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门店数超7500家,麦当劳中国如何补齐“万店”的最后拼图?
3 6 Ke· 2025-12-25 00:25
麦当劳再开新城。 12月20日,麦当劳宣布宁夏三店齐开,次日青海西宁首店亮相,随着这一连串密集的落子,入华30余年的麦当劳终于完成了中国内地省级版图的最后拼 图。 其中,西宁首店直接以西北地区规模最大的"得来速"独栋形态登场,足见其对补齐省级版图最后一环的重视。 在全覆盖的背景下,麦当劳在中国市场的门店分布呈现出显著的梯度差异,一边是广东市场的高密度布局,另一边则是西北腹地刚刚实现"零的突破",这 种区域间的密度落差,才是麦当劳全国版图的真实面貌。 即便是第二梯队的江苏、浙江等地门店数也仅在500-700家区间,远未达到广东的量级;排名第10的天津则降至近250家,至于刚刚填补空白的青海、宁 夏,目前仅是个位数起步。 这种"东重西轻、南重北轻"的格局,或许暴露了麦当劳供应链与管理半径的边界。 对此,凌雁管理咨询首席咨询师、餐饮及食品行业分析师林岳表示,麦当劳采用的是"核心区域直营+边缘市场代理"的混合模式。 此次宁夏、青海以及内蒙古市场的开拓,正是借助了东方控股集团等实力雄厚的被特许人的力量。这种筛选机制,虽然规避了非标准化的经营风险,却也 必然导致其在部分市场的渗透密度会不及竞争对手。 当标志性的"M"记招 ...
Christmas 2025: Applebee's, McDonald’s, Wendy's among restaurants open in US on December 25—check list here
MINT· 2025-12-24 23:52
From quick-service outlets to full-service dining, here's a detailed list of restaurants operating on Christmas Day.Applebee's: Some Applebee’s locations will be open on Christmas, though hours may differ by restaurant. Guests are advised to check with their nearest outlet for specific timings, according to a report from Today.McDonald’s: Most McDonald’s outlets remain open on holidays, including Christmas. However, operating hours may vary by location, so customers are encouraged to check the store locator ...
[DowJonesToday]Dow Jones Advances Amid Strong Economic Data and AI Momentum
Stock Market News· 2025-12-24 14:09
The Dow Jones Industrial Average (^DJI) was up 79.73 points, or 0.16%, today, reaching 48442.4100 as markets prepared for an early close ahead of the Christmas holiday. Dow Futures (YM=F) were slightly down 4.00 points, or -0.0082%, at 48758.0000. The primary narrative driving the market's positive sentiment was a combination of stronger-than-expected economic data and the continued robust performance of Artificial Intelligence (AI)-related stocks.The U.S. economy's unexpectedly strong 4.3% annual growth ra ...
麦当劳是如何涨价的?
Sou Hu Cai Jing· 2025-12-23 21:11
12月15日,麦当劳全线涨价0.5-1元引起热议,据统计,这是麦当劳5年内的第四次涨价。 麦当劳小程序菜单显示,巨无霸、双层深海鳕鱼堡、麦香鱼等经典汉堡单价均上涨1元;麦乐鸡、那么大鸡排等小食也涨价1元,麦麦脆汁鸡、中份薯条等则 上调0.5元,麦旋风、新地等甜品同步涨价0.5元。 本次涨价触发消费者感知的关键是,麦当劳调整了"1+1随心配"(最早价格为12元,被称为"穷鬼套餐")套餐中的热门组合,即双层吉士汉堡需额外增加1 元才能选购。 这款性价比套餐自2019年推出以来为麦当劳收获一大批"麦门"忠实粉丝,而至今已历经三轮涨价:2021年,价格涨至12.9元;2023年价格涨至13.9元;截至 此次调整,随心配热门组合"双层吉士汉堡"涨价至14.9元,累计涨幅近24%。 一位餐饮行业业内人士告诉九派财经记者:"近年来,快餐行业的核心食材价格几乎一直在涨,成本压力已成为行业共性问题。麦当劳 0.5-1 元的小幅涨 幅,属于企业分摊成本的合理范畴。" 以主要食材为例,据iFinD数据显示,2019年起活鸡(普通肉鸡)集贸市场价格基本在20元/公斤以上,牛肉(去骨统肉)价格也均在68元/公斤,长期呈现增 长趋势。 ...
McDonald's Outperforms Industry in 6 Months: How to Play the Stock?
ZACKS· 2025-12-23 18:16
Key Takeaways McDonald's shares gained 8.5% in three months, outperforming the restaurant industry, which fell 4.3%.The Accelerating the Arches strategy supports traffic share through menu innovation, marketing and value.Digital engagement, loyalty platforms and localized menus help McDonald's stay resilient amid cost pressures.Shares of McDonald's Corporation (MCD) have gained 8.5% in the past six months against the Zacks Retail - Restaurants industry's fall of 4.3%. The company is standing out in a period ...
Charts Turn Tasty: McDonald's, Coca‑Cola And Yum Brands Stocks Hit Golden Crosses
Benzinga· 2025-12-23 16:58
The market's latest bullish signal didn't come from AI, chips, or high-beta growth. It came from burgers, soda, and fried chicken. Over the past few sessions, Coca-Cola Co (NYSE:KO) , McDonald’s Corp (NYSE:MCD) , Yum! Brands Inc (NYSE:YUM) and Yum China Holdings Inc (NYSE:YUMC) have all flashed a Golden Cross — a technical pattern that often signals a shift in longer-term momentum.Track KO stock here.For each of these stocks, the 50-day SMA (simple moving average) has crossed above the 200-day SMA, making a ...
Here’s What Analysts Say on McDonald’s (MCD)
Yahoo Finance· 2025-12-23 16:27
McDonald’s Corporation (NYSE:MCD) is one of the 13 Best Fast Food Stocks to Buy. On December 15, Jefferies reiterated a Buy rating on McDonald’s Corporation (NYSE:MCD) with a price target of $360. Earlier, on December 10, Bernstein SocGen Group had also reaffirmed its Market Perform rating on McDonald’s Corporation (NYSE:MCD) and kept the price target at $320. Bernstein SocGen Group’s analysis indicates that there is huge potential in the company’s a la carte pricing. This is true even when McDonald’s Cor ...
McDonald’s Stock: Franchise Strength Offsets Slowing Demand (NYSE:MCD)
Seeking Alpha· 2025-12-23 07:14
When I wrote my investment outlook on McDonald's ( MCD ) in June, I was overly positive about the growth of financial indicators in the coming quarters. In fact, everything turned out to be notHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real stor ...
麦当劳全国餐厅将陆续启用生物基新包装
Zheng Quan Ri Bao Wang· 2025-12-22 02:34
原标题:麦当劳中国餐食包装绿色再升级 全国餐厅将陆续启用生物基新包装 12月19日,麦当劳中国宣布餐食包装绿色再升级——全国超7500家餐厅将陆续启用生物基新包装。 升级后,麦当劳主要包装材料为聚乳酸(PLA)及纸材,预计每年减少石油基塑料使用量超5800吨。麦 当劳中国坚持绿色创新,在确保顾客用餐体验的前提下,更负责任地选择和使用包装材料。 即日起,全国麦当劳餐厅开始陆续启用全新生物基包装——麦咖啡包装及饮料、新地、玉米、粥等 的包装杯盖将使用PLA材料。与此同时,部分包装(饮料、新地、玉米等的包装杯身)也将由石油基塑 料切换为纸制包材。新升级包装呈现出"创新、环保、体验、安全"四大特点: 一是创新。新升级包装在研发过程中,筛选约100种包装方案,经过超200万次实操验证,实现了生 物基包装的规模化应用创新。这源于麦当劳中国与供应链伙伴的携手攻坚与本土自主研发。 二是环保。升级后的包装,以创新的生物基材料聚乳酸(PLA)及纸材为核心材料,预计每年减少 石油基塑料使用量超5800吨,推动包装材料向可再生资源转型。 三是体验。麦当劳中国坚持在确保顾客用餐体验的基础上,使用更绿色的包装。新冷饮杯盖创造性 地使用" ...
3年涨4次的麦当劳快把「穷鬼套餐」变中产专属?
36氪· 2025-12-22 00:00
以下文章来源于Vista氢商业 ,作者徐俊奕 却不曾想,多付一块并不是压垮广大麦门信徒的最后一根稻草,而是麦当劳汉堡一边变贵,一边体积缩水。眼睁睁看着双吉从汉堡变成小笼包再到马卡 龙,原本用穷鬼套餐充饥的打工人,如今吃两份才能饱。 "褫夺1+1'穷鬼套餐'封号,贬为'中产套餐'。" Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 一次涨5毛事小, 但耐不住连年涨。 文 | 徐俊奕 编辑 | 卢力麟 来源| Vista氢商业(ID:Qingshangye666) 封面来源 | Unsplash 曾经把麦当劳送上"神殿"的麦门信徒一夜之间变成无神论者,因为它悄悄涨价了。 12月15日,有消费者发现, 麦当劳大部分餐品价格上调0.5-1元 。经典汉堡如巨无霸、双层深海鳕鱼堡、麦香鱼,以及麦乐鸡、那么大鸡排等小食分别上 涨1元,麦麦脆汁鸡、中份薯条等小食和麦旋风、新地等甜品相应贵了0.5元。 0.5元看似不多,但这已经是麦当劳今年第二次涨价,并连续三年在年末进行调价。 麦门信徒最担心的"1+1"穷鬼套餐看似依旧保持13.9元,但若选择最受欢迎的双层吉士汉堡(后文简称"双吉"),同样贵了1元。面对 ...