| MCD |
Report |
Global comparable sales |
MISS |
pred ~0.3% vs. cons 1.4% |
MEDIUM |
| MCD |
Report |
U.S. comparable sales |
MISS |
pred ~-0.4% vs. cons 0.95% |
MEDIUM |
| MCD |
Report |
Adjusted EPS |
IN-LINE |
pred ~$3.34 vs. cons $3.32 |
MEDIUM |
| MCD |
Guide |
FY2026 operating margin |
LOWER |
guide ~46.0% vs. cons 46.5% (FY2026) |
MEDIUM |
| MCD |
Guide |
FY2026 net restaurant additions |
UNCHANGED |
guide ~2,100 vs. cons 2,100 (FY2026) |
HIGH |
| MCD |
Guide |
FY2026 foreign-exchange EPS benefit |
UNCHANGED |
guide ~$0.25 vs. cons $0.25 (FY2026) |
MEDIUM |
| MCD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| MCD |
Return |
5-day cumulative residual |
-1.2% (FADE) |
A ~0.3% global-comp result versus 1.4% consensus and softer U.S. traffic should create an initial ~-2.8% residual reaction, but ~$3.34 EPS versus $3.32 consensus plus largely intact 2,100-unit and ~$0.25 FX guidance limits out-period estimate cuts; the five-day residual should fade toward ~-1.2% versus a 0.0% neutral residual. |
MEDIUM |