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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Wednesday December 27, 2023, 07:00:00

MCD: Updating Our Forecasts (12/27/2023)

By Mark Kalinowski

Back on September 5th, we published a report looking at some recent currency-translation effects on McDonald’s quarterly EPS. That report included our formula for projection the currency effect on a given quarter’s EPS, and is available at:

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Wednesday December 6, 2023, 16:26:30

MCD: Analyst Meeting Highlights Unit Growth, Digital, and Other Opportunities

By Mark Kalinowski

McDonald’s hostied an Analyst Meeting in Chicago today. On the whole, we view the contents favorably (e.g., new unit growth targets above consensus, a greater emphasis on chicken, and digital investments that should continue to pay off nicely). The related press release that McDonald’s issued can be viewed at:

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