Wednesday February 8, 2023, 11:31:47
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.
Tuesday January 31, 2023, 09:48:54
Earlier today, McDonald’s reported Q4 EPS of $2.59, ahead of our $2.48 estimate and sell-side consensus (according to Consensus Metrix) of $2.46. Factors helping EPS in Q4 included robust same-store sales, higher-than-expected nonoperating income, and a more favorable tax rate than anticipated. On the other hand, SG&A/Revenues came in higher (worse) than expected.
Wednesday January 25, 2023, 07:00:00
Today we publish part 2 of 2 of the January 2023 edition of our proprietary McDonald’s Franchisee Survey. This report focuses on franchisees’ thoughts as to the “Best Burger” (a.k.a. “Better Burger”) initiative – involving cooking with smaller batches of beef patties, adding onions while the burgers are on the grill, etc. — that McDonald’s is implementing in the U.S. over the first six months of the year. This report also provides some general thoughts from the franchisees about any topic currently at the forefront of their minds.
Tuesday December 24, 2024
Thursday December 19, 2024
Tuesday December 24, 2024
Thursday December 19, 2024