Stocks / Restaurants
MCDRestaurants
McDonald's Corporation
$249.191d -0.1%5d -1.5%settled close · 2026-09-17
Mkt cap $219B (3/25)β 0.0652w $249–341Shares 710.4MInd. Retail-Eating PlacesNYSE since 1966Emp. 150,000HQ Chicago, ILmcdonalds.com
The tape, with the calls on it
Who said what, and what MCD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about MCD
1 long1 neutral1 shortlatest 2025-06-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-06-10 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | The Compound | Weight-loss drug adoption is a structural headwind to traffic, pricing power is eroding so McDonald's no… |
| 2023-07-03 | Scott Martin | Bullish | Fox Making Money | McDonald's reached oversold valuations and is bouncing, and student-loan repayment resumption will accelerate… |
| 2013-07-03 | Warren BuffettChairman, Berkshire Hathaway | Neutral | Leyland Private Asset Management | McDonald's has the strongest global position in fast food but is increasingly promotional-dependent rather… |
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Earnings
Next report: 3 Nov 2026 before the open
Confirmed date · consensus EPS 3.44. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where MCD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-03 | ||||||
| 2026-08-27 | ||||||
| 2026-08-04 | ||||||
| 2026-08-03 | ||||||
| 2026-05-07 | ||||||
| 2026-05-06 | ||||||
| 2026-04-28 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
MCD is in this morning’s Brief.
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