Monday April 8, 2024, 07:00:00

MCD: Adjusting Our Forecasts (4/8/2024)

By Mark Kalinowski

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.

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Thursday April 4, 2024, 10:22:54

MCD: Details on Menu Price Increases at 25 McDonald’s Restaurants in California

By Mark Kalinowski

Over the course of this week, we have previously published notes detailing menu-price increases at 25 Chipotle Mexican Grill restaurants in California, 20 Starbucks locations in California, 25 Taco Bells in California, 25 Wendy’s in California, and 25 Burger Kings in California.

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Tuesday March 26, 2024, 07:38:03

MCD: How Much in Sales Could the Krispy Kreme Partnership Add?

By Mark Kalinowski

Earlier today, McDonald’s and Krispy Kreme (KREM; Not Rated) announced that they “are teaming up for a national expansion. Fans will begin spotting Krispy Kreme doughnuts in their local McDonald’s restaurants later this year as part of a phased market rollout across the country. Nationwide availability at participating restaurants is expected by the end of 2026. Three of Krispy Kreme’s most popular doughnuts will be delivered fresh to McDonald’s restaurants every day. They’ll be available individually, or in boxes of six, starting at breakfast and lasting throughout the day – while supplies last.” For more info:

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