McDonald's (MCD): FY25 Q4 earnings call, Feb 11, 2026
On its Feb 11, 2026 earnings call (FY25 Q4), McDonald's said 7 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 7 settled yes · our count agreed on 14 of 14- 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 |
|---|---|---|---|---|---|---|
| Loyalty | Yes | 16 | 17 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Grinch | Yes | 9 | 9 | ✓ | 27%transcripts from the transcript model | – |
| Monopoly | Yes | 4 | 4 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Revenue | Yes | 3 | 3 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Supply Chain | Yes | 2 | 2 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 1 | 1 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 1 | 1 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Happy Meal | No | 0 | 0 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| Delivery | No | 0 | 0 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| McCrispy Chicken | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Caviar | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| DoorDash | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Buffalo | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
17 matches for “Loyalty”; 5 quoted, at least 25 words apart.
…Today, we have about 46 million 90-day active users in our U.S. loyalty app. And during the MONOPOLY event, we saw nearly 500 million games…
…in the fourth quarter by the launch of the My McDonald's Rewards loyalty program, marking a significant milestone in our global digital strategy. In China,…
…line of sight into how they'll unlock growth and productivity moving forward. Loyalty is another great example. In November 2020, the McDonald's loyalty app was…
…users by the end of 2027. This matters because we know that loyalty increases visit frequency and opens the door to new ways to engage…
…you have what will be 250 million consumers, 90-day actives on your loyalty platform, that opens up a whole different way of engagement with your…
Where the listed words were said
Greg, let me try and take those. So I think on the loyalty program, I just -- I'd go back again to just emphasize that…
…across more than 100 markets and 37,000 restaurants. And most recently, The Grinch returned after first debuting in Canada in 2024. The campaign, which came…
…power of great marketing. We've seen how something like a Minecraft or MONOPOLY or Grinch when you have strong value with that can really be…
…for the industry. In the fourth quarter, we delivered strong comp sales, revenue and earnings growth while also driving improvements in overall customer satisfaction scores…
…can develop and scale product innovations faster than ever before with menu supply chain and operations all in one team. And second, our new category…
…well as investments in technology, digital and GBS. Second, we prioritize our dividend, which has increased in each of the last 49 years. And third,…
…few years ago. When we execute, we know we can outperform the competition in any environment. What's clear is that we've earned the right to…
Agents: this page as TSV at /api/v1/appearances/mcdonalds:2026-02-11:earnings_call · words: /api/v1/brief?appearance=mcdonalds:2026-02-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP