McDonald's (MCD): FY26 Q3 earnings call, Nov 4, 2026
On its Nov 4, 2026 earnings call (FY26 Q3), McDonald's said 7 of the 21 words Kalshi listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
21 words · 7 settled yes · our count agreed on 21 of 21- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Loyalty | Yes | 9 | 9 | ✓ | 87%n=4+tx from settlement history blended with transcripts | – |
| Delivery | Yes | 7 | 8 | ✓ | 64%n=4+tx from settlement history blended with transcripts | – |
| Revenue | Yes | 4 | 4 | ✓ | 28%n=4+tx from settlement history blended with transcripts | – |
| Big Arch | Yes | 3 | 3 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – |
| Red Bull | Yes | 2 | 2 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| Happy Meal | Yes | 1 | 1 | ✓ | 63%n=4+tx from settlement history blended with transcripts | – |
| McCrispy | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| McValue 3+ times | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 68%n=4+tx from settlement history blended with transcripts | – |
| Supply Chain | No | 0 | 0 | ✓ | 60%n=4+tx from settlement history blended with transcripts | – |
| Snack Wrap | No | 0 | 0 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| World Cup | No | 0 | 0 | ✓ | 53%n=1+tx from settlement history blended with transcripts | – |
| Monopoly | No | 0 | 0 | ✓ | 52%n=4+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 43%n=4+tx from settlement history blended with transcripts | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| McCafé | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 25%n=4+tx from settlement history blended with transcripts | – |
| McRib | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Caesar | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Soccer / Football | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| DoorDash | 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 Nov 4, 2026 15:20 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 “Mix and Match”; 1 quoted, at least 25 words apart.
…parts in about 1,900 restaurants across a handful of regions. We're testing mix-and-match bundles that give customers greater choice and provide familiar ordering behaviors for…
Where the listed words were said
…a compelling broad set of digital offers to more than 45 million loyalty members in the U.S. through the McDonald's app. Our goal is straightforward.
…where it was actually cheaper for a period of time to order delivery than it was by going to the restaurant, which requires a significant…
…Obviously, as you know, in the model, that has an impact on revenue, which is one of the reasons why our revenue was a bit…
…in 2027. Germany also continued to build on the momentum of the Big Arch platform, featuring the Big Arch with Bacon and Big Tasty Bacon,…
…check, with the majority of units sold after lunch. The addition of Red Bull Dragonberry Energizer in August delivered a boost to the platform, with…
…drove incremental sales and guest counts. Germany and the U.K. strengthened their affordability platforms with a particular focus on families, including price-pointed Happy Meal offers.
…market, supported by menu items such as McExtreme Bacon from Spain and McCrispy Chili Honey from Canada. In the U.K., Menu Heist launched at the…
Agents: this page as TSV at /api/v1/appearances/mcdonalds:2026-11-04:earnings_call · words: /api/v1/brief?appearance=mcdonalds:2026-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP