深圳商报·读创客户端记者 刘琼 吴素红 我们希望向行业传递，在数智化变革尤其是AI技术快速渗透的背景下，企业需平衡技术效率与人文关 怀，因为真正驱动业务的是"人"。 ——麦当劳中国副总裁/深圳市场高级总经理 赵崇基 当AI技术快速席卷职场，将给年轻人带来怎样的冲击与期待？麦当劳中国近日启动520全国招聘周，并 发布了《未来已来——AI时代年轻人理想职场洞察报告》（以下简称"报告"）。此次报告共收集到4312 份有效问卷，提炼出五大核心洞察，揭示AI技术巨变下年轻人的理想职场生态。 持续吸引留住优秀年轻人才 本次发布的报告结合麦当劳内部人员幸福感指数调研，提炼出五大核心洞察。在赵崇基看来，这五大洞 察与麦当劳的用人与管理实践非常吻合。"成为持续吸引、留住优秀年轻人才的关键因素。" "稳定与成长并重"。麦当劳中国为年轻人提供了兼具稳定与成长的平台。多元化的岗位设计配合"有保 障、有福利、有成长"全面薪酬福利体系，让不同背景、不同年龄的员工都能找到适合自己的发展路 径。"每一个人都是独特的，都可以找到自己的价值"。 5月21日，麦当劳中国副总裁、深圳市场高级总经理赵崇基接受深圳商报/读创客户端记者专访，结合麦 当劳 ...

Market Performance - The S&P 500 index decreased by 2.6% this week, while the Nasdaq fell by 2.5%[3] - Among sectors, only the Household & Personal Products sector saw an increase of 1%, while the Technology Hardware & Equipment sector dropped by 6.3%[3] Fund Flows - Estimated fund outflow from S&P 500 components was $11.115 billion this week, compared to an inflow of $25.71 billion last week[4] - Three sectors experienced fund inflows: Healthcare Equipment & Services (+$200 million), Media & Entertainment (+$170 million), and Household & Personal Products (not significant)[4] Earnings Forecast - The dynamic F12M EPS forecast for S&P 500 components was adjusted upward by 0.2% this week, following a 0.1% increase last week[5] - The Automotive & Auto Parts sector saw the largest upward revision of +0.7%, while the Food & Staples Retailing sector was revised down by -1.1%[5] Economic Risks - Key risks include uncertainties in economic fundamentals, international political situations, U.S. fiscal policy, and Federal Reserve monetary policy[5]

Core Insights - McDonald's is closing its CosMc's spin-off line of Starbucks-style drink shops, which was initially launched in 2023 as a small format beverage-focused concept [1][3] - The decision to close CosMc's comes amid declining sales, with US same-store sales dropping 3.6% in the first quarter [3] - The company plans to integrate successful flavors from CosMc's into the main McDonald's experience, indicating a shift in strategy rather than a complete abandonment of the beverage market [3] Group 1 - CosMc's was designed to test new beverage flavors and technologies without affecting the existing McDonald's experience [3] - The menu at CosMc's included a variety of drinks and food items, such as coffees, teas, and breakfast sandwiches, aiming to create a unique identity while retaining McDonald's DNA [2] - Economic uncertainty has led to reduced spending among low and middle-income diners, impacting McDonald's sales performance [4] Group 2 - The closure of CosMc's will begin in late June, and the associated app will also be discontinued [1] - CEO Chris Kempczinski emphasized the need for McDonald's to adapt to changing consumer behavior, as customers are becoming more selective with their spending [4] - The company views the CosMc's initiative as a valuable learning experience for future beverage offerings [3]

Core Viewpoint - McDonald's Q1 2025 performance in China remains stable, driven by increased delivery share, successful value meals, and strong chicken business [1][2]. Group 1: Market Position and Strategy - McDonald's has been operating in China for 35 years since entering the market in 1990 and is a leading player in the Western fast-food sector [1]. - Approximately 50% of McDonald's restaurants are now located in lower-tier cities, reflecting a shift from focusing solely on first and second-tier cities [1][3]. - The company has entered a new phase termed the "Golden Arches Era" since 2017, following the acquisition by CITIC Capital, becoming a locally controlled enterprise [1]. Group 2: Supply Chain and Consumer Trends - Over 90% of McDonald's raw materials in China are sourced locally, mitigating the impact of recent "reciprocal tariffs" [2]. - The company has launched a "Value Year" initiative in 2025, featuring multiple high-value projects aimed at enhancing customer experience and catering to the demand for quality and price ratio among Chinese consumers [2]. Group 3: Expansion Plans - McDonald's plans to open approximately 1,000 new restaurants in China in 2025, part of a global strategy to establish around 2,200 new locations [3]. - The company aims to increase restaurant density in key cities and innovate restaurant formats to enhance consumer convenience, including drive-thru services and smart pickup cabinets [3].

