| MCD |
Report |
U.S. Comparable Sales (Q2 2026) |
BEAT |
pred ~+1.5% vs. cons +0.76% (VA, Aug 3 2026) |
MEDIUM |
| MCD |
Report |
U.S. Company-Operated Restaurant Margin (Q2 2026) |
MISS |
pred ~11.2% vs. cons 11.44% (VA, Aug 3 2026) |
MEDIUM |
| MCD |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$3.40 vs. cons $3.32 (VA, Aug 3 2026) |
MEDIUM |
| MCD |
Guide |
Operating EPS (FY 2026) |
UNCHANGED |
guide ~$12.91 reaffirm vs. cons $12.91; implied H2 $6.68 vs. H2 cons $6.36 — mild implicit raise |
MEDIUM |
| MCD |
Guide |
U.S. Comparable Sales — Q3 tone (Q3 2026) |
UNCHANGED |
guide +1-2% cautious vs. implied cons ~+1.5%; food safety industry caution flagged |
LOW |
| MCD |
Guide |
Refranchising / McOpCo update (FY 2026) |
UNCHANGED |
no pre-announcement; Sept Investor Day held as venue; mild negative tone vs. elevated expectations |
HIGH |
| MCD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| MCD |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
STABILIZE — out-period math mildly positive (FY reaffirm implies H2 above cons $6.36); U.S. margin miss offsets; rising-but-low short base provides minor bid on cover |
MEDIUM |