| Metric | Q2'25 | Q3'25 | Change |
|---|---|---|---|
| Global Comp Sales | 3.8% (vs 1.9% prior year) | 3.6% (vs 3.8% prior year) | 20 bps deceleration |
| US Comp Sales | 2.5% (vs -0.7% prior year) | 2.4% (vs 8.1% prior year) | 10 bps deceleration despite easier compares |
| IOM Comp Sales | 4.0% (vs 8.3% prior year) | 4.3% (vs 8.8% prior year) | 30 bps acceleration |
| IDL Comp Sales | 5.5% (vs 10.9% prior year) | 4.7% (vs 16.5% prior year) | 80 bps deceleration |
| Adjusted EPS | $3.19 | $3.22 | Flat in constant currency |
| Restaurant Margin Dollars | ~$4 billion | >$4 billion | First time above $4B threshold |
| US McOpCo Margins | Not disclosed | 11.5% trailing | Below targeted 14.8% despite volume growth |
| G&A Marketing Spend | Normal levels | +$40M incremental for EVM relaunch | One-time corporate subsidy |
| Food & Paper Inflation | Low-mid single digit expected | Low-mid single digit, but beef 'up a fair bit' | Inflation accelerating in key category |
| Lower Income QSR Traffic | Down double digits | Down nearly double digits | No improvement after 2 years |
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