Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More
Latest Resource
December 8, 2023
The Hottest Stocks Under the Tree

Holiday shopping is in full swing. If you haven’t started […]

Read More

Is McDonald's Running out of Gas?

October 26, 2021

Is McDonald's Running out of Gas?

In 21Q2, McDonald's beat expectations across the board thanks in part to a successful launch of 3 new chicken sandwiches and a meal promotion with K-pop band BTS. Same-store sales increased +40% YoY and +7% on a 2-year basis, driven by larger order sizes and menu price increases. Shares of MCD are trading around +13% higher YTD, but have fallen ~4% lower from highs achieved earlier this month. Now investors are wondering: can McDonald's keep its sales growth momentum going? LikeFolio data suggests normalization in some key McDonald's metrics. Demand for its new chicken sandwich line-up remains elevated YoY but has tempered on a QoQ basis: -17%.

Digital-specific mentions (including delivery) have dropped -12% QoQ. Last quarter, we recorded an improvement of +5 points, so a shift in the rate of digital growth is palpable. When compared vs. peers, you can see McDonald's lagging the short-term buzz boost YUM is garnering, falling closer to QSR in the eyes of consumers.

Earlier this week, QSR (Burger King) posted a revenue miss as labor shortages weighed on sales. On the positive side, McDonald's DOES boast the largest total mention volume and the happiest customers vs. fast-food peers.

Related Posts

Fast-Casual Recovery Heightened vs. Fast-Food Peers

Fast-Casual Recovery Heightened vs. Fast-Food Peers LikeFolio Data reveals a […]

Read More
Uncle Carl is Back: This time with McDonald's

Most people like and know Carl Icahn as the corporate […]

Read More
3 Industries in Which the ‘Trade Down’ is Real

As NFL teams trade down to get draft capital, American […]

Read More

Related Posts

Related Reports


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect