MC
MCD
MCD What MCDONALDS promised, and what happened
Guidance
What management said, and what became of it
28 of 30 judged targets kept · 31 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| International Developmental Licensed Markets quarterly comparable sales growth | decelerate from the 3.4% in Q1 | Mar 2026 | Turning to the international developmental license markets. Comparable sales increased 1.9%. | Achieved |
| U.S. quarterly comparable sales growth | meaningful deceleration from the 3.9% in Q1, with acceleration on a 2-year stack | Mar 2026 | the business slowed significantly, posting comparable sales growth of 0.8% in the quarter. This was below our expectations | Missed |
| Foreign currency translation impact on full-year EPS | tailwind totaling in the range of $0.20 to $0.30 | Dec 2025 | We currently estimate a tailwind of about $0.15 from the impact of foreign currency translation on full year 2026 adjusted EPS based on current exchange rates. That's down from our previously estimated range of a $0.20 to $0.30 tailwind. | Revised Down |
The full ledger
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The rest of the ledger
Pro opens all 61 tracked commitments for MCDONALDS
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.