Wed, Mar. 2, 6:30 AM| Wed, Mar. 2, 6:30 AM | 3 Comments
- February monthly performance was: +2.15%
- 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%
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. 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.
Thu, Feb. 18, 9:58 AM
- Hamburger stocks Wendy's (WEN -1.4%) and Sonic (SONC -4.7%) are both lower after Jack in the Box reports sales were negatively impacted by McDonald's (MCD -0.6%) All-Day Breakfast initiative.
- Traffic during the lunch and the hour just ahead of lunch appears to have been lured away by McDonald's expanded breakfast time slot.
- Previously: Jack in the Box dives after all-day breakfast at Mickey D's takes a bite out of sales (Feb. 17 2016)
- Previously: Sales come in soft at Jack in the Box (Feb. 17 2016)
Wed, Feb. 17, 11:15 AM
- Starbucks (SBUX +0.1%) is facing criticism from the Action on Sugar due to the high level of sugar in many of its drinks.
- The group is pointing to several drinks that have 99 grams of sugar which is more than double than the amount in a can of Coke or Pepsi.
- The company says it's already agreed to reduce sugar in its "indulgent" drinks by 25% before the end of 2020.
- Drinks from Costa Coffee (OTC:WTBCF, OTCPK:WTBCY), KFC (NYSE:YUM), and McDonald's (NYSE:MCD) also were singled out as sugar-intense.
Fri, Feb. 12, 10:54 AM
- Consumer spending in the U.S. showed some strength in January to defy some of the signals being sent by equity markets.
- "The markets may have decided that the U.S. is headed for recession, but obviously no one told U.S. consumers," said econimist Paul Ashworth.
- Though data shows consumers have pulled back on some big-ticket categories to save more, there's some pockets of retail that could surprise this year - especially if gas prices move closer to $1/gallon.
- Companies that consumers interface with daily or weekly are more likely to benefit than those in the luxury discretionary space where falling 401K or profit-sharing plan values weigh a bit heavy on demand (home improvement, jewelry, high-end auto, etc), note analysts.
- Potentially sitting in that sweet space: Ross Stores (NASDAQ:ROST), TJX Companies (NYSE:TJX), Ulta Salon (NASDAQ:ULTA), Columbia Sportswear (NASDAQ:COLM), Skechers (NYSE:SKX), Nike (NYSE:NKE), Foot Locker (NYSE:FL), Dollar General (NYSE:DG), Target (NYSE:TGT), Party City (NYSE:PRTY), Churchill Downs (NASDAQ:CHDN), Isle of Capri (NASDAQ:ISLE), Penn National Gaming (NASDAQ:PENN), Boyd Gaming (NYSE:BYD), Casey's General Stores (NASDAQ:CASY), McDonald's (NYSE:MCD), Cracker Barrel (NASDAQ:CBRL)... add your own in the comments.
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, 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.
Tue, Feb. 2, 9:00 AM| Tue, Feb. 2, 9:00 AM | 1 Comment
- January monthly performance was: -4.6%
- 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%
Fri, Jan. 29, 7:56 AM
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, 9:12 AM
Mon, Jan. 25, 1:19 PM
- McDonald's (MCD +1.8%) CFO Kevin Ozan confirmed the company is considering selling a portion of its 50% stake in McDonald's Japan during today's earnings call.
- Management also highlighted the broad underlying strength it saw in Q4 before F/X took its cut, as well as the benefit realized in the U.S. from milder weather. McDonald's will remain in a cautious mode until a few more quarters of positive comps confirm a turnaround has been achieved.
- New areas of focus from the chain will be speed of service and building out the potential for the mobile app.
- McDonald's earnings call webcast
- Previously: McDonald's beats by $0.08, beats on revenue (Jan. 25 2016)
- Previously: McDonald's turns positive comp in all segments (Jan. 25 2016)
- Previously: The restaurant sector digests McDonald's earnings (Jan. 25 2016)
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, 8:01 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.
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
McDonalds Corp. engages in the provision of food service retail. Its activities include franchise and operation of McDonalds 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
Country: United States
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