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.

Read more

Wednesday October 19, 2022, 07:00:00

MCD: Franchisee Survey Part One, Updating Forecasts

By Mark Kalinowski

McDonald’s plans to release its Q3 earnings before the market open on Thursday, October 27th. Ahead of that, we publish part one of our two-part, proprietary McDonald’s Franchisee Survey today. (Look for part two, which will discuss McDonald’s potential sales performance in a possible 2023 recession, either later this week or early next week.)

Read more

Monday October 17, 2022, 07:00:00

MCD: McDonald’s Top 25 Markets for 2022E Operating Profits

By Mark Kalinowski

With this note, we take a look at the geographical breakdown of our full-year 2022E McDonald’s operating income forecast of $10.543 billion.

Read more