Tuesday April 25, 2023, 09:39:09

MCD (Post-Call): Who is Ronald McDonald’s Favorite Rock Star? McJagger

By Mark Kalinowski

Earlier this morning, McDonald’s reported its Q1 adjusted EPS amounted to $2.63, meaningfully above our $2.40 projection and sell-side consensus (according to Consensus Metrix) of $2.33. We calculate that the adjusted tax rate came to 19.4%, which was more favorable than our 21.0% estimate and consensus of 21.0%. By our math, the more favorable tax rate added about +5 cents to adjusted EPS, relative to our estimate.

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Wednesday April 19, 2023, 08:31:15

MCD: Part Two of McDonald’s Franchisee Survey Discusses the Chicken Big Mac

By Mark Kalinowski

Today we publish part two of two of the April 2023 edition of our proprietary McDonald’s Franchisee Survey. This report examines whether McDonald’s U.S. should launch a Chicken Big Mac nationwide, or not. This report also provides some general thoughts from the franchisees about any topic currently at the forefront of their minds.

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Wednesday April 19, 2023, 07:41:00

MCD: Part 2 of McDonald’s Franchisee Survey Discusses the Chicken Big Mac

By Mark Kalinowski

Today we publish part two of two of the April 2023 edition of our proprietary McDonald’s Franchisee Survey. This report examines whether McDonald’s U.S. should launch a Chicken Big Mac nationwide, or not. This report also provides some general thoughts from the franchisees about any topic currently at the forefront of their minds.

Read more