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麦当劳涨价!网友:“一边缩水,一边涨价”
Sou Hu Cai Jing· 2026-01-09 02:15
Core Viewpoint - McDonald's, known for its stable pricing, has announced a price increase on certain menu items starting December 15, 2025, with increases ranging from 0.5 to 1 yuan [1][3]. Price Changes - The price of the Double Cheeseburger Meal will increase by 1 yuan, while the Big Mac will also see a 1 yuan increase. Other items like McChicken and medium fries will rise by 0.5 yuan, and desserts such as McFlurry will also increase by 0.5 yuan [3]. - Despite these increases, the "1+1 Flexible Combo," which is popular among budget-conscious consumers, will remain unchanged at 13.9 yuan [3]. Consumer Reactions - The modest price increase has elicited significant reactions from consumers, with some expressing discontent despite the small amount of the increase [3]. - McDonald's has been perceived as a high-value fast-food option for working individuals and students, and the price hike comes at a time when some customers have recently purchased breakfast cards [3]. Quality and Sourcing - There are reports of portion sizes shrinking, with observations that the McSpicy Chicken Burger's bread has become thinner and the amount of lettuce has decreased [3]. - McDonald's maintains a high standard for food quality and hygiene, and it sources 40% of its lettuce from its own farms, which has helped reduce beef costs by 8% [21][23].
McDonald’s Corporation (MCD) Eyes Balancing Value and Profit as Analysts Reassess Pricing Upside
Yahoo Finance· 2026-01-08 17:17
Group 1 - McDonald's Corporation (NYSE:MCD) is currently viewed positively by approximately 45% of analysts, with a median price target of $340.00, indicating a potential upside of 13.40% [2] - Bernstein SocGen Group maintains a "Market Perform" rating with a price target of $320, highlighting the untapped potential in McDonald's a la carte pricing strategy while acknowledging the company's focus on value through various meal deals [3] - The company is transitioning from discretionary discounting to a structured pricing approach, set to evaluate franchisees globally for value-based pricing effectiveness starting January 1, 2026, enhancing accountability across its franchise system [4] Group 2 - McDonald's operates over 38,000 restaurants worldwide, positioning itself as a leader in the global quick-service restaurant sector [5]
Truist Securities:将麦当劳(MCD.N)目标价从350美元上调至356美元。
Jin Rong Jie· 2026-01-08 12:50
Group 1 - Truist Securities raised the target price for McDonald's (MCD.N) from $350 to $356 [1]
麦当劳再度沽售香港铺位 作价约1.19亿港元
Ge Long Hui A P P· 2026-01-08 11:18
Group 1 - McDonald's has sold a property in Causeway Bay, Hong Kong for HKD 119 million (approximately USD 15.3 million) [1] - To date, McDonald's has sold a total of six locations, with a cumulative transaction value of approximately HKD 490 million [1]
巴克莱上调麦当劳目标价至372美元
Ge Long Hui· 2026-01-08 09:18
Group 1 - Barclays raised the target price for McDonald's from $358 to $372, maintaining an "Overweight" rating [1] - Oppenheimer upgraded McDonald's rating to "Outperform" [1]
观天下!奥本海默:将麦当劳评级上调至“跑赢大盘”
Ge Long Hui· 2026-01-08 03:14
Core Viewpoint - Oppenheimer has upgraded McDonald's (MCD.US) rating from "Market Perform" to "Outperform" [2] Group 1: Rating Changes - Oppenheimer has raised McDonald's rating to "Outperform" [2] - Guggenheim has increased McDonald's target price to $310 [2]
华尔街顶级分析师最新评级:惠而浦获上调
Xin Lang Cai Jing· 2026-01-07 16:52
Core Viewpoint - The article summarizes significant analyst rating changes that could impact market trends, highlighting upgrades, downgrades, and new coverage ratings for various companies [1][6]. Upgrades - Barclays upgraded Whirlpool (W) from "Neutral" to "Overweight," raising the target price from $104 to $123, citing accelerated market share growth expected in 2025 and continuation into 2026 [5]. - Oppenheimer upgraded McDonald's (MCD) from "Market Perform" to "Outperform," setting a target price of $355, with a more optimistic outlook for the restaurant sector in 2026 despite a poor performance in 2025 [5]. - Barclays upgraded Lowe's (LOW) from "Neutral" to "Overweight," increasing the target price from $259 to $285, based on an expected improvement in non-essential goods demand due to upcoming tax policy changes [5]. - Piper Sandler upgraded Hershey (HSY) from "Neutral" to "Overweight," raising the target price from $193 to $213, noting lower cocoa costs and the removal of cocoa tariffs, which provide flexibility for reinvestment and growth [5]. - Bank of America upgraded Regeneron Pharmaceuticals (REGN) from "Underperform" to "Buy," significantly raising the target price from $627 to $860, as previous concerns regarding Eylea SD have been addressed [5]. Downgrades - Jefferies downgraded First Solar (FSLR) from "Buy" to "Hold," lowering the target price from $269 to $260 due to limited visibility on orders and emerging strategic issues [10]. - Oppenheimer downgraded Yum Brands (YUM) from "Outperform" to "Market Perform," with no target price set, as the stock's risk-reward profile has become balanced after a 13% increase in 2025 [10]. - Montreal Bank Capital Markets downgraded Union Pacific Railroad (UNP) from "Outperform" to "Market Perform," reducing the target price from $270 to $255, citing high uncertainty regarding regulatory outcomes and weak freight demand [10]. - Piper Sandler downgraded Deckers Outdoor (DECK) from "Neutral" to "Underweight," lowering the target price from $100 to $85, as the company has increased discount promotions on its core brands [10]. - Wells Fargo downgraded Humana (HUM) from "Overweight" to "Neutral," setting a target price of $290, due to uncertainties regarding profit margin targets for 2026 [10]. New Coverage - Argus Research initiated coverage on grocery delivery platform Instacart (CART) with a "Buy" rating and a target price of $52, highlighting revenue growth and recent profitability achievements [11]. - Citigroup initiated coverage on Natera (NTRA) with a "Buy" rating and a target price of $300, citing significant growth potential [11]. - Link Consulting initiated coverage on Galecto (GLTO) with an "Outperform" rating and a target price of $46, noting its acquisition of Damola Therapeutics to advance its oncology pipeline [11]. - Wolfe Research initiated coverage on Apogee Therapeutics (APGE) with a "Market Perform" rating, without a target price, predicting mixed catalysts for the stock in 2026 [11]. - Mizuho Securities initiated coverage on Palvella Therapeutics (PVLA) with an "Outperform" rating and a target price of $205, based on positive clinical trial data for its drug Qtorin [11].
Wayfair upgraded, Instacart initiated: Wall Street's top analyst calls
Yahoo Finance· 2026-01-07 14:41
Core Insights - The article compiles significant research calls from Wall Street that are influencing market movements [1] Upgrades - Barclays upgraded Wayfair (W) to Overweight from Equal Weight with a price target of $123, increased from $104, citing accelerated market share in 2025 and expected continuation into 2026 [2] - Oppenheimer upgraded McDonald's (MCD) to Outperform from Perform with a price target of $355, reflecting a more optimistic outlook for the restaurant sector into 2026 after 2025's underperformance [2] - Barclays upgraded Lowe's (LOW) to Overweight from Equal Weight with a price target of $285, up from $259, based on a positive outlook for discretionary goods demand, particularly among mid- and high-income consumers due to upcoming tax changes [2] - Piper Sandler upgraded Hershey (HSY) to Overweight from Neutral with a price target of $213, increased from $193, noting the easing of cocoa costs and removal of cocoa tariffs, which provide Hershey with flexibility for growth and earnings enhancement [2] - BofA double upgraded Regeneron (REGN) to Buy from Underperform with a price target of $860, up from $627, driven by a more favorable view following the realization of prior underperformance concerns regarding Eylea SD and adjustments in consensus estimates [2]
奥本海默:将麦当劳评级上调至“跑赢大盘”
Ge Long Hui· 2026-01-07 13:36
奥本海默:将麦当劳(MCD.US)评级从"与大盘持平"上调至"跑赢大盘"。 ...
All It Takes Is $40,000 Invested in This Dow Dividend Stock to Help Generate $1,000 in Passive Income in 2026
Yahoo Finance· 2026-01-07 11:35
Company Overview - McDonald's is positioned as a strong investment option, particularly for passive income through dividends, with an expected annual return of at least $1,000 on a $40,000 investment [2] - The company is on track to become a Dividend King by 2026, having raised its dividend for 49 consecutive years, which indicates a commitment to returning capital to shareholders [4] Financial Performance - McDonald's has produced a total return of 229% over the last decade, although its stock has only increased by nearly 15% in the last three years, underperforming the S&P 500's nearly 80% gain [5] - In the third quarter of 2025, McDonald's reported a 3.6% increase in comparable sales and an 8% growth in systemwide sales year over year, indicating resilience in its business model [8] Industry Context - The restaurant industry is facing challenges due to reliance on consumer discretionary spending, with sit-down restaurants struggling more than quick-service options like McDonald's [8] - McDonald's business model is considered recession-resistant, appealing to risk-averse investors, supported by predictable cash flow from franchisees [7]