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McDonald's Corporation (MCD)

  • Wed, Aug. 26, 9:01 AM
    • Burger King (NYSE:QSR) proposed today in several major newspaper advertisements a "truce" with McDonald's (NYSE:MCD) in the form of a partnership to operate a one-day pop-up store to sell a joint burger called the McWhopper.
    • Sales proceeds would be earmarked for the Peace One Day nonprofit organization.
    • A new Facebook post from McDonald's rejects the offer, saying a acknowledgement of friendly business competition and a commitment to raise global awareness will suffice.
    • "P.S. A simple phone call will do next time," writes McDonald's CEO Steve Easterbrook to his counterpart at the Restaurant Brands International property.
  • Wed, Aug. 26, 7:35 AM
    • McDonald's (NYSE:MCD) will expand testing of its Create Your Taste platform to another 30 locations in five states before a much broader U.S. roll-out.
    • An article in QSR Magazine highlights some of the frustrations of franchisees over the initiative.
    • The upfront cost is markedly high at $100K to $150, while some franchisees also complain on the limited upside from CYT since it doesn't apply to 70% of customers who order from the drive thru window.
    • Drawing repeat customers to CYT after the initial novelty wears off is also seen as an issue.
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  • Tue, Aug. 25, 9:54 AM
    • REIT talks tends to please investors of retail chains and give shares a jolt, but the strategy doesn't make sense uniformly.
    • In the case of McDonald's (MCD +1.9%), unloading valuable property and taking on lease payments doesn't make sense to some analysts.
    • Rental income from franchisees rose 26% over the last five years to $6.1B in 2014, a steadying influence against comp sales erosion.
    • The Golden Arches is facing pressure from some hedge funds to convert to a REIT to unlock value and buyback firepower.
  • Fri, Aug. 21, 11:31 AM
    • An effort by Chick-fil-A to expand into the Denver International Airport is meeting resistance due to the company's previous stances on same-sex marriage.
    • Politicians in Boston and San Francisco have voiced similar concerns over the chicken chain entering their cities.
    • The political issues could slow down a broader U.S. roll-out of Chick-fil-A  which  is a development that could benefit McDonald's (MCD -1.4%), KFC (NYSE:YUM), Hardee's, and others. The chains already have a one-day sales advantage in markets with Chick-fil-A stores due to the company's policy to stay closed on Sundays.
  • Fri, Aug. 21, 6:35 AM
    • McDonald's (NYSE:MCD) has signed its second deal with a Russian franchisee which will help it to expand in several remote Siberian regions.
    • Under the deal, Russia's GiD will open up to 20 fast-food restaurants in the Novosibirsk, Tomsk, Kemerovo, and Altai in coming years.
    • McDonald's, which has operated in Russia for 25 years, already has more than 500 restaurants in 120 Russian cities - servicing more than 1M customers per day.
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  • Wed, Aug. 19, 4:13 PM
    • McDonald's (NYSE:MCD) could see a 2.5% lift in sales at stores that introduce all-day Egg McMuffins, according to an internal corporate estimate.
    • Stores that opt to sell biscuit-based sandwiches during non-breakfast hours are tipped to see a 1.9% sales bounce.
  • Wed, Aug. 19, 4:18 AM
    • Following the corruption scandal at FIFA, corporate sponsors pondered whether to back away from the powerful marketing outlet, but it now looks like they are getting more involved.
    • Soccer's governing body is now scheduled to meet several of its commercial partners on Thursday, after Coca-Cola (NYSE:KO) and Visa (NYSE:V) urged the creation of an independent group to oversee reforms.
    • FIFA collected $1.6B in sponsorship money in the four years leading up to the 2014 World Cup, nearly half of which came from its six top "partners" (Coke, Visa, McDonald's (NYSE:MCD), Adidas (OTCQX:ADDYY), Emirates and Hyundai (OTC:HYMLF)).
  • Tue, Aug. 18, 2:30 PM
    • McDonald's (MCD +0.3%) moves over $101 to a 13-month high as investors start to become more comfortable that a turnaround can take hold.
    • Looking ahead, the Street sees McDonald's Q3 same-store sales as coming in flat and Q4 at +0.3%, while UBS has more promising estimates of +1.3% (Q3) and +2.3% (Q4). Anything in positive territory could propel shares past the low $100s.
