麦当劳中国长期支持实体公益项目"麦当劳叔叔之家"，为异地就医的困难患儿家庭提供"家以外的家"及"以家庭为中心"的关爱和照护。截至2025年底，中国 内地已有湖南长沙、上海、北京三所麦当劳叔叔之家，累计服务超过1890户家庭，提供超过8.3万个安睡夜晚。 据了解，2006年，麦当劳中国与中国宋庆龄基金会共同成立发起了中国宋庆龄基金会麦当劳叔叔之家慈善基金(简称"中国麦基金")，通过可持续的募款机制 以及设立、寻找并资助直接改善中国儿童的健康和福利的项目，促进中国儿童的健康和福利事业。麦当劳叔叔之家是中国麦基金资助的公益慈善项目之一。 北京商报讯(记者郭缤璐)1月30日，在"麦当劳叔叔之家"进入中国内地十周年之际，麦当劳中国携手内地流行乐歌手、唱作人希林娜依.高发布麦当劳叔叔之 家主题曲《在一起就是家》。同时，湖南麦当劳叔叔之家正式启用全新音乐教室，进一步为患儿家庭提供情感陪伴与情绪疗愈。 qu -22 a ...

Americans increasingly see fast food as a luxury item. With costs rising everywhere, people have looked more closely at what they're spending, and they're not always liking what they see, especially when it comes to fast food. It's an area known for offering good value, but many American no longer see it that way, according to a survey of 2,000 Americans from Lending Tree. Three in four Americans typically eat fast food at least once a week, but the majority (62%) say they’re eating it less due to risi ...

Over the last few months I have mentioned multiple times my intention to pile up some cash, and this is what I did. I don’t think there are currently many opportunities to seize; therefore, I am waiting on the sidelines. However, as the cash pile getsPassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand my k ...

McDonald’s Corporation (NYSE:MCD) is included among the 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds. Bank of America Trims McDonald’s (MCD) Target as Oppenheimer Turns Bullish On January 26, Bank of America trimmed its price target on McDonald’s Corporation (NYSE:MCD) to $344 from $348 and kept a Neutral rating on the stock. The adjustment came as the firm fine-tuned estimates across 22 restaurant names in its coverage, with some price targets reset to reflect updated forecasts and ...

Investment Rating - The report indicates a mixed outlook for the Japanese consumer sector, with essential goods remaining resilient while discretionary spending shows signs of weakness [1]. Core Insights - The Japanese consumer sector in December exhibited three main characteristics: essential goods maintained resilience, discretionary spending weakened, and industry consolidation accelerated [3][15]. - Consumer confidence index in December recorded 36.2, slightly down from 36.4 in November, indicating a marginal decline in household consumption willingness [2][9]. - The core CPI in December rose by 2.4% year-on-year, showing a significant drop from November, while the CCCPI increased by 2.9%, indicating persistent high inflation levels [2][11]. Summary by Sections Macro - Inflation is slowing down, and the yen has appreciated significantly. The consumer confidence index in December was 36.2, slightly lower than November's 36.4 and below market expectations [2][9]. - The willingness to purchase durable goods decreased significantly, reflecting a marginal weakening in household consumption tendencies [9]. - Actual wages in November contracted by 2.8% year-on-year, marking an ongoing negative growth trend for 11 consecutive months [9][11]. Industry - The consumer sector is experiencing a general slowdown in growth rates across sub-industries, with duty-free consumption continuing to weaken. Essential goods like food and daily necessities show stable demand, while discretionary items like clothing and home goods are under pressure [3][15]. - External disturbances have notably impacted retail growth, with a warm winter suppressing demand for winter goods and a reduction in holiday shopping days negatively affecting retail sales growth by approximately 2 percentage points [3][15]. - The industry is witnessing an accelerated pace of consolidation, with significant mergers and acquisitions, such as the full acquisition of Welcia by Katsuya and subsequent TOB completion by Aeon [3][15]. Essential Companies - In December, same-store sales for Aeon decreased by 0.3%, while PPIH and 711 Japan reported increases of 3.0% and 1.9%, respectively [4][18]. - The drugstore sector saw Matsukiyo Cocokara's same-store sales decline by 4.6%, while Katsuya's increased by 0.3% [21][19]. - The beverage sector reported a 6% increase in sales for Suntory, while Asahi's sales dropped by 22% [4][22]. Discretionary Companies - In December, same-store sales for major restaurant chains like Saizeriya and Skylark increased by 18.7% and 11.0%, respectively, while clothing retailers like Uniqlo and ABC-MART saw declines of 6.6% and 0.4% [5][35]. - The overall sales for department stores in Japan fell by 1.1% year-on-year, marking the first negative growth in five years, primarily due to a warm winter and a significant drop in duty-free sales [40][41]. - The hotel sector reported a 5.1% increase in revenue, with a 86% occupancy rate, reflecting a recovery in tourism [43][44].

Core Insights - McDonald's Corporation (MCD) is focusing on Extra Value Meals (EVM) to stabilize and rebuild customer traffic as it approaches 2026, emphasizing that value is a core brand promise amid ongoing consumer pressures [1][4] - The reintroduction of EVMs, priced at $5 and $8, aims to reset customer expectations and currently accounts for approximately 30% of U.S. transactions, serving as a key driver for traffic and value perception [2][10] - McDonald's is measuring success through traffic share gains among value-sensitive consumers and improvements in affordability scores, supported by marketing and financial assistance for franchisees [3][10] Competitive Landscape - Competitors like Wendy's and Restaurant Brands International are also focusing on value offerings, with Wendy's promoting $5 and $6 Biggie Bags and Burger King utilizing aggressive digital offers [5][6] - McDonald's nationally advertised value meals may provide a more consistent traffic pull compared to competitors' fluctuating promotions, positioning the company favorably in the value competition landscape for 2026 [7] Financial Performance - McDonald's shares have increased by 3.8% over the past six months, contrasting with a 0.8% decline in the industry [8] - The company's forward 12-month price-to-earnings ratio is currently at 23.44, slightly lower than the industry's 24.65 [12] - Recent estimates for MCD's 2026 earnings per share have shown an upward trend, indicating positive market sentiment [16]

1月28日上午消息，即日起至3月3日，麦当劳中国在全国超7700家麦当劳餐厅推出多款新春限定新品， 包括金拱门虾堡、金拱豪门菠萝安格斯厚牛堡、金翼双飞蜜汁风味薄皮V翅、金来运转扭扭薯条、金运 糕升红豆年糕风味派等。此外，一系列由非遗灯彩启发的新春特别包装也将随新品限时焕新。 麦当劳中国首席增长官何亚彬表示："麦当劳不断用多元化的方式，连接社区邻里、深入本地文化。通 过皮影戏、非遗灯彩等多种艺术形式，'祝你今年金拱门'不仅成为了麦当劳粉丝间口口相传的春节祝 福，也承载了更丰富的文化传承的意义。我们希望通过多种专属美味、耳目一新的文化创意、富有人情 味的线下体验，让团圆与欢聚、连接与共鸣在'金色拱门'间流动。" 责任编辑：江钰涵 1月28日上午消息，即日起至3月3日，麦当劳中国在全国超7700家麦当劳餐厅推出多款新春限定新品， 包括金拱门虾堡、金拱豪门菠萝安格斯厚牛堡、金翼双飞蜜汁风味薄皮V翅、金来运转扭扭薯条、金运 糕升红豆年糕风味派等。此外，一系列由非遗灯彩启发的新春特别包装也将随新品限时焕新。 麦当劳中国首席增长官何亚彬表示："麦当劳不断用多元化的方式，连接社区邻里、深入本地文化。通 过皮影戏、非遗灯彩等多 ...

01 餐饮头部，越来越喜欢招零工了 近日，星巴克中国被曝出正在努力控制人力成本。 据智通财经报道，官方账号"加入星巴克"显示，1月14日，其共发布涉及269个地区的岗位招聘（地区有重叠），其中招聘学生兼职的地区占比61.7%，社 会兼职地区占比17.8%，全职地区占比20.4%。 去年8月份，"麦当劳招聘退休员工"登上微博热搜榜。 麦当劳打出宣传语"退休员工招募中"，任职要求为：每周可上班至少3天、提前退休及达到退休年龄（女50周岁、男60周岁）。还享有国家法定假日三倍 工资、周六免费餐饮及员工打折福利、享受保险。 这一招聘信息之所以迅速发酵，是因为社保新规刚刚出台。在当时的舆论环境下，不少网友将这一举动解读为：在合规边界内，降低社保成本的"聪明又 现实的选择"。 后来麦当劳也回应，"麦当劳中国严格依照法律规定及政府指导执行用工政策，为全职员工依法缴纳社保。同时我们采用灵活多元的用工方式，退休返聘 人员等劳务关系员工也是其中一部分，我们为其提供符合法规政策的报酬，并提供商业保险等。" 从该账号去年全年发布的月度全国岗位招聘统计，全职岗位共发布涉及343座城市（仅统计城市出现次数，有重叠），其中北上广深四座一线 ...

Group 1 - McDonald's is reintroducing its iconic Changeables Happy Meal toys, which transform from food items into robot or dinosaur characters, for a new generation [1][2] - The updated Changeables are based on designs from the original Happy Meal programs launched in 1987, 1989, and 1990, and were highly requested by customers on social media [4] - The return of these toys is part of a broader strategy by McDonald's to combine nostalgia, technology, and loyalty initiatives to adapt to changing consumer habits [5] Group 2 - McDonald's has recently implemented a value strategy, including the return of Extra Value Meals, which offer meal bundles at a 15% discount compared to purchasing items separately [9] - This value strategy has intensified competition in the fast-food industry, prompting rivals to enhance their own value offerings in response to McDonald's initiatives [8] - McDonald's shares have seen a 2.7% increase year to date, reflecting positive market response to its new strategies [6]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...