McDonald's Corporation (NYSE: MCD) beats the Q2 2026 adjusted Non-GAAP EPS consensus of approx. $3.35 per share (July 29, 2026)
Hit
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
McDonald's reports Q2 2026 results on July 29. The global value menu strategy ('McValue') and AI-driven drive-through optimization are driving traffic and average check. Consensus ~$3.35 EPS (trend: Q2 2024 actual $2.97 adjusted, ~8–10% annual growth). MCD has fully recovered from the 2024/25 E. coli setback. Beat rate over last 8 quarters per Marketbeat: >80%. International franchise business (>50% of operating income) stabilizes results independently of US consumer sentiment. No Polymarket market for MCD EPS.
Data basis for this prediction
- Marketbeat.com: McDonald's Q2 2026 Earnings Date — 29.07.2026
- Yahoo Finance: MCD Q2 2026 Earnings Preview (Juli 2026)
- FactSet-Trendextrapolation: MCD Q2 2026 EPS-Konsens ca. $3.35
- Tickerleague.com: S&P 500 Q2 2026 Earnings Season — Beat-Rate bisher ~67%
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
McDonald's meldete für Q2 2026 (Ergebnis veröffentlicht 29. Juli 2026) ein bereinigtes Non-GAAP-EPS von 3,38 USD und übertraf damit die Konsensschätzung von ca. 3,32–3,35 USD. Der GAAP-EPS lag bei 3,32 USD (Diluted), bereinigt um Restrukturierungskosten von 0,06 USD ergibt sich 3,38 USD. Das entspricht einem Beat von ca. 1,8 %. Quellen: PR Newswire (McDonald's offizielle Pressemitteilung Q2 2026), StockTitan, 247WallSt, Investing.com Earnings-Call-Transkript. Hinweis: Revenue mit 7,10 Mrd. USD verfehlte knapp die Konsenserwartung von 7,13 Mrd. USD, und das globale Comparable-Sales-Wachstum verlangsamte sich auf +1,3 %; die Vorhersage bezog sich jedoch explizit auf den EPS-Beat, der eingetreten ist.
📈 Economy
✦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.