StreetInsider.com News Articles

Baird maintains Outperform on Yum as parasite outbreak hits Taco Bell

Mon, 20 Jul 2026 07:53:45 -0400

Investing.com -- Baird maintained its Outperform rating on Yum Brands despite reports of a parasite outbreak linked to produce supplied to Taco Bell restaurants that could affect the chain's U.S. comparable sales in the near term.

Several media outlets reported that authorities identified shredded iceberg lettuce supplied to Taco Bell restaurants by Taylor Farms as a potential source of contamination in the parasite outbreak. The outbreak has sickened thousands of people across numerous U.S. states, most notably Michigan. Reports last week indicated that Taco Bell restaurants in Michigan removed certain ingredients as a precautionary measure.

Baird said concerns about Taco Bell food

Baird maintains Outperform on Yum as parasite outbreak hits Taco Bell

Mon, 20 Jul 2026 07:53:45 -0400

Baird said concerns about Taco Bell food

McDonald's (MCD) PT Lowered to $322 at Morgan Stanley

Thu, 16 Jul 2026 07:51:31 -0400

Morgan Stanley analyst Brian Harbour lowered the price target on McDonald's (NYSE: MCD) to $322.00 (from $331.00) while maintaining a Equalweight rating.

McDonald's (MCD) PT Lowered to $300 at Wells Fargo

Thu, 16 Jul 2026 06:53:15 -0400

Wells Fargo analyst Zachary Fadem lowered the price target on McDonald's (NYSE: MCD) to $300.00 (from $320.00) while maintaining a Overweight rating.

KeyBanc Reiterates Overweight Rating on McDonald's (MCD)

Wed, 15 Jul 2026 08:57:23 -0400

KeyBanc analyst Christopher Carril reiterated an Overweight rating and $315.00 price target on McDonald's (NYSE: MCD).

The analyst commented: "For MCD U.S., we are modeling same-store sales of +0.5% (vs. consensus of +1.1%), as we first detailed late last month (see our previous MCD note here). April trends were disclosed by MCD during 1Q earnings as "slightly negative"—impacted in large part by the challenging comparison against last year's successful Minecraft promotion—though we think sales remained sluggish through at least May. And while we believe trends modestly improved in June, we believe domestic sales for the 2Q will be softer than we

Raymond James ion McDonald's (MCD): 'McDonald's Japan Comps Moderate in June'

Mon, 06 Jul 2026 08:51:08 -0400

Raymond James on McDonald's (NYSE: MCD): 'McDonald's Japan Comps Moderate in June'.

The analyst comments "This morning, McDonald’s Japan reported June comps +2.7% reflecting traffic down 1.5% more than offset by average check +4.2%. Recall this follows comps of +5.7% in May (very strong 2yr on lap of Minecraft LTO in May 2025) and +5.0% in April, resulting in 2Q26 comps +4.5% including traffic +0.2% and check +4.3%. Two-year comps slowed to +6.4% including 2yr traffic +0.8% (vs. 6-7% average 2-yr traffic YTD and in 2025), though it’s worth noting strong 3yr comps +17.6% reflecting outsized comps in June 2024. As

UBS says US restaurant stocks positioned for better second half

Mon, 06 Jul 2026 06:24:50 -0400

Investing.com - UBS says US restaurant management teams sound more optimistic than investors heading into the second half of 2026, though the firm expects only modest traffic recovery ahead. The investment bank hosted discussions with investors and management teams in recent weeks to assess demand trends and the outlook following sizable sector moves.

Restaurant industry traffic remained bifurcated in the first half of 2026, with specialty coffee, fast casual and fine dining leading growth while quick-service restaurants and casual dining lagged, according to a recent call UBS hosted with Placer.ai. Lower and middle income consumers pulled back on spending due to

UBS says US restaurant stocks positioned for better second half

Mon, 06 Jul 2026 06:24:50 -0400

UBS says US restaurant stocks positioned for better second half

Mon, 06 Jul 2026 06:24:50 -0400

Form 4 MCDONALDS CORP For: Mar 31 Filed by: Taubert Jennifer L

Thu, 02 Jul 2026 17:56:00 -0400

si-local-file:///var/storage/secattach/20260702/26729810.html

Form 4 MCDONALDS CORP For: Mar 31 Filed by: Taubert Jennifer L

Thu, 02 Jul 2026 17:56:00 -0400

si-local-file:///var/storage/secattach/20260702/26729810.html

Form 4 MCDONALDS CORP For: Mar 31 Filed by: Dean Lloyd H

Thu, 02 Jul 2026 17:55:00 -0400

si-local-file:///var/storage/secattach/20260702/26729807.html

Form 4 MCDONALDS CORP For: Mar 31 Filed by: Dean Lloyd H

Thu, 02 Jul 2026 17:55:00 -0400

si-local-file:///var/storage/secattach/20260702/26729807.html

Form 4 MCDONALDS CORP For: Mar 31 Filed by: Hsu Michael D.

Thu, 02 Jul 2026 17:53:00 -0400

si-local-file:///var/storage/secattach/20260702/26729798.html

Form 4 MCDONALDS CORP For: Mar 31 Filed by: Hsu Michael D.

Thu, 02 Jul 2026 17:53:00 -0400

si-local-file:///var/storage/secattach/20260702/26729798.html

Citi says US restaurant traffic fell 2% in late June

Thu, 02 Jul 2026 05:38:26 -0400

Investing.com -- US restaurant industry foot traffic declined 2.0% year-over-year for the week ended June 28, according to data from Citi, marking a sharper contraction from the prior week's 1.1% decline.

Full-service restaurants posted 1.5% year-over-year growth, improving from the previous week. Limited-service restaurants saw traffic fall 2.8% year-over-year, while fast casual chains grew 2.2% year-over-year.

Among burger chains, McDonald's (NYSE:MCD) traffic fell 3.9% year-over-year, Wendy's (NASDAQ:WEN) dropped 18.1% year-over-year, and Burger King, owned by Restaurant Brands International (NYSE:QSR), declined 0.7% year-over-year.