A month has gone by since the last earnings report for McDonald's (MCD) . Shares have added about 1.2% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is McDonald's due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. McDonald's Q3 Earnings & Revenues Beat EstimatesMcDo ...

麦当劳新价值套餐相关 - 麦当劳宣布将于明年推出新的以价值为导向的产品系列名为McValue平台 [1] - McValue平台将于2025年1月7日在美国推出包括今夏推出的5美元超值套餐等 [2] - McValue平台的“买一加一1美元”活动顾客可全价购买指定产品再加1美元得同系列另一个产品 [3] - 麦当劳还将提供其他优惠活动部分因地区而异部分仅在其app上可用 [3] - 麦当劳美国总裁表示与加盟商紧密合作打造新平台让顾客自定义价值 [4] 麦当劳经营背景相关 - 近年来价格上涨顾客减少了在快餐上的支出 [1] - 连续几个季度的通货膨胀使一些顾客尤其是低收入消费者不再光顾麦当劳 [4] - 今夏推出的超值套餐很成功公司计划明年继续优先考虑价值策略 [4] 麦当劳其他事件相关 - 本月早些时候CNBC报道麦当劳正在开发McValue平台 [5] - 上个月麦当劳因大肠杆菌爆发事件影响部分门店销售公司计划投入约1亿美元支持受影响门店 [5] - 周五上午麦当劳宣布新价值套餐消息后股价变化不大为288.70美元较年初低约3% [5]

A McDonald's is seen on October 23, 2024 in the Flatbush neighborhood in the Brooklyn borough of New York City.McDonald's is preparing 2025 value offerings in a bid to hang onto customers who are fed up with high costs at restaurants.The company is working on a new "McValue" approach for next year that involves keeping the $5 value meal offer it launched this summer on the menu for the first half of the year, along with introducing a "buy one add one" option for $1 more, CNBC has learned. The "buy one add o ...

Certain Clif Bar customers now have until next year to file a claim to receive a cash payment as part of a $12 million settlement with the protein bar company.  The United States District Court for the Northern District of California extended the claim deadline for customers who purchased Clif Bars or Clif Kid ZBars between April 2014 and March 2023 to February 2025.Last week, a proposed settlement was reached with Clif Bar & Company over a lawsuit that alleged that the protein bar company misled consumers ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Advertisement McDonald's is investing $100 million into recovering from an E. coli outbreak, CNN reported.McDonald's said the outbreak led to a drop in restaurant visits and sales.Marketing and franchise support are key strategies in its efforts to regain customer trust.McDonald's is reportedly spending $100 million to lure customers back to stores following an E. coli outbreak linked to slivered onions served on Quarter Pounder hamburgers.$35 million of the investment is going toward marketing, including ...

报告投资评级 - 增持（维持）[6] 报告核心观点 - 三季度5美元套餐等积极提振低收入者消费频次和订单量，美国同店销售同比增速回到正增长，虽10月底大肠杆菌事件预计影响四季度同店销售，但公司积极应对，维持增持评级，且给出2024 - 2026年相关财务预测[7] 根据相关目录分别进行总结 财务数据 - 2024.11.14收盘价为298.56美元，总股本7.17亿股，总市值2140亿美元，净资产 - 51.77亿美元，总资产561.72亿美元，每股净资产 - 7.22美元[2] - 2023 - 2026E营业收入分别为25494、25843、27177、28734百万美元，同比增长分别为10.0%、1.4%、5.2%、5.7%，归母净利润分别为8469、8358、8933、9477百万美元，同比增长分别为37.1%、 - 1.3%、6.9%、6.1%，经营利润率分别为45.7%、46.1%、46.6%、47.0%，归母净利率分别为33.2%、32.3%、32.9%、33.0%，每股派息分别为6.23、6.85、7.53、8.28美元，每股收益分别为11.56、11.60、12.57、13.53美元[6] - 2024Q3营业收入为68.7亿美元，同比增长2.7%，自营、加盟和其他收入分别为26.6亿美元、40.9亿美元、1.2亿美元，同比增长3.9%、1.2%、39.3%，经营利润为31.9亿美元，同比下降0.6%，净利润为22.6亿美元，同比下降2.7%，净利率为32.8%，同比下降1.8个百分点[7] - 2024Q3美国、国际运营市场、国际发展授权与公司分部收入分别为27.39、33.09、8.25亿美元，同比增长1.3%、0.3%、19.9%，各地区同店销售同比增速分别为0.3%、 - 2.1%、 - 3.5%[7] - 截至2024Q3，美国总店数为13498家，国际运营市场店数为10378家，国际发展授权与公司市场为18943家，同比增长0.3%、2.1%、7.8%[7] - 2024前三季度合计派息36亿美元，回购23亿美元，年初以来累计派息回购达到59亿美元，占2024/11/14市值比例为2.76%，期内每股派息1.67美元且将提升6%至1.77美元[7] - 2023A - 2026E流动资产、非流动资产、资产总计、流动负债、非流动负债、负债合计、股东权益合计、负债及权益合计等数据详见[9] - 2023A - 2026E净利润、折旧摊销、营运资金的变动、经营活动产生现金流量、投资活动产生现金流量、融资活动产生现金流量、现金净变动、现金的期初余额、现金的期末余额等数据详见[9] - 2023A - 2026E直营餐厅费用、加盟餐厅费用、其他餐厅费用、SG&A、其他营运支出、营业利润、利息支出、非营运支出、税前盈利、所得税等数据详见[10] 公司运营情况 - 5美元套餐提振美国同店销售，虽有大肠杆菌事件但公司积极应对[7] - 派息回购稳定且有增长趋势[7] - 美国同店销售同比增速转正，本土门店数稳定，国际市场积极开店[7]

