Tag
MCD
3 articles
McDonald's Beats Q3 Estimates on Value Menu Traction; U.S. Inflection Point
McDonald's delivered $3.57 adjusted EPS versus $3.38 consensus, with U.S. comps turning positive in September as value offerings drive customer recovery
McDonald's GLP-1 Data: 84% Retention Kills the Bear Case
McDonald's internal research shows households with GLP-1 users remain loyal customers, directly contradicting investor fears of demand destruction from weight-loss drugs
McDonald's Franchisee Crisis Deepens: MCD Stock Faces Structural Headwinds
U.S. comparable sales of just 0.8 percent lag inflation as 95 percent of franchisees report declining profitability, forcing McDonald's to commit $5 billion in relief through 2030.