Tuesday June 29, 2021, 16:21:52

DPZ: Could the Long-Term Unit Outlook be More than the Street Expects?

By Mark Kalinowski

Are signs starting to emerge that Domino’s long-term worldwide unit growth potential could be meaningfully higher than the Street currently believes?

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Tuesday May 11, 2021, 12:51:00

MCD: A Typical U.S. Franchised Restaurant’s Annual Income Statement

By Ryan D. Lavender

Clients sometimes ask us what the detailed income statement of a typical McDonald’s U.S. franchisee looks like. What follows is our best efforts to put together a typical, detailed income statement for the “average” U.S. McDonald’s standard-size franchised store.

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Thursday April 29, 2021, 13:10:00

MCD (Post-Call): Robust Results Across the McBoard

By Ryan D. Lavender

Earlier today, McDonald’s reported Q1 adjusted EPS of $1.92, above our $1.86 forecast and sell-side consensus (according to Consensus Metrix) of $1.82. The EPS outperformance was driven by better-than-expected same-store sales in each of McDonald’s three major business segments.

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