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August 6, 2025
財經

平價餐與促銷助攻 麥當勞Q2同店銷售優預期

麥當勞 (McDonald’s) 周三 (6 日) 盤前公布 第二季財報,受惠於美國與國際市場需求回升,以及平價餐與流行文化聯名促銷,帶動營收及客流增加,該季全球同店銷售成長 3.8%,高於市場預期的 2.4%,結束連續四季的疲弱或停滯。

根據財報,美國市場銷售年增 2.5%,扭轉首季頹勢。麥當勞推出「5 美元超值餐」、買一加購一美元方案等平價選項,吸引受經濟不確定性影響的消費者。

同時,與《Minecraft》電影的快樂兒童餐聯名活動,以及 Squishmallows 主題限量餐點,也進一步拉動客流。

數據顯示,麥當勞第二季客流量年增 0.8%,優於快餐業整體下滑 0.7% 的趨勢。分析師指出,麥當勞善用「平價、懷舊與限時促銷」策略,在競爭激烈的快餐市場中脫穎而出。

財報顯示,麥當勞國際市場銷售年增 4%,日本、英國、加拿大與法國需求回溫。第二季經調整後每股盈餘 (EPS) 報 3.19 美元,年增 7%,優於市場預估的 3.15 美元,營收同樣超過預期。

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