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.

66%from settlement history blended with transcripts · n=5Next: Earnings call, Nov 4, 2026 · counts: company speakers + operator
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)
Updated

Where it was said

quotes of at most 25 words; select an appearance

McDonald's

Delivery

Probability
66% · n=5
Settled
4/5 (80%)
Last calls
said in 4 of 8

Next listing counts: company speakers + operator

FY26 Q2 earnings call, Aug 4, 2026 · said 2 times (counts)

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Counts: company speakers + operator

2 counted (2 in prepared remarks, 0 in Q&A).

Chris Kempczinskicompanyprepared · 3:23Hear it 3:23, Chris Kempczinski In transcript

…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…

Chris Kempczinskicompanyprepared · 22:53Hear it 22:50, Chris Kempczinski In transcript

…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…

FY26 Q1 earnings call, May 7, 2026 · said 1 time (counts)

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Counts: company speakers + operator

1 counted (0 in prepared remarks, 1 in Q&A).

Chris Kempczinskicompanyqa · 46:23Hear it 46:17, Chris Kempczinski In transcript

…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…

FY25 Q4 earnings call, Feb 11, 2026 · not said

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FY25 Q3 earnings call, Nov 5, 2025 · said 2 times (counts)

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Counts: company speakers + operator

2 counted (0 in prepared remarks, 2 in Q&A).

Christopher KempczinskicompanyqaIn transcript

…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 match in the transcript

FY25 Q2 earnings call, Aug 6, 2025 · not said

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FY25 Q1 earnings call, May 1, 2025 · said 1 time (counts)

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FY24 Q4 earnings call, Feb 10, 2025 · not said

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FY24 Q3 earnings call, Oct 29, 2024 · not said

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Every settled listing

newest first · 5 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Sep 23, 2026DeliveryKalshiYes–
Aug 4, 2026DeliveryKalshiYes2
May 7, 2026DeliveryKalshiYes1
Feb 11, 2026DeliveryKalshiNo0
Nov 5, 2025DeliveryKalshiYes2

Questions

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