| MCD |
Report |
Global comparable sales |
BEAT |
pred ~1.6% vs. cons 1.4% |
MEDIUM |
| MCD |
Report |
U.S. comparable sales |
BEAT |
pred ~1.1% vs. cons 0.95% |
MEDIUM |
| MCD |
Report |
Adjusted EPS |
BEAT |
pred ~$3.36 vs. cons $3.32 |
MEDIUM |
| MCD |
Guide |
Adjusted operating margin |
UNCHANGED |
guide ~46.8% vs. cons 46.8% (FY2026) |
MEDIUM |
| MCD |
Guide |
Net restaurant additions |
LOWER |
guide ~2,050 vs. cons 2,100 (FY2026) |
MEDIUM |
| MCD |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$3.8B vs. cons $3.8B (FY2026) |
HIGH |
| MCD |
Guide |
Global comparable sales growth |
LOWER |
guide ~2.3% vs. cons 2.7% (2H2026) |
LOW |
| MCD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| MCD |
Return |
5-day cumulative residual |
+0.6% (FADE) |
A modest comp and EPS beat should support the initial reaction, but implied 2H2026 global comparable-sales growth of ~2.3% vs. consensus 2.7% and net additions of ~2,050 vs. consensus 2,100 would pull out-period estimates lower and cause most of the day-1 gain to fade. |
MEDIUM |