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Argus downgrades McDonald’s as price hikes hit traffic

Fri, 13 Jun 2025 12:40:56 -0400

Investing.com -- Argus Research downgraded McDonald’s (NYSE:MCD) Corp to Hold from Buy, citing weaker customer traffic amid resistance to years of menu price increases and signs of slower earnings growth.

Analyst cuts 2025 earnings estimate to $12.30 a share from $13.20, warning that McDonald’s core lower-income customer base is pushing back after a period of repeated price hikes.

The stock is trading at 24.6 times his revised 2025 forecast, a premium to peers Darden Restaurants (NYSE:DRI) and Restaurant Brands International (NYSE:QSR), which trade at lower multiples.

While McDonald’s has outperformed broader restaurant peers so far this year, Argus sees limited

Argus downgrades McDonald’s as price hikes hit traffic

Fri, 13 Jun 2025 12:40:56 -0400

While McDonald’s has outperformed broader restaurant peers so far this year, Argus sees limited

Argus downgrades McDonald’s as price hikes hit traffic

Fri, 13 Jun 2025 12:40:56 -0400

While McDonald’s has outperformed broader restaurant peers so far this year, Argus sees limited

Argus downgrades McDonald’s as price hikes hit traffic

Fri, 13 Jun 2025 12:40:56 -0400

While McDonald’s has outperformed broader restaurant peers so far this year, Argus sees limited

MS downgrades McDonald's on limited upside and structural pressures on fast food

Mon, 09 Jun 2025 10:36:06 -0400

Investing.com -- Morgan Stanley downgraded McDonald’s (NYSE:MCD) Corp to Equal-weight from Overweight, saying the fast-food giant’s stock already reflects much of its near-term improvement, while longer-term challenges remain.

The firm cut its price target to $324 from $329, noting the stock has held up defensively, up 6% year-to-date and trading near 25 times forward earnings, even as many peers have de-rated.

“MCD is a top quality business but hasn’t been, and probably will not be, insulated from some structural pressures on fast food. We see the stock closer to fair value and move to EW,” analysts wrote.

Structural pressures includes low-income consumer strain,

MS downgrades McDonald's on limited upside and structural pressures on fast food

Mon, 09 Jun 2025 10:36:06 -0400

The firm cut its price target to $324 from $329, noting the stock has held up defensively, up 6% year-to-date and trading near 25 times forward earnings, even as many peers have de-rated.

Structural pressures includes low-income consumer strain,

Is a bear case emerging for Chipotle stock? Bernstein takes a look

Fri, 23 May 2025 08:50:56 -0400

Investing.com -- Chipotle Mexican Grill (NYSE:CMG) has faced mounting scrutiny following a sharp decline in its share price, raising questions among investors about the strength of its long-term growth trajectory.

The stock is down about 20% from its recent peak, after posting its first negative same-store sales growth (SSSG) quarter since the food safety crisis a decade ago, according to a research note from analysts at Bernstein in a note dated Friday.

Bernstein analysts outline three core arguments fueling the emerging bear case. The first centers on market share concerns, with investors worried that Chipotle may lose ground to quick-service

Is a bear case emerging for Chipotle stock? Bernstein takes a look

Fri, 23 May 2025 08:50:56 -0400

Bernstein analysts outline three core arguments fueling the emerging bear case. The first centers on market share concerns, with investors worried that Chipotle may lose ground to quick-service

Is a bear case emerging for Chipotle stock? Bernstein takes a look

Fri, 23 May 2025 08:50:56 -0400

Bernstein analysts outline three core arguments fueling the emerging bear case. The first centers on market share concerns, with investors worried that Chipotle may lose ground to quick-service

Is a bear case emerging for Chipotle stock? Bernstein takes a look

Fri, 23 May 2025 08:50:56 -0400

Bernstein analysts outline three core arguments fueling the emerging bear case. The first centers on market share concerns, with investors worried that Chipotle may lose ground to quick-service

McDonald's named top Q1 earnings idea at Wells Fargo

Tue, 22 Apr 2025 08:37:41 -0400

Investing.com -- Wells Fargo said McDonald’s (NYSE:MCD) is its top Q1 restaurant earnings idea, citing defensive qualities, favorable near-term setup, and signs of improving sentiment despite soft traffic trends and weak comparable sales.

Q1 “shortfalls (MCD, SBUX, CMG, etc.) shouldn’t surprise at this point,” analysts wrote. “But as new risks emerge (tariffs, re-inflation, global sentiment, etc.), it’s hard to call Q1 de-risked.”

Still, the firm sees McDonald’s as relatively well-positioned among global quick-service peers.

Wells Fargo expects McDonald’s to report Q1 earnings on May 1 with EPS of $2.65, just below the Street estimate of $2.67.

Its forecast

McDonald's named top Q1 earnings idea at Wells Fargo

Tue, 22 Apr 2025 08:37:41 -0400

Still, the firm sees McDonald’s as relatively well-positioned among global quick-service peers.

Wells Fargo expects McDonald’s to report Q1 earnings on May 1 with EPS of $2.65, just below the Street estimate of $2.67.

Its forecast

McDonald's named top Q1 earnings idea at Wells Fargo

Tue, 22 Apr 2025 08:37:41 -0400

Still, the firm sees McDonald’s as relatively well-positioned among global quick-service peers.

Wells Fargo expects McDonald’s to report Q1 earnings on May 1 with EPS of $2.65, just below the Street estimate of $2.67.

Its forecast

McDonald's named top Q1 earnings idea at Wells Fargo

Tue, 22 Apr 2025 08:37:41 -0400

Still, the firm sees McDonald’s as relatively well-positioned among global quick-service peers.

Wells Fargo expects McDonald’s to report Q1 earnings on May 1 with EPS of $2.65, just below the Street estimate of $2.67.

Its forecast

McDonald's fourth-quarter comparable sales top estimates

Mon, 10 Feb 2025 07:34:53 -0400

Investing.com - McDonald’s Corporation (NYSE:MCD) comparable sales topped average analyst estimates in the fourth quarter, as the burger giant's international licensed markets business was boosted by strength in the Middle East and Japan.

In the three months ended on December 31, global comparable sales expanded by 0.4%, decelerating from 3.4% in the year-ago period, as the business was hit by weaker demand in the U.S.

But the growth was better than analysts' expectations for a decline of 0.93%, according to Bloomberg consensus forecasts.

Same-store sales at international developmental licensed markets increased by 4.1%, surpassing growth of 0.7% a year ago and projections for a

McDonald's fourth-quarter comparable sales top estimates

Mon, 10 Feb 2025 07:34:53 -0400

In the three months ended on December 31, global comparable sales expanded by 0.4%, decelerating from 3.4% in the year-ago period, as the business was hit by weaker demand in the U.S.

But the growth was better than analysts' expectations for a decline of 0.93%, according to Bloomberg consensus forecasts.

Same-store sales at international developmental licensed markets increased by 4.1%, surpassing growth of 0.7% a year ago and projections for a

McDonald's fourth-quarter comparable sales top estimates

Mon, 10 Feb 2025 07:34:53 -0400

In the three months ended on December 31, global comparable sales expanded by 0.4%, decelerating from 3.4% in the year-ago period, as the business was hit by weaker demand in the U.S.

But the growth was better than analysts' expectations for a decline of 0.93%, according to Bloomberg consensus forecasts.

Same-store sales at international developmental licensed markets increased by 4.1%, surpassing growth of 0.7% a year ago and projections for a

McDonald's fourth-quarter comparable sales top estimates

Mon, 10 Feb 2025 07:34:53 -0400

In the three months ended on December 31, global comparable sales expanded by 0.4%, decelerating from 3.4% in the year-ago period, as the business was hit by weaker demand in the U.S.

But the growth was better than analysts' expectations for a decline of 0.93%, according to Bloomberg consensus forecasts.

Same-store sales at international developmental licensed markets increased by 4.1%, surpassing growth of 0.7% a year ago and projections for a

McDonald's Q3 earnings top estimates, revenue rises despite global challenges

Tue, 29 Oct 2024 07:27:59 -0400

Investing.com -- McDonald’s Corporation (NYSE:MCD) reported third-quarter earnings that surpassed analyst expectations, despite facing global headwinds including the ongoing conflict in the Middle East.

The fast-food giant's revenue increased YoY, driven by growth in the U.S. market, while international segments experienced declines.

Shares were down 1.6% in pre-market Tuesday trade.

McDonald's posted adjusted earnings per share of $3.23 for the quarter ended September 30, beating the analyst estimate of $3.20. Revenue rose 3% YoY (2% in constant currencies) to $6.87 billion, slightly above the consensus estimate of $6.82 billion.

Global comparable sales decreased 1.5%, with the U.S. market showing a modest 0.3% increase. The

McDonald's Q3 earnings top estimates, revenue rises despite global challenges

Tue, 29 Oct 2024 07:27:59 -0400

The fast-food giant's revenue increased YoY, driven by growth in the U.S. market, while international segments experienced declines.

Shares were down 1.6% in pre-market Tuesday trade.

Global comparable sales decreased 1.5%, with the U.S. market showing a modest 0.3% increase. The

McDonald's Q3 earnings top estimates, revenue rises despite global challenges

Tue, 29 Oct 2024 07:27:59 -0400

The fast-food giant's revenue increased YoY, driven by growth in the U.S. market, while international segments experienced declines.

Shares were down 1.6% in pre-market Tuesday trade.

Global comparable sales decreased 1.5%, with the U.S. market showing a modest 0.3% increase. The

McDonald's Q3 earnings top estimates, revenue rises despite global challenges

Tue, 29 Oct 2024 07:27:59 -0400

The fast-food giant's revenue increased YoY, driven by growth in the U.S. market, while international segments experienced declines.

Shares were down 1.6% in pre-market Tuesday trade.

Global comparable sales decreased 1.5%, with the U.S. market showing a modest 0.3% increase. The

Wall Street analysts cut ratings on McDonald's stock after E. Coli outbreak

Wed, 23 Oct 2024 08:00:02 -0400

Investing.com -- Wall Street analysts are cutting their ratings on McDonald’s (NYSE:MCD) stock after an e. coli outbreak linked to the restaurant chain's Quarter Pounder hamburgers led to the death of one person and sickened 49 people in the United States.

The company’s shares tumbled nearly 7% in premarket trading Wednesday.

Following the news, Baird analysts downgraded McDonald’s shares to Neutral from Outperform, raising concerns over the threat to consumer sentiment and McDonald's US comparable sales, a key driver of investor sentiment.

McDonald's has responded by halting the use of certain ingredients in its restaurants.

“We see risk that concerns about McDonald's food safety

Wall Street analysts cut ratings on McDonald's stock after E. Coli outbreak

Wed, 23 Oct 2024 08:00:02 -0400

The company’s shares tumbled nearly 7% in premarket trading Wednesday.

McDonald's has responded by halting the use of certain ingredients in its restaurants.

“We see risk that concerns about McDonald's food safety

Wall Street analysts cut ratings on McDonald's stock after E. Coli outbreak

Wed, 23 Oct 2024 08:00:02 -0400

The company’s shares tumbled nearly 7% in premarket trading Wednesday.

McDonald's has responded by halting the use of certain ingredients in its restaurants.

“We see risk that concerns about McDonald's food safety