McDonald's Corporation (MCD) - NYSE
  • Wed, Apr. 6, 4:37 PM
    • Andrew McKenna has been a director at MCD for 25 years and chairman for the last 12. He's decided not to stand for re-election at the annual meeting on May 25. The board will name him Chairman Emeritus following his retirement and elect a new chairman after the annual meeting.
    • Source: Press Release
    • Shares -0.35% after hours.
    • Now read: McDonald's: Why I'm Not Loving It (April 6)
    | Wed, Apr. 6, 4:37 PM | 9 Comments
  • Tue, Apr. 5, 9:08 AM
    • Evercore ISI Group initiates coverage on Starbucks (NASDAQ:SBUX) and Wendy's (NASDAQ:WEN) with Buy rating after a full scan of the restaurant sector.
    • The investment firm sets Hold ratings on Domino's Pizza (NYSE:DPZ), Jack in the Box (NASDAQ:JACK), McDonald's (NYSE:MCD), and Yum Brands (NYSE:YUM).
    • On watch today for a dip is Dunkin' Brands (NASDAQ:DNKN) which catches the lone Sell rating today from Evercore.
    • Now read Why I'm Not Falling In Love With Dunkin' Brands
    | Tue, Apr. 5, 9:08 AM | 2 Comments
  • Mon, Apr. 4, 7:25 AM
    • March monthly performance was: +6.95%
    • AUM of $600M
    • 52-week performance vs. the S&P 500 is: +1%
    • $0.07 in dividends were paid in March
    • Top 10 Holdings as of 2/29/2016: Coca-Cola Co (KO): 4.24%, Altria Group Inc (MO): 3.5%, Microsoft Corp (MSFT): 3.45%, Apple Inc (AAPL): 3.13%, AbbVie Inc (ABBV): 2.72%, International Business Machines Corp (IBM): 2.19%, McDonald's Corp (MCD): 2.08%, Cisco Systems Inc (CSCO): 1.91%, 3M Co (MMM): 1.85%, Home Depot Inc (HD): 1.8%
    | Mon, Apr. 4, 7:25 AM | 1 Comment
  • Thu, Mar. 31, 7:21 AM
    • McDonald's (NYSE:MCD) plans to add more than 1,500 restaurants in China, Hong Kong, and South Korea over the next five years.
    • Growth in China will be a top priority for the restaurant operator with plans to have 3,500 restaurants open in the nation by 2020.
    • The long-term goal for McDonald's in Asia is to have 95% of its restaurants franchised under local ownership.
    | Thu, Mar. 31, 7:21 AM | 10 Comments
  • Mon, Mar. 28, 2:25 PM
    • A proposal to lift the minimum wage in California to $15 per hour is a major development, according to many restaurant sector analysts.
    • California is considered a bellwether state that could be a tipping point for other parts of the country moving to adopt the $15 minimum wage level. On an even bigger scale, both Democratic presidential candidates support a federal $15 per hour minimum wage.
    • Fast-food chains could feel pressure on both sales and expenses if the $15/hr minimum wage is passed on a widespread basis.
    • Related stocks: PLKI, DENN, MCD, QSR, SONC, JACK, GTIM, LOCO, BOBE, BH, WEN, HABT, LOCO, BOJA, NATH, DPZ, PZZA, TACO, WING, FRGI.
    | Mon, Mar. 28, 2:25 PM | 82 Comments
  • Mon, Mar. 28, 9:53 AM
    • McDonald's (MCD +0.5%) continues to test different delivery options including using third-party provider Postmates.
    • The company is assessing demand for the service and if a workaround solution might exist other than sending a third-party provider into a store to stand in line, according to Chief Digital Officer Atif Rafiq.
    • Other fast-food chains are also on the verge of making some major changes to their business model as they walk the tightrope between expanding digital ordering and store operations. Last week at the New York Auto Show, the concept of a Domino's Pizza (NYSE:DPZ) food truck loaded with ovens was tipped. The new concepts under consideration coincide with weak store traffic trends across the industry.
    • Other companies with an eye on innovation include Panera Bread (NASDAQ:PNRA), Dunkin' Brands (NASDAQ:DNKN), Noodles (NASDAQ:NDLS), Wendy's (NASDAQ:WEN), Burger King (NYSE:QSR), Taco Bell, Qdoba (NASDAQ:JACK), and Buffalo Wild Wings (NASDAQ:BWLD). Starbucks (NASDAQ:SBUX) may be a step ahead of the pack with a Postmates pilot program in Seattle running and its mobile ordering business thriving.
    | Mon, Mar. 28, 9:53 AM | 4 Comments
  • Fri, Mar. 25, 9:07 AM
    • McDonald's (NYSE:MCD) filed a trademark application with the USPTO for the phrase "The Simpler the Better." The slogan indicates a slightly different direction than the operational complexity involved with the All-Day Breakfast and menu customization initiatives in the works at the restaurant chain.
    • A possible clue to McDonald's plans for the trademark is the testing of a “Simple Delights” menu of sub-300 calorie items in San Diego.
    • BurgerBusiness notes that McDonald's has also simplified its corporate structure by reorganizing into four business segments.
    | Fri, Mar. 25, 9:07 AM | 9 Comments
  • Mon, Mar. 21, 9:58 AM
    • There's some pretty fierce debate about how successful McDonald's (MCD -0.6%) will be with its updated loyalty program.
    • "I suggest that free food is not sufficient and ought not become the dominant reward," opines SAP's Mohamed Amer. His analysis is shared by others who think attracting new customers, especially millennials and Gen Z customers, is still going to be difficult for the chain.
    • ProLogic Retail Services CEO Ross Ely is more optimistic. "McDonald’s should see strong results from its loyalty program," predicts Ely. Other retail watchers think McDonald's can nip some traffic from Starbucks and Dunkin' Donuts at the fringes if the rewards launch goes well.
    • Previously: McDonald's is expected to add loyalty program to app (March 14)
    | Mon, Mar. 21, 9:58 AM | 11 Comments
  • Tue, Mar. 15, 6:55 PM
    • Where's Chipotle's lost traffic going? That's an intriguing question as the restaurant chain's brutal stretch of sharp comparable-restaurant sales declines stretches further than many analysts originally forecast.
    • In the burrito category, Del Taco (NASDAQ:TACO), El Pollo Loco (NASDAQ:LOCO), and Taco Bell (NYSE:YUM) are the easy answers to have picked up at least some incremental traffic.
    • By the numbers, McDonald's (NYSE:MCD) and Domino's (NYSE:DPZ) have reported very solid same-store sales in the U.S. compared to the modest industry-wide growth reported by Black Box Intelligence.
    • Then there's fast-casual chains Zoe's Kitchen (NYSE:ZOES) and Noodles (NASDAQ:NDLS) which have the two best YTD share price gains of the 44 stocks in the restaurant sector. Panera Bread (NASDAQ:PNRA) is also showing a solid 8% gain this year.
    • Some restaurant industry watchers think it's the mom and pop southwestern/Tex-Mex chains which may be the biggest beneficiaries of all.
    • Previously: Restaurant same-store traffic falls again (March 10)
    • Previously: Chipotle reports weak February comps, issues Q1 warning; shares drop (March 15)
    | Tue, Mar. 15, 6:55 PM | 8 Comments
  • Mon, Mar. 14, 2:07 PM
    • McDonald's (MCD +1.1%) is on track to add some loyalty components to its mobile app later this year or early in 2017, reports AdAge.
    • McDonald's U.S. President Mike Andres said at an analyst conference last week that a loyalty program would probably include a limited redemption period to try to spur extra traffic to the chain. The company's mobile app has been downloaded 7.5M times, but is still seen as an untapped resource.
    • Starbucks recently changed its loyalty program from a transaction-based system to one based on dollars spent.
    | Mon, Mar. 14, 2:07 PM | 1 Comment
  • Thu, Mar. 10, 2:59 PM
    | Thu, Mar. 10, 2:59 PM | 27 Comments
  • Wed, Mar. 9, 12:58 PM
    • McDonald's (MCD +0.8%) is testing an expansion of its All Day Breakfast Menu in select locations in North Carolina and Oklahoma.
    • The company is offering the full breakfast menu at a few stores in what involves a more complicated kitchen arrangement.
    • Restaurant industry analysts say the all-day breakfast initiative has helped the restaurant chain grab morning market share.
    • Previously: McDonald's turns positive comp in all segments (Jan. 25)
    | Wed, Mar. 9, 12:58 PM | 28 Comments
  • Sat, Mar. 5, 1:20 PM
    • McDonald's (NYSE:MCD) and franchise operator Arcos Dorados Holdings (NYSE:ARCO) are the targets of a civil investigation by a federal prosecutor in Brazil.
    • Labor groups in the nation continue have raised issues against the companies that range from labor violations to tax evasion. The practice of franchisees buying ingredients from exclusive providers is also under scrutiny.
    • Shares of McDonald's are up 19% over the last 52 weeks, while Arco's market cap has been halved over the same time frame amid currency headaches.
    | Sat, Mar. 5, 1:20 PM | 3 Comments
  • Wed, Mar. 2, 6:30 AM
    • February monthly performance was: +2.15%
    • AUM of $568M
    • 52-week performance vs. the S&P 500 is: 0%
    • $0.05 in dividends were paid in February
    • Top 10 Holdings as of 1/29/2016: Coca-Cola Co (KO): 4.25%, Microsoft Corp (MSFT): 3.76%, Altria Group Inc (MO): 3.5%, Apple Inc (AAPL): 3.18%, AbbVie Inc (ABBV): 2.76%, McDonald's Corp (MCD): 2.22%, International Business Machines Corp (IBM): 2.1%, Intel Corp (INTC): 1.85%, Home Depot Inc (HD): 1.83%, 3M Co (MMM): 1.8%
    | Wed, Mar. 2, 6:30 AM | 3 Comments
  • Fri, Feb. 26, 1:52 PM
    • McDonald's (MCD -1.1%) is adding several of its classic menu items to its McPick 2 value deal in a limited-time promotion starting next week.
    • The two-for-$5 deal options will include Chicken McNuggets, the Filet-O-Fish sandwich, the Quarter Pounder with Cheese, and the iconic Big Mac.
    • Wendy's (WEN -0.3%), Burger King (NYSE:QSR), Carl's, and McDonald's have been firing off value deals over the last few months which have been based off the same multiple items for a fixed-dollar cost principle (Burger King 5 for $4, Carl’s Jr. 4 for $4, Wendy’s 4 for $4, McPick 2 for $2).
    | Fri, Feb. 26, 1:52 PM | 14 Comments
  • Fri, Feb. 19, 2:50 AM
    • McDonald's (NYSE:MCD) CEO Stephen Easterbrook's base pay will increase 18% starting in March, after the company posted its best U.S. quarterly sales in nearly four years during Q4.
    • According to a regulatory filing, McDonald's compensation committee approved increasing Easterbrook's salary to $1.3M starting in March.
    • His annual target incentive was set at 175% of his salary, or nearly $3M, but only if the company's operating earnings improve over 2016.
    | Fri, Feb. 19, 2:50 AM | 8 Comments
Company Description
McDonald’s Corp. engages in the provision of food service retail. Its activities include franchise and operation of McDonald’s restaurants globally. The restaurants offer a range of food menu including hamburgers and cheeseburgers, fillet, french fries, salads, sundaes, pies as well as drinks... More
Sector: Services
Industry: Restaurants
Country: United States