麦当劳二季度盈利超预期但美国同店销售仅增0.8%、收入略低预期

Speaker A: I don't think this quarter out from McDonald's today will reverse the year-to-date stock slide that has been McUgly. The stock is down about 13% this year and it's justified. while McDonald's beat on earnings, it missed estimates on sales. US comparable sales only rose 8/10th of a percent due to pressure traffic to the Golden Arches.

Speaker B: Sort of is McDonald's setting the table once again. They just announced that next strategy. and we heard some things on the call from executives about what exactly could have gone wrong here. They said that one, the roll out of their new value menus maybe wasn't as well portrayed or well put out there as what they had anticipated, that franchisees didn't really see a return from there. They also said that there was too many deployments within the quarter and that led to a rough spot for restaurant operations. They said that increased wait time and also uh caused uh customer satisfaction scores to go down. and on top of that, you also have these marketing campaigns that McDonald's and analysts were really hoping for to outperform that didn't exactly go as planned. And so now, once again, this is McDonald's sort of resetting the table once again uh within this quarter. They have an investor day in the end of September and they also named a new president here in the US. that's Skye Anderson. She's been with the company for about 26 years. And so it seems like they're sort sort of putting together the puzzle pieces to see what their next growth strategy is, to see how that strategy unveils itself. and also with beverages, that was supposed to really be a huge moment within this quarter and it sure got outshined. but what exactly maybe didn't go exactly right?