Posts on MCD

Latest ideas and analyses related to McDonald's Corporation Common Stock

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MCD

+13 pts



Takeaways from Meet & Greet event with new CFO

By ethonomics on Sept. 16, 2022, 4:35 p.m.
Tagged topics: new CFO , management meeting

Views: 10, Votes: 4, Responses: 0, Attachments: 1
MCD

+13 pts



$MCD McDonald's - Channel Checks Are Positive

By Btam on Sept. 7, 2022, 8:06 p.m.
Tagged topics: channel checks

Views: 7, Votes: 4, Responses: 0, Attachments: 1
MCD

+36 pts



$MCD 2Q22: Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty

By realmomobags on July 27, 2022, 5:02 a.m.
Tagged topics: earnings results

Views: 17, Votes: 5, Responses: 0, Attachments: 1
CMG , DPZ , BLMN , USFD , YUM , SBUX , WING , CAKE , EAT , TXRH , MCD , JACK , QSR , SHAK , SG

+32 pts



Top line Risk Increases as Consumer Sentiment Drops; Adjusting Estimates Downward

By mooreideas on July 18, 2022, 11:13 a.m.
Tagged topics: earnings preview , analyst lowers estimates

Views: 11, Votes: 2, Responses: 0, Attachments: 1
SYY , PFGC , USFD , DPZ , JACK , MCD , QSR , WEN , YUM , BJRI , BLMN , CAKE , DIN , DRI , EAT , TXRH , CMG , SBUX , Restaurants

+36 pts



Recession Odds on the Rise... But Restaurants are Staples within Consumer Discretionary

By mooreideas on June 9, 2022, 12:34 p.m.
Tagged topics: deep dive , recession risk

Views: 41, Votes: 4, Responses: 0, Attachments: 1
JACK , WING , MCD , QSR , WEN

+32 pts



Analyzing Franchisee Health... A Very Resilient 'House of Cards' Through the Pandemic

By mooreideas on June 3, 2022, 10:59 a.m.
Tagged topics: deep dive

Views: 15, Votes: 2, Responses: 0, Attachments: 1
CVE , HSY , MCD , MDLZ , MNST , MO , PSX , TSLA , WMT , XOM , CPB , CLX , MUSA

+37 pts



Future of Energy Demand - The ripple effect of higher gas prices on the consumer and energy value chain

By ethonomics on April 13, 2022, 3:27 p.m.
Tagged topics: rising gas prices

Views: 28, Votes: 3, Responses: 0, Attachments: 1
BYND , MCD

+21 pts



It’s surprising how well BYND has held up this year during the selloff, but their luck might have now finally turned as even their main...

By realmomobags on Feb. 17, 2022, 6:08 a.m.
Tagged topics: analyst checks

Views: 13, Votes: 4, Responses: 0, Attachments: 0
BYND , MCD

+36 pts



$BYND - pathway to profitable growth increasingly unclear; Sell

By ethonomics on Feb. 16, 2022, 4:41 p.m.
Tagged topics: analyst checks

Views: 23, Votes: 2, Responses: 1, Attachments: 1
BYND , MCD

+35 pts



$BYND - #McPlant seems to impress in early taste tests

By junkfoodlover on Dec. 9, 2021, 11:32 a.m.
Tagged topics: McPlant , taste test

Views: 259, Votes: 4, Responses: 0, Attachments: 1
BA , DAL , LUV , CAR , AXP , WYNN , MCD , V , WBA , WDC , ST , ROST , CSCO , KO , AMZN , DPZ , NFLX , CHTR , CVS , CMG , W , ETSY , SHOP , ZM , ROKU

+73 pts



Morgan Stanley identifies winners and losers for 'Life After COVID'...I'm surprised $SHOP and $ROKU are in losers table

By labjordan on March 8, 2021, 2:31 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 295, Votes: 1, Responses: 3, Attachments: 213
BYND , MCD

+30 pts



$BYND - Piper Sandler upgrades Beyond Meat to Buy on post-Q3 pullback and McDonald's launch

By junkfoodlover on Nov. 9, 2020, 10:41 p.m.
Tagged topics: plant based meat , analyst upgrade , McPlant

Views: 94, Votes: 1, Responses: 0, Attachments: 2