusive collectibles. The McNuggets meal includes a special Nether Flame Sauce.

The promotion includes six collectible items inspired by McDonald's characters and menu items, each with a code to unlock exclusive Minecraft Marketplace skins. Additionally, a Minecraft Movie Happy Meal will offer 12 film-inspired figurines or Block World toys with codes for exclusive digital games.

Customers ordering through the McDonald's App will receive a one-time code to unlock the McDonald's Add-On pack in Minecraft, featuring McDonaldland characters, builds, and tools.

McDonald's reported its Q4 and full-year 2024 financial results. Global systemwide sales exceeded $130 billion for the full year, with growth of over $1 billion. Loyalty program sales reached approximately $30 billion for the full year, showing 30% growth, with 90-day active users exceeding 175 million across 60 markets.

Q4 2024 highlights include: global comparable sales up 0.4%, with U.S. declining 1.4%, International Operated Markets up 0.1%, and International Developmental Licensed Markets up 4.1%. Q4 diluted EPS remained flat at $2.80.

Full-year 2024 performance showed: global comparable sales decrease of 0.1%, consolidated revenues up 2%, and diluted EPS of $11.39, down 1%. The company faced $221 million in restructuring charges and $70 million in transaction costs and impairment charges during the year.

McDonald's has announced its latest quarterly cash dividend payment. The company's Board of Directors has declared a quarterly dividend of $1.77 per share of common stock. The dividend will be paid on March 17, 2025, to shareholders who are recorded as holders at the close of business on March 3, 2025. The company also reminded investors that key information and updates, including timing of future investor conferences and earnings calls, can be found on their investor relations website at www.investor.mcdonalds.com.

McDonald's has announced the final rosters for the 48th Annual All American Games, set to take place at Brooklyn's Barclays Center for the first time. The prestigious high school basketball showcase will feature 48 elite athletes (24 girls and 24 boys) selected by top analysts, scouts, media, and coaches.

The event includes the Sprite® Jam Fest on March 31, featuring 3-Point Contest, dunk competition, and knockout game, followed by the main Games on April 1. The Girls Game will air at 6:30 p.m. ET on ESPN2, with the Boys Game following at 9:00 p.m. ET on ESPN.

The Games maintain their commitment to community involvement, particularly through continued support of Ronald McDonald House Charities® (RMHC®). Tickets are available through Ticketmaster and mcdaag.com, with various community events and activities planned throughout Games Week.

Cognizant (CTSH) and McDonald's (MCD) have announced a multi-year extension of their strategic partnership that began in 2017. The renewed agreement focuses on enhancing McDonald's operations through advanced technology solutions, particularly in Global Finance Systems and Human Capital Management.

The partnership will continue supporting key enterprise areas including payroll processing, franchisee management, master data management, and legal applications. Cognizant plans to implement its proprietary platforms such as Cognizant Neuro® IT Operations and SkygradeTM to improve McDonald's systems' observability, reliability, and agility.

The collaboration will leverage Cognizant's expertise in Cloud, Enterprise AI, and Generative AI, combined with their experience in the Food Services industry, to drive innovation and operational excellence in McDonald's global operations.

Arcos Dorados Holdings (NYSE: ARCO), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee, has renewed its Master Franchise Agreement (MFA) with McDonald's for 20 years, effective January 1, 2025. The new agreement includes a potential 20-year renewal option starting January 1, 2045, at McDonald's discretion.

The updated MFA establishes a tiered royalty fee structure: 6.0% of gross sales for the first ten years, 6.25% for the following five years, and 6.5% for the final five years. Woods Staton, Executive Chairman, emphasized the company's position as the leading restaurant operator in Latin America and the Caribbean, highlighting their commitment to generating shareholder value and positive community impact.

McDonald's USA, Lopez Foods, and Syngenta have announced a collaboration to enhance beef production sustainability using Syngenta's Enogen® corn technology. The initiative aims to increase feed efficiency and reduce greenhouse gas emissions in beef production. Enogen® corn, an exclusive Syngenta innovation, contains an enzyme that improves cattle feed digestibility by approximately 5%, potentially reducing environmental impact. For every 1,000 beef cattle, the program could save 178 metric tons of CO2e, 28 hectares of land, 22 million liters of water, and 231,000 kilowatt-hours of energy annually. McDonald's plans to scale this program to help achieve over 164,000 metric tons CO2e reduction per year.

McDonald's reported Q3 2024 financial results with consolidated revenues of $6.9 billion, up 3% (2% in constant currencies). Global comparable sales decreased 1.5%, with U.S. up 0.3%, International Operated Markets down 2.1%, and International Developmental Licensed Markets down 3.5%. Diluted earnings per share was $3.13, a 1% decrease. The company declared a 6% increase in quarterly dividend to $1.77 per share. Systemwide sales to loyalty members across approximately 50 markets reached over $28 billion for the trailing twelve months and nearly $8 billion for the quarter.

Arcos Dorados Holdings Inc. (NYSE: ARCO), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee, has exercised its option to renew its Master Franchise Agreement (MFA) with McDonald's (NYSE: MCD). The new 20-year MFA will be effective from January 1, 2025. The agreement is expected to include:

• A Renewal Option for another 20-year MFA beginning January 1, 2045
• A royalty structure of 6.0% of Gross Sales for the first ten years, 6.25% for the next five years, and 6.5% for the final five years

Both companies believe there are significant growth opportunities in Arcos Dorados' 20 countries and territories. The Company plans to open approximately 90 to 100 restaurants in 2025.