Overview

• McDonald’s delivered a rebound in its second quarter with global same-store sales rising 3.8% and U.S. comps climbing 2.5% after reversing a prior-year decline.
• Yum Brands fell short of expectations as higher ingredient costs weighed on profit and Taco Bell’s U.S. same-store sales slowed to 4% growth from 5% a year earlier.
• Restaurant Brands International beat revenue forecasts with $2.41 billion in Q2 sales and saw Burger King U.S. comps rise 1.5% despite elevated marketing and supply expenses.
• Major chains are extending budget meal deals from $5 menus to buy-one-add-one offers and high-profile tie-ins like a Minecraft Movie Happy Meal to attract price-sensitive diners.
• Operators are refining promotional cadence by expanding digital loyalty programs and testing new menu innovations, including McDonald’s Snack Wrap relaunch, to sustain momentum.