MCD

Big-Breadfruit-7243

!banbet MCD 250 30d or i try everything on their menu

Big-Breadfruit-7243

!banbet MCD 250 90d

Big-Breadfruit-7243

!banbet $MCD 250 3m

Big-Breadfruit-7243

!banbet MCD 250 3m

doddpronter

When I was getting trained as a trader, one of the first things I was told about was the asymmetric risk/reward that comes with puts vs. calls. Puts are often more expensive than they look because of IV skew where market makers price in more downside risk since people are constantly hedging or buying protection. And while a put technically has big upside if the stock drops to zero, in practice you don't expect TGT or MCD to implode, and the move usually has to happen fast to beat theta decay. So your upside is often capped by time and how much the market already priced in. It’s tricky since direction alone might be enough. Shorting is a tricky game!

Cash_Flow_Yield

It shouldn't. It's a shit metric. Easily distorted by the most basic accounting items, equity for many companies is negative due to repurchased shares (MCD/MO/SBUX just to name a few big ones) and understated for most, uses GAAP earnings which are volatile and misleading and many more issues. You need a long process of normalizing it to be usable. Try ROIC or ROCE.

kjl8921

calls on MCD for bringing back snack wraps

MrNo_Balls

holy shit, why are all restaurant stocks so bad except of MCD?

brunomoore

MCD large fry is $5 btw

Such_Yogurtcloset392

Thinking about shorting MCD upon next earnings

coolhate18

MCD should be a 4 T company ! 

Historical_Stage2622

Wndys is better than MCD

moosewithamuffin

Snack Wrap is back! Calls on MCD

Legitimate_Bug7041

$MCD summer baby I feeeeel it

No_Feeling920

Mondelez, Coca-Cola and McDonalds likely source and manufacture stuff locally in Brazil. I doubt MCD is shipping buns and patties to Brazil.

GoZukkYourself

Work at MCD and get an employee discount.

bigbrooklynlou

Yep. MCD, KO, PEP, etc. ... all getting affected by Ozempic potentially long term

BFdude3

Comparing Wendy's to Mcdonalds for example, why is it priced so low in general and trending lower? The enterprise value is almost 3 times the market cap and PE is half of MCD?

Own-Wolverine-5361

Puts on MCD

No-Improvement3164

2 double cheeseburgers at MCD for $4.76.

Responsible_Top_01

!banbet MCD $300 5d

SafecrackinSammmy

MCD at $45

Witty_Leadership_967

I know no ones going to read this but oh well here it goes: Ok so Republicans passed the “One big beautiful bill” Democrats are freaking out and spreading misinformation and lies. Republicans don’t know what to believe I took it upon myself to read both the pre-senate and post-senate bills So let’s review Medicare and Medicaid. 1: THERE ARE NO CUTS TO MEDICARE AT ALL. There is one adjustment within the bill to redirect a portion of medicare funds to implementing an AI system To assist with claims. If you have never seen the backend of Medicare this could go either way. As it stands today alone, i had to Issue $240k in refunds to medicare for incorrect payments. These should have never been paid by medicare and needed 3rd party intervention. So for those saying “there’s no waste” there is most definitely waste. 2: Medicaid: the rumor “17 million people will lose healthcare”. THIS IS A LIE. It is a bold faced lie that doesn exist. The funding was decreased due to removing illegal aliens from medicaid. Every disabled, elderly, low income non-able-bodied person will continue to receive their Medicaid Benefits 3: Rumor: Medicaid is being blocked for disabled by implementing 80 hour per MONTH work requirement. Also not true. This is strictly for able-bodied adults and those without children! Only 20-26% of those on welfare actually work or claim income 4: Rooting out medicaid fraud. True. Medicaid fraud exists and it is at alarming levels. You can go on almost any WIC or MCD facebook groups and read how people are defrauding the government. Not claiming the correct income, falsifying documents, claiming single when married ect. This is for your own eyes. On my end i deal with denials of expired medicaid id’s people who are already dead and more 5: Rumor: People will die from this bill. Absolute joke of a statement. This is a fear mongering statement to scare you into thinking this is a bad bill. 6: tax decreases for the rich. I know you've all seen the graphs showing the bill effecting low income and moving it to the rich. This is not true. That graph is equating the cost of Medicaid supplement for those who lose medicaid where, most, will not. As far as other specific tax breaks - thats not what I am here for, I'm not an accountant or a forensic accountant so I cannot speak to these. Just medicare and medicaid. 7: children will lose their healthcare. Also not true. It’s just not. A child's medicaid is connected to the parents income but the other requirements are not associated. I just cant listen to the lies anymore about things people dont understand when my job is to read and decipher Medicare and Medicaid guidelines and CMS policies. So do with this as you will but please stop spreading the misinformation the figure heads are giving you. If you believe I am wrong about any of these things, I invite you to read the bill and send me the text. It's always possible I may have missed something and if I did I am more then willing to re-review the language and see it. However sources such as Americanprogress. org, which utilizes sources such as the CBO and CHIP their statements are based on speculation NOT hard written fact in the bill, for example their "17 million people will lose healthcare" is actually not even based around Medicaid, its based on the POSSIBILITY (pure speculation) of hospital closures made with EXTREMELY small amount of data. I request that anyone who challenges these points, to provide language DIRECTLY from the bill.

