Company Strategy - McDonald's is closing three larger format CosMc's locations and opening two smaller prototype stores in Texas to better test the concept [1][2] - The company is using CosMc's as an entry point into the growing "afternoon beverage pick-me-up occasion" market [3] - McDonald's has rolled out a loyalty program specific to CosMc's to learn more about its customers [5] Product Performance - Savory hash browns are the top-selling food item at CosMc's, followed by McPops [3] - Best-selling drinks include the Island Pick Me Up Punch, Churro Cold Brew Frappe, and Sour Energy Burst [3] - The menu features both McDonald's classics and new items like iced turmeric spiced lattes, tropical spiceade, and pretzel bites [3] Market Context - CosMc's is a small part of McDonald's overall U S footprint, with the company operating over 13,500 U S restaurants [5] - Competitors like Starbucks, Dutch Bros, and Kung Fu Tea have found success with younger consumers through customizable cold drinks [3] Branding - The CosMc's brand name is derived from CosMc, a McDonaldland mascot from the late 1980s and early 1990s [4]

Core Viewpoint - McDonald's stock has remained flat in 2024, significantly underperforming the S&P 500, primarily due to an E. coli outbreak and disappointing Q3 financial results [2][6]. Financial Performance - McDonald's Q3 revenue increased by only 3% year-over-year to $6.9 billion, while net income declined by 3% to $2.3 billion [2][3]. - Same-store sales in the U.S. rose by 0.3%, but globally, they fell by 1.5% in Q3 [2][3]. - The company forecasts revenues of $26.2 billion for fiscal year 2024, reflecting a 3% year-over-year increase [6]. Market Challenges - The E. coli outbreak has negatively impacted McDonald's stock gains for 2024, with the share price reverting to its starting point for the year [2]. - Rising costs have outpaced revenue growth, leading to concerns about pricing power, especially among lower-income customers [4]. - The company anticipates negative traffic in the quick-service restaurant industry in the U.S. for the entirety of 2024 [4]. Strategic Initiatives - McDonald's is focusing on digital and home-delivery services to enhance long-term growth potential [5]. - The company has a forward P/E ratio of 25x, below its five-year average of 28x, indicating potential for long-term growth [5]. Peer Comparison - McDonald's stock performance has been less volatile compared to the S&P 500, with annual returns of 28% in 2021, 1% in 2022, 15% in 2023, and 0% in 2024 [7]. - The management has shifted focus to same-store sales growth, particularly in international markets, as a key metric for success [8].

Based on my analysis, McDonald's (NYSE: MCD ) presents an attractive investment opportunity for investors. Although the consumer outlook for 2025 will remain depressed, recent data suggests that there might be a potential recovery for the food and beverageWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exuberance. My ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about McDonald's (MCD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.McDonald's currently has an average broke ...

Key TakeawaysMcDonald's new "McValue" program launches Tuesday, with an extension of the $5 meal deal that started last year and a new "buy one, add one for $1" promotion.The chain launched its value efforts last year after executives said customers tired of inflation had started to pull away from McDonald's.The launch of the new promotion will also come with partnerships with other brands to give customers benefits such as free YouTube TV or subscriptions to Match Group's Tinder. McDonald's (MCD) is launch ...

McDonald's (MCD) ended the recent trading session at $293.99, demonstrating a +0.93% swing from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.1%. On the other hand, the Dow registered a gain of 0.91%, and the technology-centric Nasdaq increased by 1.35%.The the stock of world's biggest hamburger chain has fallen by 1.65% in the past month, lagging the Retail-Wholesale sector's gain of 3.08% and the S&P 500's gain of 0.22%.Market participants will be closely following the ...

McDonald's (MCD) closed at $297.71 in the latest trading session, marking a +0.37% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.38%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq added 1.24%.Heading into today, shares of the world's biggest hamburger chain had gained 1.36% over the past month, lagging the Retail-Wholesale sector's gain of 4.26% and outpacing the S&P 500's gain of 1.17% in that time.Analysts and investors alike will be keeping a clos ...

As the year comes to an end, many issues remain to be solved in 2025, such as potential new trade tariffs, conflicts in the geopolitical arena, and a new United States presidential inauguration. Each of these topics breeds volatility in the stock market, so investors really need to tread carefully in the coming months to avoid falling into potential traps and volatility pockets. This is where today’s list of consumer staples stocks becomes useful, as it offers both safety and low volatility. As every portfo ...

李磊： 鼎晖投资成立于2 0 0 2年，是国内做PE投资最早的团队之一。现在资金在管规模 1 3 00亿左右，6个业务线。鼎晖从PE业务起家，最初以少数股权投资为主，10多年前开 始逐步转型，逐渐加大并购型交易的比重。我们过去几年做了1 4单并购型交易，将近 2 0 0亿投资，辐射的交易规模达到1300亿，是国内较早拓展到并购型交易的投资机构。 并购机遇出现。 报道 I 投资界PEdaily 2 0 24年12月1 0 - 11日，由中共重庆市委金融委员会办公室指导，清科创业、投资界主 办，重庆渝富控股集团联合主办的"第二十四届中国股权投资年度大会"走进西部金融中 心重庆。作为股权投资行业晴雨表，本次大会将以"万象耕新"为主题，回顾行业风云， 重塑格局策略，探索价值发现，持续为中国股权投资行业注入力量。 本场 《并购市场拐点已来，VC/PE机构如何参与》 投资界龙门阵，由清科集团管理合 伙人、清科创投主管合伙人 袁润兵 主持，对话嘉宾为： 路威凯腾 董事总经理 艾天 鼎晖投资 董事总经理 李磊 德弘资本 董事总经理 王玮 信宸资本 管理合伙人 信跃升 以下为对话实录， 经投资界（ID:peda il y 2 ...

A federal judge in California has ruled that media mogul Byron Allen's $10 billion racial discrimination lawsuit against McDonald's may proceed to trial. In what United States District Judge Fernando M. Olguin said was a "close call," the court found that Allen's claims that the fast-food chain engaged in "racial stereotyping" by not advertising with Black-owned media would best be addressed by a jury."At a minimum, this is the type of case where the ‘trial court is permitted, in its discretion, to deny eve ...