Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brian Harbour | Morgan Stanley | 6 | 17% |
| Lauren Silberman | Deutsche Bank | 6 | 0% |
| Dennis Geiger | UBS | 6 | 0% |
| Jeff Bernstein | Barclays | 6 | 17% |
| Sara Senatore | Bank of America | 6 | 0% |
| Dave Tarantino | Robert W. Baird | 6 | 0% |
| Jon Tower | Citigroup | 6 | 0% |
| John Ivankoe | JPMorgan | 6 | 0% |
| Andy Charles | TD Cowen | 5 | 40% |
| Dave Palmer | Evercore ISI | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 6 | 0% |
| Barclays | 1 | 6 | 17% |
| Citigroup | 1 | 6 | 0% |
| Deutsche Bank | 1 |
| 6 |
| 0% |
| JPMorgan | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 17% |
| Robert W. Baird | 1 | 6 | 0% |
| UBS | 1 | 6 | 0% |
Global comps grew 3.8% with system-wide sales up 6% in constant currency as the McValue platform continued driving U.S. traffic and affordability positioning. Adjusted EPS of $2.83 included a $0.13 FX benefit while adjusted operating margin was 46%, with beef inflation pressuring franchisee profitability. Full-year 2026 financial targets were reaffirmed as outlined in February.
Demand | Product Launch | Pricing | Margin | Cost Pressure | Geographic Expansion | Macroeconomic | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 2 | 3 | 2 | 1 | 2 | |
| 2025Q1 | 6 | 5 | 4 | 2 | 2 | 2 | ||
| 2025Q2 | 6 | 4 | 2 | 2 | 1 | 2 | 1 | 1 |
| 2025Q3 | 7 | 2 | 4 | 2 | 2 | 2 | 2 | 1 |
| 2025Q4 | 2 | 4 | 3 | 2 | 1 | 1 | 3 | |
| 2026Q1 | 4 | 2 | 2 | 3 | 4 | 1 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 6 | 6 | 7 | 2 | 4 |
| Product Launch | 2 | 5 | 4 | 2 | 4 | 2 |
| Pricing | 2 | 4 | 2 | 4 | 3 | 2 |
| Margin | 3 | 2 | 2 | 2 | 2 | 3 |
| Cost Pressure | 2 | 1 | 2 | 4 | ||
| Geographic Expansion | 1 | 2 | 2 | 2 | 1 | 1 |
| Macroeconomic | 2 | 1 | 2 | 1 | 3 | |
| Innovation & R&D | 2 | 1 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MCD McDonald's Corporation | 7 | +9.4% | |
| CMG Chipotle Mexican Grill | 5 | +7.4% | |
| DPZ Domino's | 5 | +3.5% | |
| DRI Darden Restaurants | 5 | +5.9% | |
| SBUX Starbucks | 9 | +8.8% | |
| YUM Yum! Brands | 9 | +15.2% |