    • There's also an Investor Day event scheduled for November 10 that could be a major catalyst.
    • Previously: McDonald's roundup: Store trimming, breakfast and loyalty program tests, shares eye $100 (Aug. 13 2015)
  • Tue, Aug. 18, 9:04 AM
    • McDonald's (NYSE:MCD) is the top choice of the slice of consumers who like breakfast at any hour of the day, according to a survey from YouGov BrandIndex.
    • The chain was considered by 41% of "breakfastarians" for their next meal to top Subway, IHOP, Burger King, and Starbucks.
    • Chick-Fil-A, IHOP (NYSE:DIN), and Taco Bell (NYSE:YUM) made large jumps from their ranking six months ago.
    • McDonald's is only testing all-day breakfast in select markets at the moment.
  • Thu, Aug. 13, 1:56 PM
    • McDonald's (MCD +1.4%) trades higher after this week's revelation that it will close more stores than it opens.
    • Though the company's store trimming is the major story of the week, some analysts are watching what the impact on sales is at various markets which have introduced all-day breakfast and a mobile loyalty program.
    • Available to all, the current McDonald's iPhone app has been upgraded to include promotions (free sandwich for registering) as the restaurant chain plays catch-up with rivals in mobile interaction.
  • Wed, Aug. 12, 10:01 AM
    • Yum Brands (YUM -4.3%) slides to a 4-month low as concerns over sales in China mount amid a weaker local currency and broader macroeconomic question marks.
    • Shares of the restaurant company are down almost 9% from last week's high.
    • Starbucks (SBUX -1.6%) and McDonald's (MCD -0.9%) face the same foreign currency translation issue as Yum, but not nearly at the same scale.
  • Wed, Aug. 12, 8:42 AM
    • The Quarter Pounder sandwich from McDonald's (NYSE:MCD) has been increased in size by the company.
    • The pre-cooked patty is now 4.25 ounces after weighing in at 4.00 ounces previously.
    • The bump in size could lead to some pricing changes at the operator level. Pricing strategy and how McDonald's plays out premium burgers is seen as critical to its turnaround,
    • McDonald's Quarter Pounder breakdown
  • Wed, Aug. 12, 2:02 AM
    • McDonald's (NYSE:MCD) plans to shrink by 59 U.S. locations this year, attempting to reverse its worst sales slump in more than decade.
    • According to a franchise operations document, the chain is closing 184 restaurants and opening 125 new ones in 2015.
    • The move follows seven straight quarters of slumping sales across the nation, and marks the first time in 45 years McDonald's has closed more U.S. locations than it has opened.
  • Fri, Aug. 7, 7:58 AM
    • McDonald's (NYSE:MCD) cut 225 corporate employees in July as part of a broad cost-cutting initiative.
    • 135 of the job eliminations came down at the company's U.S. headquarters in Chicago.
    • MCD +0.1% premarket to $99.46.
  • Thu, Aug. 6, 12:19 PM
    • The hamburger sector is trading off despite Jack in the Box (JACK -5.8%) and Habit Restaurants (HABT -11.2%) both reporting strong Q2 same-store sales growth.
    • Traders think some of the stocks are blowing off steam after recent gains, although worries on the ability of operators to pass off labor and food input costs have also crept up.
    • The burger slide is hitting Wendy's (WEN -1.8%), Sonic (SONC -7.2%), Burger King owner Restaurant Brands (QSR -1.5%), and Shake Shack (SHAK -7.3%). McDonald's (MCD) is holding steady with its dividend yield continuing to be a strong backstop.
    • Previously: Habit Restaurants lower after earnings (Aug. 06 2015)
    • Previously: Strong comp sales at Jack in the Box (Aug. 05 2015)
  • Tue, Jul. 28, 3:50 PM
    • Arby's reports same-store sales rose 7.6% in Q2.
    • The privately-held restaurant chain had a 8.5% increase in same-store stores for the first half of the year.
    • The strong performance by Arby's follows similar breakouts at Burger King, Sonic, and Wendy's.
    • Missing from that list is McDonald's (NYSE:MCD) which has been stuck in reverse for sales in the U.S. and globally.
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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