Will McDonald's say “Delivery”?
McDonald's said “Delivery” 2 times on its Aug 4, 2026 call (FY26 Q2), and on 4 of its last 8 calls: 0, 0, 1, 0, 2, 0, 1, 2 times. As of Oct 24, 2026, McDonald's said “Delivery” at 4 of 5 occasions with a settled Kalshi mention market since Nov 5, 2025 (80%), most recently on Sep 23, 2026. Parrot’s p for the next listing is 66% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 4/5Last 10 settled, oldest to newest: yes no yes yes yes
- Streak
- said the last 3 times
- Counts
- company speakers + operator
- Market
- 69¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearanceMcDonald's
Delivery
- Probability
- 66% · n=5
- Settled
- 4/5 (80%)
- Last calls
- said in 4 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (2 in prepared remarks, 0 in Q&A).
…and we're now among the largest loyalty programs in the world. In delivery, we've grown an efficient business with an industry-leading cost structure that generates…
…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…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…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…
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A).
…there's overcapacity in China and what you're seeing is you're seeing a delivery war that's going on there, which is putting pressure on pricing. Pricing…
Every settled listing
newest first · 5 shownQuestions
- How many times did McDonald's say “Delivery” on its last earnings call?
- McDonald's said “Delivery” 2 times on its Aug 4, 2026 call (FY26 Q2), and on 4 of its last 8 calls: 0, 0, 1, 0, 2, 0, 1, 2 times.
- How often does McDonald's say “Delivery”?
- As of Oct 24, 2026, McDonald's said “Delivery” at 4 of 5 occasions with a settled Kalshi mention market since Nov 5, 2025 (80%), most recently on Sep 23, 2026.
- What is the probability McDonald's says “Delivery” next time?
- 66%, from settlement history blended with transcripts (n=5). 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: ‘Delivery’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MCD/words/delivery (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=mcdonalds&word=delivery · quotes: /api/v1/quotes?entity=mcdonalds&word=… · columnar JSON in #parrot-data · llms.txt · MCP