{"id":61673,"date":"2026-05-07T07:38:29","date_gmt":"2026-05-07T11:38:29","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/mcdonalds-and-bdx-beat-earnings-as-amazon-expands-ozempic-reach-markets-await-jobs-report\/61673\/"},"modified":"2026-05-07T07:38:29","modified_gmt":"2026-05-07T11:38:29","slug":"mcdonalds-and-bdx-beat-earnings-as-amazon-expands-ozempic-reach-markets-await-jobs-report","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/mcdonalds-and-bdx-beat-earnings-as-amazon-expands-ozempic-reach-markets-await-jobs-report\/61673\/","title":{"rendered":"McDonald&#8217;s and BDX Beat Earnings as Amazon Expands Ozempic Reach; Markets Await Jobs Report"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>McDonald\u2019s (<a href=\"\/stock\/MCD\">MCD<\/a>)<\/strong> beat first-quarter earnings and revenue estimates but <strong>missed on global comparable sales<\/strong>, which grew <strong>3.8%<\/strong> against a <strong>3.95%<\/strong> forecast.<\/li>\n<li><strong>Amazon (<a href=\"\/stock\/AMZN\">AMZN<\/a>)<\/strong> is aggressively expanding into the GLP-1 market by offering <strong>same-day delivery<\/strong> and <strong>physical kiosks<\/strong> for the <strong>Ozempic pill<\/strong>.<\/li>\n<li>A &quot;mysterious&quot; <strong>$53 billion &quot;Other Income&quot; boost<\/strong> has surfaced in AI hyperscaler earnings, raising questions about the underlying quality of recent tech profits.<\/li>\n<li>The <strong>U.S. labor market<\/strong> is expected to show significant cooling in Friday&#39;s report, with economists forecasting only <strong>65,000 new jobs<\/strong> for April.<\/li>\n<li><strong>Becton Dickinson (<a href=\"\/stock\/BDX\">BDX<\/a>)<\/strong> and <strong>Kenvue (<a href=\"\/stock\/KVUE\">KVUE<\/a>)<\/strong> both posted adjusted earnings beats, though <strong>KVUE<\/strong> withheld forward guidance amid its pending deal with Kimberly-Clark.<\/li>\n<\/ul>\n<h2>McDonald&#39;s and Consumer Health Earnings<\/h2>\n<p>McDonald&#39;s (<a href=\"\/stock\/MCD\">MCD<\/a>) reported a solid start to 2026 with <strong>adjusted EPS of $2.83<\/strong>, surpassing the <strong>$2.75<\/strong> analyst consensus. Total revenue reached <strong>$6.52 billion<\/strong>, slightly ahead of the <strong>$6.46 billion<\/strong> expected. However, the stock faced pressure as <strong>global comparable sales<\/strong> of <strong>3.8%<\/strong> fell short of the <strong>3.92%<\/strong> target, signaling potential fatigue in consumer spending.<\/p>\n<p>In the healthcare and consumer sector, Becton Dickinson (<a href=\"\/stock\/BDX\">BDX<\/a>) delivered a significant earnings surprise, posting <strong>adjusted EPS of $2.90<\/strong> compared to the <strong>$2.18<\/strong> estimate, despite a revenue miss at <strong>$4.1 billion<\/strong>. Meanwhile, Kenvue (<a href=\"\/stock\/KVUE\">KVUE<\/a>) reported <strong>adjusted EPS of $0.32<\/strong> on sales of <strong>$3.91 billion<\/strong>, both beating expectations. <em>The company notably declined to provide forward-looking guidance<\/em>, citing its ongoing strategic combination with Kimberly-Clark.<\/p>\n<h2>Amazon\u2019s Major Healthcare Push<\/h2>\n<p>Amazon (<a href=\"\/stock\/AMZN\">AMZN<\/a>) continues to disrupt the pharmaceutical space by increasing access to the <strong>Ozempic pill<\/strong>. The company announced <strong>same-day delivery<\/strong> for the medication in nearly <strong>3,000 cities<\/strong>, with plans to reach <strong>4,500 locations<\/strong> by the end of the year.<\/p>\n<p>Additionally, Amazon is deploying <strong>new kiosks<\/strong> at select One Medical locations to facilitate immediate pickup. <em>This move positions Amazon as a primary player in the high-demand GLP-1 market<\/em>, leveraging its logistics network to undercut traditional pharmacy wait times.<\/p>\n<h2>The $53 Billion AI Earnings Mystery<\/h2>\n<p>A report from the Financial Times has highlighted a massive <strong>$53 billion &quot;Other Income&quot; boost<\/strong> appearing on the balance sheets of major AI hyperscalers. This non-operating income has significantly padded recent earnings results, potentially masking the high costs of AI infrastructure buildouts. <em>Analysts are now scrutinizing whether these profits are sustainable<\/em> or merely the result of one-time investment gains and accounting adjustments.<\/p>\n<h2>Macro and Geopolitical Outlook<\/h2>\n<p>The market remains on edge ahead of the <strong>April Nonfarm Payrolls<\/strong> report, with expectations set at a modest <strong>65,000 jobs<\/strong>. The <strong>unemployment rate<\/strong> is projected to hold steady at <strong>4.3%<\/strong>. <em>A weak report could bolster the case for interest rate cuts<\/em>, while a surprise beat might reignite inflation concerns.<\/p>\n<p>On the geopolitical front, <strong>President Biden<\/strong> is scheduled to meet with the <strong>President of Brazil<\/strong> today to discuss bilateral trade and environmental policy. Simultaneously, trade official <strong>Rollins<\/strong> is reportedly pushing for increased <strong>Chinese purchases of U.S. agricultural products<\/strong>, while Ukraine&#39;s <strong>Rustem Umerov<\/strong> is set to hold high-level talks in Miami with <strong>Steve Witkoff<\/strong> and <strong>Jared Kushner<\/strong> to discuss the ongoing conflict.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways McDonald\u2019s (MCD) beat first-quarter earnings and revenue estimates but missed on global comparable sales, which grew 3.8% against 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