McDonald's Corporation (MCD)
McDonald's Stock Gets Third Downgrade in 3 Days. Why This Analyst Flipped to Sell From Buy.
Drugs like Ozempic pose one of the most critical threats to the restaurant chain's business, Redburn Atlantic says.
Analyst severely downgrades McDonald's stock price target
Shares of McDonald's (NYSE: MCD) came under fresh pressure after Redburn Atlantic issued a stark downgrade on Tuesday, slashing its price target by nearly 20%.
McDonald's Stock Gets a Downgrade. Why Chicken Strips Are to Blame.
The fast-food giant's new chicken strips have less breading and appear smaller than past offerings, an analyst argues.
McDonald's: Focus On Value Offerings And New Launches Should Drive Upside
McDonald's is well-positioned to gain market share through value offerings and new product launches despite tough macroeconomic conditions. The margin outlook is positive, with non-recurrence of E. coli-related costs and benefits from operating leverage as sales improve. The stock trades at a discount to its historical average, making it attractive given strong growth prospects and improving fundamentals.
McDonald's is bringing back the snack wrap to U.S. restaurants next month
McDonald's snack wraps will return to U.S. restaurants on July 10. The revival of the beloved menu item comes after McDonald's saw same-store sales decline in the first quarter.
McDonald's: A Resilient Compounder For The Long Run
McDonald's remains a resilient, cash-generating compounder with a strong moat, despite recent sales dips and consumer spending concerns. The new McValue platform and menu innovation are strategic moves to win back value-conscious customers and drive future growth. Robust cash flow, high margins, and a secure, growing dividend make McDonald's attractive for patient, long-term investors.
McDonald's Defensive Positioning And Future Drivers
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 Growth Potential Through Inflation And Competition
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.
MCD vs. YUM: Which Restaurant Stock is Better Positioned Now?
McDonald's and Yum! Brands are innovating and expanding.
3 Top-Tier Dividend Stocks to Buy for a Worry-Free Retirement
These dividend stocks have recession-resistant businesses and are generally quite stable.
McDonald's shuts down its spin-off, CosMc's, after less than 3 years as sales lag
McDonald's is closing its CosMc's spin-off drink shops. CosMc's, which launched in 2023, drew comparisons to coffee shops like Starbucks and Dunkin Donuts.
McDonald's extending hours at most US locations this summer amid hiring surge
McDonald's is extending its operating hours at most U.S. locations starting this summer, as the company plans to add more than 300,000 workers.
