Per Sensor Tower data, McDonald's mobile DAUs increased 21% YoY through the first 11 months of 2023, showing a strong correlation with the company's stock performance. Approximately 85% of fluctuations in McDonald's stock price between 2019 and 2023 may be linked to shifts in the app's DAUs. Taco Bell leads the US QSR space in app stickiness growth, while McDonald's leads in active user growth. Taco Bell's increase in app stickiness may be driven by its audience of PC and console gamers.