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November 5, 2025
財經

麥當勞Q3同店銷售優預期 平價促銷支撐成長

麥當勞 (McDonald’s) 週三公布第三季財報,全球同店銷售成長優於市場預期,在平價促銷策略支撐下,美國市場表現持穩。

根據麥當勞財報,美國市場第三季同店銷售較去年同期成長 2.4%,主要受到每位顧客平均消費金額上升帶動。相比第二季同店銷售年增 3.8%,第三季需求動能有所放緩。

麥當勞近期加大優惠與價格調整,包括 8 月下調部分品項售價,以及推出「買一加購 1 美元」活動,涵蓋香腸比司吉堡與雙層起司漢堡等品項,以吸引對價格更敏感的消費者。

然而,實體來客數仍有壓力,7 月至 9 月期間全美到店訪客量較去年同期減少 3.5%,略遜於速食業平均 2.3% 的降幅。第三季全球同店銷售成長 3.6%,優於市場預估 3.55%。

由於日本、德國與澳洲表現亮眼,帶動國際市場銷售年增 4.3%。不過,麥當勞第三季營收調整後每股盈餘為 3.22 美元,略低於分析師預估的 3.33 美元,顯示消費力放緩仍構成壓力。

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