McDonald's NYSE: MCD największa na świecie sieć fast-food

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Pandemia uderzyła w wyniki McDonald’s

Tadeusz Stasiuk

Amerykański gigant segmentu restauracji fast food opublikował we wtorek raport za drugi kwartał w którym w pełni uwidoczniły się skutki zamknięcia lokali. Okazał się słabszy niż oczekiwali analitycy.

Globalna sprzedaż w placówkach działających na rynku od co najmniej 12 miesięcy spadła o 23,9 proc. w czym największy udział miał niższy popyt na tak znaczących rynkach jak brytyjskim, francuskim i południowoamerykańskim.
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https://www.pb.pl/pandemia-uderzyla-w-w ... lds-997858

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Przedsiębiorcy, uczcie się od McDonald's. Tak wychodzi się z twarzą z wycieku danych

https://www.dobreprogramy.pl/Przedsiebi ... 09468.html

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McDonald's Says Former CEO Easterbrook Had 'Multiple Sexual Relationships' With Employees, Sues To Recover Severance Payments
McDonald's said ex-CEO Stephen Easterbrook had 'multiple' inappropriate relationships with company employees, and approved lucrative stock payments to a co-worker he was involved with sexually.

McDonald's Corp. (MCD) - Get Report said Monday that it will pursue legal action against its former CEO, Stephen Easterbrook, accusing him of lying about multiple 'inappropriate relationships' with company employees.

McDonald's said Easterbrook, who stepped down in November of last year following revelations of an improper relationship with a fellow employee, lied to the company and destroyed information regarding "inappropriate personal behavior" during its investigation.

The company also said Easterbrook had been involved in "sexual relationships with three McDonald’s employees in the year before his termination" and approved an extraordinary stock grant, "worth hundreds of thousands of dollars", for one of those employees during their physical relationship

"These actions constitute breaches of Easterbrook’s duties to McDonald’s. Had Easterbrook been candid with McDonald’s investigators and not concealed evidence, McDonald’s would have known that it had legal cause to terminate him in 2019 and would not have agreed that his termination was “without cause”, McDonald's said in an Securities and Exchange Commission filing.

"Accordingly, McDonald’s brings this action to redress the injuries it has suffered by virtue of Easterbrook’s fiduciary breaches and deceit," the company added.

McDonald's shares were last seen 1.6% lower in early Monday trading at $208.92 each pegging their year-to-date gain at around 3%.

Easterbrook, 52, who led the world's largest restaurant group between 2015 and 2019, stepped down as CEO in late 2019 after admitting he had made a "mistake" in pursing a relationship with a colleague which, while consensual, violated company policy.

His departure was followed by the resignation of David Fairhurst, McDonald's head of human resources, and the appointment of Americas division boss Chris Kepmczinski as group CEO.

https://www.thestreet.com/investing/mcd ... ationships

[slayer74]

Ranked: Biggest Fast Food Chains in America



https://www.visualcapitalist.com/bigges ... OkhZKjHkXQ

[slayer74]

Hamburger z McDonald's bez śladu pleśni po 24 latach. Firma wydała oświadczenie

Po jakim czasie na burgerze z McDonald's powinna pojawić się pleśń? Pewna Amerykanka umieściła w sieci film, w którym pokazuje, jak wygląda zestaw z frytkami po 24 latach. Co ciekawe, nie zobaczymy na nim ani grama zgnilizny.
„Co wydarzy się, kiedy zamknięcie w pudełku po butach frytki i burgera z McDonald’s na 20 lat?”, pyta swoim widzów amerykańska tiktokerka, której materiał obejrzało już ponad milion użytkowników. W pierwszych sekundach filmu autorka nagrania pokazuje opakowanie z McDonald’s, które pochodzi z 1996 roku, ale to, co zszokowało widzów, znajduje się w środku.

Na filmie możemy zobaczyć 24-letniego burgera w zestawie z frytkami, który mimo upływu ponad dwóch dekad nie różni się dużo od świeżego produktu. Zarówno na frytkach, jak i na bułce oraz na przykrytym nią mięsie nie widać choćby kawałka pleśni.


