Monday February 5, 2024, 09:45:44

MCD (Post-Call): Sales Challenges Seen Extending in 2024

By Mark Kalinowski

Earlier today, McDonald’s reported adjusted Q4 2023 EPS of $2.95, coming in ahead of our $2.88 forecast and sell-side consensus (according to Consensus Metrix) of $2.82.

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Tuesday January 30, 2024, 07:00:00

MCD: Part 2 of McDonald’s Franchisee Survey Looks at CosMc’s

By Mark Kalinowski

Today we publish part two of two of the January 2024 edition of our proprietary McDonald’s Franchisee Survey. As part of this, we asked our franchisee contacts to provide some of their initial impressions of CosMc’s, the new beverage-focused concept for which McDonald’s opened unit #1 late last year. While this first CosMc’s was opened in Illinois, the next several are planned for Texas. (The second CosMc’s in the U.S. is apparently being planned for San Antonio.) For more info:

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Thursday January 25, 2024, 07:00:00

MCD: Latest Franchisee Survey Leads to Changes in Q4E 2023 and Q1E 2024 Forecasts

By Mark Kalinowski

McDonald’s plans to release its fourth-quarter earnings before the market open on Monday, February 5th. Ahead of that, we publish part one of our two-part, proprietary McDonald’s Franchisee Survey today. Look for part two early next week.

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