Will McDonald's say “Supply Chain”?
McDonald's did not say “Supply Chain” on its Aug 4, 2026 call (FY26 Q2); it said it on 5 of its last 8 calls: 1, 0, 3, 0, 1, 2, 4, 0 times. As of Oct 24, 2026, McDonald's said “Supply Chain” 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 62% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 4/5Last 10 settled, oldest to newest: yes yes yes no yes
- Streak
- said last time
- Counts
- company speakers + operator
- Market
- 34¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
McDonald's
Supply Chain
- Probability
- 62% · n=5
- Settled
- 4/5 (80%)
- Last calls
- said in 5 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
4 counted (2 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
With respect to food and paper inflation, our supply chain teams, along with our world-class supplier partnerships and hedging strategies, position us well to navigate…
…now the new construction costs, as a result of some of the supply chain challenges. If that means that some of those, restaurant locations that…
Counts: company speakers + operator
2 counted (1 in prepared remarks, 1 in Q&A).
…can develop and scale product innovations faster than ever before with menu supply chain and operations all in one team. And second, our new category…
…that really is helping to focus the organization. We're bringing together operations, supply chain, menu, marketing around the table together to work in concert to…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…inflation is up. a fair bit. I think the strength of our supply chain means our beef costs are, I think, certainly up less than…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 23, 2026 | Supply Chain |  Kalshi | Yes | – |
| Aug 4, 2026 | Supply Chain | Kalshi | No | 0 |
| May 7, 2026 | Supply Chain | Kalshi | Yes | 4 |
| Feb 11, 2026 | Supply Chain | Kalshi | Yes | 2 |
| Nov 5, 2025 | Supply Chain | Kalshi | Yes | 1 |
Questions
- How many times did McDonald's say “Supply Chain” on its last earnings call?
- McDonald's did not say “Supply Chain” on its Aug 4, 2026 call (FY26 Q2); it said it on 5 of its last 8 calls: 1, 0, 3, 0, 1, 2, 4, 0 times.
- How often does McDonald's say “Supply Chain”?
- As of Oct 24, 2026, McDonald's said “Supply Chain” 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 “Supply Chain” next time?
- 62%, 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: ‘Supply Chain’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MCD/words/supply-chain (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=mcdonalds&word=supply%20chain · quotes: /api/v1/quotes?entity=mcdonalds&word=… · columnar JSON in #parrot-data · llms.txt · MCP