Will McDonald's say “Competition”?
McDonald's said “Competition” 2 times on its Aug 4, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 1, 1, 0, 1, 0, 1, 1, 2 times. As of Oct 24, 2026, McDonald's said “Competition” at 3 of 4 occasions with a settled Kalshi mention market since Nov 5, 2025 (75%), most recently on Aug 4, 2026. Parrot’s p for the next listing is 68% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/4Last 10 settled, oldest to newest: no yes yes yes
- Streak
- said the last 3 times
- Counts
- company speakers + operator
- Market
- 71¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
McDonald's
Competition
- Probability
- 68% · n=4
- Settled
- 3/4 (75%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A).
…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…
…are we taking share in each of the markets relative to the competition around us? I think we certainly feel confident as we look forward…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…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…
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A).
…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…
Every settled listing
newest first · 4 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 4, 2026 | Competition |  Kalshi | Yes | 2 |
| May 7, 2026 | Competition | Kalshi | Yes | 1 |
| Feb 11, 2026 | Competition | Kalshi | Yes | 1 |
| Nov 5, 2025 | Competition | Kalshi | No | 0 |
Questions
- How many times did McDonald's say “Competition” on its last earnings call?
- McDonald's said “Competition” 2 times on its Aug 4, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 1, 1, 0, 1, 0, 1, 1, 2 times.
- How often does McDonald's say “Competition”?
- As of Oct 24, 2026, McDonald's said “Competition” at 3 of 4 occasions with a settled Kalshi mention market since Nov 5, 2025 (75%), most recently on Aug 4, 2026.
- What is the probability McDonald's says “Competition” next time?
- 68%, from settlement history blended with transcripts (n=4). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “McDonald's: ‘Competition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MCD/words/competition (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=mcdonalds&word=competition · quotes: /api/v1/quotes?entity=mcdonalds&word=… · columnar JSON in #parrot-data · llms.txt · MCP