McDonald's Japan reports robust Q3 growth, 40 quarters of sales momentum

McDonald's Holdings Company (Japan) reported strong consolidated financial results for the third quarter ended September 30, 2025. Total system-wide sales increased by 44,252 million yen year-over-year to 660,563 million yen, a 7.2% rise, while net sales grew by 2.9% to 312,325 million yen. The company's operating income for the period increased by 15.5% to 42,901 million yen, with ordinary income up 12.6% to 42,430 million yen, and net income attributable to shareholders rising 11.3% to 26,992 million yen.

Existing store sales for the third quarter saw a 5.7% increase, reflecting a 4.0% rise in existing store customer numbers and a 1.6% increase in average spending per customer. This marks the 40th consecutive quarter of existing store sales growth since Q4 2015. Strategic investments in marketing, stores, and human resources, coupled with improved QSC (Quality, Service, Cleanliness) and convenience, were key drivers.

Despite rising store operating costs, enhanced operational efficiency contributed to the strong profit growth. The full-year consolidated earnings forecast for the fiscal year ending December 2025 remains unchanged from the announcement made on August 8, 2025.