Tuesday April 18, 2023, 07:00:00

MCD: Latest Franchisee Survey Highlights Robust Same-Store Sales Trends

By Mark Kalinowski

McDonald’s plans to release its Q1 earnings before the market open on Tuesday, April 25th. Ahead of that, we publish part one of our two-part, proprietary McDonald’s Franchisee Survey today. Look for part two later this week.

Read more

Wednesday March 29, 2023, 07:00:00

MCD: Updating Our Forecasts (Again) for McDonald’s

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.

Read more

Monday February 20, 2023, 08:55:38

MCD: Updating Our Forecasts

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.

Read more