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McDonald's Corporation (MCD)

  • Dec. 1, 2014, 3:30 PM
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  • Nov. 29, 2014, 10:29 AM
    • Analysts with predict some gas stations in the U.S. will offer $2 per gallon gas by Christmas.
    • The last time the average price of gas in the U.S. was below $2 was in March of 2009.
    • Forecasts from economists vary widely on the overall gas benefit to consumers for Q4. The high end from the group is an outlook of $300 per household, while the low end is closer to $100.
    • Most analysts see an immediate lift for retail chains with large distribution channels. Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Costco (NASDAQ:COST), Dollar General (NYSE:DG), Family Dollar (NYSE:FDO), Dollar Tree (NASDAQ:DLTR), Big Lots (NYSE:BIG), and Five Below (NASDAQ:FIVE) come to mind.
    • Airline stocks (JBLU, DAL, UAL, LUV, AAL, RJET, ALK, HA, ALGT, VA) have already ripped strong gains off the OPEC news, although some see even more long-term upside as forward fuel hedges get reworked.
    • A sustained period of low gas prices should lift restaurant stocks  (CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATHLUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN) say some analysts.
    • The gaming sector is (CZR, PNK, BYD, ISLE, CNTY, MCRI, MGM, NYNY) also an off-the-radar pick to bounce.
  • Nov. 25, 2014, 2:10 AM
    • The FDA will publish sweeping new rules today requiring chain restaurants, movie theaters and large vending machine operators across the country to post calorie counts on their menus and menu boards.
    • "Obesity is a national epidemic that affects millions of Americans," says FDA Commissioner Margaret Hamburg.
    • The new rules also require other nutritional information - including calories from fat, cholesterol, sugars and protein - to be made available in writing upon request.
  • Nov. 20, 2014, 10:45 AM
    • The usual suspects topped a list of the businesses with the most foot traffic in October, compiled by location analytics firm Placed.
    • The top five chains were Wal-Mart (NYSE:WMT), McDonald's (NYSE:MCD), Subway, Starbucks (NASDAQ:SBUX), and Walgreens (NYSE:WAG).
    • Significant movers over the last month include KMart (NASDAQ:SHLD) +9 spots, KFC (NYSE:YUM) +6 spots, Bed Bath & Beyond (NASDAQ:BBBY) -7 spots, and Costco (NASDAQ:COST) -6 spots.
  • Nov. 18, 2014, 3:24 PM
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  • Nov. 14, 2014, 10:01 AM
    • Jana Partners has taken a stake in McDonald's (NYSE:MCD), according to a new SEC filing.
    • The hedge fund has accumulated a position of 1.042M shares, inclusive of calls.
    • What to watch: Most retail analysts think heavyweight investors will increase the push on McDonald's to simplify their menu and store operations with SSS lagging peers.
    • Shares of MCD are up over 1.5% off the development.
    • SEC Form 13F
  • Nov. 14, 2014, 7:08 AM
    • McDonald's (NYSE:MCD) is testing a Build Your Burger platform at four of its Southern California restaurants.
    • The initiative includes customers using a touchscreen kiosk to set up their burger order.
    • A roll-out into at least three markets is expected by Q3 of 2015.
    • What to watch: The restaurant chain could hear more criticism from retail analysts for creating operational headaches in its bid to emulate Five Guys, Starbucks, or other popular chains.
    • Related: McDonald's Obsession with Starbucks (SA contributor Howard Penney)
  • Nov. 10, 2014, 3:07 PM
    • McDonald's (MCD +0.2%) saw a positive October comp in the U.S. for the breakfast daypart in the U.S. and benefited from the Monopoly promotion, says Morgan Stanley.
    • The general consensus from restaurant sector analysts is that although the company showed some improvement in the U.S. (-1% from -4.1% in Sept.), it's too early to tell if a turnaround is in place.
    • What to watch: McDonald's is scheduled to present at the Morgan Stanley Global Consumer & Retail Conference on November 19. There's some speculation a shift in strategy could be highlighted during the talk.
