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Greg Francfort

Managing Director and Senior Analyst at Guggenheim

Greg Francfort is a Managing Director and Senior Analyst at Guggenheim Partners, specializing in equity research within the restaurant sector with coverage of prominent companies such as McDonald's, Chipotle Mexican Grill, Yum! Brands, Domino’s, and Shake Shack. He is recognized for providing high-impact recommendations with a strong track record, including a success rate above 65% on platforms like TipRanks and consistently ranking among the top restaurant analysts on Wall Street. Francfort began his career at J.P. Morgan after graduating from Princeton University and later held key analyst positions at Bank of America Merrill Lynch before joining Guggenheim in 2018, where he quickly advanced to Managing Director. He holds FINRA Series 7, 63, 86, and 87 licenses, underscoring his depth of expertise and regulatory credentials in the financial services industry.

Greg Francfort's questions to MCDONALDS (MCD) leadership

Question · Q3 2025

Greg Francfort requested more details on the ongoing beverage test, specifically regarding the breadth of product, inclusion of energy drinks, sales mix, and observed consumer behaviors.

Answer

CFO Ian Borden explained that the test, running in about 500 U.S. restaurants across two regions, has a purposeful construct with some product overlap and differences, building on learnings from the CosMc's standalone restaurants. The test aims to gauge consumer demand and manage operational complexity, with positive consumer reaction to the portfolio. Chairman and CEO Chris Kempczinski added that the company is thoughtfully pricing these products to deliver value relative to competitors, aiming for success in the segment through disciplined pricing.

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Question · Q3 2025

Greg Francfort requested more details on McDonald's ongoing beverage test, specifically regarding the breadth of products, the inclusion or exclusion of energy drinks in different test regions, the sales mix, and any observed consumer behaviors.

Answer

CEO Chris Kempczinski stated that the company is pleased with the test results, focusing more on operations and mix rather than immediate comparable sales impact. CFO Ian Borden explained that the test is running in about 500 US restaurants across a couple of regions with a purposeful construct of different product lineups, informed by learnings from the CosMc's standalone restaurants. The test aims to gauge consumer demand and reaction to the portfolio, and to test the manageability of complexity at a greater scale. He noted positive consumer reaction and manageable complexity. Chris Kempczinski added that McDonald's is being thoughtful about pricing these products to bring value to the segment, believing disciplined pricing relative to competitors will be key for national rollout success.

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