Tuesday January 7, 2025, 07:00:00
MCD: Adjusting Our Forecasts (1/7/2025)
Quick-Service Burger Same-Store Sales Index.” We encourage you to read that report in conjunction with this McDonald’s note.
Tuesday October 29, 2024, 09:53:56
MCD (Post-Call): Management Acknowledges Same-Store Sales Impact from E. Coli Issues
Earlier today, McDonald’s reported adjusted Q3 EPS of $3.23. This matched our $3.23 forecast, and was two cents above sell-side consensus (according to Consensus Metrix) of $3.21.
Thursday October 24, 2024, 07:00:00
MCD: Franchisee Survey Part 2 Examines the Big Arch Burger’s Potential in the U.S.
McDonald’s plans to release its third-quarter earnings before the market open on Tuesday, October 29th. Today we publish part two of two of the October 2024 edition of our proprietary McDonald’s Franchisee Survey. As part of this, we asked our franchisee contacts to provide some commentary about the Big Arch burger. This larger, more satiating burger is currently in test in Canada, Germany, and Portugal. What do our U.S.-based franchisee contacts think about the possibility of the Big Arch being rolled out in the U.S. at some point.