Wednesday April 23, 2025, 07:00:00
McDonald’s plans to release its first-quarter earnings before the market open on Thursday, May 1st. Ahead of that, we publish part one of our two-part, proprietary McDonald’s Franchisee Survey today.
Thursday March 27, 2025, 07:00:00
This morning, we published an industry report entitled “Updating our Q1 Kalinowski Quick-Service Burger Same-Store Sales Index.” We encourage you to read that report in conjunction with this McDonald’s note.
Monday February 10, 2025, 10:19:07
Earlier today (Monday), McDonald’s reported adjusted Q4 EPS of $2.83. This was fairly close to our $2.85 forecast and sell-side consensus (according to Consensus Metrix) of $2.84. We calculate that the adjusted Q4 tax rate was 19.9%. This was more favorable than our 20.5% projection and consensus of 20.6%. The lower-than-forecast tax rate helped Q4 EPS by about +2 cents, relative to our projection.
Wednesday July 9, 2025
Monday July 7, 2025
Wednesday July 2, 2025
Wednesday July 9, 2025
Monday July 7, 2025
Wednesday July 2, 2025