Seeking Alpha

McDonald's Corporation (MCD)

  • Nov. 8, 2012, 9:29 AM
    Three schools of thought on the drop in McDonald's (MCD) comparable store sales across the global: 1) The company is executing poorly and is fiddling while Rome is burning. 2) The restaurant chain is an early bellwhether indicating the global economy is in even worse shape than many forecasts. 3) The squeeze play is on with Burger King and Wendy's hitting the market with a premium menu and updated stores, while Panera Bread and Chipotle are stealing consumers willing to trade up.
    | Nov. 8, 2012, 9:29 AM | 10 Comments
  • Nov. 8, 2012, 8:35 AM
    The first drop in comparable sales for McDonald's (MCD) since 2003 has traders buzzing, especially with Wendy's cruising along in positive territory with its own sales. Retail analyst Howard Penney thinks the company is a bit nonchalant about the global erosion of sales, while CNBC's Carl Quintanilla notes the report is like "watching a giant fall to one knee." Shares of McDonald's are only down 0.8% premarket with the sales slump well-telegraphed by the company.
    | Nov. 8, 2012, 8:35 AM | 12 Comments
  • Nov. 8, 2012, 8:26 AM
    McDonald's (MCD) announces comparable store sales fell 1.8% in October, with U.S. participating in the downward trend with a 2.2% dip for the month. The Asia/Pacific, Middle East and Africa segment saw a 2.4% decline in comparable sales, while Europe fell 2.2% with strength in the U.K. preventing further erosion. The company cites "heightened competitive activity" in the U.S. as a force, but questions on the execution of McDonald's value proposition are sure to be raised. MCD -0.9% premarket. (PR)
    | Nov. 8, 2012, 8:26 AM | 2 Comments
  • Oct. 31, 2012, 11:25 AM
    Fast-food restaurant operators such as Dunkin' Brands (DNKN +0.6%), Chipotle (CMG +0.1%), and McDonald's (MCD -0.1%)) could ride out Hurricane Sandy a bit better than some of the forecasts calling for a significant drop in Q4 sales, according to analysis from Miller Tabak. Lost revenue from the past week in affected areas could be offset by evacuation route stores picking up extra traffic and relief workers coming in with few dining options. Names to watch: Ruby Tuesday (RT +1.4%) with close to 44% of its outlets in the hurricane zone, Brinker International (EAT -1.2%) at 32.6%, Panera Bread (PNRA -1.6%) with 32.6%, and Cheesecake Factor (CAKE +0.3%) sitting at 28.2%.
    | Oct. 31, 2012, 11:25 AM | Comment!
  • Oct. 30, 2012, 2:52 PM
    More details on McDonald's (MCD) entry into the bagged coffee market: 1) The company starts a massive advertising campaign in Canada to back the November 5th launch in the nation. 2) At stores, a free small coffee promotion is in full swing to help build the McDonald's coffee brand and keep Tim Hortons and Starbucks under pressure. 3) Though mum's still the word on potential plans for U.S. sales of bagged coffee, the restaurant chain took the steps to file wide patent protection with the USPTO for use of its McCafe brand.
    | Oct. 30, 2012, 2:52 PM | Comment!
  • Oct. 29, 2012, 10:52 AM
    As Tim Hortons (THI) continues to feel the pain from McDonald's (MCD) entry into the coffee market in Canada, a move by the restaurant chain into bagged coffee sales could take it another level. Raymond James analyst Kenric Tyghe notes McDonald's - which already uses coffee as a loss-leader at stores - will strengthen the power of its brand by getting into households in Canada where drinkers are prone to brew their own coffee at a high rate.
    | Oct. 29, 2012, 10:52 AM | Comment!
  • Oct. 26, 2012, 1:44 PM
    A new initiative by McDonald's (MCD -0.4%) to sell bagged coffee in stores in Canada could challenge Starbucks (SBUX -1.5%) and Tim Hortons (THI -0.5%) in the nation, according to analysis. Though small in scale, the plan is big in potential after the venture by McDonald's into premium coffee went much better than naysayers dreamed it would. What to watch: Is a supermarket deal in Canada on tap?
    | Oct. 26, 2012, 1:44 PM | 4 Comments
  • Oct. 26, 2012, 11:17 AM
    McDonald's (MCD -0.4%) plans to sell bagged coffee in Canada under its brand name in a move that will be closely watched by the coffee industry. On the one hand the company claims it has no grand plans to sell anywhere else at this time and would consider selling single-cup packets for Keurig machines, but on the other hand a couple of patents filed with the USPTO signal a larger play by Mickey D's could be afoot.
    | Oct. 26, 2012, 11:17 AM | 1 Comment
  • Oct. 25, 2012, 1:20 PM
    The top exec of McDonald's (MCD -0.1%) in Canada says the company will ramp up its pace of expansion in the nation after adding restaurants at a moderate clip over the last five years. The company's key rival in Canada is Tim Hortons (THI +1.1%), although fast-casual players such as Chipotle and Five Guys Burgers have made a dent in market share.
    | Oct. 25, 2012, 1:20 PM | 2 Comments
  • Oct. 22, 2012, 7:20 AM
    RBC Capital say McDonald's (MCD) should see sales pick up again after Q1 of 2013 after the company got stuck in a rut of sub-3% growth. The restaurant chain is seen promoting new menu items to boost traffic numbers as it tries to stay ahead of rivals such as Burger King and Wendy's that have narrowed the gap in offerings.
    | Oct. 22, 2012, 7:20 AM | 3 Comments
  • Oct. 19, 2012, 11:39 AM
    The Q&A at the McDonald's (MCD -3.8%) earnings conference call (webcast) homes right in on the "negative" trend the company says it's seeing in October. Though not much color is added, reading between the lines the company looks like it's losing its power to pass on higher foods costs to consumers and is sticking by its value platform to edge market share higher.
    | Oct. 19, 2012, 11:39 AM | 2 Comments
  • Oct. 19, 2012, 11:13 AM
    Quick hits from the McDonald's (MCD -3.5%) earnings conference call: Execs say the company faces pressure on both the top and bottom lines and cite heightened competition as a factor along with macroeconomic influences. Looking forward, the company expects the eating-out category to be flat in 2013. Tactical adjustments in the sights of management include stronger advertising for value-oriented menu items and a new beef/chicken sandwich. In Europe, breakfast and value items will be stressed. The company's ever-present ace in the hole will be also played, with the McRib sandwich due be launched again. (webcast)
    | Oct. 19, 2012, 11:13 AM | 1 Comment
  • Oct. 19, 2012, 8:28 AM
    More on McDonald's (MCD): The Golden Arches achieves the consistency it was looking for, but mainly on the downside as higher commodity and labor costs cut into earnings. Even after factoring in the effect of the strong U.S. dollar on results and decent numbers in Australia and China, the overriding theme is dominated by the sub-2% growth seen across major regions. Expect some Q&A on those "negative" October trends at the firm's earnings call slated for 9:00 AM EST. MCD -2.1%. (webcast)
    | Oct. 19, 2012, 8:28 AM | 2 Comments
  • Oct. 19, 2012, 8:11 AM
    More on McDonald's (MCD): The company sees "challenging conditions" lead to sluggishness across the globe. Global comparable sales up 1.9% Y/Y, with Asia/Pacific, Middle East and Africa sales rising a disappointing 1.4% and U.S. sales on the weak side with a 1.2% pace. Pricing initiatives helped boost Europe which saw 1.8% comparable sales growth off of negative guest traffic. The short-term outlook is painted bleak, with Q4 sales trending "negative." MCD -2.3%. (PR)
    | Oct. 19, 2012, 8:11 AM | 3 Comments
  • Oct. 19, 2012, 8:01 AM
    McDonald's (MCD): Q3 EPS of $1.43 misses by $0.05. Revenue of $7.15B (-13.9% Y/Y) in-line. Shares -2.5% premarket. (PR)
    | Oct. 19, 2012, 8:01 AM | 6 Comments
  • Oct. 19, 2012, 12:05 AM
    Notable earnings before Friday’s open: APD, BHI, BPOP, CALL, CBE, FHN, FNFG, GE, HON, IR, KSU, MCD, MMR, PH, SHAW, SLB, TCB
    | Oct. 19, 2012, 12:05 AM | Comment!
Visit Seeking Alpha's
MCD vs. ETF Alternatives
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