Consumer Discretionary·Restaurants·$213.0B
McDonald's Corp (MCD) is a leading global fast-food restaurant chain known for its hamburgers, fries, and breakfast items. As a major player in the consumer discretionary sector, its performance is closely tied to consumer spending trends and economic conditions.
EPS
Earnings per share is a key indicator of profitability and will show how well McDonald's is managing costs and driving sales.
Revenue
Total revenue reflects the overall sales performance and consumer demand for McDonald's offerings.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
50%
Avg EPS Surprise
-0.31%
Avg Stock Reaction
+1.27%
In the last quarter (Q4-2025), McDonald's reported an EPS of $3.12, exceeding expectations by 2.4%. However, revenue details were not disclosed.
Management Promises & Guidance
Analysts expect McDonald's to report solid earnings this quarter, driven by strong consumer demand and effective cost management.
Bull Case
If McDonald's can exceed the EPS estimate and show robust revenue growth, it could signal strong brand loyalty and effective marketing strategies.
Bear Case
If the company falls short of EPS expectations or shows signs of declining sales, it may raise concerns about its ability to compete in a challenging market.
EPS
$2.75Earnings per share is a key indicator of profitability and will show how well McDonald's is managing costs and driving sales.
Revenue
$6.5BTotal revenue reflects the overall sales performance and consumer demand for McDonald's offerings.
The print will turn on these two things.
Q1
Will McDonald's achieve an EPS of $2.75 or higher this quarter?
This figure is crucial as it reflects the company's profitability and operational efficiency, impacting investor confidence.
Q2
How does McDonald's revenue compare to the $6.5B consensus estimate?
Revenue performance will indicate consumer demand and the effectiveness of the company's marketing strategies.
Why consensus could be wrong
The consensus may underestimate McDonald's ability to leverage digital sales channels and menu innovation, which could drive stronger-than-expected growth.
Supporting Evidence
Recent trends show increased consumer spending in the fast-food sector.
McDonald's has been actively enhancing its digital ordering capabilities, which could boost sales.
The company has a strong brand loyalty that may not be fully reflected in current estimates.
Key Risk
If digital sales growth exceeds expectations, it could significantly alter the outlook for McDonald's revenue.
Pre-commit to what would confirm each case.
The market is debating whether McDonald's can maintain its growth trajectory amid evolving consumer preferences and economic pressures.
Bull Confirmed If
An EPS of $2.80 or higher with revenue exceeding $6.7B would confirm strong operational performance.
Bear Confirmed If
An EPS below $2.68 or revenue falling short of $6.2B would raise concerns about McDonald's market position.
Implied Move
±5%
Historical Avg
±2.1%
The options market is pricing in a potential move of about 5% in either direction following the earnings report.
Options are pricing ±4.0% while MCD has averaged ±2.1% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If McDonald's beats expectations, history suggests the stock could rise by around 4.6%, confirming strong demand and operational success.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously as investors await further guidance on future growth.
Miss
A miss could lead to a decline, with historical data suggesting an average drop of around 4.6% following disappointing earnings.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026