Tuesday July 20, 2021, 17:21:31

MCD: McDonald’s Franchisee Survey Leads to Updated Estimates

By Mark Kalinowski

McDonald’s plans to release its Q2 earnings before the market open on Wednesday, July 28th. For Q2E, we retain our existing McDonald’s U.S. same-store sales forecast of +24.3%. According to Consensus Metrix data, sell-side consensus has drifted upward in recent days to +24.0% — nearly coming to equal the Q2E projection we went to this past April 22nd.

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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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