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  • Nov. 10, 2014, 8:08 AM
    • McDonald's (NYSE:MCD) reports global comparable-store sales fell 0.5% in October vs. expectations for a 2.2% decline.
    • The comp in the U.S. was down 1.0%, while the Europe comp fell 0.7%.
    • The Asia/Pacific, Middle East and Africa region saw a 4.2% slide during the month with the same Japan and China supplier issues lingering.
    • There's a hint in the commentary from CEO Don Thompson that a larger digital push from the restaurant chain is coming in the U.S.
    • MCD +0.6% premarket.
  • Oct. 30, 2014, 3:41 PM
    • "The reality is that our current U.S. structure is not optimized for the customer,” says newly appointed McDonald's (MCD +0.6%) U.S. Presdient Mike Andres in an email to all U.S. franchisees and corporate staff.
    • The changes are highlighted by the elimination of layers of management, giving leaders of its 22 U.S. regions more autonomy in setting the menus and making marketing decisions.
    • The moves - hinted at last week - come following one worst quarterly profit declines ever for the chain, and a 4.1% decline in September U.S. same-store sales - the poorest monthly print in more than 10 years.
    • Andres: "We must evolve our culture and organizational structure to put decision-making closer to our customers."
  • Oct. 28, 2014, 2:11 PM
    • The ongoing slump at McDonald's (MCD +0.3%) could stir up some action from activist investors, according to analysts.
    • Janney Montgomery Scott thinks the company's plush balance sheet will spark a call for more buybacks.
    • On a valuation basis, MCD trades well-below the level of peers.
  • Oct. 23, 2014, 2:51 PM
    • McDonald's (MCD +0.3%) continues to ride into a "perfect storm" of negatives in the U.S., Europe, and Asia - warns Valuentum Securities equity chief Brian Nelson.
    • He sees the same pressure which drove global comps lower in Q3 leading to another slide in Q4 and into 2015 as any re-imaging efforts take time to implement.
    • The fast-food chain is losing U.S. customers to fast-casual superstars on the premium end of its menu, while feeling promotional pressure from burger peers on the lower end.
    • What to watch: Some retail analysts have suggested the company should follow the lead of Buffalo Wild Wings and attempt to be a brand incubator for new concepts. It's an idea that worked very well for shareholders who held on to Chipotle (+1354.3%) since it spun off from McDonald's.
    • Previous on Mickey D's: Q3 results, Q3 report highlights, the millennials problem
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  • Oct. 22, 2014, 12:01 PM
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  • Oct. 21, 2014, 10:51 AM
    • McDonald's (MCD -0.4%) warns global same-store sales are likely to be negative in October as the same headwinds in Q3 remain lingering into Q4.
    • The restaurant chain faces an erosion of sales growth for different reasons in Asia (safety), the U.S. (quality), and Russia (government intervention).
    • If there's one common theme coming from restaurant analysts today, it's the concern over the difficulty the chain is having connecting with millennials.
    • The group, which includes teenagers and young adults, tends to dine out less and show a clear preference for what they see as the higher quality options at Chipotle or Starbucks.
    • Previous: MCD Q3 earnings, highlights.
  • Oct. 21, 2014, 8:18 AM
    • McDonald's (NYSE:MCD) reports global comparable-store sales declined 3.3% in Q3.
    • Traffic dips were an issue across segments, while the meat supplier issue in China led to a 9.9% tailoff in comps in the APMEA region.
    • The company says "sustained competitive activity" contributed to the 3.3% drop in U.S. comps. Operating income during the quarter dropped 10% as McDonald's tried to pull different levers to get consumers in the doors.
    • MCD -1.9% premarket.
  • Oct. 21, 2014, 8:02 AM
    • McDonald's (NYSE:MCD): Q3 EPS of $1.51 beats by $0.13.
    • Revenue of $6.98B (-4.6% Y/Y) misses by $210M.
    • Shares -2.28% PM.
    • Press Release
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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