"McDonald's Q4 leaned hard on affordability, with U.S. comps jumping 6.8% and International Operated Markets growing 5.2%. Loyalty is the quiet engine, with annual systemwide sales to members approaching $37 billion."
"Starbucks looks earlier in its arc, with Brian Niccol's 'Back to Starbucks' plan moving U.S. transaction comps positive for the first time in eight quarters, but the cost of that progress shows up on the income statement."
"McDonald's just raised its quarterly dividend to $1.86, supported by $7.19 billion of free cash flow and a franchised model where roughly 90% of restaurant margin dollars come from franchisees."
"Starbucks pays $0.62 quarterly across 63 consecutive quarters, but the most recent raise was just a penny, reflecting challenges with negative shareholders' equity of $8.39B."
McDonald's reported a 5.7% increase in global comparable sales, driven by affordability and a strong loyalty program, while Starbucks topped revenue but missed profit expectations due to turnaround spending. McDonald's U.S. comparable sales rose 6.8%, and international markets grew 5.2%. Starbucks saw positive U.S. transaction comps for the first time in eight quarters, with global comps up 4%. However, Starbucks' operating margin contracted significantly, and net income fell sharply year over year, contrasting with McDonald's robust free cash flow and dividend increase.
Read at 24/7 Wall St.
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