A Quarter Pounder with cheese, fries and a drink arranged at a McDonald's restaurant in El Sobrante, California, on Oct. 23, 2024.In the wake of last month's E. coli outbreak tied to McDonald's slivered onions, the fast food giant said it will invest over $100 million to boost restaurant sales and speed up the recovery at impacted franchisees.Of that total, $65 million will be invested into supporting owners who have lost business, targeting those in the hardest-hit states. Approximately $35 million will be ...

公司股价相关 - 麦当劳公司（MCD）当前交易价格较行业同行有折扣 其远期12个月市盈率为23.91倍低于行业平均的26.29倍和更广泛的零售批发板块的24.4倍[1] - 过去三个月麦当劳实现8.2%的增长低于行业8.5%的涨幅和标准普尔500指数8.3%的涨幅 且落后于主要行业参与者[2] 公司面临的危机 - 10月23日麦当劳股价下跌5% 因美国疾病控制与预防中心报告大肠杆菌爆发与麦当劳的足三两汉堡有关 导致10人住院1人死亡 虽源头已从供应链移除 但公司需恢复消费者信心 此次事件虽未影响2024年第三季度数据但可能影响近期美国业绩[3] - 麦当劳正努力应对同店销售额持续下降问题 2024年第三季度全球同店销售额下降1.5% 而去年同期为上升8.8% 这是连续第二个季度出现负增长[4] - 公司在国际运营市场经历同店销售额为负的情况 反映出广泛压力和消费者更谨慎的消费 细分市场同店销售额较去年同期8.3%的增长下降2.1% 法国和英国是此次下滑的重要贡献者[5] - 在IDL（国际发展许可）细分市场 同店销售额较去年同期10.5%的增长同比下降3.5% 中东地区的持续冲突和中国同店销售额下降抵消了拉丁美洲的积极销售业绩[6] 公司的优势 - 公司继续受益于菜单创新 如在美国推出的鸡肉巨无霸10月需求强劲 大拱门汉堡在葡萄牙德国和加拿大等市场反响良好[6] - 公司在提供卓越客户体验方面表现出色 在大多数主要市场有显著运营改进 服务时间缩短 客户满意度提高 核心菜单项目提升厨房执行效率 到2026年底将在几乎所有市场部署最佳汉堡计划[8] - 公司认为通过在现有市场扩大业务和进入新市场有巨大机会发展其全球所有品牌 2024年计划在全球开设超过2100家餐厅 预计净餐厅单位扩张将为2024年全系统销售增长贡献2% 目标到2027年开设50000家餐厅[9] - 在中国麦当劳通过将食品与当地文化融合和社区参与加强品牌影响力 2024年第三季度收藏家版活动通过融合怀旧与新营销方式吸引顾客 国际市场如英国和澳大利亚推出流行促销活动展示公司在不同地区推广成功概念的能力[10][11] 公司盈利预期修订 - 过去30天麦当劳2024年盈利预测向上修订0.4%至11.77美元 但2025年盈利预测向下修订0.4%至12.53美元[12] 整体总结 - 公司面临同店销售额下降和大肠杆菌爆发等挑战 导致近期相对行业同行表现不佳 但仍受益于菜单创新 全球扩张努力和成功营销活动 对于现有投资者持有股票可能是谨慎的 新投资者可能要等到更有利条件出现或增长趋势稳定[13][14]

Although we don’t recommend trying to time the market, timing frequently matters when it comes to buying stocks. And right now, it appears that Yum! Brands Inc. NYSE: YUM may be a better stock to buy than McDonald’s Corp. NYSE: MCD. While McDonald’s is a brand unto itself, Yum! Brands is the parent company of KFC, Taco Bell, Pizza Hut, and Habit Burger Grill restaurant chains.  Yum! Brands TodayYUMYum! Brands$136.62 -0.59 (-0.43%) 52-Week Range$123.70▼$143.20Dividend Yield1.96%P/E Ratio25.54Price Target$14 ...