Tuesday December 20, 2022, 07:00:00

MCD: Updating Our Projections

By Mark Kalinowski

With this note, we update some of our same-store sales and EPS projections for McDonald’s. Factors driving these updates include:

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Thursday October 27, 2022, 09:42:57

MCD (Post-Call): October U.S. Comps Expected to be Up by Low Double Digits

By Mark Kalinowski

Earlier today, McDonald’s reported Q3 EPS of $2.68, ahead of our $2.62 projection and sell-side consensus (according to Consensus Metrix) of $2.58.

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Monday October 24, 2022, 07:00:00

MCD: Franchisee Survey Part Two Examines Possible Sales During a Recession

By Mark Kalinowski

Today we publish part 2 of 2 of the October 2022 edition of our proprietary McDonald’s Franchisee Survey. This report focuses on franchisees’ thoughts as to how sales trends might fare should. There be a recession for part or all of 2023. This report also provides some general thoughts from the franchisees about any topic currently at the forefront of their minds.

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