Wednesday March 29, 2023, 07:00:00
By Mark Kalinowski
Back on February 20th, we raised some of our same-store sales and EPS estimates for McDonald’s, based on what appeared to have been very good domestic same-store sales trends for January and the beginning of February, helped by factors such as favorable year-over-year weather, and lapping the Omicron variant of Covid.
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Monday February 20, 2023, 08:55:38
By Mark Kalinowski
Along with much of the U.S. restaurant industry, McDonald’s likely enjoyed an outstanding January in terms of U.S. same-store sales, helped by various factors including (1) favorable year-over-year weather, and (2) lapping Omicron.
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Wednesday February 8, 2023, 11:31:47
By Mark Kalinowski
McDonald’s has enjoyed numerous, sizable successes over the decades. Nevertheless, our proprietary McDonald’s Franchisee Survey has – for numerous years – highlighted that at times, relations between McDonald’s corporate and the U.S. franchisee base can be strained. Of course, we are not the only sources of such info highlighting franchisee discontent — and even anger.
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