McDonald's Holiday Menu Drives Visit Surge in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Source: stocktwits
- Holiday Menu Impact: McDonald's 'Grinch' holiday menu, launched after the Boo Bucket merchandise drop in October, significantly boosted visits during the busiest week of 2025 on December 1, marking the largest year-over-year increase in weekly visits.
- Consumer Trends: CEO Chris Kempczinski highlighted a bifurcated consumer base, with quick-service restaurant traffic from lower-income consumers declining nearly double digits in Q3, while higher-income traffic grew by double digits, indicating ongoing pressures expected to last into 2026.
- Market Performance: Despite McDonald's shares rising nearly 8% in 2025, they underperformed compared to the S&P 500 ETF's 17% increase, reflecting the ongoing challenges faced by the restaurant industry amid high inflation and supply chain issues.
- Promotional Strategy: Placer.ai noted that for 2026, effective promotions must stand out beyond everyday value, as discounts remain effective but need to be more compelling to drive consumer engagement and spending.
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Analyst Views on MCD
Wall Street analysts forecast MCD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MCD is 337.63 USD with a low forecast of 300.00 USD and a high forecast of 375.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
23 Analyst Rating
12 Buy
11 Hold
0 Sell
Moderate Buy
Current: 312.800
Low
300.00
Averages
337.63
High
375.00
Current: 312.800
Low
300.00
Averages
337.63
High
375.00
About MCD
McDonald's Corporation is a global foodservice retailer. Its segment includes U.S., International Operated Markets, and International Developmental Licensed Markets & Corporate. The U.S. segment is its largest market and is 95% franchised. The International Operated Markets segment is comprised of markets, or countries in which it operates and franchises restaurants, including Australia, Canada, France, Germany, Italy, Poland, Spain, and the United Kingdom. This segment is 89% franchised. The International Developmental Licensed Markets & Corporate segment is comprised of developmental licensee and affiliate markets, including equity method investments in China and Japan. This segment is 99% franchised. Its menu features hamburgers and cheeseburgers, the Big Mac, the Quarter Pounder with Cheese, the Filet-O-Fish, and several chicken sandwiches, such as the McChicken and McCrispy as well as Chicken McNuggets, Fries, shakes, sundaes, cookies, soft drinks, coffee, and other beverages.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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