McDonald's U.S. sales dip as customers weigh in on rising costs

Chicago-based McDonald's reported a decline in U.S. same-store sales during the third quarter of 2026. The drop reflects a challenging period for consumers facing higher gas prices and the general cost of living. The company released the figures on Wednesday, confirming that traffic at locations open for at least a year fell 0.2% from July through September.

This represents the first retreat in sales for the chain since early 2025, although it was less severe than the 0.5% decrease anticipated by Wall Street analysts. The decline occurred despite the company's efforts to restore in-app deals and focus marketing strategies on value. These initiatives helped push U.S. same-store sales back into positive territory in September, according to the report.

The pressure on fast food companies is evident across the industry. Revenue Management Solutions, a restaurant industry consultant, noted that third-quarter foot traffic fell 2.6% across the entire U.S. fast food sector. McDonald's Chairman and CEO Chris Kempczinski acknowledged the economic headwinds during an investor presentation last month. "This is the environment that we're in right now. You have to be on your game and deliver that value," Kempczinski said. He added, "The pressure around cost of living isn't going away."

While the U.S. market contracted, McDonald's global same-store sales rose 1.3% in the same period. Strong performance in Germany and Australia helped offset weakness in France, a market affected by protests that began in September. Total revenue for the quarter increased by 1% to $7.16 billion, falling short of the $7.28 billion expected by analysts. Net income climbed 9% to $2.49 billion.

After adjusting for one-time items, the company reported an earnings per share of $3.57. This figure exceeded the analyst forecast of $3.38 per share. McDonald's shares rose more than 2% before the opening bell on Wednesday, reflecting investor confidence in the company's adjusted profitability despite the slowdown in American sales.