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Wall Street Breakfast

Golden Arches comeback

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 6 August 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcript

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0:00.0

Good afternoon. Today is Wednesday, August 6th. I'm Julie Morgan filling in for Kim Con. Our top stories so far.

0:11.3

McDonald's staged a comeback after topping expectations with its Q2 earnings report. Global comparable sales turned positive again after a decline in Q1.

0:21.5

The 3.8% increase in the quarter was well ahead of the consensus estimate for 2.5%.

0:27.8

A meal tied to a Minecraft movie, which was offered in 100 countries starting in April lured customers.

0:34.8

McDonald said it sold out its collectible figures in less than two weeks.

0:39.3

U.S. comparable sales were 2.5% higher versus the 2.3% increased consensus and the decline

0:46.4

of 3.6% in Q2, which stood as the worst comparable sales growth tally since the pandemic.

0:53.7

The company said the

0:54.7

comps in the U.S. were primarily driven by positive check growth. The international operated

1:00.0

market segment reported a 4% rise in comparable sales during the quarter versus an increase

1:05.9

of 1.8% consensus. All markets reflected positive comparable sales.

1:12.3

Among other stocks moving on earnings, Disney saw strong momentum in its entertainment

1:17.6

direct-to-consumer segment and in the theme parks business, which helped it deliver a profit

1:22.6

beat in the third quarter and raised forecasts for the year.

1:25.8

But slightly weaker operating metrics for streaming

1:29.0

platforms offset that outperformance. Seeking alpha analyst Lucas Sochi said while streaming

1:35.4

gained subscribers at a moderate pace, Disney continues to cannibalize its results due to the decline in

1:42.2

Legacy TV. For the full year, the company expects adjusted

1:46.2

EPS of $5.85, raised from the prior guidance of $5.75 and above the $5.77 consensus.

1:56.6

Uber shares are choppy despite a beat on the top line and a 34% improvement and profitability.

2:03.0

Looking at the current quarter, Uber expects gross bookings to increase another 17 to 21% to 48.25 billion,

2:11.9

contributing to 30 to 36% growth in adjusted EBAA to a range of 2.19 to 2.29 billion. And super microcomputer is

...

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