Added to YB: 2025-08-29
Pitch date: 2025-08-27
MCD [neutral]
McDonald's Corporation
-19.56%
current return
Author Info
No bio for this author
Company Info
McDonald's Corporation owns, operates, and franchises restaurants under the McDonald’s brand in the United States and internationally.
Market Cap
$164.9B
Pitch Price
$301.48
Price Target
N/A
Dividend
3.31%
EV/EBITDA
12.99
P/E
18.93
EV/Sales
7.89
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Portrait Weekly Framing: McDonald's 15% Price Cut Signals QSR Margin Reset
MCD (overview): Cutting combo meal prices 15% by Sept 2025 after reaching $18.99 limits, subsidizing franchisees to win back traffic. Q2 comps +2.5% on $5 meal deal success. Sector-wide pricing reset likely as QSR traffic down 2.7% YTD. Winners need operational flexibility to absorb margin pressure while investing in value.
Read full article (12 min)