McDonald's (MCD)

EarningsTranscriptsUpdated

As of Oct 23, 2026, Kalshi has settled 78 word markets on McDonald's’ earnings calls and other events since 2025, on 32 different words; most reliably said: “Supply Chain” (4 of 5). Next call: Nov 4, 2026 (20 words listed).

Next: Earnings call ·

20 words listed · Occasion page

Who counts: Kalshi: company speakers + operator

Kalshi

McDonald's: the words listed for Wed, Nov 4, how often each was said on past occasions, and the probability for this one
WordQ3’24Oct '24Q4’24Feb '25Q1’25May '25Q2’25Aug '25Q3’25year agoQ4’25Feb '26Q1’26May '26Q2’26last callTrendLast 8ScriptedAll-timeProbabilityMarket
Loyalty3 times: Loyalty, Q3’24 Oct '24, counts as said6 times: Loyalty, Q4’24 Feb '25, counts as said0 times: Loyalty, Q1’25 May '2515 times: Loyalty, Q2’25 Aug '25, counts as said2 times: Loyalty, Q3’25 Nov '25, counts as said16 times: Loyalty, Q4’25 Feb '26, counts as said0 times: Loyalty, Q1’26 May '266 times: Loyalty, Q2’26 Aug '26, counts as saidsteady6/875%5/862%40/8149%88%n=5+tx from settlement history blended with transcripts80¢ Kalshi
McValue3+ times0 times: McValue (3+ times), Q3’24 Oct '245 times: McValue (3+ times), Q4’24 Feb '25, counts as said12 times: McValue (3+ times), Q1’25 May '25, counts as said9 times: McValue (3+ times), Q2’25 Aug '25, counts as said9 times: McValue (3+ times), Q3’25 Nov '25, counts as said6 times: McValue (3+ times), Q4’25 Feb '26, counts as said8 times: McValue (3+ times), Q1’26 May '26, counts as said4 times: McValue (3+ times), Q2’26 Aug '26, counts as saidsteady7/888%3/838%7/819%72%transcripts from the transcript model81¢ Kalshi
Competition1 time: Competition, Q3’24 Oct '24, counts as said1 time: Competition, Q4’24 Feb '25, counts as said0 times: Competition, Q1’25 May '251 time: Competition, Q2’25 Aug '25, counts as said0 times: Competition, Q3’25 Nov '251 time: Competition, Q4’25 Feb '26, counts as said1 time: Competition, Q1’26 May '26, counts as said2 times: Competition, Q2’26 Aug '26, counts as saidrising6/875%4/850%42/8152%68%n=4+tx from settlement history blended with transcripts72¢ Kalshi
Delivery0 times: Delivery, Q3’24 Oct '240 times: Delivery, Q4’24 Feb '251 time: Delivery, Q1’25 May '25, counts as said0 times: Delivery, Q2’25 Aug '252 times: Delivery, Q3’25 Nov '25, counts as said0 times: Delivery, Q4’25 Feb '261 time: Delivery, Q1’26 May '26, counts as said2 times: Delivery, Q2’26 Aug '26, counts as saidrising4/850%2/825%57/8170%66%n=5+tx from settlement history blended with transcripts68¢ Kalshi
Happy Meal2 times: Happy Meal, Q3’24 Oct '24, counts as said4 times: Happy Meal, Q4’24 Feb '25, counts as said2 times: Happy Meal, Q1’25 May '25, counts as said0 times: Happy Meal, Q2’25 Aug '251 time: Happy Meal, Q3’25 Nov '25, counts as said0 times: Happy Meal, Q4’25 Feb '261 time: Happy Meal, Q1’26 May '26, counts as said1 time: Happy Meal, Q2’26 Aug '26, counts as saidfalling6/875%6/875%24/8130%63%n=4+tx from settlement history blended with transcripts75¢ Kalshi
Supply Chain1 time: Supply Chain, Q3’24 Oct '24, counts as said0 times: Supply Chain, Q4’24 Feb '253 times: Supply Chain, Q1’25 May '25, counts as said0 times: Supply Chain, Q2’25 Aug '251 time: Supply Chain, Q3’25 Nov '25, counts as said2 times: Supply Chain, Q4’25 Feb '26, counts as said4 times: Supply Chain, Q1’26 May '26, counts as said0 times: Supply Chain, Q2’26 Aug '26rising5/862%4/850%49/8160%62%n=5+tx from settlement history blended with transcripts34¢ Kalshi
Red Bull0 times: Red Bull, Q3’24 Oct '240 times: Red Bull, Q4’24 Feb '250 times: Red Bull, Q1’25 May '250 times: Red Bull, Q2’25 Aug '250 times: Red Bull, Q3’25 Nov '251 time: Red Bull, Q4’25 Feb '26, counts as said2 times: Red Bull, Q1’26 May '26, counts as said2 times: Red Bull, Q2’26 Aug '26, counts as saidrising3/838%3/838%3/814%55%n=2+tx from settlement history blended with transcripts77¢ Kalshi
World Cup0 times: World Cup, Q3’24 Oct '240 times: World Cup, Q4’24 Feb '250 times: World Cup, Q1’25 May '250 times: World Cup, Q2’25 Aug '250 times: World Cup, Q3’25 Nov '250 times: World Cup, Q4’25 Feb '262 times: World Cup, Q1’26 May '26, counts as said1 time: World Cup, Q2’26 Aug '26, counts as saidrising2/825%0/80%11/8114%53%n=1+tx from settlement history blended with transcripts40¢ Kalshi
Snack Wrap0 times: Snack Wrap, Q3’24 Oct '242 times: Snack Wrap, Q4’24 Feb '25, counts as said2 times: Snack Wrap, Q1’25 May '25, counts as said5 times: Snack Wrap, Q2’25 Aug '25, counts as said5 times: Snack Wrap, Q3’25 Nov '25, counts as said4 times: Snack Wrap, Q4’25 Feb '26, counts as said0 times: Snack Wrap, Q1’26 May '260 times: Snack Wrap, Q2’26 Aug '26steady5/862%4/850%20/8125%51%n=2+tx from settlement history blended with transcripts31¢ Kalshi
Big Arch7 times: Big Arch, Q3’24 Oct '24, counts as said2 times: Big Arch, Q4’24 Feb '25, counts as said3 times: Big Arch, Q1’25 May '25, counts as said5 times: Big Arch, Q2’25 Aug '25, counts as said1 time: Big Arch, Q3’25 Nov '25, counts as said2 times: Big Arch, Q4’25 Feb '26, counts as said1 time: Big Arch, Q1’26 May '26, counts as said0 times: Big Arch, Q2’26 Aug '26falling7/888%7/888%8/8110%50%n=3+tx from settlement history blended with transcripts36¢ Kalshi
Monopoly0 times: Monopoly, Q3’24 Oct '240 times: Monopoly, Q4’24 Feb '250 times: Monopoly, Q1’25 May '250 times: Monopoly, Q2’25 Aug '256 times: Monopoly, Q3’25 Nov '25, counts as said4 times: Monopoly, Q4’25 Feb '26, counts as said0 times: Monopoly, Q1’26 May '260 times: Monopoly, Q2’26 Aug '26rising2/825%2/825%23/8128%49%n=5+tx from settlement history blended with transcripts76¢ Kalshi
McCrispy2 times: McCrispy, Q3’24 Oct '24, counts as said0 times: McCrispy, Q4’24 Feb '256 times: McCrispy, Q1’25 May '25, counts as said2 times: McCrispy, Q2’25 Aug '25, counts as said0 times: McCrispy, Q3’25 Nov '251 time: McCrispy, Q4’25 Feb '26, counts as said0 times: McCrispy, Q1’26 May '261 time: McCrispy, Q2’26 Aug '26, counts as saidfalling5/862%5/862%14/8117%48%transcripts from the transcript model42¢ Kalshi
Dividend3 times: Dividend, Q3’24 Oct '24, counts as said2 times: Dividend, Q4’24 Feb '25, counts as said0 times: Dividend, Q1’25 May '250 times: Dividend, Q2’25 Aug '253 times: Dividend, Q3’25 Nov '25, counts as said1 time: Dividend, Q4’25 Feb '26, counts as said0 times: Dividend, Q1’26 May '260 times: Dividend, Q2’26 Aug '26falling4/850%4/850%58/8172%43%n=4+tx from settlement history blended with transcripts78¢ Kalshi
Iran / Middle East2 times: Iran / Middle East, Q3’24 Oct '24, counts as said2 times: Iran / Middle East, Q4’24 Feb '25, counts as said1 time: Iran / Middle East, Q1’25 May '25, counts as said0 times: Iran / Middle East, Q2’25 Aug '250 times: Iran / Middle East, Q3’25 Nov '250 times: Iran / Middle East, Q4’25 Feb '264 times: Iran / Middle East, Q1’26 May '26, counts as said0 times: Iran / Middle East, Q2’26 Aug '26falling4/850%4/850%46/8157%38%n=1+tx from settlement history blended with transcripts25¢ Kalshi
Revenue0 times: Revenue, Q3’24 Oct '240 times: Revenue, Q4’24 Feb '250 times: Revenue, Q1’25 May '250 times: Revenue, Q2’25 Aug '250 times: Revenue, Q3’25 Nov '253 times: Revenue, Q4’25 Feb '26, counts as said0 times: Revenue, Q1’26 May '260 times: Revenue, Q2’26 Aug '26rising1/812%1/812%45/8156%28%n=4+tx from settlement history blended with transcripts29¢ Kalshi
McCafé0 times: McCafé, Q3’24 Oct '240 times: McCafé, Q4’24 Feb '250 times: McCafé, Q1’25 May '250 times: McCafé, Q2’25 Aug '250 times: McCafé, Q3’25 Nov '251 time: McCafé, Q4’25 Feb '26, counts as said1 time: McCafé, Q1’26 May '26, counts as said0 times: McCafé, Q2’26 Aug '26rising2/825%2/825%48/8159%24%n=2+tx from settlement history blended with transcripts40¢ Kalshi
Tariff0 times: Tariff, Q3’24 Oct '241 time: Tariff, Q4’24 Feb '25, counts as said1 time: Tariff, Q1’25 May '25, counts as said2 times: Tariff, Q2’25 Aug '25, counts as said1 time: Tariff, Q3’25 Nov '25, counts as said0 times: Tariff, Q4’25 Feb '260 times: Tariff, Q1’26 May '260 times: Tariff, Q2’26 Aug '26falling4/850%4/850%4/815%24%n=5+tx from settlement history blended with transcripts8¢ Kalshi
Caesarnever said0 times: Caesar, Q3’24 Oct '240 times: Caesar, Q4’24 Feb '250 times: Caesar, Q1’25 May '250 times: Caesar, Q2’25 Aug '250 times: Caesar, Q3’25 Nov '250 times: Caesar, Q4’25 Feb '260 times: Caesar, Q1’26 May '260 times: Caesar, Q2’26 Aug '26steady0/80%0/80%0/810%11%n=1+tx from settlement history blended with transcripts26¢ Kalshi
Soccer / Football0 times: Soccer / Football, Q3’24 Oct '240 times: Soccer / Football, Q4’24 Feb '250 times: Soccer / Football, Q1’25 May '250 times: Soccer / Football, Q2’25 Aug '250 times: Soccer / Football, Q3’25 Nov '250 times: Soccer / Football, Q4’25 Feb '260 times: Soccer / Football, Q1’26 May '260 times: Soccer / Football, Q2’26 Aug '26steady0/80%0/80%2/812%11%n=1+tx from settlement history blended with transcripts26¢ Kalshi
DoorDash0 times: DoorDash, Q3’24 Oct '240 times: DoorDash, Q4’24 Feb '250 times: DoorDash, Q1’25 May '250 times: DoorDash, Q2’25 Aug '250 times: DoorDash, Q3’25 Nov '250 times: DoorDash, Q4’25 Feb '260 times: DoorDash, Q1’26 May '260 times: DoorDash, Q2’26 Aug '26steady0/80%0/80%5/816%10%n=3+tx from settlement history blended with transcripts22¢ Kalshi
  • times said on that call
  • counted as said (ring)
  • no call
  • probability next time, with n
  • Select a word or a cell for its quotes
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

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.

Every word

1–14 of 14, most settled first
McDonald's: every word with settled markets, most settled first
WordQ3’24Oct '24Q4’24Feb '25Q1’25May '25Q2’25Aug '25Q3’25Nov '25Q4’25Feb '26Q1’26May '26Q2’26last callTrendLast 8ScriptedAll-timeProbability
Buffalonever said0 times: Buffalo, Q3’24 Oct '240 times: Buffalo, Q4’24 Feb '250 times: Buffalo, Q1’25 May '250 times: Buffalo, Q2’25 Aug '250 times: Buffalo, Q3’25 Nov '250 times: Buffalo, Q4’25 Feb '260 times: Buffalo, Q1’26 May '260 times: Buffalo, Q2’26 Aug '26steady0/80%0/80%0/810%9%n=4+tx from settlement history blended with transcripts
Hot Honey0 times: Hot Honey, Q3’24 Oct '240 times: Hot Honey, Q4’24 Feb '250 times: Hot Honey, Q1’25 May '252 times: Hot Honey, Q2’25 Aug '25, counts as said0 times: Hot Honey, Q3’25 Nov '250 times: Hot Honey, Q4’25 Feb '261 time: Hot Honey, Q1’26 May '26, counts as said0 times: Hot Honey, Q2’26 Aug '26steady2/825%2/825%2/812%26%n=2+tx from settlement history blended with transcripts
McChicken0 times: McChicken, Q3’24 Oct '240 times: McChicken, Q4’24 Feb '250 times: McChicken, Q1’25 May '250 times: McChicken, Q2’25 Aug '251 time: McChicken, Q3’25 Nov '25, counts as said0 times: McChicken, Q4’25 Feb '261 time: McChicken, Q1’26 May '26, counts as said0 times: McChicken, Q2’26 Aug '26rising2/825%2/825%14/8117%31%n=2+tx from settlement history blended with transcripts
Caviarnever said0 times: Caviar, Q3’24 Oct '240 times: Caviar, Q4’24 Feb '250 times: Caviar, Q1’25 May '250 times: Caviar, Q2’25 Aug '250 times: Caviar, Q3’25 Nov '250 times: Caviar, Q4’25 Feb '260 times: Caviar, Q1’26 May '260 times: Caviar, Q2’26 Aug '26steady0/80%0/80%0/810%10%n=2+tx from settlement history blended with transcripts
McCrispy Chicken1 time: McCrispy Chicken, Q3’24 Oct '24, counts as said0 times: McCrispy Chicken, Q4’24 Feb '252 times: McCrispy Chicken, Q1’25 May '25, counts as said0 times: McCrispy Chicken, Q2’25 Aug '250 times: McCrispy Chicken, Q3’25 Nov '250 times: McCrispy Chicken, Q4’25 Feb '260 times: McCrispy Chicken, Q1’26 May '260 times: McCrispy Chicken, Q2’26 Aug '26falling2/825%2/825%8/8110%16%n=2+tx from settlement history blended with transcripts
AI / Artificial Intelligence0 times: AI / Artificial Intelligence, Q3’24 Oct '240 times: AI / Artificial Intelligence, Q4’24 Feb '250 times: AI / Artificial Intelligence, Q1’25 May '252 times: AI / Artificial Intelligence, Q2’25 Aug '25, counts as said0 times: AI / Artificial Intelligence, Q3’25 Nov '253 times: AI / Artificial Intelligence, Q4’25 Feb '26, counts as said0 times: AI / Artificial Intelligence, Q1’26 May '261 time: AI / Artificial Intelligence, Q2’26 Aug '26, counts as saidrising3/838%3/838%6/817%70%n=1+tx from settlement history blended with transcripts
Grinch0 times: Grinch, Q3’24 Oct '241 time: Grinch, Q4’24 Feb '25, counts as said0 times: Grinch, Q1’25 May '250 times: Grinch, Q2’25 Aug '250 times: Grinch, Q3’25 Nov '259 times: Grinch, Q4’25 Feb '26, counts as said0 times: Grinch, Q1’26 May '261 time: Grinch, Q2’26 Aug '26, counts as saidrising3/838%2/825%4/815%71%n=1+tx from settlement history blended with transcripts
