# McDonald's Corporation total systemwide restaurants in Q3 2026

total systemwide restaurants in Q3 2026

Updated: July 29, 2026

Category: Financials

Tags: Companies
KPIs

HTML: /markets/financials/companies/mcdonald-s-corporation-total-systemwide-restaurants-in-q3-2026/

## Short Answer

**Both the model and the market expect McDonald's Corporation total systemwide restaurants in Q3 2026 to be above 46300, seeing no actionable edge.** McDonald's is actively pursuing an aggressive expansion strategy, targeting approximately 2,100 net restaurant additions for 2026.

## Key Claims (January 2026)

**- - Above 46400 appears likely given McDonald's aggressive 2026 expansion strategy.** - Q3 2026 count expected near 46,870, driven by 2,100 net additions.
- Macroeconomic headwinds, like rising costs, may delay Q3 2026 openings.

### Why This Matters (GEO)

- AI agents extract claims, not arguments.
- Improves citation probability in summaries and answer cards.
- Enables fact stitching across multiple sources.

## Executive Verdict

**Key takeaway.** **Market** at 88c exceeds **86.3%** **model**, with 1.1x payout multiple, despite Q3 2026 opening delays from macroeconomic headwinds.

### Who Wins and Why

| Outcome | Market | Model | Why |
| --- | --- | --- | --- |
| Above 46450 | 72.0% | 84.1% | Model higher by 12.1pp |
| Above 46650 | 39.0% | 45.8% | Model higher by 6.8pp |
| Above 46500 | 64.0% | 84.1% | Model higher by 20.1pp |

## Model vs Market

| Outcome | Market Probability | Octagon Model Probability |
| --- | --- | --- |
| Above 46450 | 72.0% | 84.1% |
| Above 46650 | 39.0% | 45.8% |
| Above 46500 | 64.0% | 84.1% |
| Above 46600 | 46.0% | 55.2% |
| Above 46700 | 32.0% | 45.8% |
| Above 46350 | 83.0% | 86.3% |
| Above 46400 | 78.0% | 86.3% |
| Above 46300 | 92.0% | 86.3% |
| Above 46550 | 55.0% | 83.0% |

- Expiration: March 4, 2027

## Market Behavior & Price Dynamics

This market, pricing the probability of McDonald's Q3 2026 systemwide restaurant count exceeding 46,300, has moved sharply upward on very low volume. The contract opened at a 1.0% probability and jumped to its current price of 88.0% on July 29, 2026. This 87 percentage point spike constitutes the entirety of the price action. The provided context does not offer a specific catalyst for this move, noting that the official restaurant figures have not yet been reported. The company's Q3 results are expected to be announced on August 4, 2026.

The price action is not supported by significant market activity. Total volume traded is just 5 contracts, indicating an extremely thin and illiquid market. Such low participation suggests the sharp price increase may not reflect a broad consensus but rather the activity of a very small number of participants. Given the limited trading data and the vertical price move, no meaningful support or resistance levels have been established.

The current 88.0% price implies a high expectation that McDonald's will report a systemwide restaurant count above the 46,300 threshold. However, the lack of volume significantly weakens this signal. The market's behavior suggests a positioning ahead of the Q3 earnings release rather than a reaction to any confirmed news. The price level is effectively a placeholder until the official data becomes available.

## Significant Price Movements

#### 📈 July 29, 2026: 87.0pp spike

Price increased from 1.0% to 88.0%

**Outcome:** Above 46300

**What happened:** The provided web research does not contain evidence of an 87.0 percentage point spike in the prediction market for McDonald's Corporation's Q3 2026 systemwide restaurant count above 46300 on July 29, 2026 [[^]](https://www.prnewswire.com/news-releases/mcdonalds-announces-quarterly-cash-dividend-302833615.html). McDonald's Q3 2026 restaurant figures have not yet been reported, and the number "46300" appears to be a misinterpretation of a street address rather than a corporate metric [[^]](https://www.ibtimes.com.au/mcdonalds-stock-rises-2-investors-position-ahead-august-4-earnings-amid-broader-blue-chip-rally-1873156)[[^]](https://wanderboat.ai/restaurants/kuwait/jabriya/mcdonald's/8-03wpp4QFOHGgJ0SZBE4A)[[^]](https://www.prnewswire.com/news-releases/mcdonalds-announces-quarterly-cash-dividend-302833615.html). Given the absence of evidence for the described market movement, no social media activity can be identified as a primary driver. Social media activity is thus irrelevant to this unsupported event.

## Contract Snapshot

Based on the provided page content, the specific conditions for a YES or NO resolution, key dates or deadlines, and any special settlement conditions for the "McDonald's Corporation total systemwide restaurants this quarter Odds & Predictions 2026" market are not detailed. The text only indicates the market topic and the year 2026.

## Market Discussion

As of March 31, 2026, McDonald's Corporation reported a total of 45,699 systemwide restaurants worldwide [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000051/R24.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://companiesmarketcap.com/mcdonald/sec-reports-10q/0000063908-26-000051/). The company has announced a goal of approximately 2,100 net new restaurant additions globally for the full year 2026, contributing to a long-term strategic target of reaching 50,000 global systemwide restaurants by the end of 2027 [[^]](https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/McDonald%27s%20Investor%20Overview%20Deck.pdf)[[^]](https://www.cnbc.com/2026/02/11/mcdonalds-mcd-q4-2025-earnings.html)[[^]](https://www.insiderfinance.io/news/mcdonalds-q1-2026-earnings-beat-estimates)[[^]](https://quartr.com/companies/mcdonald-s-corporation_5595). McDonald's Q3 2026 financial results are expected to be reported in early November 2026 [[^]](https://www.marketbeat.com/stocks/NYSE/MCD/earnings/)[[^]](https://www.moomoo.com/stock/MCD-US/earnings)[[^]](https://www.tipranks.com/stocks/mcd/earnings?amp%3Butm_medium=referral)[[^]](https://www.marketscreener.com/quote/stock/MCDONALD-S-CORPORATION-4833/calendar/).

## Market Data

| Contract | Yes Bid | Yes Ask | Last Price | Volume | Open Interest |
| --- | --- | --- | --- | --- | --- |
| Above 46300 | 93% | 95% | 92% | $87 | $64 |
| Above 46350 | 81% | 84% | 83% | $105.01 | $17.02 |
| Above 46400 | 72% | 78% | 78% | $89.12 | $64.11 |
| Above 46450 | 70% | 74% | 72% | $216.12 | $101.12 |
| Above 46500 | 63% | 65% | 64% | $150.12 | $70.9 |
| Above 46550 | 55% | 58% | 55% | $42.02 | $30.02 |
| Above 46600 | 46% | 49% | 46% | $143.02 | $96.01 |
| Above 46650 | 38% | 41% | 39% | $198.02 | $95.01 |
| Above 46700 | 32% | 38% | 32% | $142.01 | $106.01 |

## Based on McDonald's historical quarterly reports from 2024 to Q2 2026, what is the projected growth trajectory for its total systemwide restaurant count?

Total Restaurants (End 2025) | 45,356 [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/R12.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://companiesmarketcap.com/mcdonald/sec-reports-10q/0000063908-26-000051/) |
Total Restaurants (Q1 2026) | 45,699 [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/R12.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://companiesmarketcap.com/mcdonald/sec-reports-10q/0000063908-26-000051/) |
Target Restaurants (End 2027) | 50,000 [[^]](https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/McDonald%27s%20Investor%20Overview%20Deck.pdf) |

**McDonald's demonstrates consistent systemwide restaurant count growth into 2026**

McDonald's demonstrates consistent systemwide restaurant count growth into 2026. The total systemwide restaurant count for McDonald's stood at 45,356 at year-end 2025. This figure rose to 45,699 as of March 31, 2026, marking the end of the first quarter of 2026 [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/R12.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://companiesmarketcap.com/mcdonald/sec-reports-10q/0000063908-26-000051/).

The company projects substantial net restaurant additions in 2026. McDonald's anticipates approximately 2,100 net new restaurant additions globally for the full year 2026. This ongoing expansion aligns with the company's long-term objective to achieve a total of 50,000 restaurants worldwide by the end of 2027 [[^]](https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/McDonald%27s%20Investor%20Overview%20Deck.pdf).

## How might the execution of McDonald's 'Accelerating the Arches 2.0' strategy impact its net restaurant openings in the second half of 2026?

