Overview

McDonald’s reported robust Q4 earnings, surpassing Wall Street estimates with $3.12 EPS and $7 billion in revenue, fueled by value promotions and marketing initiatives. Same-store sales grew 6.8% in the U.S. and 5.7% globally, driven by efforts like the relaunch of Extra Value Meals and holiday campaigns. The company's focus on value and customer engagement has strengthened traffic and affordability scores, positioning it for continued growth in 2026 with plans for 2,100 new restaurant openings globally.

Lyft's Q4 earnings and 2025 outlook disappointed investors, with shares dropping 14%. Severe U.S. winter storms impacted demand, while 2025 operating loss projections defied profit expectations. Despite a $1 billion share buyback announcement, weak forecasts overshadowed Lyft's revenue growth in premium ride offerings and partnerships.

Coca-Cola reported a 3% premarket share drop despite a 2% increase in net sales for Q4, driven by a 5% organic revenue growth. While demand for premium drinks like Smartwater and Fairlife rose, overall volumes remained flat. The company forecasts modest growth of 4%-5% in organic revenue and 7%-8% in earnings per share through 2026, as inflation impacts consumer spending habits.

Stock futures saw modest gains with the Dow Jones hovering near a record high. Investors regained confidence in tech stocks following recent pullbacks, while key economic data, including retail sales and jobs reports, remain in focus. Meanwhile, earnings season continues with Coca-Cola, Ford, and CVS Health leading the docket. Bitcoin and gold faced mixed performance, reflecting ongoing market volatility.