Seeking Alpha

Heard during McDonald's conference presentation

  • McDonald's (MCD -0.8%) will return $18B-$20B to shareholders through dividends and share repurchases.
  • The company plans to refranchise up to 1.5K restaurants by the end of 2016.
  • CEO Don Thompson skirts questions on raising the minimum wage in the U.S. The exec wants the rising cost of health care factored into the debate.
  • Management takes a few cracks at Taco Bell's breakfast roll-out. Mickey D's has a real kitchen is the synopsis.
  • Sanford Bernstein Strategic Decisions Conference webcast
From other sites
Comments (8)
  • magi48
    , contributor
    Comments (184) | Send Message
     
    Hold on MCD.
    28 May, 11:35 AM Reply Like
  • numbercruncher45
    , contributor
    Comments (131) | Send Message
     
    18 to 20B over what time frame? Surely not annually?

     

    Have MCD on hold/watch too, pending fresh evidence of sales and OI growth to support dividend growth. Any relevant comments at conference?

     

    Thanks

     

    NC 45
    28 May, 11:53 AM Reply Like
  • J Mintzmyer
    , contributor
    Comments (3676) | Send Message
     
    Ditto this... Timeframe? Guessing 3-5 years?
    28 May, 12:28 PM Reply Like
  • Transcripts&10-K's
    , contributor
    Comments (767) | Send Message
     
    Between 2014 and 2016, as noted in the press release.
    28 May, 12:57 PM Reply Like
  • whatoncewas
    , contributor
    Comments (25) | Send Message
     
    Between 2014 and 2016.

     

    "(MCD) expects to return $18 to $20 billion to shareholders between 2014 and 2016 through a combination of dividends and share repurchases, representing a 10% to 20% increase over the amount of cash returned between 2011 and 2013"

     

    http://bit.ly/TU9caK
    28 May, 01:00 PM Reply Like
  • John Beresford Tipton
    , contributor
    Comments (23) | Send Message
     
    When you've run out of ideas for growing earnings, you announce buybacks and hope people will take it as good news.

     

    Have you ever looked at the vast assortment of McBurgers on MCD's crowded menu board, and realized they're basically all cheeseburgers?
    28 May, 06:46 PM Reply Like
  • Big Thunder
    , contributor
    Comments (588) | Send Message
     
    "Have you ever looked at the vast assortment of McBurgers on MCD's crowded menu board, and realized they're basically all cheeseburgers?"

     

    The vast assortment is only meaningless if your tastebuds can't tell the difference between tomatoes, lettuce, bacon, ranch dressing, habaneros, ketchup, "special sauce", etc., etc. and your stomach can't tell the difference between one patty or two.
    29 May, 07:23 AM Reply Like
  • builder12
    , contributor
    Comments (9) | Send Message
     
    .
    29 May, 12:05 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector