McDonald's Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
McDonald's has 5 disclosed suppliers and 1 disclosed customer in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+1.17%
vs ±3.3% implied · ×0.35
shaded = implied · ▲▼ = realized
Table10% or more of the Company's total revenue for the years ended 2025, 2024, and 2023
| Year Ended December 31, | |||
|---|---|---|---|
| 2025 | 2024 | 2023 | |
| McDonald's Corporation | 21% | 15% | 12% |
basisPAR FY2025 revenue $456MMCD FY2025 revenue $26.9B
SentenceOur largest customer, McDonald's Corporation, accounted for approximately 15%, 15%, and 14% of our consolidated net sales in fiscal 2026, 2025, and 2024, respectively.
basisLW FY2026 revenue $6.6BMCD FY2025 revenue $26.9BFY mismatch
SentenceDue
to the success Brag House was able to achieve, the partnership with McDonald's and Coca-Cola grew stronger as Brag House was contracted
by Coca-Cola, in collaboration with McDonald's, for the third consecutive year to host a nationwide Fortnite tournament with student
SentenceOur sales efforts are largely targeted towards the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A® and retail customers, including grocery store chains and wholesale clubs, such as Kroger ® , Costco ® , Publix ® and H-E-B ® in the U.S., chain restaurants such as McDonald's ® and grocery store chains such as Sainsbury's, Tesco and Waitrose in the U.K. and Europe, and grocery store chains such as Wal-Mart ® in Mexico.
McDonald's Corp
258.27
Expected move
Inputs8Q avg ±2.1%·×1.24·rich
straddle ±3.3%
spot 258.12exp Nov 6ATM strike 257.5ATM straddle 9.95IV 35%