McDonald’s announced Q1 financials on Tuesday of this week, and its focus on all day breakfast, $1 coffee /$2 espresso drinks and the Big Mac promotion are acknowledged to have gained market share. Their Same Store Sales were up 1.7% as it continues to work its McCafé platform with new advertising and baked goods coming later this year. North of the border, Tim Horton’s this week admitted that system same store sales continued soft in Canada, for the second quarter in a row, at minus .2% but were positive in the US. The company also announced a relaunch of its espresso drinks platform that began today. The Tim’s Canada franchisee association dispute was acknowledged on the earnings call, but the company denied poor quality in the supply chain. Predictably, Burger King lost sales to McDonald’s in the US, but noted its breakfast daypart was positive. Starbucks reported Americas same store sales at +3 (with essentially flat traffic) in its Q2 call yesterday. They continue to emphasize the bakery case, breakfast sandwiches and increasing the mobile and pay average ticket. Interestingly, the 350 mall store Teavanna store group is under review, with closures expected. Traffic in some malls was very poor, while Starbucks only stores were said to be unaffected. Chair Howard Schultz emphasized that the “coffee discounters” as he called them – McDonald’s, Dunkin Donuts and others — had no impact on the Starbucks business.