McDonald's Retain/Regain/Convert Customer Efforts Paying Off Ahead of Digital/Delivery/EOTF Push
Investors couldn't have asked for much more from wide-moat McDonald's second-quarter update, as efforts to regain lost customers are seeing traction through food quality, convenience, and value initiatives. U.S. comps (3.9% growth) are getting much of the focus, as the cold beverage platform and the Signature Crafted premium burger launch drove approximately 2 points of guest count growth. However, we believe the more meaningful investor takeaway is the comp acceleration across international lea...McDonald's franchises and operates McDonald's restaurants. The company's menu includes hamburgers and cheeseburgers, Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, fries, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages and other beverages. The company's restaurants in the United States and various international markets provide a full or limited breakfast menu. Breakfast offerings may include Egg McMuffin, Sausage McMuffin with Egg, McGriddles, biscuit and bagel sandwiches and hotcakes. The restaurants also sells a variety of other products during limited-time promotions
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