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Costco makes a pricing promise members need to know
TheStreet1d agoneutral
Costco makes a pricing promise members need to know

If Wendy's offers a $5 value meal that includes a sandwich, chicken nuggets, fries, and a soda, Burger King and McDonald's run the risk of losing value-based customers, even if those people prefer eating at the other two chains. Cash-strapped consumers are cutting back on spending, and that has ...

McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings?
StockStory2d agoneutral
McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings?

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

5 Insightful Analyst Questions From McDonald's’s Q2 Earnings Call
StockStory2d agoneutral
5 Insightful Analyst Questions From McDonald's’s Q2 Earnings Call

McDonald’s second quarter results landed in line with Wall Street’s revenue expectations, with earnings slightly above consensus. Management attributed the quarter’s muted U.S. performance to inconsistent execution of value menus and operational complexity at the restaurant level. CEO Chris Kempczinski stated, “We simply didn’t execute at the level we needed to in the second quarter,” highlighting that U.S. restaurant teams struggled with too many simultaneous deployments and underwhelming marke

McDonald's (MCD) Stock Gets Fair Value Trim As Analysts Split On US Execution
Simply Wall St.3d agoneutral
McDonald's (MCD) Stock Gets Fair Value Trim As Analysts Split On US Execution

Recent price target moves for McDonald's span from the high US$280s to the mid US$300s, reflecting a wide range of views on where the stock should trade. Analysts lifting targets toward the mid US$300s point to potential upside from U.S. same store sales catalysts, while those trimming targets into the high US$280s to low US$300s flag softer U.S. execution, mixed quarters, and questions around the new McDonald's NEXT strategy. As you read on, you will see how these shifting targets fit into...

The End of ‘The Middle’ in the Restaurant Industry
FSR3d agoneutral
The End of ‘The Middle’ in the Restaurant Industry

The restaurant industry is in the middle of a strategic sorting that in many companies still feels like the gyrations of our macro environment, but increasingly, it is not that. What is happening increasingly in successful businesses across QSR, fast casual, and full service, is the market rewarding the brands that have made a clear choice […]

McDonald’s unveils unexpected first-ever partnership
TheStreet3d agobullish
McDonald’s unveils unexpected first-ever partnership

For years, McDonald's fans in the U.S. have looked overseas for some of the fast-food giant's most unusual menu items, collaborations, and collectibles. But lately, the company has been bringing more of that international appeal to its home market, using limited-time promotions and ...

McDonald's still a tasty pick for investors, market expert says
Reuters Videos4d agoneutralVIDEO
McDonald's still a tasty pick for investors, market expert says

<body><p>STORY: McDonald's last week missed U.S. sales growth expectations for the second quarter, blaming execution lapses that blunted its value push aimed at lower-income consumers who have been cutting back restaurant spending.</p><p>The fast-food chain's shares are down more than 10% in 2026.</p><p>Still, Miller has faith that the burger giant will always find a way to bounce back.</p><p>"When you think about McDonald's and you look at the history, it's a company that actually has quietly and regularly innovated," she said. "I liken it a little bit to the arc we're going through with AI. We're asking, 'Can traditional software pivot, embrace new technology, new tastes, and move forward?' McDonald's has proven time and time again, while its reputation is for the value meal, they keep adjusting their menu to America's tastes. And I'm very confident they will continue to do that."</p></body>

Krispy Kreme’s Turnaround Sees Many Wins
QSR4d agobullish
Krispy Kreme’s Turnaround Sees Many Wins

Krispy Kreme is beginning to show what its business is capable of. The doughnut chain spent much of 2025 unwinding costly expansion, closing thousands of underperforming fresh-delivery points, and ending its nationwide McDonald’s partnership. Now, CEO Josh Charlesworth sees evidence that the work is producing a healthier growth engine. Krispy Kreme’s second-quarter net revenue fell […]

McDonald's (MCD) Faces Fresh US Growth Questions As Valuation Debate Heats Up
Simply Wall St.4d agoneutral
McDonald's (MCD) Faces Fresh US Growth Questions As Valuation Debate Heats Up

McDonald's (MCD) just reported second quarter results that kept revenue and earnings growing, while also revealing slower US comparable sales and rising competitive pressure from Burger King. At the same time, management is reshaping leadership and execution. See our latest analysis for McDonald's. Against that backdrop, McDonald's share price has softened, with the year to date share price return down 9.7% even though the stock has seen a 27.4% total shareholder return over five years. This...