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MCD Earning Date, Transcript Summary & Report

McDonald's Corp
$
311.920
-1.760(-0.560%)

MCD Earnings Prediction

The chart below shows how MCD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MCD sees a -0.62% change in stock price 10 days leading up to the earnings, and a +0.84% change 10 days following the report. On the earnings day itself, the stock moves by +0.32%. This data can give you a slight idea of what to expect for the next quarter's release.

MCD Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
5.96B
-3.45%
-6.76%
Gross Margin
56.03%
0.50%
-2.71%
Operating Margin
44.58%
1.13%
-1.04%
Net Margin
31.38%
0.29%
-0.60%
EPS
2.60
-2.26%
-7.14%
No Data Available

MCD Earnings Analysis

McDonald's Corp Corporation (MCD.N) Earnings Conference Call

Positive

  • Earnings Beat Expectations: McDonald’s Corporation beats earnings expectations with reported EPS of $2.67, exceeding expectations of $2.66.

  • Competitive Advantage Strategy: Despite a challenging QSR industry environment, McDonald’s expects to outperform competitors by leveraging brand strength and global scale.

  • Value Proposition Expansion: The company has expanded its value proposition with everyday affordable price menus and entry-level meal bundles in major international markets.

  • McValue Platform Launch: The launch of the McValue platform in the U.S. aims to provide compelling value to consumers, similar to successful menus in other countries.

  • Operational Excellence and Innovation: McDonald’s is focused on operational execution and innovative product introductions to enhance customer experience.

Negative

  • Sales Performance Decline: Global comp sales declined by 1% in the first quarter, indicating a drop in overall performance.

  • QSR Industry Traffic Decline: QSR industry traffic fell more than anticipated, particularly in large markets like the U.S.

  • Decline in Low-Income Traffic: Traffic from low-income consumers in the U.S. was down nearly double-digits compared to the prior year quarter, highlighting economic strain.

  • Middle-Income Consumer Decline: Middle-income consumer traffic also fell significantly, suggesting broader economic pressures affecting more demographics.

  • Economic Disparity and Consumer Anxiety: The divided U.S. economy is evident, with low and middle-income consumers facing inflation and economic anxiety, impacting their spending.

  • Consumer Traffic Challenges: Despite efforts to enhance value propositions, the overall traffic decline indicates challenges in attracting consumers.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

MCD FAQs

How does MCD typically perform around its earnings report dates?

MCD's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -0.62% change leading up to the report and a +0.84% change in the 10 days following the release.

Is McDonald's Corp (MCD) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

MCD Earnings Deck

McDonald’s Corporation (NYSE:MCD) Q1 2025 Earnings Call Transcript

MCD Earning Call Sentiment

McDonald’s Corporation (NYSE:MCD) Q1 2025 Earnings Call Transcript

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MCD.N

-0.56%
Positive
The earnings call presents mixed signals: a slight EPS increase and shareholder returns are positive, but declining sales and economic pressures are concerning. The Q&A reveals management's optimism about future growth and value offerings, yet uncertainties remain, especially with low and middle-income consumer challenges and the McValue platform's mixed success. The $2 billion share buyback and dividend program provide some support, but overall, the sentiment is balanced by macroeconomic risks and market traffic declines, leading to a neutral outlook for the stock price.