McDonald's Corporation
 (MCD)

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  • Wed, Feb. 3, 2:39 PM
    • Panera Bread (PNRA -1.5%) is seen by many restaurant analysts as gaining the most traffic out of Chipotle's rough patch of decimating traffic losses.
    • Other picks as beneficiaries include Qdoba, Moe's Southwest Grill, and perhaps in the biggest surprise, McDonald's (MCD -2%) is given the nod by some sector watchers.
    • Tonight, Yum Brands (NYSE:YUM) reports how U.S. sales at Taco Bell fared during the Chipotle crisis.
    | Wed, Feb. 3, 2:39 PM | 5 Comments
  • Wed, Feb. 3, 1:38 PM
    • It's a new world in the restaurant sector after all-star Chipotle took a tumble from its lofty perch following the E. coli outbreak.
    • "We believe consumers, and especially investors, are hyper-sensitive to reports of foodborne illness," warns BTIG Analyst Peter Saleh.
    • He adds that his firm believes the concern can result in investors "shooting first and asking questions later." Backing up his conclusion, Buffalo Wild Wings is off 7% today after a notovirus incident was reported at a Kansas City-area store.
    • Yesterday's stunner from Chipotle that January comps fell off 36% is adding to the anxiety. While Chipotle's issue was due in part to local sourcing, analysts expect overall food safety costs to increase in the sector due to the new scrutiny.
    • Restaurant stocks: CAKE, CBRL, DRI, EAT, RRGB, RT, BWLD, BDL, NATH LUB, BLMN, TXRH, DENN, BBRG, DFRG, BOBE, RUTH, IRG, DIN, NDLS, BOJA, FRSH, RAVE, KONA, BGR, BJRI, FRS, CBRL, GTIM, TAST, ARKR, ZOES, PLAY, FOGO, ARCO, BH, IRG, FRGI, HABT, SHAK, CHUY, LOCO, TACO, MCD, QSR, SONC, WEN, QSR, BOJA, PBPB, PZZA, DPZ.
    | Wed, Feb. 3, 1:38 PM | 9 Comments
  • Tue, Feb. 2, 9:00 AM
    • January monthly performance was: -4.6%
    • AUM of $539M
    • 52-week performance vs. the S&P 500 is: -1%
    • $0.02 in dividends were paid in January
    • Top 10 Holdings as of 12/31/2015: Coca-Cola Co (KO): 4.05%, Microsoft Corp (MSFT): 3.61%, Apple Inc (AAPL): 3.27%, Altria Group Inc (MO): 3.17%, AbbVie Inc (ABBV): 2.84%, International Business Machines Corp (IBM): 2.21%, McDonald's Corp (MCD): 2.01%, Intel Corp (INTC): 1.95%, Cisco Systems Inc (CSCO): 1.9%, Home Depot Inc (HD): 1.84%
    | Tue, Feb. 2, 9:00 AM | 1 Comment
  • Fri, Jan. 29, 7:56 AM
    • McDonald's (NYSE:MCD) plans to add 150 restaurants in China this year. The company currently operates 11 stores on the mainland.
    • The restaurant chain plans to set up customization options for consumers at the new stores.
    | Fri, Jan. 29, 7:56 AM | 6 Comments
  • Wed, Jan. 27, 4:42 PM
    • McDonald's (NYSE:MCD) declares $0.89/share quarterly dividend, in line with previous.
    • Forward yield 2.95%
    • Payable March 15; for shareholders of record March 1; ex-div Feb. 26.
    | Wed, Jan. 27, 4:42 PM | 14 Comments
  • Wed, Jan. 27, 9:12 AM
    • Argus upgrades McDonald's (NYSE:MCD) to a Buy rating from Hold with a price target of $140.
    • The investment firm thinks McDonald's can outperform restaurant peers and make good on its buyback and dividend targets.
    • MCD +0.33% premarket to $120.80.
    | Wed, Jan. 27, 9:12 AM | 1 Comment
  • Mon, Jan. 25, 1:19 PM
    | Mon, Jan. 25, 1:19 PM | 6 Comments
  • Mon, Jan. 25, 8:15 AM
    • McDonald's (NYSE:MCD) reports global comparable-store sales increased 5.0% in Q4 with improvement seen across all segments.
    • Comparable-store sales rose 5.7% in the U.S. as the All Day Breakfast initiative generated traffic.
    • International Lead Markets segment comparable-store sales rose 4.2%.
    • The High Growth Markets comp was +3% with both China and Russia in positive territory.
    • Total revenue at McDonald's was off 4% after foreign exchange shook off nine percentage point.
    • SG&A expenses +2% to $675M. Company-owned restaurant expenses -7% to $3.419B.
    • The company says it expects positive top-line momentum across all segments this year..
    • Previously: McDonald's beats by $0.08, beats on revenue (Jan. 25 2016)
    • MCD +3.02% premarket to $121.97.
    | Mon, Jan. 25, 8:15 AM | 20 Comments
  • Mon, Jan. 25, 8:01 AM
    • McDonald's (NYSE:MCD): Q4 EPS of $1.31 beats by $0.08.
