Wall Street Breakfast Golden Arches comeback
Aug 6, 2025
McDonald’s saw a resurgence in sales thanks to the creative Minecraft Movie Meal. Meanwhile, Super Micro faced a significant stock drop amidst market turbulence. Tesla is entangled in a legal battle over its robotaxi claims, raising questions about self-driving safety. Insights from a Citadel strategist shed light on evolving market dynamics as summer trading wraps up.
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McDonald's Sales Rebound Strongly
- McDonald's Q2 earnings beat expectations with a 3.8% global comparable sales rise.
- The Minecraft Movie Meal campaign drove positive check growth across all markets.
Disney's Mixed Earnings Momentum
- Disney raised its full-year EPS forecast to $5.85, beating consensus.
- Streaming subscriber growth is moderate, with legacy TV declines offsetting gains.
Supermicro Struggles With Margins
- Supermicro missed Q4 estimates and suffers low gross margins.
- Analysts expect continuing pressure on gross margins through fiscal year 2026.