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McDonald's Q1 Earnings Call Highlights
MarketBeat137d agoneutral
McDonald's Q1 Earnings Call Highlights

McDonald's (NYSE:MCD) reported first-quarter 2026 global comparable sales growth of 3.8% and said it gained market share in nearly all of its top 10 markets, as executives emphasized value, marketing and menu innovation as the company’s main growth drivers in a challenging consumer environment. Cha

JPMorgan Cuts McDonald’s Price Target to $305: Is the Same-Store-Sales Story Stalling?
24/7 Wall St.137d agobearish
JPMorgan Cuts McDonald’s Price Target to $305: Is the Same-Store-Sales Story Stalling?

McDonald’s (NYSE:MCD) just absorbed its second analyst price target cut in as many trading sessions. JPMorgan lowered its price target on McDonald’s stock to $305 from $325 while maintaining its Overweight rating, citing softer same-store-sales assumptions but flagging a strategic shift the firm views as constructive for long-term returns. The move follows KeyBanc’s price target ... JPMorgan Cuts McDonald’s Price Target to $305: Is the Same-Store-Sales Story Stalling?

Inflation Drumbeat Persists for Unnerved US Consumer
Bloomberg139d agobullish
Inflation Drumbeat Persists for Unnerved US Consumer

(Bloomberg) -- A fresh batch of consumer price data in the coming week is likely to affirm Americans’ growing frustration with inflation.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Draining World’s Oil Buffer at an Unprecedented PaceEconomists see

KFC launches wallet-friendly family dinner menu
TheStreet139d agoneutral
KFC launches wallet-friendly family dinner menu

Diners have always turned to fast-food chains for wallet-friendly options, but as the affordability crisis continues, value menus have become increasingly important to consumers. Value menus are the top factor diners look for when deciding where to eat, a recent YouGov report found. Some 66% of ...

Baird Revises McDonald’s (MCD) Outlook after Earnings Update
Insider Monkey139d agoneutral
Baird Revises McDonald’s (MCD) Outlook after Earnings Update

McDonald’s Corporation (NYSE:MCD) is included among the 10 Best Inflation-Hedge Stocks to Buy for 2026. On May 8, Baird lowered its price recommendation on McDonald’s Corporation (NYSE:MCD) to $305 from $330. It reiterated a Neutral rating on the shares. The firm updated its model following Q1 results, saying optimism around the company’s internal growth drivers […]

McDonald's CEO issues bold expansion outlook despite margin pressure
TheStreet139d agoneutral
McDonald's CEO issues bold expansion outlook despite margin pressure

There is a version of McDonald's that exists in the imagination of most Americans. Cheap, fast, reliable, everywhere. The golden arches are a kind of economic constant: always open, always affordable. The reality heading into 2026 is more complicated. McDonald's (MCD) delivered a solid first ...

KeyBanc Cuts McDonald’s Price Target to $330 as April Softness Tests the Recovery Thesis
24/7 Wall St.140d agobearish
KeyBanc Cuts McDonald’s Price Target to $330 as April Softness Tests the Recovery Thesis

KeyBanc analyst Eric Gonzalez lowered his price target on McDonald’s (NYSE:MCD) to $330 from $345 while maintaining an Overweight rating. The price target cut follows McDonald’s Q1 2026 earnings and reflects April softness that the firm characterized as “likely transitory” due largely to a tough year-over-year (YoY) comparison. For prudent investors, this analyst downgrade reads ... KeyBanc Cuts McDonald’s Price Target to $330 as April Softness Tests the Recovery Thesis

An Iran Peace Deal Could Be Getting Close — and Here’s the Case for Another Bullish Trump Rally
24/7 Wall St.140d agobullish
An Iran Peace Deal Could Be Getting Close — and Here’s the Case for Another Bullish Trump Rally

Broad markets got a nice boost going into the midweek as hopes for an Iran-U.S. peace deal spiked. Undoubtedly, things could go either way as the U.S. awaits Iran’s response to its one-page proposal. While much of the market has already moved on from the conflict, I do think that a peaceful resolution would probably ... An Iran Peace Deal Could Be Getting Close — and Here’s the Case for Another Bullish Trump Rally

McDonald’s Value Menu and Loyalty Fueled Q1 Beat Could Be A Game Changer For McDonald's (MCD)
Simply Wall St.140d agobullish
McDonald’s Value Menu and Loyalty Fueled Q1 Beat Could Be A Game Changer For McDonald's (MCD)

McDonald's reported first-quarter 2026 results on May 7, with revenue rising to US$6,517 million and net income to US$1,983 million, while diluted EPS increased to US$2.78 from US$2.60 a year earlier. Growth in comparable sales, driven by value-focused menus, digital loyalty spending, and new items like the viral Big Arch burger and specialty drinks, underpinned the stronger quarter despite management flagging a tougher consumer backdrop ahead. We’ll now examine how this earnings beat,...

Krispy Kreme announces new limited-time offer at a pivotal time
TheStreet140d agoneutral
Krispy Kreme announces new limited-time offer at a pivotal time

Krispy Kreme announced earnings on Thursday, May 7, coinciding with the launch of its newest limited-time offering. It's a pivotal time for the doughnut brand, which saw its stock price free-fall in early 2025 after poor earnings and shifting customer trends. Krispy Kreme operated 235 of its ...

Recent earnings signal strain on low-income consumers, expert says
Reuters Videos140d agoneutralVIDEO
Recent earnings signal strain on low-income consumers, expert says

<body><p>STORY: McDonald's was among the companies on Thursday that said higher gas prices linked to the Iran war were disproportionately hurting low‑income consumers, as the burger chain warned of a weak start to its second quarter.</p><p>"The lower end seems to be really struggling at this point," Buchanan said. "And this earnings season really has highlighted that. From Whirlpool to McDonald's, we've seen some of these names and corporations really communicate [that] in a very direct way."</p><p>"The tipping point is an inflection in labor," Buchanan continued. "If we have a labor blip where jobs aren't as plentiful... we really feel like there's a lot of stress that could emanate throughout our marketplace" that could pressure U.S. stock prices.</p></body>