Financial PerformanceFranchisees are in a 'very strong financial position' in terms of equity & cash flow, with gross margins the highest in 20+ years.
MarketingMcDonald's recent nostalgia marketing campaign in the US generated excitement from consumers, driving them into restaurants.
Strategic InitiativesThe plan to turn around US comparisons could work better and sooner than expected, with momentum in digital/loyalty, quality improvements, and leveraging of McDonald's powerful brand.