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Evercore ISI's David Palmer: Here's what McDonald's needs to focus on in the second half
McDonald'sMcDonald's(US:MCD) CNBC Televisionยท2025-08-06 14:58

Let's get to McDonald's this morning. They did serve up an earnings beat. EPS and revenue came in ahead of expectations.Global comps up 38. Let's bring in Evercore ISI analyst David Palmer has a buy and a 350 target on the stock. David, good to see you.Comps were a bright spot and yet the commentary was, I guess, qualitatively a little cautious. What's your take on it. >> It was actually a really good earnings call.the the Q&A uh really focused on the fact that they need to do more on value for that 50% of ...