McDonald's (MCD): FY26 Q2 earnings call, Aug 4, 2026
On its Aug 4, 2026 earnings call (FY26 Q2), McDonald's said 6 of the 21 words Kalshi listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
21 words · 6 settled yes · our count agreed on 21 of 21- 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 |
|---|---|---|---|---|---|---|---|
| Loyalty | Yes | 6 | 6 | ✓ | 84%n=3+tx from settlement history blended with transcripts | Hear it 3:16, Loyalty | – |
| Competition | Yes | 2 | 2 | ✓ | 63%n=3+tx from settlement history blended with transcripts | Hear it 24:59, Competition | – |
| Delivery | Yes | 2 | 2 | ✓ | 52%n=3+tx from settlement history blended with transcripts | Hear it 3:21, Delivery | – |
| Red Bull | Yes | 2 | 2 | ✓ | 46%transcripts from the transcript model | Hear it 11:25, Red Bull | – |
| Happy Meal | Yes | 1 | 1 | ✓ | 56%n=3+tx from settlement history blended with transcripts | Hear it 12:38, Happy Meal | – |
| World Cup | Yes | 1 | 1 | ✓ | 38%transcripts from the transcript model | Hear it 50:30, World Cup | – |
| Big Arch | No | 0 | 0 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – | |
| Supply Chain | No | 0 | 0 | ✓ | 76%n=3+tx from settlement history blended with transcripts | – | |
| Snack Wrap | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – | |
| Monopoly | No | 0 | 0 | ✓ | 57%n=3+tx from settlement history blended with transcripts | – | |
| Hot Honey | No | 0 | 0 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – | |
| McChicken | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – | |
| Dividend | No | 0 | 0 | ✓ | 48%n=3+tx from settlement history blended with transcripts | – | |
| McCafé | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 38%n=3+tx from settlement history blended with transcripts | – | |
| Revenue | No | 0 | 0 | ✓ | 31%n=3+tx from settlement history blended with transcripts | – | |
| Caesar | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Soccer / Football | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| DoorDash | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – | |
| Buffalo | No | 0 | 0 | ✓ | 10%n=3+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.
1 match for “Refranchising”; 1 quoted, at least 25 words apart.
…to continue in 2026 and beyond. We'll provide more details on our refranchising efforts and our G&A outlook during our Investor Day in September. We…
Where the listed words were said
…we've built the industry's largest customer platform with nearly 220 million active loyalty users, and we're now among the largest loyalty programs in the world.…
…pricing. Our base menu pricing, in many places, has gotten ahead of competition. There has been a lot of work done since then to get…
…strong sales and operating income performance. He oversaw significant gains in digital, delivery, and chicken share and developed several of the leaders now running key…
…early May with an assortment of crafted sodas, refreshers, cold coffee, and Red Bull Energizers. We're excited about the performance to date and our strong…
The market recently extended their EUR 4 Happy Meal component and reintroduced nationally price-pointed meal deals that are resonating with consumers. Turning to the international…
…many cases, a borrowed equity would be whether you're doing something with World Cup or you're doing something with Minecraft or Grinch. There's certainly a…
Agents: this page as TSV at /api/v1/appearances/mcdonalds:2026-08-04:earnings_call · words: /api/v1/brief?appearance=mcdonalds:2026-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP