According to The Kobeissi Letter, McDonald's (MCD) reported a -3.6% decline in US same-store sales for Q1 2025, marking the sharpest drop since 2020 and significantly missing analyst expectations. Same-store sales growth, a key metric for retail and restaurant investors, reflects the performance of locations open for at least 13 months; this notable shortfall signals increasing consumer weakness and may prompt bearish sentiment for MCD and related consumer stocks. Source: The Kobeissi Letter on Twitter (May 4, 2025).