Tuesday November 7, 2023, 07:00:00

MCD: Updating Our Forecasts

By Mark Kalinowski

Following the October 7th acts of war by Hamas that included the murders of 1,400+ individuals in Israel, the official Twitter** account of McDonald’s Israel commented multiple times that it has provided free meals to members of the IDF (Israel Defense Forces). For example, McDonald’s Israel tweeted** on October 17th that “From the first day of the war, McDonald’s Israel has donated 100,000 meals to the IDF, security forces, hospitals, and the residents of the surrounding area.” (translated from Hebrew)

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Monday October 30, 2023, 09:57:41

MCD (Post-Call): What Did the ‘90s Rapper Order at McDonald’s? The McHammer

By Mark Kalinowski

Earlier today, McDonald’s reported adjusted Q3 EPS of $3.19, surpassing our $3.06 forecast and sell-side consensus (according to Consensus Metrix) of $3.01.

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Monday October 23, 2023, 07:00:00

MCD: Part 2 of McDonald’s Franchisee Survey Looks at California’s AB 1228

By Mark Kalinowski

Today we publish part two of two of the October 2023 edition of our proprietary McDonald’s Franchisee Survey. This report examines California’s AB 1228, recently signed into law:

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