McDonald's remains a defensive play, outperforming premium discretionary peers and holding up well versus other retail defensives during downturns. Current macro headwinds, including weaker consumer spending and US same-store sales softness, are cyclical, not structural threats to MCD's business. Long-term growth is underpinned by digital innovation, Gen Z engagement, menu evolution and automation, with global diversification mitigating tariff and geopolitical risks.
McDonald's robust franchise model, digital investments, and global scale drive stable cash flows and leadership in the QSR sector despite macroeconomic pressures. My DCF-based valuation, using conservative assumptions, shows a fair value of $342 per share, offering about 9% upside from current levels. The company maintains high margins, strong free cash flow, and a shareholder-friendly policy with consistent dividend growth and active buybacks.
McDonald's and Yum! Brands are innovating and expanding.
![]() 0R16 3 months ago | Other | $1.77 Per Share |
![]() 0R16 6 months ago | Other | $1.77 Per Share |
![]() 0R16 9 months ago | Other | $1.67 Per Share |
![]() 0R16 3 Jun 2024 | Other | $1.67 Per Share |
![]() 0R16 29 Feb 2024 | Other | $1.67 Per Share |
28 Jul 2025 (55 Days) Date | | - Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
3 Feb 2025 Date | | - Cons. EPS | 2.8 EPS |
29 Oct 2024 Date | | - Cons. EPS | 3.13 EPS |
28 Oct 2024 Date | | - Cons. EPS | - EPS |
![]() 0R16 3 months ago | Other | $1.77 Per Share |
![]() 0R16 6 months ago | Other | $1.77 Per Share |
![]() 0R16 9 months ago | Other | $1.67 Per Share |
![]() 0R16 3 Jun 2024 | Other | $1.67 Per Share |
![]() 0R16 29 Feb 2024 | Other | $1.67 Per Share |
28 Jul 2025 (55 Days) Date | | - Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
3 Feb 2025 Date | | - Cons. EPS | 2.8 EPS |
29 Oct 2024 Date | | - Cons. EPS | 3.13 EPS |
28 Oct 2024 Date | | - Cons. EPS | - EPS |
Restaurants Industry | Consumer Cyclical Sector | Mr. Christopher J. Kempczinski CEO | LSE Exchange | US5801351017 ISIN |
US Country | 150,000 Employees | 2 Jun 2025 Last Dividend | 8 Mar 1999 Last Split | - IPO Date |
McDonald's Corporation, an iconic global chain of fast food restaurants, was founded in 1940 and has since established a significant footprint both in the United States and internationally. The company specializes in operating and franchising restaurants under the McDonald's brand, a name synonymous with quick service and a consistent menu. Headquartered in Chicago, Illinois, McDonald's has evolved its operating structures over the years, including conventional franchises, developmental licenses, or affiliations, to expand its global presence and adapt to market needs. This strategic approach has allowed McDonald's to become a household name, recognized for its efficiency, consistency, and innovation in the fast food industry.
McDonald's Corporation offers a wide range of food and beverage products that cater to diverse tastes and preferences, which include but are not limited to the following:
In addition to its standard menu items, McDonald's frequently engages in limited-time promotions, offering novel products or bringing back popular items for a short duration to maintain interest and attract customers.