Sign in

You're signed outSign in or to get full access.

Dave Palmer

Senior Managing Director at Evercore

David Palmer is a Senior Managing Director at Evercore ISI, heading the Restaurants and Food Producers equity research team with a focus on the consumer defensive sector. He covers companies such as Chipotle Mexican Grill, Pinnacle Foods, Panera Bread, Bojangles, Supervalu, and Burger King, achieving a 61% success rate on 486 ratings and an average return of 6.40% per rating according to TipRanks, where he ranks #864 out of 9,916 Wall Street analysts; his best call on Chipotle delivered +92.70% return. Palmer began his career with prior roles as Managing Director at RBC Capital Markets and Managing Director and Consumer Sector Head at UBS before joining Evercore ISI, and he was ranked No. 1 in restaurants sector coverage in the 2024 Extel All-America Research survey after over a decade of top rankings. He holds a B.A. from Cornell University and an MBA from Columbia Business School.

Dave Palmer's questions to MCDONALDS (MCD) leadership

Question · Q4 2025

Dave Palmer (Evercore) asked about McDonald's increasing momentum and pipeline of ideas, specifically in beverages, chicken, and value refinement. He also inquired about foundational changes beyond the tech stack, such as kitchen innovations or an 'experience of the future version two.'

Answer

Chairman and CEO Chris Kempczinski stated that new capabilities like the loyalty platform (210 million 90-day active users) and a common tech stack enable faster deployment of solutions. He mentioned exploring AI and GLP-1 impacts. Executive Vice President and President of International Operated Markets Jill McDonald added that the new category management structure (beef, beverages, chicken) is accelerating product innovation and execution, with positive consumer reactions to new news like the U.S. beverage test.

Ask follow-up questions

Fintool

Fintool can predict MCDONALDS logo MCD's earnings beat/miss a week before the call

Question · Q4 2025

Dave Palmer inquired about McDonald's accelerating momentum and pipeline of ideas, including beverages, chicken, and value refinement, and foundational elements beyond the tech stack like kitchen innovations for future experiences.

Answer

Chairman and CEO Chris Kempczinski stated that McDonald's is operating from a significantly different starting point due to 'Accelerating the Arches' initiatives, including 250 million loyalty users and a common tech stack, enabling faster deployment of solutions. He mentioned leaning into AI and GLP-1 impacts, with various ideas being tested across restaurants. Executive Vice President and President of International Operated Markets Jill McDonald added that the new category management structure (beef, beverages, chicken) is enhancing focus and pace by integrating operations, supply chain, menu, and marketing, leading to positive consumer reactions to new offerings like the beverage test.

Ask follow-up questions

Fintool

Fintool can write a report on MCDONALDS logo MCD's next earnings in your company's style and formatting