NYSE:MCD

McDonalds (MCD)

267.18
-2.58 (0.96%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 29, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

McDonald's (MCD) is facing several challenges, with inflation impacting profit margins and consumer spending under pressure, especially among its primary customer base. Despite these headwinds, experts recognize McDonald's strong brand and global presence, with stable operations indicated by steady cash flow and dividends. Valuation metrics such as a PE ratio around 20-21 times are considered reasonable, especially with potential EPS growth of 7-8%. However, the future performance may hinge on external factors like beef prices and the company's adoption of technology advancements. Analysts express a cautious view with some considering the stock a staple for long-term investment while others advocate for caution amid current market dynamics.

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Consensus
Cautious
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Valuation
Fair Value
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COMMENT

It hit a new high today after announcing layoffs. Any company announcing layoffs pushes up shares.

BUY ON WEAKNESS
Consistently performed over the past 5 years. Low volatility that is good for turmoil in the market. Valuation a little high at the current share price (24x-26 PE multiple). Would prefer a retail name like Nike or Starbucks (cheaper valuation).
BUY ON WEAKNESS
It traded in the $220s. If it returns there, buy. He likes the stock.
COMMENT
They report tomorrow. They almost never miss, so Wall Street loves them.
COMMENT
Inflation and soaring gas prices effecting consumer spending Consumer spending is still robust and can withstand an oil shock for a while. He's more concerned with McDonald's shutting down in Russia and halting nearly 10% of their sales. The hike in oil prices will be temporary, because it is a big political issue; that price will decline.
BUY ON WEAKNESS
It will be choppy trading for another month for sure as we digest inflation, including services inflation--inflation is broadening out into other categories. Not enough attention is being paid to retail sales--which are up--and homes sales are also up nicely. We have to wait--nobody knows where inflation is going. She's a long-term investor. Companies that performed best during earnings season are the ones she likes: Expedia, Wynn, Hilton. Would consider AmEx, Coke, McDonald's--if you get them on sale, you can leg into them and see how it goes.
BUY
They report Thursday. Restaurants are in disarray because of Omicron and broken supply chains. The industry faces a winner-take-all situation and the last man standing will be MCD.
COMMENT
A name to look at. Lots of momentum. Executing extremely well, and the stock price shows it.
DON'T BUY
A reluctant pass. The chart looks excellent and he loves the company, but it all comes down to their drive-thrus which they've executed very well. But people want a dining-in experience now and the chart is slightly overextended.
BUY
It hit an all-time high today and will continue to grind higher. Bears have avoided it for its high valuation, but they were wrong.
BUY
Strong management, business is good and dividends are rising.
BUY
He saw big call-buying in MCD today and likes this action.
DON'T BUY
He bought this in April 2020 as a reopening stock, but it didn't pan out. Volumes didn't pick up, not even drive-thrus, and revenues haven't risen much, though margins have. They also enjoy real estate gains. Still, it didn't bounce back as expected, and didn't gain market share.
Showing 46 to 60 of 360 entries