Justzyn_Jefferzyn

I’ll know there’s actual economic problems when the McDonalds app consistently throws good deals. Those ebb and flow but I can tell currently MCD is certainly not hurting too bad for sales 

cinJESUS

i literally just spend $14 at MCD 😭

cinJESUS

am i broke or is MCD expensive now

TempestDrive

The only thing keeping the port from red is LULU & MCD

Any-Inspection-3325

how is it red? my portfolio is all green CPB MDLZ PEP MCD UNH STZ TAP FDX XLP

No_Feeling920

How many Big Macs the median salary buys? Though I bet if they actually started using this, the politicians would just push MCD to shrinkflate/shittify the living hell out of that product. Like they possibly do with all those cooked up BLS numbers. Just kidding (kind of), but there is likely no simple numeric measure to capture the immense complexity involved in real world economies. Any such metric, which would gain popularity, would likely become a target of manipulation and fudging from the incompetent politicians and the mainstream media covering up their incompetence.

copingstoic

Missed MCD calls. Fuuuccckkk... I was watching it.

greenpride32

>how many people haven't heard of Netflix at this point? Growth of profits is what drives the value of a company up - not that more people have heard of the company. AAPL's iPhone was released in 2007. You could go 5 years later or even 10 years later, in both cases everyone in the world knew what an iPhone was. It was no secret, yet the stock still went up substantially more. Back in the 1990's MSFT was the hottest stock on the planet - equivalent to NVDA today. MSFT split 7 times in the the 1990's, that's faster than once every 1.5 years. If you bought MSFT at the tail end of the 1990's, when everyone in the world heard of the copmany, you would still have 10-12x your money today. That's not counting dividends. When I was a kid, every kid wanted their parents to take them to MCD. There was an MCD seemingly in every town, sometimes 2 or 3 of them. As an adult, I invested in MCD, and I have 8-10x return, not counting dividends - 20 year gap from when I was the one eating Happy Meals.

fre-ddo

Just to add MCD earnings is 8/8 iirc, the selling of 295C could be an earnings play in which they expect them to miss and the price to tank.

fre-ddo

MCD recently dropped considerably, it went sideways for a few days (and smashed my call) but now seems to have found some upward momentum. A very aggressive short call for the end of this week bets that it will surge so maybe they don't expect it to expire beyond 300 but expect another strong surge they can profit from. Open interest around 300 is high. My position is 300C 11th July, bought for 1.6 down .6. I intend to ride the next surge and get out even or maybe even with a small profit.

Narcissist_X

MCD bag fries, calls it is

Prestigious_Yogurt88

So amusing when these internet kids try to challenge a professional with their google searches, thinking they can't be wrong bc they looked it up. Does it make ya feel big, like a YMCAer trash talking an NBA player? Check ball, chump. MCD's BS does show \~56B in assets vs 60B in liabilities, but here's what AI didn't fill you in on. This is after 'deducting' 20B in acum depreciation from their long term assets, when most of this is prime real estate that has actually appreciated greatly.. the effect of this is the assets are artificially understated on the balance sheet, this is well known. Starbucks, on the other hand, does not own their locations. MCD's current assets exceed their current liabilies, not the case with Starbucks. Additionally, MCD's equity shows -77B in Treasury stock, this is a CONTRA equity account, reprenting its own shares that MCD has claimed back, it is not actually negative equity. Show me where this is on Starbuck's balance sheet? Your eyes saw negative net equity but you have no clue what you're looking at. Guess I'm just really lucky that companies are willing to keep signing my paychecks despite my inability to read a balance sheet like these mousy Redditors want to allege. Now delete your comment with your tail between your legs, like a couple other bold but intellectually disadvantaged others have done on this same post, go look

deevee12

They give away so many free fries it’s hilarious. I basically never pay for them now. Puts on MCD and our health

Ok-Flatworm-3397

Mango chowing down on McGriddles rn to make it through this press conference, calls on MCD

Fantastic_Joke4645

Here’s a little story. I bought MCD after the great recession thinking folks will seek value. Bought at $98 and it dipped down to $90 over the course of a few years even though my other recession buys were climbing. I then caught an interview of the CEO on CBS and how he worked up to the top after started as a lobby floor mopper. After that I thought I have to unload this stock. I think it returned to $98 after like four years and I sold it immediately in 2015. It has tripled in value now but so has the market. I also owned Starbucks and it doubled over that same time that MCD floundered. It’s now up 7.5X since 2011. I considered chipotle and it also up 7.5X. You win some and you lose some, the moral is don’t buy into company’s like Mcdowell’s run by folks who mop floors.

spartanburt

Who else likes to keep stuff like MCD, KO, amd MO in their HSA just for the sheer irony?

Frozen_Shades

MCD should have bought them out. Add them to their McCafe. They have no vision.

honeybadger9951

Lol I just noticed that MCD and KO has higher PE than GOOG. Do people really expect better growth from fucking fast food chain?

ChineseTuna420420

TSLA fell of my technical buy list this week. MCD, KO, JNJ… as well as the European stock ETF (IEUR) and China ETF (KWEB) all performing poorly this week. Also noted the short US treasury ETF hit a technical sell today indicating rates will drop (could indicate the market is anticipating recessionary pressure). GOOGL fell off my buy list as well as RSP (equal weight S&P etf) and DIA (Dow industrials ETF). This was the second week in a row where my approved buy list has decreased in number. Several things JUST made the cut… the general picture I’m seeing is some weakness setting into the market. It was not a good week. More pain this next week… no short term expiration calls… cash or puts are the play. Good luck!

angcritic

Too early: MCD, FB Too late: ROKU

copingstoic

MCD calls if you want to afford McD.

copingstoic

Why is MCD drilling incessantly?

Thotmas01

No way on MCD. Until they update pricing their business is gonna keep dropping. Nowadays I’ll buy a prepackaged supermarket sandwich instead of McDonald’s.

copingstoic

MCD and LULU calls yet or no?

fre-ddo

Yeah had my eye on this one but doesnt feel right, went for MCD and KO instead.

aka_rob

Naked put with your strike only $5 away is asking for it. I’d come up with a better strategy. There’s higher open interest at 205 on your TMUS idea. Ditto on your MCD idea. Honestly, those two alone are low IV so the premiums aren’t really rich enough. Do some paper trading and read up on some strategies.

visionarymind

Imagine how much MCD🍔🍟 your contributions have purchased

copingstoic

Why did MCD crater the last 2 days?

TheInkDon1

No, they shouldn't. Robinhood might, I've seen posts like that, but a 'real' broker won't. (Join Schwab if you haven't already, you'll get the ThinkorSwim platform). What will/should happen is that your broker sells the counterparty 100 shares. Let's say it's MCD, as in the OP and my reply. You'll open your account one day and see the Covered Call gone, but -100 shares of MCD sitting there. You've essentially sold short 100 shares. **But you got paid for it.** Same as when you sell any stock, whether you own it or not. (That concept of selling shares you don't own might be new to you, but it's a common thing; it's called "shorting" the stock.) So you wont actually see that cash in your NetLiq or whatever your platform calls your account balance, because it's being offset by the short shares. Say it was MCD and you got assigned at 290. Spot as I type this is 291.35. So you'd be $1.35 "in the hole" on MCD. -$135 on the position. And that's how much you should see your NetLiq being down, assuming no other positions. You own a long Call at whatever strike, and you 'owe' 100 shares that you sold for 290. Click on the shares or whatever you have to do, and put in an order to BUY them. It's technically a Buy To Close, so it might be labeled like that. You probably don't have $29,135 to buy MCD, at least you didn't the day before. But you kind of do now because you actually got paid $29,000 for those shares you sold. The ones you 'owe' now and need to replace. But they're selling for 291.35 on the open market, *so that's what you have to pay to buy them back.* And that represents your 'loss' on the trade. Only it's NOT a loss, because **your LEAPS Call went up more**. It had to, because if MCD went up enough to take your short Call underwater, then the value of the long Call had to increase. And it was increasing at 80 or more deltas, compared to the 30, 40, and then 50+ deltas that the short Call was increasing at. So if you have a spare $135 in your account, just use it and the $29,000 you can't see to buy back the shares. They'll go away, and you'll still have your long Call. But if you *didn't* have $135 lying around, or just wanted out of MCD, you could SELL the long call and use $135 of it to buy back the short shares. But **don't EXERCISE your long Call** to buy 100 shares at 240 or whatever, to provide to cancel out the short shares. Because if you EXERCISE an option, you lose/forfeit the time/extrinsic value in it.

Chrg88

Walked to use my MCD rewards point for a free sausage burrito. Calls

copingstoic

MCD calls a good play or?

BlueSharpieLA

LOL fuck off bitch. Is that supposed to convince me? Why are you all of a sudden spouting data from 2013 about ALCOHOL deaths? I said $MCD $KO as differentiated from “war stocks.” Dumb fuck.

ssralf

Here's a hint. You know this drop is real when MCD breaks like this lol

brochacho1999

There’s this person at my job who’s one of those perpetually trying to lose weight people but yet they eat like 3 separate times throughout the shift alone. Calls on MCD🇺🇸

gupppies

Golden arches forming, calls on MCD

SophisticatedLogic

Ordered mcdonalds drive thru, and they cant find my order. Turns out I ordered it Idaho, 1000 miles away 😂 Puts on MCD

kazkillinger

did MCD sponsor this picnic?

number2post

Hey MCD, sorry for ordering and then driving away. For $2, I’d wait for 2 shitty mcchickens. At 3.70 you don’t get to have a 10 minute drive thru line just to pay. I’d rather fly on a Boeing aircraft.

ssralf

MCD will break 300 once there is good news lol

Noticeably98

Moron members of the board had their one moment of clarity when they gave us all day breakfast. Then they took it away. That alone convinced me to sell my $MCD shares

FamilyFriendlyJeebus

Yall shoulda bought MCD calls. It’s the only thing saving me rn

bigbrooklynlou

There is also the fact that Ozempic will over time drastically alter the processed food landscape. People will eat less snacks. You see similar hits with PEP and potentially in brands like MCD, and YUM

Sire_Jenkins

$MCD

TheInkDon1

I agree with you that there seems to be support at 300, and spot is 302. The 5-year chart is generally up, and the 1y is okay. YTD it hasn't done much though. What would be your play? I'm assuming longer-term? And this being an Options forum, long Calls? I could see buying the 372DTE June 2026 210C at 90-delta for about 98.10. That would give you 3x leverage to McD. Then sell Calls against it for a PMCC. The 30DTE 11Jul310C at 31-delta for 2.78 is what I'd do. 2.78/98.10 = 2.8% Do that 12 times for 34% just on CCs. B/E of the long 210C is 308, and I can see MCD being there in a year.

AK47DK

If the Ozempic segment actually ate salad, they would not need GLP-1. I Think MCD know their segment quite well.

Puk3s

Ya Wendy's stock is doing great.... Down 30% YTD while MCD is up 5%.

b_fellow

MCD bears forget vast majority weight loss people regain it again.

FamilyFriendlyJeebus

I bought MCD calls expiring 06/27

hoopaholik91

Yeah, that's what's odd to me. You have all these retailers getting hammered over the last 6 months (MCD, SBUX, NKE, LULU), people spending less, and yet everything else seems completely fine.

tokillamockingtree

I honestly have no clue what MCD. Whats your current position

I_am_Regarded

Europoors and literally the whole world ain't lovin it to translate it into language you understand. MCD is just the first notice you get.

Distinct-Ratio-6549

MCD is priced for poors again. Got 2 double cheeseburgers and large fries for 4.59 the other day

PlasticTailor4737

MCD is getting t expensive, s lot of people are figuring out that going to Applebee's or chilli's is about the same price as McDonald's. Personally I would invest in MCD but you do you

carlosIeandros

I don't even know how high fast food prices eventually got. I quit years ago when enshittification reached critical mass for my personal tastes. Portions getting smaller, employees shorting orders, quality taking a nosedive in every regard, Mcdonalds isn't even the worst offender. MCD will probably survive, but I wouldn't be surprised if some less established chains were to go bankrupt in the next 5 years.

