About 95% of McDonald's 43,000-plus restaurants belong to franchisees, so the company's income comes mainly from rent and royalties rather than burger sales. It owns much of the underlying real estate, making it as much a landlord as a restaurant operator.
MCDONALDS CORP (MCD) is a retail-eating places company. Piotroski F-Score 4/7. 8 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-08-05 from MCD's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
Led by Chris Kempczinski · see pay & career →
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on MCD plus an auto-SWOT — built from MCD's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate MCD using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Erlinger Joseph M.President, McDonald's USA | SELL | $1.5M | view → |
| Ralls-Morrison DesireeEVP, Chief Legal Officer | SELL | $769K | view → |
| Erlinger Joseph M.President, McDonald's USA | SELL | $93K | view → |
| Erlinger Joseph M.President, McDonald's USA | SELL | $101K | view → |
| Erlinger Joseph M.President, McDonald's USA | SELL | $806K | view → |
| Erlinger Joseph M.President, McDonald's USA | SELL | $104K | view → |
| Baroni DarioPresident, IDL | SELL | $194K | view → |
| Erlinger Joseph M.President, McDonald's USA | SELL | $862K | view → |
Projected from MCD's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment MCD files its announcement.
MCD's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Earnings reactions have been mild.
The average is inflated by its most volatile prints (+5.7% and -2.9%).
A more typical earnings reaction has been approximately ±2.7%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-07 | -2.9% |
| 2026-02-11 | +1.9% |
| 2025-11-05 | -0.3% |
| 2025-08-06 | +3.1% |
| 2025-05-01 | -2.4% |
| 2025-02-10 | +5.4% |
| 2024-10-29 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -1.8% |
| 2024-07-29 | +5.7% |
| Gates Foundation Trust (Bill Gates) | $104.1M | 0.3% of portfolio |