Key Takeaways MCD guided to $3.7-$3.9B in 2026 capital spending, up from about $3.4B in 2025.MCD opened roughly 2,275 restaurants in 2025 and plans about 2,600 gross openings in 2026.MCD expects 2026 net unit growth to add approximately 2.5% to systemwide sales growth.McDonald’s Corporation (MCD) exited 2025 with an acceleration in capital investment plans, as management outlined a higher level of spending tied primarily to unit growth and future development. The company guided to 2026 capital expenditures ...

This market is anything but easy. One day, we’re setting a new high and the next day, we might be down 2%. That’s volatility for ya. Not only volatility, but there’s also lots of sector rotation happening. The stocks that are up this year are, generally, not the ones that have been hot over the last few years. The Magnificent 7 aren’t looking so magnificent in 2026. NVIDIA (NVDA) is basically flat, Microsoft (MSFT) is off 18%, Tesla (TSLA) is down 9%. I could go on… What’s doing well? As we’ve discusse ...

Core Insights - The article highlights the performance and outlook of several companies, including Applied Materials, McDonald's, Texas Instruments, and Lulu's Fashion Lounge Holdings, based on recent research reports from Zacks Equity Research. Group 1: Applied Materials, Inc. (AMAT) - Shares have outperformed the Zacks Electronics - Semiconductors industry over the past six months, increasing by 126.3% compared to the industry's 22.1% [4] - The company benefits from a rebound in the semiconductor industry, particularly in the foundry and logic sectors, along with consistent progress in its services and strength in various business segments [5] - Concerns include increasing U.S.-China tensions, export restrictions on semiconductor manufacturing equipment, slow memory market recovery, and rising operating costs [6] Group 2: McDonald's Corp. (MCD) - Shares have outperformed the Zacks Retail - Restaurants industry over the past six months, with a growth of 7.2% compared to 2.9% for the industry [7] - The company reported fourth-quarter 2025 results that exceeded Zacks Consensus Estimates, with year-over-year increases in both earnings and revenues [8] - McDonald's is focusing on aggressive unit expansion, targeting 50,000 restaurants worldwide by 2027, despite facing financial pressures and declining earnings estimates for fiscal 2026 [9] Group 3: Texas Instruments Inc. (TXN) - Shares have outperformed the Zacks Semiconductor - General industry over the past six months, increasing by 17.7% compared to 2.9% for the industry [10] - The company is experiencing solid demand in data centers, which enhances its prospects in the enterprise systems market, supported by a focus on expanding its product portfolio [11] - Growth may be hindered by a slow recovery in the industrial market, rising manufacturing costs, and ongoing U.S.-China tech tensions [12] Group 4: Lulu's Fashion Lounge Holdings, Inc. (LVLU) - Shares have significantly outperformed the Zacks Retail - Apparel and Shoes industry, with a remarkable increase of 250.1% compared to 18.6% for the industry [13] - The company is expanding its multi-channel growth strategy, including a full entry into all Nordstrom stores by February 2026, following a 143% year-over-year growth in wholesale revenue [14] - Despite the growth, liquidity is constrained, with only $6.8 million in credit headroom and $1.9 million in cash, alongside persistent net losses and declining active customers [15]

Core Insights - The article highlights three companies with strong cash flow, dividends, value, and growth potential: Coca-Cola, Chevron, and McDonald's [1] Coca-Cola (KO) - Coca-Cola reported a 12% year-over-year revenue growth to $11.2 billion, with 10% of this growth attributed to organic sales volume [1] - The company maintains impressive operating margins around 33% and has a forward P/E ratio of 22, indicating potential for further appreciation [1] - Coca-Cola's strong brand recognition globally contributes to its consistent cash flows and growth [1] Chevron (CVX) - Chevron experienced a 12% revenue growth in the last quarter, with an EPS of $1.52 that exceeded estimates by over 5% [1] - The company has demonstrated resilience in maintaining margins despite fluctuations in commodity prices [1] - Chevron offers a dividend yield of over 4% and has a history of buybacks and dividend increases, making it attractive for long-term investors [1] McDonald's (MCD) - McDonald's achieved a 7% system-wide sales growth, driven by digital initiatives and menu innovation [1] - The company's strong global brand presence has allowed it to maintain market share and expand margins [1] - Despite a lower dividend yield compared to the other companies mentioned, McDonald's continues to raise its dividend due to increased cash flows [1]

