After McDoanld's reported higher than expected Q2 EPS but its U.S. SSS rose just 1.8%, RBC Capital analyst David Palmer says he expects the company to continue to generate "solid growth" going forward." Palmer raised his 2016 and 2016 EPS estimates for the company, citing stronger restaurant margins. He slightly lowered his Q3 SSS estimate, citing lackluster sector trends, but he increased his Q4 U.S. SSS estimate to 2% from 1.5%, based on what he sees as a number of positive catalysts, including a new breakfast menu and a Pokemon Go partnership. Palmer expects the company's 2H16 EPS to beat expectation, and he keeps an Outperform rating.