McDonald’s sales in the US are slowing after deal fatigue
Key Points:
- McDonald’s reported its slowest US sales growth since 2025, with only a 0.8% increase in the second quarter, attributing the slowdown to slower service caused by numerous recent value-focused promotions.
- CEO Chris Kempczinski acknowledged that the US business “slowed significantly” and that multiple simultaneous promotions overwhelmed restaurants, reducing operational efficiency and increasing customer wait times.
- The company’s aggressive push on value deals, including a revamped $3 menu and themed promotions, led to mixed participation from franchisees and some price adjustments, which negatively impacted visits from loyal customers.
- In response, McDonald’s plans to introduce new app-based promotions to re-engage frequent customers and increase marketing on proven value meals, while also re-evaluating its menu and making leadership changes after the disappointing quarter.