„Bez wilgoci bakterie nie mogą się rozwijać” McDonald’s wydał oświadczenie
Kilka dni po tym, jak nagranie stało się prawdziwym hitem zarówno na TikToku, jak i poza aplikacją, na stronie internetowej McDonald’s pojawiło się oświadczenie, które ma być odpowiedzią na mit, że burgery z popularnej sieciówki nie ulegają rozkładowi.

„W odpowiednim środowisku burgery McDonald’s - podobnie jak większość produktów spożywczych - mogą się rozkładać, ale potrzebne są do tego odpowiednie warunki. Przede wszystkim wilgoć”, czytamy w komunikacie.

„Bez dostatecznego poziomu wilgoci - czy to w samej żywności, czy w środowisku - bakterie i pleśń nie mogą się rozwijać, a zatem rozkład produktu jest mało prawdopodobny. Jeśli więc jedzenie jest wystarczająco suche lub wyschnie, istnieje małe prawdopodobieństwo, że rozwiną się na nim bakterie lub pleśń. Również jedzenie przygotowane w domu, które pozostawimy do wyschnięcia, może wyglądać w ten sposób. Przyjrzyj się uważnie - hamburgery, które widzisz, najpewniej są właśnie wysuszone. W żadnym razie nie można o nich powiedzieć, że są 'takie same, jak w dniu zakupu”.

W komunikacie zaznaczono też, że do mięsa na hamburgery nie są dodawane żadne konserwanty i wypełniacze, a jedynie pieprz i sól.

https://noizz.pl/jedzenie/hamburger-z-m ... ch/yk8qccl

[slayer74]

Do McDonald's Shares Have More Upside?

https://www.investing.com/analysis/mcdo ... -200537587

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Kup sobie zestaw rapera. Kolaboracja McDonald’s z Travisem Scottem

https://www.paszport.ws//kup-sobie-zest ... em-scottem

[slayer74]

Kup sobie zestaw rapera. Kolaboracja McDonald’s z Travisem Scottem

https://www.paszport.ws//kup-sobie-zest ... em-scottem

McDonald's and Music: Rapper J Balvin Meal on the Menu
McDonald's, continuing its music marketing, will serve rapper J Balvin's go-to meal to its customers starting Monday.

https://www.thestreet.com/investing/coc ... cus-effort

[slayer74]

McDonald’s opublikował wyniki za trzeci kwartał

ARŻ, CNBC opublikowano: dzisiaj, 08-10-2020, 14:52
Globalna sprzedaż amerykańskiej sieci restauracji fast food spadła od lipca do września o 2,2 proc. Spółka poinformowała również, że planuje zwiększyć dywidendę gotówkową o 3 proc. do 1,29 USD na akcję.

Sprzedaż tylko na terenie USA wzrosła w trzecim kwartale o prawie 5 proc. Fast foody wychodzą z pandemii szybciej niż inne lokale gastronomiczne, przede wszystkim dzięki szerokiej dostępności i niskim cenom.

https://www.pb.pl/mcdonalds-opublikowal ... al-1004867

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McDonald’sMCD U.S. same-store sales rose 4.6%in the third quarter, liftedby bigger group orders and a Travis Scott promotion. Comps fell worldwide. TheDow fast food giant hiked its dividend slightly. ibd
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McDonald's w Polsce. Jak gigant wpływa na gospodarkę? Pokazał dane o zatrudnieniu

McDonald's jest już w w Polsce od przeszło 28 lat. W tym czasie kraj się rozwijał, a za nim polski rynek eksplorował McDonald's. Dzisiaj firma zatrudnia w swoich restauracjach aż 27 tys. pracowników.

https://www.money.pl/gospodarka/mcdonal ... 3360a.html

[slayer74]

