McDonald's: A Resilient Defensive Play, But Premium Valuation May Cap Upside (NYSE:MCD)

Group 1 - McDonald's stock price increased by 0.50%, but it underperformed the benchmark, indicating a potential limitation on upside due to elevated multiples in the near term [1] Group 2 - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [2] - The analysis emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [2] - The goal of sharing insights is to empower investors and promote confidence in long-term investing [2]