Tuesday July 23, 2024, 07:00:00

MCD: Part One of Latest Franchisee Survey Leads to Updated Estimates (7/23/2024)

By Mark Kalinowski

McDonald’s plans to release its second-quarter earnings before the market open on Tuesday, July 29th. Ahead of that, we publish part one of our two-part, proprietary McDonald’s Franchisee Survey today.

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Sunday July 7, 2024, 13:38:54

MCD: Adjusting Our Forecasts (7/8/2024)

By Mark Kalinowski

This morning, we published an industry report entitled “Updating our Q2 Kalinowski Quick-Service Burger Same-Store Sales Index.” We encourage you to read that report in conjunction with this McDonald’s note.

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Saturday July 6, 2024, 13:29:12

MCD: It’s About Clucking Time

By Mark Kalinowski

As ubiquitous as it is, chicken continues to gain in popularity in multiple ways, including with quick-service consumers. McDonald’s noted on its February 5th conference call that “Our chicken category now represents $25 billion in annual Systemwide sales, on par with beef.” This is, of course, a worldwide figure. Specific to McDonald’s U.S., beef apparently maintains a lead over chicken. But no doubt, McDonald’s is working to capture more chicken market share in the U.S.

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