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CosMc's afterlife: McDonald's secret weapon to take on Starbucks and Dutch Bros (MCD:NYSE)
Seeking Alpha· 2026-02-21 16:42
Core Insights - McDonald's Corporation is leveraging its CosMc's spinoff as a testing ground to innovate its beverage strategy and enhance the McCafé brand as a key driver for future beverage growth [2] Company Strategy - The initiative marks McDonald's first investment in a new restaurant concept, indicating a strategic shift towards modernizing its beverage offerings [2]
McDonald's Earnings: Marketing Mastery And The CosMc's Legacy
Seeking Alpha· 2026-02-12 14:24
McDonald's Corporation ( MCD ) is a stock I have been cautious on recently. Although it recently started reporting strong quarterly results, as we saw six months ago when we reviewed its first half. I was surely pleased by the fact that McDonald'sI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expandi ...