McDonald's (MCD): FY25 Q3 earnings call, Nov 5, 2025
On its Nov 5, 2025 earnings call (FY25 Q3), McDonald's said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Monopoly | Yes | 6 | 6 | ✓ | 23%transcripts from the transcript model | – |
| Dividend | Yes | 3 | 3 | ✓ | 52%transcripts from the transcript model | – |
| Loyalty | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| Delivery | Yes | 2 | 2 | ✓ | 34%transcripts from the transcript model | – |
| Happy Meal | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| Supply Chain | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| McCrispy Chicken | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Speedee Lab | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Buffalo | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Revenue | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Loyalty”; 2 quoted, at least 25 words apart.
…I think, the digital value that is available to members of our loyalty program. And if you put those 2 kind of components or programs…
…really good job on that from the McValue platform standpoint and the loyalty and kind of digital offer component. But as you've heard us talk…
Where the listed words were said
…not a benefit to our third quarter results, in October, we reintroduced MONOPOLY in the U.S. for the first time in nearly a decade, and…
…Second, we return remaining free cash flow to shareholders over time through dividends and share repurchases. In line with investing in the business, we believe…
…there's overcapacity in China and what you're seeing is you're seeing a delivery war that's going on there, which is putting pressure on pricing. Pricing…
…momentum supported by strong local marketing and innovation. This included several exciting Happy Meal campaigns that drove significant traffic and social engagement, highlighting the power…
…our financial targets for the year, which include the expected impacts from tariffs currently in place, and remain focused on executing our Accelerating the Arches…
…inflation is up. a fair bit. I think the strength of our supply chain means our beef costs are, I think, certainly up less than…
Agents: this page as TSV at /api/v1/appearances/mcdonalds:2025-11-05:earnings_call · words: /api/v1/brief?appearance=mcdonalds:2025-11-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP