Open Report:Bespoke – MCD Vol 7

Key Takeaways: 

  • Sentiment toward Fresh Beef is positive, enthusiasm is not quite as high compared to the initial reaction 3-4 quarters ago. 

  • Customers offer very positive feedback on McDonald’s bringing back the Big Mac, Filet-O-Fish, 10 Piece Nuggets, and Quarter Pounder with Cheese to the 2 for $5 mix and match deal. 

  • McDonalds traffic trends have been stable. The percentage of recent visitors who had a burger increased q/q, but is off series highs set exactly one year ago.

  • A high percentage of recent McDonald’s customers have ordered from the $1, $2, $3 menu, but that percentage has declined since hitting a series high in April of 2019. 

Key Charts: