MCD Our Latest Proprietary McDonald’s Franchisee Survey Says…

By Mark Kalinowski Published on January 25, 2019 at 12:00 AM

Based on the results of our latest proprietary McDonald’s Franchisee Survey, we adjust our Q4E U.S. same-store sales forecast upward by +40 basis points, to +2.6%. In the previous 79 iterations of the McDonald’s Franchisee Survey, the survey result has been within 200 basis points of the McDonald’s U.S. same-store sales number reported shortly thereafter 72 times (91.1% of the time), and within 100 basis points of the McDonald’s U.S. same-store sales number reported shortly thereafter 55 times (69.6% of the time).

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Tidbits re Taco Bell (owned by YUM), DPZ, and MCD 1.19

By Mark Kalinowski Published on January 22, 2019 at 12:00 AM

We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Domino’s (DPZ; Buy), and McDonald’s (MCD; Buy):

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Tidbits re MCD, Applebee’s (owned by DIN), and WEN

By Mark Kalinowski Published on January 14, 2019 at 12:00 AM

We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Applebee’s (owned by Dine Brands [DIN; Buy]), and Wendy’s (WEN; Neutral):

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