Seeking Alpha

McDonald's Corporation (MCD)

  • 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
    | Comment!
  • Oct. 18, 2012, 5:30 PM
    Notable earnings before Friday’s open: APD, BHI, BPOP, CALL, CBE, FHN, FNFG, GE, HON, IR, KSU, MCD, MMR, PH, SHAW, SLB, TCB
    | Comment!
  • Oct. 17, 2012, 3:00 PM
    McDonald's (MCD -0.5%) Q3 report, slated to be released before the market opens on Friday, could provide the tipping point that tells investors if the restaurant chain is or isn't entering a period of slower growth. While its heavy reliance on Europe (40% of sales) and recent slump in Japan are two ongoing headwinds, the company's growth trajectory in the U.S. is also on watch with Panera and Chipotle still trendy and Burger King stepping up its game. (EPS estimates: Street consensus $1.48, Estimize $1.47)
    | Comment!
  • Oct. 17, 2012, 9:02 AM
    UBS lowers estimates on McDonald's (MCD) ahead of the restaurant chain's Q3 report on its view that September's global same-store sales slowed. Analysts with the firm take Q3 EPS to $1.50 from $1.53 and full-year EPS gets shaved to $5.46 from $5.50.
    | 1 Comment
  • Oct. 11, 2012, 8:06 AM
    Quick service restaurants continue to play catch-up with leaders Chipotle (CMG) and Panera Bread (PNRA) as they try to subtly shift from "fast food" to "fast casual" and steal customers from sit-down alternatives. After McDonald's (MCD) set the bar high with premium coffee, smoothies, and reworked restaurants with HD TVs - nearly every chain has set in motion a modernization plan of its own.
    | Comment!
  • Oct. 10, 2012, 3:43 PM
    Two-for-one Big Macs: McDonald's (MCD +0.4%) starts to step up the use of discounting in Europe as it attempts to hold on to sales. Though the chain has used promotions before in Europe to increase store traffic, the scope of the most recent push is much larger with most of Germany and France encapsulated. The development has the potential to significantly impact the overall bottom line of the company with close to 40% of its operating profit derived from the continent.
  • Oct. 4, 2012, 6:27 AM
    McDonald's (MCD) files a trademark with the USPTO to use its name for ground and whole-bean coffee products in a move that could signal a plan to sell bagged coffee. The company's McCafe menu has been wildly successful and now contributes more than 6% to total sales. If bagged coffee is in the offing for McDonald's, Dunkin' Brands (DNKN) might need to perk up.
    | Comment!
  • Sep. 28, 2012, 10:17 AM
    Digging into the Janney call on McDonald's (MCD -2.7%) reveals the firm extrapolates the restaurant chain's same-store sales performance over the first two weeks of September to find the monthly pace could be the weakest of the year. Though the 14-day trend could prove to be alarming, some traders question if the estimate is worth lopping off a cool $2.5B from the market cap of McDonald's.
  • Sep. 28, 2012, 8:40 AM
    Janney Capital Markets downgrades McDonald's (MCD) to Neutral from Buy with a warning that the company's same-store sales could underperform the Street's forecast as upcoming comps look tough to match. In a twist, McDonald's is now making lists of "out-of-favor" stocks to buy. MCD -1.5% premarket.
    | Comment!
  • Sep. 27, 2012, 6:49 AM
    McDonald's (MCD) plans to unleash the M Channel at its restaurants with a full slate of localized news and entertainment. The company is open to allowing advertising on the broadcasting network to help churn up some extra revenue, although other restaurants won't be included.
    | Comment!
  • Sep. 26, 2012, 12:52 PM
    McDonald's (MCD +0.3%) exec Bob Langert throws a bit of a monkey wrench in the theory that buying locally-produced food is more environmentally friendly than food purchased from national distribution chains. He says the company has extensively studied supply chains to determine that sometimes transportation efficiencies lose out to production efficiencies. If he's right, McDonald's may try to beat down some of the claims of superiority of Whole Foods Market (WFM -2.1%) and Chipotle (CMG -1.1%) on the environmental issue.
  • Sep. 25, 2012, 8:16 AM
    The National Restaurant Association says it will join the growing opposition to the proposed $7.2B settlement between retailers and credit card companies. The trade group maintains that the proposed agreement would allow swipe fees to rise unchecked to eventually dwarf the compensation offered. The issue isn't likely to be resolved this year with a New York judge still needing to rule on it.
    | Comment!
  • Sep. 20, 2012, 5:07 PM
    McDonald's (MCD) declares $0.77/share quarterly dividend, 10% increase from prior dividend of $0.70. Forward yield 3.31%. For shareholders of record Dec 03. Payable Dec 17. Ex-div date Nov 29. (PR)
    | Comment!
  • Sep. 12, 2012, 9:18 AM
    McDonald's (MCD) will start adding calorie counts to its menus in U.S. restaurants just ahead of a new regulation that mandates the disclosure. All restaurant chains with more than 20 locations fall under the new rule.
    | 1 Comment
  • Sep. 12, 2012, 7:00 AM
    Analysts react in a lukewarm fashion to news that McDonald's (MCD) grew global same-store sales at a 3.7% pace in August. S&P Capital IQ analyst Jim Yim forecasts a difficult sales climate ahead for the company and notes results were boosted by extra weekdays in the month compared to last year. Also striking a cautious tone is Morningstar's R.J. Hottovy who sees macro headwinds sustaining and a dearth of notable product launches for H2.
  • Sep. 11, 2012, 8:38 AM
    Though McDonald's (MCD) global same-store sales for August missed the mark of some analysts, the broad gains across regions could calm the waters on the name a bit. The bigger question: How much will the restaurant chain's promotions and new menu items cut into profits? MCD +0.6%.
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