Sandvicheater

Did MCD get downgraded to hell because the reasoning is ozempic and other weight loss drugs is curbing people's appetite or hell even desire to not buy Mcdonald's shitty burgers anymore? Like i get ozempic is game charger (I personally lost 80 lbs on that fucker) but people will still buy a good ole Big Mac at least once in a while

derprondo

In-n-out is cheaper for a double cheeseburger and fries, and the quality is huge step up over MCD. This is why MCDs drive throughs are empty and in-n-out has lines out the door and out of the parking lot.

firstcoastfun1

MCD a is a real estate company that happens to sell burgers. Investors are looking at land value, not Value Meals, when they do their calculations.

Tall-Peak2618

Guess even my MCD bag can’t survive this bear market. First my diet, now my portfolio.

amely_jessika

Guess even my MCD bag can’t survive this bear market. First my diet, now my portfolio.

surmoiFire

sold my TSLL call with profit, now I can pay my MCD meals without using buy now pay later option

BigBootyHustla

MCD to 0 no one eats Big Macs anymore too much weight loss drugs out there for the fatties

ThinkingOfTheOldDays

MCD probably a good 2 week short, getting shit on by analysts.

greenpride32

I used to buy highly profitable stocks on dips, to swing trade a profit target of 10-15%. My confidence these companies would recover was very high as it was usually macro issues that brought the stock down, not micro. I never bought the ones that suffered a major downturn due to micro issues as it was much more of risk they could recover. As time went on, I started to realize these companies tend ot increase over time and I'm just capturing very small slices of those gains - why not capture all of them? I switched to going long term, taking the pain of major market downturns, feeling confident the long run would be a brighter day. I can't remember if it was Buffet or Lynch (or perhaps both) who said sometimes the best stock to buy is the one you already own. Meaning if you found a winner, and it keeps winning, it's a good idea to add more shares. So instead of pocketing gains at 5% here, 15% there; my individual holdings have gains in the xx% xxx% and x,xxx%. When you look at long term trajectory of stocks like AMZN MSFT MCD HD GOOGL AAPL, these companies were already well known, household names before their bigget gains (by market cap) were to occur (for example AAPL was no secret at $500b valuation and it went on to go up another 5-6x times to $3t+).

No-Improvement3164

MCD pulled back almost 10%. Everyone finally figured out you can buy a rotisserie chicken and a drink at WMT for $7 instead of paying $13 for garbage meal

GrouchyFroot

the MCD chicken strips really do deserve puts. bring back the selects or perish!

stiveooo

Lvmh went bust thanks to China. Chinese people created the trend of creating and buying new luxury brands.  This got expanded to Korea Japan etc. So now there are tons of new luxury. Same quality lower prices.  Lvmh loreal etc is a sell forever. Will never beat the sp500 or even MCD. 

le_gabriel

MCD to 320

le_gabriel

MCD going to rebound to 315

le_gabriel

MCD bottom is in

InquisitorCOC

What you are witnessing here is called **Multiple Compression** Examples: Microsoft's revenue went up 4x from 2000 to 2014, $MSFT went nowhere as its PE was **compressed** from 50 to 15 McDonald's was a hot growth stock in early 1970s, with its PE reaching 70 by late 1972. By 1978, $MCD was down 20% and its PE **compressed** to 14 -------- What happened to $AMZN since 2020 is actually a very benign case of multiple compression compared to past examples. It's at least up 25% and its PE is still pretty high

Wheres-my-dividend

LA MCD new food, El Pollo Wrap

madebyVEO

Monday watchlist: ADBE, EL, LULU, MCD, PEP

Epicurus-fan

Bad sector got years. Got reamec on every attempt. My best hope here is GH. Just got FDA breakthrough status and because it’s a test you don’t need to spend nearly as much money or wait as long for FDA approval See https://investors.guardanthealth.com/press-releases/press-releases/2025/FDA-Grants-Breakthrough-Device-Designation-to-Guardant-Healths-Shield-Multi-Cancer-Detection-MCD-Test/default.aspx

mr_muffinhead

MCD

Wheres-my-dividend

Elon shorting MCD

Ok_Mycologist_3015

Bottom is in for MCD get in before it moons

Ok_Mycologist_3015

MCD calls are free money.