McDonald's Q3: US comps -0.2% while Placer.ai says visits fell 4.6%, so the average check had to rise about 4.6%
McDonald's (MCD) reported Q3 Wednesday morning. EPS beat but revenue missed and US comparable sales fell 0.2%, the first drop in six quarters.
Placer.ai estimates US visits fell 4.6%. If so, the average check rose about 4.6% just to reach -0.2%. Fewer people are paying more per visit. Not financial advice.
https://money.usnews.com/investing/news/articles/2026-11-04/mcdonalds-us-sales-decline-for-first-time-in-six-quarters-despite-value-push
Sources: McDonald's Q3 2026 release: global comps +1.5%, US comps -0.2%, adjusted EPS $3.57, dividend raised 4% to $1.93 · AP: McDonald's US same-store sales slip as low-income diners pull back · @wallstengine: MCD Q3 adj EPS $3.57 vs est, revenue $7.16B vs est, US comps -0.2%
Not financial advice. For informational and educational purposes only.
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