Updated
Updated · USA TODAY · Aug 11
Taco Bell Lifts Same-Store Sales 7% as McDonald's Gains 1.3% on Discounts Alone
Updated
Updated · USA TODAY · Aug 11

Taco Bell Lifts Same-Store Sales 7% as McDonald's Gains 1.3% on Discounts Alone

3 articles · Updated · USA TODAY · Aug 11

Summary

  • Taco Bell posted a 7% same-store sales increase in the quarter, far outpacing McDonald's 1.3% global comparable-sales gain as U.S. fast-food demand stayed pressured.
  • Its $5, $7 and $9 meal boxes drew budget-conscious diners, but new menu items, clearer value and smoother execution helped lift spending beyond entry-level deals.
  • McDonald's said loyal customers drove about two-thirds of its traffic shortfall, with CEO Chris Kempczinski blaming execution rather than the value strategy itself.
  • Wendy's and Wingstop showed the limits of heavy promotions: Wendy's U.S. same-restaurant sales fell 7% and it withdrew guidance, while Wingstop's U.S. same-store sales dropped 7.5% despite $1 wings.
  • Burger King, Domino's and Chipotle also suggested the broader lesson from the quarter: value still matters, but convenience, product quality and menu innovation now matter just as much.

Insights

Why did McDonald's quietly eliminate popular digital discounts, and can its new strategy win back alienated loyalists?
With a major leadership shakeup, can McDonald's fix its internal franchisee rebellion before the 2027 turnaround deadline?