McDonald's (MCD.US) new Big Mac sandwich is a hit, and could boost same-store sales in the U.S.

McDonald's (MCD.US) new Big Arch sandwich is expected to be a successful addition to the company's menu and a potential threat to burger chains under Restaurant Brands International (QSR.US) such as Burger King, Hardee's, Wendy's (WEN.US), Jack in the Box (JACK.US) and Shake Shack (SHAK.US).

"The new sandwich is McDonald's response to customers who want more delicious, high-quality ingredients in their burgers, which is what McDonald's fans love," the company said in a press release. The Big Arch sandwich features two beef patties, three slices of processed white cheese, crispy onions, onion rings, pickles, lettuce, and a new Big Arch sauce. The sandwich is currently available in specific international markets such as Canada and Portugal, with the aim of meeting the needs of big eaters by enhancing taste and size. In addition, the reviews of the Big Arch sandwich on social media platforms such as Instagram, TikTok, Facebook, and X have been generally positive so far.

Analyst Andrew Charles of TD Cowen said that the sandwich does not contradict McDonald's intention to provide larger burgers for big eaters. The analyst and his team said they are looking forward to the sandwich entering the US. Although McDonald's has not yet determined whether it will launch the sandwich in the US in 2025 or later.

If McDonald's launches the Big Arch sandwich in the US in the future, it may boost the company's same-store sales in the US, where its same-store sales in the second quarter were negative. Analysts have recently become more cautious about many restaurant stocks due to concerns about macroeconomic pressures faced by low- and middle-income consumers.