以下文章来源于天下网商 ，作者天下网商 图源丨Midjourney "9.9元"一杯咖啡，不算太稀奇；"9.9元"能连喝一个月咖啡，性价比就拉满了。 这张售价"9.9元"的咖啡月卡，出自一家西式快餐品牌——华莱士。消费者支付9.9元开通"WA咖啡月 卡"后，即可在华莱士适用门店内免费下单现磨美式咖啡，每2小时限购一杯。 这一"地板价"立刻引发热议。按照华莱士给出的介绍，9.9元包月咖啡最多兑换210杯咖啡，照兑换 杯数上限计算，一杯甚至还不到5分钱，有消费者感叹"就算是速溶的也值了"；也有消费者反馈称， 现场出餐较慢，且必须在距门店200米内才能点单，其实也有较高的隐性成本。 资料显示，华莱士创立于2001年，主营汉堡、炸鸡等西式快餐，在业界有"中国版肯德基"之称。它 凭借低价策略逐步占领了三四线市场，但也因食材管控等问题，引发腹泻等食品卫生事件，从而在社 交平台上被部分消费者调侃为"喷射战士"。 天下网商 . 记录互联网商业的人物和故事。 来源丨天下网商 （ID： txws_txws ） 作者丨朱之丛 窄门餐眼数据显示，华莱士在华门店数超过1.9万家，接近肯德基、麦当劳的总和。 此次华莱士推出9.9元咖啡月 ...

格隆汇2月18日｜麦当劳公司董事长兼首席执行官Christopher J Kempczinski向美国证券交易委员会报告 了一系列内幕股票交易，Kempczinski出售价值1,750万美元的股票。麦当劳股价过去一个月上涨6.6%。 ...

Some may call McDonald's cheap fast food, but one area the company has not skimped on is innovation. Over the past year, McDonald's has introduced several new offerings and brought back fan favorites, including the Grinch Meal and Buffalo Ranch, as well as the return of the Snack Wrap and Changeables Happy Meal. The launches went viral and generated significant online engagement, reinforcing the brand's ability to create cultural moments nearly 86 years after its founding. In today's increasingly compet ...

Core Insights - The restaurant sector is a key indicator of the K-shaped economy, with consumer sentiment diverging from actual behavior, particularly in food service [3][4] - McDonald's and Texas Roadhouse are outperforming competitors by focusing on value, leading to growth in comparable sales and market share [4][7] Company Performance - McDonald's reported Q4 2025 results with a 9.7% year-over-year sales growth, exceeding earnings per share and revenue projections [5] - Global same-store sales for McDonald's showed a 5.7% year-over-year growth, with a notable 6.8% growth in the U.S., contrasting with Wendy's decline of 5.5% in revenue and 11.3% drop in same-store sales [5][6] - The company's operating margins are projected to exceed 40% in 2026, supporting its Value Leadership strategy [5] Value Strategy - McDonald's Value Menu 2.0 is a permanent offering, featuring promotions like Extra Value Meals and the McValue platform, which includes $5 Meal Deals and Buy One, Get One for $1 offers [6] - The successful Grinch Meal holiday promotion resulted in the highest single-day sales in McDonald's history [6]

最近几年，只要说起餐饮茶饮市场，几乎大家都在说的就是低价策略，这些年在行业内卷的情况下，各 家企业都在纷纷用降价的方式来提升自己的市场优势，就在最近餐饮茶饮集体涨价的消息传来，让人不 禁想问为啥低价策略都失效了？ 据21世纪经济报道的消息，肯德基、麦当劳接连涨价的同时，萨莉亚以及多家咖啡茶饮品牌都在或明或 暗地调整价格。 二、为啥大家都放弃了低价策略？ 这仅仅是一个缩影，实际上，除了水果，茶叶、牛奶、包装材料等原材料的价格也都在不同程度上有所 上升。对于餐饮茶饮企业来说，原材料成本的增加直接压缩了利润空间。为了维持正常的经营运转，保 障产品和服务的质量，涨价成为了一种必然的选择。毕竟，企业不可能长期承受亏损经营，只有通过合 理的价格调整，才能在一定程度上缓解成本压力，确保自身的生存和发展。 此次肯德基中国的调价，就是直接针对外卖。1月26日，肯德基中国宣布对旗下外送产品价格进行小幅 调整，平均上涨0.8元，堂食价格保持不变。 针对此次调价，肯德基方面回应称，此举是应对运营成本变化的正常市场行为，旨在维持稳定健康经 营，同时明确"疯狂星期四""周末疯狂拼""OK餐三件套"等热门优惠套餐价格保持不变。 无独有偶， ...

McDonald’s Corporation (NYSE:MCD) is adapting its menu as a growing number of Americans on GLP-1 weight-loss drugs, such as Ozempic and Wegovy, alter portion sizes, snacking habits, and beverage choices. McDonald's Tests High-Protein Options For GLP-1 Users During a Wednesday earnings call, CEO Chris Kempczinski said McDonald's is testing menu items to appeal to customers taking GLP-1 medications. "As adoption grows, we know that consumers’ behavior changes," Kempczinski said. He noted these customers te ...