McDonald's (MCD): FY26 Q1 earnings call, May 7, 2026
On its May 7, 2026 earnings call (FY26 Q1), McDonald's said 7 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 7 settled yes · our count agreed on 15 of 15- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Supply Chain | Yes | 4 | 5 | ✓ | 71%n=2+tx from settlement history blended with transcripts | Hear it 16:27, Supply Chain | – |
| Big Arch | Yes | 1 | 1 | ✓ | 79%transcripts from the transcript model | Hear it 10:03, Big Arch | – |
| Competition | Yes | 1 | 1 | ✓ | 51%n=2+tx from settlement history blended with transcripts | Hear it 25:00, Competition | – |
| Happy Meal | Yes | 1 | 1 | ✓ | 44%n=2+tx from settlement history blended with transcripts | Hear it 4:46, Happy Meal | – |
| Delivery | Yes | 1 | 1 | ✓ | 39%n=2+tx from settlement history blended with transcripts | Hear it 46:21, Delivery | – |
| Hot Honey | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | Hear it 9:54, Hot Honey | – |
| McChicken | Yes | 1 | 1 | ✓ | 29%transcripts from the transcript model | Hear it 11:00, McChicken | – |
| Loyalty | No | 0 | 2 | ✓ | 93%n=2+tx from settlement history blended with transcripts | – | |
| Monopoly | No | 0 | 0 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – | |
| Dividend | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – | |
| Revenue | No | 0 | 0 | ✓ | 44%n=2+tx from settlement history blended with transcripts | – | |
| Caviar | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| DoorDash | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| Buffalo | No | 0 | 0 | ✓ | 11%n=2+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.
8 matches for “Remodel”; 4 quoted, at least 25 words apart.
…challenges. Obviously, it sounds like on the horizon there's a new potential remodel cycle coming for the U.S. business. I'm just curious how we should…
…right that we're in the midst of, you know, entering into a remodel cycle. It's not just in the U.S. I'd say the same thing…
…our business, every 10 years, the expectation is that our franchisees will remodel their restaurants as part of just continuing to make sure that, you…
…partnering on aspects of that, you know, typically we don't partner on remodels, you know, as part of just the regular updating of the business.…
Where the listed words were said
With respect to food and paper inflation, our supply chain teams, along with our world-class supplier partnerships and hedging strategies, position us well to navigate…
While the full margin Big Arch promotion introduced in March generated strong interest and performed in line with our expectations. As Chris noted, we've worked…
…declines in terms of perception there. Now, we were still better than competition, but our leadership gap was narrowing. If you look what's happened more…
…and collectibles. We partnered with The Super Mario Galaxy Movie on a Happy Meal tied to the film's release, creating a big family occasion around…
…know, several years is just the growth of digital, the growth of delivery. You know, that means that the kinda customer flows or customer journey…
Likewise, the new $4 breakfast meal deal now complements the $5 McChicken and $6 McDouble rest of day meal deals that remain on the McValue…
Agents: this page as TSV at /api/v1/appearances/mcdonalds:2026-05-07:earnings_call · words: /api/v1/brief?appearance=mcdonalds:2026-05-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP