Company read
MCDONALDS CORP
MCD
Direction score
was 39 · +3 vs prior scan
42
▲ Holding
Customer Sentiment 40%
41
Workforce 30%
47
Leadership 20%
35
Product / Ops 10%
46
Components are live; families with no completed source are excluded and weights renormalize.
The read
What we found, why it matters, what it changes — synthesized from this scan only · 16d ago
1
Workforce data points to localized churn rather than chainwide labor pressure: the September 1, 2026 signal cites 2 layoffs in Gratz, CA against 9709 locations across 50 states, while Careers page postings remain at 206.
Why it matters The current evidence is too small to imply material labor-cost or operating pressure across the restaurant base.
What it changes Keep the workforce thesis broadly stable unless future scans show layoffs spreading beyond Gratz, CA or postings falling from 206.
Layoff trackers · Company sitemap · Careers page
2
Digital-experience risk is specific execution friction rather than broad demand damage: the App Store rating is unchanged at 4.8 even as Google Play reviews cite an app that “never works” and orders with missing items.
Why it matters Recurring order failures can reduce digital-order conversion and customer trust without yet showing up as a broad rating deterioration.
What it changes Expect the thesis to weaken only if these failure complaints recur alongside a change from the 4.8 App Store rating in the next scan.
App Store · Google Play
3
Leadership continuity currently offsets the workforce noise: SEC EDGAR filings are unchanged at 98 over 12mo with no officer change recorded since the 2026-08-07 10-Q, while Careers page listings include Manager, Legal Counsel and Consultant, Tech Infrastructure & Operations.
Why it matters Stable leadership and hiring across legal and technology roles reduce evidence of a near-term execution reset.
What it changes Keep leadership risk secondary to customer-facing execution unless a new officer change or a materially different hiring mix appears.
SEC EDGAR · Careers page
This cycle
17 days since the 2026-08-07 10-Q; next report expected 2026-11-06, 73 days away
◆ Mixed
Expect the next report to look broadly steady rather than materially worse because the only fresh adverse signal is 2 layoffs in Gratz, CA while hiring remains active, and this cycle has not yet shown customer-service complaints spreading.
Early signals This cycle's freshest signals are the September 1, 2026 layoff entry quoting 2 in Gratz, CA and the August 17, 2026 Careers page listings for Technology Internship and Sr. Software Engineer C# - Azure Specialist.
What moved since the last scan
vs scan of Aug 24 · 15 days ago
Signal
Move
The evidence behind it
Nothing moved between the last two scans — that is itself a read.
Counted at scale
Enumerated live from the company’s own infrastructure, counted in code.
Locations by state
9,709 locations
TX1153
CA912
FL657
OH411
IL411
NY392
NC358
PA358
MI337
VA285
WI279
TN236
edgar filings
98 filings, 12mo
Officer change filed 2026-08-04 (8-K Item 5.02), 20 days ago.
app store
4.8 stars out of 5
The App Store listing shows a current rating of 4.8 out of 5 from 7.7M ratings.
store locations
9,709 locations
9709 locations across 50 states — live sitemap enumeration
careers
206 open job postings
The page shows 10 of 206 total jobs, with category breakdowns available in the filters.
Supporting evidence, verbatim
Every quote links to its source and its scrape.
Quote
Source
Date
Scraped
“Arch Fellow North, LLC, owner and operator of eight McDonald’s restaurants in eastern Oklahoma, will pay $80,000 and provide other relief”
Jan 30
16d ago
“Arch Fellow North will designate personnel to ensure its compliance with Title VII, enact strong policies and procedures for reporting and handling sexual harassment complaints”
Jan 30
16d ago
“McDonald’s is no longer serving recalled onions, and there does not appear to be a continued food safety concern related to this outbreak.”
Dec 3
16d ago
“The FDA, CDC, and state partners investigated a multi-state outbreak of E. coli O157:H7 infections linked to recalled, yellow onions distributed by Taylor Farms and served at McDonald’s restaurants in certain states.”
Dec 3
16d ago
“A total of 104 people infected with the outbreak strain of E. coli O157:H7 were reported from 14 states.”
Dec 3
16d ago
“On October 22, 2024, Taylor Farms initiated a voluntary recall of yellow onions sent to McDonald’s and other food service customers.”
Dec 3
16d ago
“On October 22, Taylor Farms, the supplier of slivered onions for affected McDonald's locations, initiated a recall of yellow onions.”
Nov 13
16d ago
“McDonald’s stopped using slivered onions on Quarter Pounder burgers in affected states, and Taylor Farms recalled yellow onions on October 22, 2024.”
Nov 13
16d ago