Core Points - McDonald's is extending operating hours at most U.S. locations to midnight or later, excluding certain areas like airports and shopping malls [1][10] - The company plans to hire up to 375,000 workers this summer, marking one of its largest hiring pushes in years [7][10] - Most signature menu items will be available during late-night hours, with individual franchisees making final decisions [4] - To celebrate the extended hours, McDonald's is offering 1,000 free virtual gift cards for McCrispy Strips and distributing merchandise at concerts in major cities [4][5] Hiring and Expansion - The hiring initiative is aimed at preparing to serve more customers during the summer months [10] - McDonald's has over 2 million employees globally, with more than 150,000 in corporate offices and company-owned restaurants [7] - The company aims to open 50,000 new locations by 2027, increasing by 900 restaurants over the next two years [10]

Core Viewpoint - McDonald's China business remains stable despite recent "reciprocal tariffs" events, driven by increased delivery share, successful value meal offerings, and strong chicken business performance [1][2] Group 1: Business Performance - In Q1 2025, McDonald's China reported stable performance, benefiting from enhanced delivery services and value meal promotions [1] - Over 90% of McDonald's raw materials in China are sourced locally, including key ingredients like chicken and potatoes [2] Group 2: Market Strategy - McDonald's has shifted focus from primarily first and second-tier cities to expanding its presence in third to fifth-tier cities, with approximately 50% of its restaurants now located in these areas [1] - The company plans to open around 1,000 new restaurants in China in 2025, part of a global strategy to open about 2,200 new locations [3] Group 3: Consumer Trends - McDonald's has launched a "Value Year" initiative in 2025, featuring multiple high-value projects aimed at enhancing customer experience [2] - A survey revealed that young consumers prioritize quality and experience over merely low prices, indicating a shift towards a "quality-price ratio" era in the Chinese dining market [2] Group 4: Innovation and Expansion - McDonald's is innovating restaurant formats to enhance consumer convenience, including drive-thru services, smart pick-up cabinets, and family-friendly dining options [3] - The company aims to increase store density in key cities while expanding into new business districts [3]

Core Insights - McDonald's is closing all five of its CosMc's pilot locations after 18 months, despite initial enthusiasm and long drive-thru lines [1][4] - The company plans to incorporate insights gained from the CosMc's test into its existing restaurant menus rather than expanding the CosMc's brand [5][6] Group 1: Strategy and Insights - The main goal of the CosMc's test was to gather insights to better understand consumer preferences for customization and emerging beverage categories [2][5] - A new dedicated beverage category team will be established to scale the effort across the US based on the learnings from the pilot [7] Group 2: Market Context - The beverage market is becoming increasingly competitive, with Taco Bell launching its own drink initiative, Live Mas Café, putting pressure on McDonald's to adapt quickly [11] - CosMc's was intended to explore the growing drive-thru beverage category, which is currently dominated by competitors like Dutch Bros, Scooters, and Swig [4]

Group 1 - The company McDonald's has recently applied to register multiple trademarks for "ba da ba ba ba," covering international classifications including food, catering, accommodation, and kitchen utensils, with the current status being under substantive examination [1] - In 2014, McDonald's previously applied for a "sound trademark BA DA BA BA BA," which included classifications for food, convenience food, and fitness equipment, but the trademark status is currently invalid [1] - The phrase "ba da ba ba ba" is recognized as a classic melody lyric of McDonald's, referred to by fans as the "McDonald's catchy song," and it has recently been reinterpreted by Wang Chuqin [1]

汉堡大量废弃！麦当劳"吉伊卡哇"遭抢购引发众怒"吃完再给玩具不行吗！" 据悉，导致售罄的"抢购"行为主要来自大量成年人。没错，这股风潮是为了"转卖"。 实际查看二手交易网站，满屏都是"吉伊卡哇""我的世界"玩具的销售信息。大多以4件套装（全种类）形式出售，价格在2500日元（约合人民币115元）左 右。 "开心乐园套餐是面向儿童的优惠商品（约500日元，约合人民币23元），可选择麦乐鸡或芝士汉堡/汉堡、迷你松饼、饮料和薯条或毛豆玉米。虽然成人也 可以购买，并标注'每人限购4份'，但一经发售就出现大量购买，导致多家门店售罄。"（美食记者，下同） "纯粹想要周边的粉丝可以理解。对他们来说，这种套装销售或许很受欢迎，但这次的问题不在这里。而是店内发生的令人难以置信的景象。"前述记者表 示。 据悉，抢购者糟蹋汉堡等食物的画面在社交媒体流传，引发大量批评。 麦当劳开心乐园套餐因售罄而大受欢迎。 本次16日开始发售的附赠玩具为"吉伊卡哇"和"Minecraft（我的世界）"两种。前来购买这些的并非单纯的"小朋友"，而是大量成年人。 还有想要"吉伊卡哇"的孩子买不到，只能失望而归的景象。 据悉，参与抢购和转卖的不仅有日本人 ...

Investment Rating - The report maintains a neutral investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market is experiencing a steady recovery, led by the technology sector, with the S&P 500 rising by 5.3% and the Nasdaq increasing by 7.2% [3] - Significant capital inflows have been observed, particularly in the semiconductor and automotive sectors, indicating strong investor interest [4] - Earnings expectations for the S&P 500 constituents have been slightly adjusted upwards, with traditional industries showing the most significant upward revisions [5] Summary by Sections Price Trends - The S&P 500 increased by 5.3% and the Nasdaq by 7.2% this week, with the automotive and semiconductor sectors leading the gains at +16.2% and +13.3% respectively [3] Capital Flows - Estimated capital inflows for the S&P 500 constituents reached +$25.71 billion this week, a significant increase from the previous week's +$2.99 billion [4] - The semiconductor sector saw the highest inflow at +$9.17 billion, followed by automotive at +$6.59 billion [18] Earnings Forecasts - The dynamic F12M EPS expectations for the S&P 500 were adjusted up by 0.1%, with 19 sectors seeing upward revisions, particularly real estate (+0.7%) and materials (+0.5%) [5]