    • Revenue of $6.34B (-3.5% Y/Y) beats by $120M.
    • Shares +3.46% PM.
    • Press Release
    | Mon, Jan. 25, 8:01 AM | 39 Comments
  • Mon, Jan. 25, 6:34 AM
    • Increasing its pace of development from last year, McDonald's (NYSE:MCD) plans to open more than 60 restaurants in Russia in 2016.
    • "We have seen significant growth of our market share as we continued expansion," Khamzat Khasbulatov, chief executive of McDonald's Russia, told a news conference.
    • He added that the company had to make "serious adjustments" to its business model after sanctions and the weakening of the ruble put pressure on its margins.
    • MCD +0.4% premarket
    | Mon, Jan. 25, 6:34 AM | 3 Comments
  • Sun, Jan. 24, 5:30 PM
    | Sun, Jan. 24, 5:30 PM | 4 Comments
  • Sat, Jan. 23, 2:46 PM
    • The economic cost of the blizzard hitting the East Coast could run as high as $850M, according to a forecast from Planalytics.
    • The tally includes lost productivity and a lower level of consumer spending over the duration of the storm - even after factoring in the impact of consumers stockpiling from chains such as Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Wal-Mart (NYSE:WMT), and Kroger (NYSE:KR).
    • The storm is broad enough to impact domestic traffic numbers for restaurant chains (MCD, QSR, WEN, CMG, DENN, DNKN, SBUX) and movie theater operators (RGC, CKEC, CNK, AMC).
    • The number of cancelled flights tied to the storm is tracking rapidly toward 10K. U.S. airlines (LUV, AAL, JBLU, UAL, DAL) have become more efficient with managing major storms, but will still take a hit to Q1 revenue.
    • Looking ahead: Though harsh U.S. winters have lopped off as much as 1% to 2% from retail sales in the past, the 2015-2016 season still sits comfortably in the historical range used by economists when making their projections.
    • Previously: Blizzard rally for HD, LOW, BGG, TTC, ACAT, COLM, and BDE (Jan. 22)
    • Previously: Storm alert for Shake Shack and Dunkin' Donuts (Jan. 22)
    • Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, IYC, FXD, PEJ, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, PSL, PSCC, PSCD, SZK, BITE
    | Sat, Jan. 23, 2:46 PM | 71 Comments
  • Wed, Jan. 20, 3:15 PM
    • A Nomura poll of McDonald's (MCD -1.5%) franchisees indicates the introduction of all-day breakfast at stores has gone better than anticipated.
    • McDonald's operators say some of their customers want the all-day breakfast to be offered around the clock.
    • Many franchisees originally protested the plan to complicate their kitchen operations.
    • Nomura sees same-store sales rising 4.1% for McDonald's in Q4 and 3.8% in the current quarter.
    | Wed, Jan. 20, 3:15 PM | 8 Comments
  • Wed, Jan. 20, 9:59 AM
    • Starbucks (SBUX -2.7%), McDonald's (MCD -1.1%), Dunkin' Brands (DNKN -1.9%), and Tim Hortons (QSR -2.5%) are getting relief on input costs for coffee and milk.
    • Mik prices are down 13% Y/Y and coffee prices are down 9% over the last nine months, according to data from the Bureau of Labor Statistics.
    • The restaurant chains have held the line on pricing for most menu items with coffee and milk.
    • BLS raw data
    | Wed, Jan. 20, 9:59 AM | 6 Comments
  • Wed, Jan. 20, 7:43 AM
    • McDonald's (NYSE:MCD) is named the top large-cap restaurant stock by Nomura.
    • The Japanese firm sees some sales acceleration for McDonald's in the U.S. and raises its forecast for Q4 U.S. same-store sales to 4.1% vs. 2.5% consensus.The improving comp trend is directly attributed to new initiatives from management.
    • Shares of MCD are rated at Buy at Nomura with a $135 price target.
    • Yesterday, BTIG raved about the restaurant operator.
    • Previously: BTIG sees recent good form by McDonald's extending (Jan. 19 2016)
    | Wed, Jan. 20, 7:43 AM | 6 Comments
  • Tue, Jan. 19, 10:35 AM
    • BTIG raises the bar even higher on McDonald's (MCD +1.3%) with a new price target of $130 standing well-above the consensus Street PT of $121.
    • The investment firm upgrades the restaurant stock to a Buy rating with the all-day breakfast and new McPick 2 menu both seen as traffic drivers.
    • The potential for McDonald's to return more capital to investors is also seen as alluring.
    • Fast fact: McDonald's 6-month return of +20% ranks 2nd out of 41 restaurant stocks with a market cap of over $300M.
    | Tue, Jan. 19, 10:35 AM | 1 Comment
Company Description
McDonald's Corp franchises and operates McDonald's restaurants in the food service industry. Its geographic segments include the United States, Europe, and Asia-Pacific, Middle East and Africa.
Sector: Services
Industry: Restaurants
Country: United States