Remodel5+ times0 times: Remodel (5+ times), Q3’24 Oct '240 times: Remodel (5+ times), Q4’24 Feb '250 times: Remodel (5+ times), Q1’25 May '250 times: Remodel (5+ times), Q2’25 Aug '250 times: Remodel (5+ times), Q3’25 Nov '253 times: Remodel (5+ times), Q4’25 Feb '26, below the threshold5 times: Remodel (5+ times), Q1’26 May '26, counts as said8 times: Remodel (5+ times), Q2’26 Aug '26, counts as saidrising2/825%0/80%3/814%70%n=1+tx from settlement history blended with transcripts
Buyback / Buy Back0 times: Buyback / Buy Back, Q3’24 Oct '241 time: Buyback / Buy Back, Q4’24 Feb '25, counts as said0 times: Buyback / Buy Back, Q1’25 May '250 times: Buyback / Buy Back, Q2’25 Aug '250 times: Buyback / Buy Back, Q3’25 Nov '250 times: Buyback / Buy Back, Q4’25 Feb '260 times: Buyback / Buy Back, Q1’26 May '260 times: Buyback / Buy Back, Q2’26 Aug '26steady1/812%1/812%11/8114%17%n=1+tx from settlement history blended with transcripts
GLP-1 / Ozempic0 times: GLP-1 / Ozempic, Q3’24 Oct '240 times: GLP-1 / Ozempic, Q4’24 Feb '250 times: GLP-1 / Ozempic, Q1’25 May '250 times: GLP-1 / Ozempic, Q2’25 Aug '250 times: GLP-1 / Ozempic, Q3’25 Nov '253 times: GLP-1 / Ozempic, Q4’25 Feb '26, counts as said0 times: GLP-1 / Ozempic, Q1’26 May '260 times: GLP-1 / Ozempic, Q2’26 Aug '26rising1/812%0/80%1/811%17%n=1+tx from settlement history blended with transcripts
Hand-Breadednever said0 times: Hand-Breaded, Q3’24 Oct '240 times: Hand-Breaded, Q4’24 Feb '250 times: Hand-Breaded, Q1’25 May '250 times: Hand-Breaded, Q2’25 Aug '250 times: Hand-Breaded, Q3’25 Nov '250 times: Hand-Breaded, Q4’25 Feb '260 times: Hand-Breaded, Q1’26 May '260 times: Hand-Breaded, Q2’26 Aug '26steady0/80%0/80%0/810%17%n=1+tx from settlement history blended with transcripts
Health / Healthy7 times: Health / Healthy, Q3’24 Oct '24, counts as said1 time: Health / Healthy, Q4’24 Feb '25, counts as said1 time: Health / Healthy, Q1’25 May '25, counts as said1 time: Health / Healthy, Q2’25 Aug '25, counts as said2 times: Health / Healthy, Q3’25 Nov '25, counts as said2 times: Health / Healthy, Q4’25 Feb '26, counts as said1 time: Health / Healthy, Q1’26 May '26, counts as said2 times: Health / Healthy, Q2’26 Aug '26, counts as saidfalling8/8100%5/862%52/8164%17%n=1+tx from settlement history blended with transcripts
Refranchising0 times: Refranchising, Q3’24 Oct '240 times: Refranchising, Q4’24 Feb '250 times: Refranchising, Q1’25 May '250 times: Refranchising, Q2’25 Aug '250 times: Refranchising, Q3’25 Nov '250 times: Refranchising, Q4’25 Feb '260 times: Refranchising, Q1’26 May '261 time: Refranchising, Q2’26 Aug '26, counts as saidrising1/812%1/812%43/8153%17%n=1+tx from settlement history blended with transcripts
Speedee Lab0 times: Speedee Lab, Q3’24 Oct '240 times: Speedee Lab, Q4’24 Feb '251 time: Speedee Lab, Q1’25 May '25, counts as said0 times: Speedee Lab, Q2’25 Aug '250 times: Speedee Lab, Q3’25 Nov '250 times: Speedee Lab, Q4’25 Feb '260 times: Speedee Lab, Q1’26 May '260 times: Speedee Lab, Q2’26 Aug '26steady1/812%1/812%1/811%16%n=1+tx from settlement history blended with transcripts
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

Appearances and settled record

latest 12

Our transcript counts matched how 62 of 62 settled words resolved (100.0%). How we check.

Recent appearances and how their listed words settled
DateAppearanceTextWordsSettledOur count agreed
Aug 4, 2026Earnings call FY26 Q2Speaker-labelled transcript216 yes · 15 no21/21 (100%)
May 7, 2026Earnings call FY26 Q1Speaker-labelled transcript157 yes · 8 no15/15 (100%)
Feb 11, 2026Earnings call FY25 Q4Speaker-labelled transcript147 yes · 7 no14/14 (100%)
Nov 5, 2025Earnings call FY25 Q3Speaker-labelled transcript127 yes · 5 no12/12 (100%)
Aug 6, 2025Earnings call FY25 Q2Speaker-labelled transcript0––
May 1, 2025Earnings call FY25 Q1Speaker-labelled transcript0––
Feb 10, 2025Earnings call FY24 Q4Speaker-labelled transcript0––
Oct 29, 2024Earnings call FY24 Q3Speaker-labelled transcript0––
Jul 29, 2024Earnings call FY24 Q2Speaker-labelled transcript0––
Apr 30, 2024Earnings call FY24 Q1Speaker-labelled transcript0––
Feb 5, 2024Earnings call FY23 Q4Speaker-labelled transcript0––
Oct 30, 2023Earnings call FY23 Q3Speaker-labelled transcript0––

Citeparrot.markets, “McDonald's (MCD): earnings call word history”, as of Oct 23, 2026, https://parrot.markets/earnings/MCD (CC BY 4.0)

Agents: this page as TSV at /api/v1/entity/mcdonalds · words: /api/v1/history?entity=mcdonalds · columnar JSON in #parrot-data · llms.txt · MCP