McDonald's przewyższył prognozy zysków

ALEKSANDER ŻUŁAWNIK
opublikowano: dzisiaj, 09-11-2020, 14:10
Przychody McDonald's w USA gwałtownie wzrosły w trzecim kwartale dzięki nowym elementom menu i przyciągającej uwagę współpracy z celebrytami. Przełożyło się to na zyski wyższe od prognoz analityków. W innych krajach wpływy nie dorównały poziomom z ubiegłego roku.

https://www.pb.pl/mcdonald-s-przewyzszy ... ow-1100187

McDonald's Earnings Unexpectedly Rise; MCD Stock Falls Despite Coronavirus Vaccine News

Fast-food burger chain McDonald's (MCD) reported third-quarter earnings. MCD stock initially jumped, likely boosted by the positive coronavirus vaccine news from Pfizer (PFE) and partner BioNTech (BNTX), but reversed to close lower.

McDonald's Earnings
Estimates: Wall Street expected McDonald's earnings per share to fall 9% to $1.93. Revenue was seen down 1% to $5.37 billion.

McDonald's, in October, said third-quarter same-store sales fell 2.2% overall, led lower by its international business. But U.S. same-store sales rose 4.6%.

Results: McDonald's earnings per share rose slightly to $2.22. Revenue edged down to $5.42 billion. Digital sales accounted for 20% of the total.

McDonald's said it's developing its own plant-based patty, McPlant. That's apparently being developed with Beyond Meat (BYND), as opposed to going entirely alone.

MCD Stock
Shares rose as high as 227.85 soon after the open, but reversed to close down 1.5% at 213.22 in the stock market today, after hitting 227.85 soon after the open. MCD stock is back above a 218.48 buy point, but is now fighting to get above its 50-day line.. McDonald's stock has a 48 Composite Rating and a 56 EPS Rating.

McDonald's reported as the coronavirus pandemic remolds the habits of customers, many of whom are still stuck with pickup, delivery or outdoor dining in an effort to minimize crowds and infections.

Earlier in the year, McDonald's expressed concern that sales could take a hit during the summer, as people canceled vacation and travel plans.

However, the chain last month said U.S. same-store sales were positive throughout the quarter. Larger group orders, dinner demand, and menu-item promotions drove the U.S. same-store sales, it said. In September, same-store sales were positive across all parts of the day, after concerns that breakfast might suffer with fewer people driving to work.

Internationally, service restrictions and reduced hours also weighed on sales.

Coronavirus cases are skyrocketing again, hitting several daily all-time highs last week. That could raise the prospect of tighter Covid restrictions, or simply deter people from eating out.

McDonald's noted coronavirus restrictions have picked up in many international markets, including several European countries. But Monday's news from Pfizer and BioNTech that their coronavirus vaccine is over 90% effective raises the prospect of an end to the pandemic, though likely not for many months.
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https://www.investors.com/news/mcdonald ... s-vaccine/

[slayer74]

McDonald's potwierdził, że pracuje nad roślinnym burgerem. Ma smakować jak tradycyjny

McDonald's potwierdził, że pracuje nad bezmięsnym burgerem, w którym znajdzie się kotlet roślinny. Nowy wynalazek firmy nazywa się McPlant, czyli w wolnym tłumaczeniu - McRoślina. Ma on pojawić się na niektórych rynkach w 2021 r.

Roślinny burger od McDonald's
McPlant ma być burgerem z kotletem roślinnym, bezmięsnym, stworzonym "ekskluzywnie dla McDonald's" - poinformował Ian Borden, prezydent międzynarodowego segmentu firmy. Z początku nowa kanapka ma być testowana na kilku rynkach z całego świata, choć nie wiadomo dokładnie których. Jak zapewnia McDonald's, nowa kanapka ma smakować jak jej ikoniczne burgery.

Borden podkreślił, że w dalszej perspektywie McPlant może rozwinąć się do całej linii produktów bazujących na "mięsie roślinnym". Chodzi nie tylko o klasyczne burgery, ale też np. zamienniki dla drobiu i kanapki śniadaniowe.

W 2019 r. burgera roślinnego wprowadził Burger King, a także wiele innych sieci fast foodów na świecie.

Nowe, roślinne burgery to część strategii ogłoszonej na spotkaniu z inwestorami, nazwanej "Accelerating the Arches" - co nawiązuje do logo firmy składającego się z dwóch łuków (z ang. arch - łuk).

https://businessinsider.com.pl/lifestyl ... nt/f9cpt40

[slayer74]

Has McDonald's Accidentally Made Beyond Meat a Stock to Buy Again?

Sometimes it is not just technology stocks that command so much attention from the public. It’s no secret that everyone has to eat and drink to stay alive. However, it is just not that common to see a food stock become one of the best initial public offerings. Beyond Meat Inc. (NASDAQ: BYND) is that company leading the path for plant-based meat alternatives. Now its shares are down handily, and many reports point different directions for Beyond Meat’s stock trajectory.

Beyond Meat made history with a massive gain on its IPO debut, rising to $65 after pricing at $25 per share. The stock then managed to surge to more than $200 in mid-2019, and it has been signing up partnerships from retail to restaurants as it looks to gain market share. After a less than wonderful earnings report, there was follow-on news that McDonald’s Corp. (NYSE: MCD) was looking for its own plant-based meat alternative. With McDonald’s a partner, this leaves opportunity and risk.

The stock market focused on the risk aspect of the McDonald’s news. Beyond Meat was a $190 stock just a month ago, but in recent days the share price went as low as about $115, before recovering to $125 or more. It would be nearly impossible to classify Beyond Meat as a “value stock” at close to 200 times expected 2021 earnings and with a $7.9 billion market, implying a valuation of about 12 times expected 2021 revenues.

While losing McDonald’s as a partner would be a serious blow from the McPlant offering, McDonald’s almost certainly will be keeping whatever it makes 100% in-house. On last look, grocery shoppers do not purchase any McDonald’s food at grocery stores, and McDonald’s is not known as an outsourcing destination for other restaurant chains’ food items. Whether the McDonald’s drive-thru will be a top destination for plant-based meat alternatives a year from now remains to be seen.

There is one other notion here, and the share price falling from more than $150 in just a few days finally may have made Beyond Meat shares more attractive to would-be investors. This matters because it is new investors that will be required to drive the shares higher, if the existing shareholders are not going to buy more shares.

24/7 Wall St. has tracked more than 10 analyst reports on Beyond Meat in the past 24 hours. Most firms have lowered their price targets, but that is not universal. Two analyst upgrades were even seen. This report montage will not sound like there is a “screaming buy” or “pounding the table” scenario. Still, how many investors have sworn they would buy this stock if it ever “gets cheap enough” in price?

UBS raised Beyond Meat to Neutral from Sell, but the firm did trim its target price to $107 from $110.

Piper Sandler also raised its rating to Overweight from Neutral, while cutting its price target to $144 from $178.

BofA Securities reiterated its Underperform rating and maintained its $81 price objective. The firm expects Beyond Meat to continue to invest behind long-term growth opportunities across multiple channels and geographies, but the timing of more foodservice partnerships and launches remain uncertain, given the impact of COVID-19.

CFRA has a Sell rating and cut its target to $80 from $100. The independent research firm even pointed out that this was one of those quarters that Beyond Meat will want to forget about. The firm had anticipated that retail demand has moderated before the foodservice demand could recover. CFRA pointed out that smaller restaurants equate roughly two-thirds of foodservice sales.

Bernstein had an Underweight rating and it slashed its target price to $89 from $136.

Wells Fargo has an Underweight rating but it raised its target price to $77 from $72.

Goldman Sachs reiterated its Sell rating with a $105 price target.

Credit Suisse maintained its Neutral rating and cut its target to $120 from $142.

BTIG maintained its Buy rating but lowered its target price to $149 from $173.

Canaccord Genuity lowered its rating to Hold and lowered its price target to $125 from $140.

JPMorgan has an Underweight rating, and it lowered its price target from $122 to $104.

Jefferies had a Hold rating and took its target down to $117 from $118.

Remember that no single analyst call should ever be used as a sole basis to buy or sell a stock. However, it is always interesting to see what happens when about a dozen reports are issued at about the same time.

None of these ratings or price targets seem to be giving new investors any strong reason to run out and immediately buy Beyond Meat’s stock. A contrarian might point out that Beyond Meat is definitely an interesting growth story that many investors have been waiting to buy, if and when the stock’s valuation finally comes down to earth.

Another aspect to consider here is that not many food companies are expected to average 50% sales growth in both 2020 and in 2021, but that is what the pack of analysts is assuming.

The analyst community also was unable to justify higher price targets when this stock was screaming higher and higher. Now, with a Refinitiv consensus analyst price target of $129.21 going into earnings (and about $117 on last look), they finally have come closer to the actual share price.

Again, these calls do not exactly resemble a “screaming buy.” Yet, what if its stock were to pull back handily again?

Beyond Meat shares traded just under $115 briefly on Tuesday, but the stock was last seen at $126.38 on Wednesday. Its 52-week trading range is $48.18 to $197.50.

https://247wallst.com/consumer-products ... buy-again/

[slayer74]

Duża zmiana w zestawach McDonald's przez podatek cukrowy
Business Insider Polska
dzisiaj 16:40
McDonald's w Polsce usunął słodkie napoje z oferty jednego z zestawów, z powodu podatku cukrowego.

Podatek cukrowy mamy trzeci największy w Europie. Sprawdziliśmy, czy daje efekty
Z promocyjnych zestawów OkazYEAH! w McDonald's zniknie Coca-Cola i inne napoje tego typu. Dostępna w nich będzie tylko woda - poinformowała firma. To efekt wprowadzenia podatku cukrowego.

McDonald's usuwa z zestawów słodzone napoje. Przez podatek cukrowy
W zestawach tych nie będzie już można wybrać napojów słodzonych, jedynie wodę - gazowaną lub niegazowaną. W rozmowie z WP.pl przedstawicielka McDonald's potwierdziła, że decyzja ta to efekt podatku cukrowego.

Dodała jednak, że nie jest to "jedyny powód" wymiany, która wpasowuje się w strategię firmy realizowaną od kilku lat, polegającą na oferowaniu bardziej zbilansowanych posiłków. O tym, jak McD stara się równoważyć posiłki, opowiadał w wywiadzie dla BI Polska prezes polskiego oddziału firmy Adam Pieńkowski.

Tak zwany podatek cukrowy obowiązuje w Polsce od 1 stycznia. Jest to opłata, która dotyczy napojów z dodatkiem cukru i/lub substancji słodzącej oraz dodatkiem substancji aktywnej - kofeiny lub tauryny, wykorzystywanej w napojach energetycznych. W sklepach słodzone napoje - choć są od podatku wyjątki - podrożały nawet o 40 proc.

https://businessinsider.com.pl/wiadomos ... wy/vzl8gt2

[slayer74]

Earnings Previews: Altria, Apple, Facebook, McDonald's and Tesla

McDonald’s
All things considered, McDonald’s Corp. (NYSE: MCD) had a pretty good year. The share price dropped below $125 in late March but has recovered to trade around $90 above that low as of Tuesday morning.

A recent analyst call from Keybanc Capital Markets kept an Overweight rating and a $235 price target as global economies claw their way out of the coronavirus pandemic. That doesn’t mean that full-year results will be shiny, but the trend is definitely up and investors should be looking to buy shares now because the price has stagnated since the beginning of the year.

For the fourth quarter, analysts are forecasting EPS of $1.78 (down 9.6% year over year) on revenue of $5.37 billion (less than 1% higher). For the fiscal year, EPS is expected to come in at $6.16 (down 21%) on revenue of $19.3 billion (down 8.6%).

McDonald’s stock added more than 11% in 2020 but trades essentially flat so far this year. The stock trades at a multiple of around 35 times expected 2020 EPS and nearly 26 times expected 2021 earnings. McDonald’s has announced that it will maintain its $5.16 annual dividend for the new year (yield of 2.42%).

https://247wallst.com/investing/2021/01 ... d-tesla/2/