The Rundown McDonald’s Sales Surge, Kraft Heinz Pauses Split
7 snips
Feb 12, 2026 Markets wobble as AI fears hit financial and software stocks. McDonald’s posts a big U.S. same-store sales gain driven by value promos and expansion plans. Kraft Heinz halts its planned breakup and pledges $600M to jumpstart growth. Viking Therapeutics moves an oral obesity drug toward Phase 3. Cisco beats revenue forecasts but signals margin pressure and cautious AI demand.
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AI Hype Is Now Causing Market Headwinds
- Market reaction to AI has flipped: breakthroughs now often trigger selling, not rallies.
- Financials, real estate, and software stocks continue to face pressure from AI disruption concerns.
Value-Driven Turnaround At McDonald's
- McDonald's U.S. same-store sales surged 6.8%, the fastest growth in over two years.
- Lowering prices and reintroducing value promos brought customers back and lifted traffic and ticket size.
Use Promotions And Add-Ons To Regain Customers
- Do lean into lower prices and timely promotions to win back customers when traffic falls.
- Focus on higher-margin add-ons like beverages to improve profitability while offering value.