McDonald’s value push and bigger burgers drive larger orders

Published Thu, May 7, 2026 · 09:12 PM

MCDONALD’S is reeling in diners with souped-up value offerings and bigger burgers, leading to larger orders even in the face of economic pressures.

Revenue of US$6.5 billion surpassed the average analyst estimate, and adjusted earnings per share of US$2.83 were also higher than expected.

The shares rose 3.5 per cent at 8.12 am in premarket trading in New York. The stock has fallen 7 per cent this year to date, as of Wednesday’s close. 

McDonald’s said bigger orders bolstered results in the US.

In the quarter, the chain debuted a pricier “hearty” Big Arch burger, which costs as much as US$10 in some New York and Chicago restaurants. The chain is promoting pop culture-inspired items for those looking to splurge. Last quarter, this included a Happy Meal with a mini Crocs keychain and a limited-time Shamrock Shake. 

At the same time, the company has sharpened its value pitch to appeal to diners buckling under years of inflation, and now, higher petrol prices due to the war in Iran. McDonald’s recently overhauled its US value menu to highlight several items under US$3, such as the Sausage McMuffin, along with a US$4 breakfast combo.

It’s also focusing on the red-hot beverages category with a new lineup of specialty drinks such as a blackberry passion fruit lemonade. 

Sales at established restaurants rose 3.8 per cent in the first quarter, slightly below the average of estimates compiled by Bloomberg.

The results show a rebound from a year ago, when consumer confidence wavered in anticipation of new tariffs by the Trump administration. 

McDonald’s results stand in contrast with Shake Shack, which on Thursday reported revenue that missed the average analyst estimate as inclement weather and a weak consumer backdrop dampened sales. 

Shake Shack’s profits also took a hit from higher beef costs, among other expenses. The stock dropped as much as 22 per cent in Thursday premarket trading. BLOOMBERG