Net New Restaurants Target 2026 | approximately 2,100 (full year) [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000032/exhibit992-12312025.htm)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://www.fool.com/earnings/call-transcripts/2026/02/11/mcdonalds-mcd-q4-2025-earnings-call-transcript/) |
Gross Restaurant Openings Target 2026 | approximately 2,600 (full year) [[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://www.fool.com/earnings/call-transcripts/2026/02/11/mcdonalds-mcd-q4-2025-earnings-call-transcript/) |
Projected Capital Expenditure | $3.7 billion to $3.9 billion [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000032/exhibit992-12312025.htm)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://www.fool.com/earnings/call-transcripts/2026/02/11/mcdonalds-mcd-q4-2025-earnings-call-transcript/) |

**McDonald's 'Accelerating the Arches' strategy targets significant restaurant expansion**

McDonald's 'Accelerating the Arches' strategy targets significant restaurant expansion. This initiative includes a 'Restaurant Development' pillar that aims for approximately 2,100 net new restaurant additions for the full year 2026. To support this growth, the company also projects approximately 2,600 gross restaurant openings during the same period [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000032/exhibit992-12312025.htm)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://www.fool.com/earnings/call-transcripts/2026/02/11/mcdonalds-mcd-q4-2025-earnings-call-transcript/).

The expansion aims for 50,000 global restaurants by 2027. This ambitious target is supported by projected capital expenditures ranging from **$3.7** billion to **$3.9** billion, allocated across its U.S., International Operated Markets, and International Developmental Licensed segments. Such an acceleration in restaurant openings is anticipated to contribute approximately **2.5%** to system-wide sales growth in constant currencies for 2026 [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000032/exhibit992-12312025.htm)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://www.fool.com/earnings/call-transcripts/2026/02/11/mcdonalds-mcd-q4-2025-earnings-call-transcript/).

Specific second-half 2026 restaurant opening data is unavailable. The provided information outlines full-year 2026 targets for both net new restaurant additions and gross openings but does not specify their distribution between the first and second halves of the year. Consequently, the precise impact of the 'Accelerating the Arches' strategy on net restaurant openings specifically in the second half of 2026 cannot be determined from the existing data.

## How did McDonald's net restaurant growth in H1 2026 compare to that of its key competitors, Yum! Brands and Restaurant Brands International?

McDonald's Systemwide Restaurants (Mar 31, 2026) | 45,699 (as of March 31, 2026) [[^]](https://mcdonalds.mediaroom.com/2026-05-07-McDONALDS-REPORTS-FIRST-QUARTER-2026-RESULTS)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm) |
McDonald's FY26 Net New Restaurant Target | roughly 2,100 (for the full year 2026) [[^]](https://mcdonalds.mediaroom.com/2026-05-07-McDONALDS-REPORTS-FIRST-QUARTER-2026-RESULTS)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm) |
Yum! Brands Q1 2026 Gross New Openings | 1,030 (during the first quarter) [[^]](https://fortune.com/company-assets/1037/quartr/earnings-release-8-k-b19e3-2026-04-29-11-09-03.pdf)[[^]](https://www.fortune.com/company-assets/1037/quartr/quarterly-report-10-q-592ec-2026-05-06-10-16-03.pdf)[[^]](https://last10k.com/sec-filings/yum/0001041061-26-000119.htm) |

**A complete H1 2026 growth comparison is hindered by limited data**

A complete H1 2026 growth comparison is hindered by limited data. A full assessment of McDonald's net restaurant growth for the first half of 2026 relative to Yum! Brands and Restaurant Brands International is not entirely feasible due to the absence of specific H1 2026 net growth figures for all companies [[^]](https://mcdonalds.mediaroom.com/2026-05-07-McDONALDS-REPORTS-FIRST-QUARTER-2026-RESULTS)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm). However, first quarter 2026 data is available. McDonald's reported 45,699 systemwide restaurants as of March 31, 2026, marking a net increase of 1,943 units compared to the same period in the prior year. The company also projects approximately 2,100 net new restaurant additions for the entirety of 2026 [[^]](https://mcdonalds.mediaroom.com/2026-05-07-McDONALDS-REPORTS-FIRST-QUARTER-2026-RESULTS)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html)[[^]](https://cdn.yahoofinance.com/prod/sec-filings/0000063908/000006390826000048/exhibit992-33126xq1.htm).

Competitors showed varied unit growth during the first quarter. In contrast, Yum! Brands experienced a **5%** increase in its total unit count as of Q1 2026, driven by 1,030 gross new restaurant openings during that quarter [[^]](https://fortune.com/company-assets/1037/quartr/earnings-release-8-k-b19e3-2026-04-29-11-09-03.pdf)[[^]](https://www.fortune.com/company-assets/1037/quartr/quarterly-report-10-q-592ec-2026-05-06-10-16-03.pdf)[[^]](https://last10k.com/sec-filings/yum/0001041061-26-000119.htm). Restaurant Brands International recorded a net restaurant growth of **2.6%** for the first quarter of 2026, bringing its total system restaurant count to 32,985 at the close of the period [[^]](https://www.rbi.com/English/news/news-details/2026/Restaurant-Brands-International-Inc--Reports-First-Quarter-2026-Results/default.aspx)[[^]](https://www.proactiveinvestors.com/companies/news/1091830/restaurant-brands-international-q1-earnings-beat-driven-by-burger-king-strength-1091830.html).

## What is the precise definition of 'systemwide restaurants' in McDonald's SEC filings, and what is the expected release date for the Q3 2026 report containing this figure?

Definition of Total Systemwide restaurants | Sum of all restaurants owned and operated by the Company, conventional franchised restaurants, developmental licensed restaurants, and foreign affiliated restaurants [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/R12.htm) |
Q3 2026 Earnings Report Release | Expected in early November 2026 [[^]](https://www.tipranks.com/stocks/mcd/earnings?amp%3Butm_medium=referral) |
Incorrect Q3 2026 Release Date Mentioned | August 4, 2026 (refers to Q2 2026) [[^]](https://www.marketbeat.com/stocks/NYSE/MCD/earnings/)[[^]](https://www.tipranks.com/stocks/mcd/earnings?amp%3Butm_medium=referral) |

**McDonald's defines "Total Systemwide restaurants" broadly in SEC filings**

McDonald's defines "Total Systemwide restaurants" broadly in SEC filings. This comprehensive term includes all restaurants that are owned and operated by the Company, conventional franchised restaurants, developmental licensed restaurants, and foreign affiliated restaurants [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/R12.htm). This precise definition is consistently applied across the company's official SEC documentation [[^]](https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/R12.htm).

The Q3 2026 earnings report is expected in early November 2026. This anticipated release date aligns with McDonald's historical practice of announcing its Q3 results in late October or during the first or second week of November [[^]](https://www.tipranks.com/stocks/mcd/earnings?amp%3Butm_medium=referral). It is important to note that an August 4, 2026 date, referenced by some sources, actually pertains to the Q2 2026 earnings release, not the Q3 report [[^]](https://www.marketbeat.com/stocks/NYSE/MCD/earnings/)[[^]](https://www.tipranks.com/stocks/mcd/earnings?amp%3Butm_medium=referral).

## What specific macroeconomic factors in key expansion markets, such as China and Europe, could cause McDonald's to deviate from its planned opening schedule in Q3 2026?

Planned opening schedule deviation | Q3 2026 (due to macroeconomic factors) [[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/)[[^]](https://finance.yahoo.com/markets/stocks/articles/mcdonalds-corporation-q1-2026-earnings-210314345.html) |
China new restaurant target for 2026 | ~1,000 restaurants [[^]](https://earningscall.biz/e/nyse/s/mcd/y/2025/q/q3)[[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/) |
Gross restaurant openings target for 2026 | ~2,600 restaurants [[^]](https://www.hudson-labs.com/research/mcdonalds-q2-2026-earnings-preview-mcd-revenue-preview)[[^]](https://qsr.pro/articles/mcdonalds-50000-store-global-expansion-8000-new-locations-2027)[[^]](https://www.nasdaq.com/articles/mcdonalds-capex-steps-higher-whats-supporting-roi-case)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html) |

**McDonald's Q3 2026 openings face delays from macroeconomic headwinds**

McDonald's Q3 2026 openings face delays from macroeconomic headwinds. Rising construction costs and ongoing supply chain disruptions are prompting the company to reassess its 2026 development pipeline [[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/)[[^]](https://finance.yahoo.com/markets/stocks/articles/mcdonalds-corporation-q1-2026-earnings-210314345.html). This re-evaluation could impact development returns and franchisee profitability, potentially leading to the cancellation of specific projects if they no longer meet internal financial thresholds [[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/)[[^]](https://finance.yahoo.com/markets/stocks/articles/mcdonalds-corporation-q1-2026-earnings-210314345.html).

Regional **market** dynamics complicate expansion in China and Europe. In China, McDonald's aims for approximately 1,000 new restaurants in 2026 despite a difficult **market** characterized by overcapacity, intense competition in delivery pricing, and a deflationary environment [[^]](https://earningscall.biz/e/nyse/s/mcd/y/2025/q/q3)[[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/)[[^]](https://www.youtube.com/watch?v=lnLjEIPZFPw). Similarly, in Europe and other markets, persistent high beef and energy cost inflation are significant macroeconomic pressures that could strain franchisee cash flow and profitability, thereby risking the pace of new unit openings [[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://finance.yahoo.com/markets/stocks/articles/mcdonalds-corporation-q1-2026-earnings-210314345.html).

McDonald's re-evaluates its aggressive 2026 global expansion target. The reaffirmed target of roughly 2,600 gross restaurant openings for 2026 is highly dependent on franchisee capital and favorable development returns [[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/)[[^]](https://finance.yahoo.com/markets/stocks/articles/mcdonalds-corporation-q1-2026-earnings-210314345.html)[[^]](https://www.hudson-labs.com/research/mcdonalds-q2-2026-earnings-preview-mcd-revenue-preview)[[^]](https://qsr.pro/articles/mcdonalds-50000-store-global-expansion-8000-new-locations-2027)[[^]](https://www.nasdaq.com/articles/mcdonalds-capex-steps-higher-whats-supporting-roi-case)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html). As both of these factors are currently under pressure from macroeconomic volatility, this ongoing re-evaluation could lead to adjustments in the global expansion strategy [[^]](https://finance.biggo.com/quote/MCD/earnings-call?t=US_MCD_2026-05-07)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/07/mcdonalds-mcd-q1-2026-earnings-transcript/)[[^]](https://finance.yahoo.com/markets/stocks/articles/mcdonalds-corporation-q1-2026-earnings-210314345.html)[[^]](https://www.hudson-labs.com/research/mcdonalds-q2-2026-earnings-preview-mcd-revenue-preview)[[^]](https://qsr.pro/articles/mcdonalds-50000-store-global-expansion-8000-new-locations-2027)[[^]](https://www.nasdaq.com/articles/mcdonalds-capex-steps-higher-whats-supporting-roi-case)[[^]](https://www.stocktitan.net/sec-filings/MCD/8-k-mcdonalds-corp-reports-material-event-05893426946d.html).

## What Could Change the Odds

**The market's immediate focus is the Q2 2026 earnings release, scheduled for August 4, 2026, where EPS is expected to be approximately $3.33–$3.34 and revenue around $7.14–$7.16 billion [[^]](https://www.ibtimes.com.au/mcdonalds-stock-rises-2-investors-position-ahead-august-4-earnings-amid-broader-blue-chip-rally-1873156).** McDonald's is undergoing its fastest unit growth cycle in history, targeting approximately 2,600 gross restaurant openings in 2026 and aiming for 50,000 locations by the end of 2027 [[^]](https://tickeron.com/ticker/MCD/forecasts-predictions/). As of year-end 2025, the company operated 45,356 restaurants [[^]](https://www.prnewswire.com/news-releases/mcdonalds-announces-quarterly-cash-dividend-302833615.html).

**Further catalysts for 2026 include the rollout of a new McCafé-branded beverage platform, encompassing energy drinks and refreshers [[^]](https://tickeron.com/ticker/MCD/forecasts-predictions/).** The performance of the "McValue 2.0" value platform is also a key driver [[^]](https://tickeron.com/ticker/MCD/forecasts-predictions/)[[^]](https://www.barchart.com/story/news/1828556/mcdonalds-stock-looks-tasty-here-as-investors-gobble-up-value)[[^]](https://www.hudson-labs.com/research/mcdonalds-q2-2026-earnings-preview-mcd-revenue-preview). Simultaneously, managing margin resilience amid inflationary pressure on low-income consumers presents a challenge [[^]](https://tickeron.com/ticker/MCD/forecasts-predictions/)[[^]](https://www.barchart.com/story/news/1828556/mcdonalds-stock-looks-tasty-here-as-investors-gobble-up-value)[[^]](https://www.hudson-labs.com/research/mcdonalds-q2-2026-earnings-preview-mcd-revenue-preview). Bullish sentiment stems from successful digital adoption and value menu strategies, while sluggish traffic trends in some segments and macroeconomic headwinds pose bearish concerns [[^]](https://www.ibtimes.com.au/mcdonalds-stock-rises-2-investors-position-ahead-august-4-earnings-amid-broader-blue-chip-rally-1873156).

## Key Dates & Catalysts

- **Expiration:** March 04, 2027
- **Closes:** March 04, 2027

## Decision-Flipping Events

- The **market**'s immediate focus is the Q2 2026 earnings release, scheduled for August 4, 2026, where EPS is expected to be approximately **$3.33**–**$3.34** and revenue around **$7.14**–**$7.16** billion [^] .
- McDonald's is undergoing its fastest unit growth cycle in history, targeting approximately 2,600 gross restaurant openings in 2026 and aiming for 50,000 locations by the end of 2027 [^] .
- As of year-end 2025, the company operated 45,356 restaurants [^] .
- Further catalysts for 2026 include the rollout of a new McCafé-branded beverage platform, encompassing energy drinks and refreshers [^] .

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## Historical Resolutions

No historical resolution data available for this series.

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