MCD

Reasonable-Green-464

I just don't see how McDonald's grown significantly from where they are at. The market is already overly saturated with over 13,000 locations in the U.S. I think they're real growth at this stage is internationally but with continued price increases and an overvalued stock, I don't see any investment viability. Sales are declining or in the low single digits. For a stock trading with a P/E of around 27, that's a major deterrent to invest. I view MCD the same as Coca-Cola, and Pepsi, well ran companies with minimal growth. They are best served as dividend plays imo

traderbusto

Trying to get DoorDash to honor expired MCD coupon

moorhound

I hope 🥭 cuts back on the MCD because of he keels over during his Bday parade and Prez JD takes over, with his luck the whole worlds cooked lmao

Spirit-of-investing

Less and less people going to MCD,SPOT is not USA company,more people using chatGPD and less GOOG,F is only 1 USA company.I know AMZN is also USA but I would say 70% what AMZN sell is from China and if you can wait 1-2 weeks for delivery from China it’s better to buy from Temu or aliexpress or BABA.

Independent_Might709

Trying to make back 11.5k I lost with 1k. Today I bought palantir puts 90 strike MCD puts 310 strike NVO calls 76 and 77 strike AMD calls 105 strike

568Byourself

Calls on MCD

iloverunning11

The thing is MCD price was around $289 at the beginning of '25 so they are up quite a lot this year even though their business is clearly doing worse

Few_Scratch_2376

End Stage Capitalism. They are currently selling the lowest quality food ever to the highest paid people ever who have the worst attitudes ever, the highest turnover rates, lowest job satisfaction ever. They are understaffed worse than ever, due to "high wages" and high turnover both, and thanks to the internet and the fact that everyone has a handheld camera, everyone has seen how quickly arguments and complaints turn into melee-based combat situations. The only people who go there are brokies desperate for a job or desperate for "cheap" food, and nobody is happy about anything. Nothing will ever get better, and there is no fixing this shit. It's Economic Gangrene, not to mention Social Gangrene, and we need remove the dead tissue before it infects everything else and kills the entire organism. Fast food isn't even "food" anymore, it's a "food-like" product. It is no longer food, it is no longer "fast", and MCD's needs to be shut down and replaced with a new model that works. You should not be allowed to sell unhealthy food. There should be a law that if you are in the food business you must sell healthy food or you do not sell anything. Treat all people with decency, pay a fair wage, charge a fair price. Hurting everyone to fatten your bottom line should be a crime.

AnalysisFlimsy4414

MCD is charging too much for junk food

branyk2

The proportional increase is noticeably different though. Where I'm at, Big Mac with fries and a coke costs $11.69 + tax and Chipotle bowl/burrito costs $10.35 + tax. Back when Chipotle used to be $7, that Big Mac meal was like $5.50. Also, you could go large fries and drink for $0.30, while now that's an extra $1. I think the value for fast food has inverted and things that used to be considered expensive are now just better deals. Even with the decline in Chipotle, going there and getting a water cup is both cheaper and a better value than going to MCD's and getting a #1 meal.

Brave-Side-8945

Buy MCD

TheNewOP

KO, MCD. Also obviously services aren't gonna be as affected by tariffs

JHammertime

PEP, MCD, Tyson, basically any food company since they’re making profits by worsening our health

LeftHandCub

I missed the er, is MCD an A1 company now?

Down_vote_david

MCD is up a bit pre-market....lol.

KopOut

If we do get a recession, Reddit is going to learn real quick that fundamentals, do in fact, matter. TSLA is an extreme example but it’s everywhere. MCD posted a sales decline in earnings yesterday and is still trading at a PE over 27, more than 10 points above its average PE over the last few decades (when it was growing more).

Jimmytootwo

I own the stock,its not too effected by todays shit show. MCD is definitely overpriced now but so are all fast food joints ,are they not? So hate on them means hate on all fast food restaurants. You really should blame the demand for higher wages and tip culture,its those folks who really brought up the prices. Deserved or not

Jimmytootwo

No one cares what you do especially MCD

d07wEQr5OSbWujQSIzZI

MCD should partner with AFRM for BNPL Big Macs.

thethumble

Nothing cheap at McDonald’s, they will be impacted for sure! Aside from prices people around the World are thinking MCD = USA = Trump so not buying from them … yet to show in future numbers. I held the stock for 11 years, now sold.

CaptOblivious

More like fed the fuck up with prices. FAST food is SUPPOSED TO BE CHEAP. MCD's is NOT CHEAP, I can get a full sit down waiter brings me my food meal for less than what MCD wants. They need to re-learn their place in the world or go bankrupt and disappear.

PossiblyAsian

Everyone in here shitting on mcdonalds for it's value proposition. It's the food man. Consumer tastes have changed is the main thing. People don't like mcdonalds because they don't innovate, it's the same shit all the time and until people want the mcdonalds flavor again they will tank. customer tastes are seasonal and can vary between years. MCD will pick it back up again.

aioliravioli

how tf is the market not tanking off MCD numbers? People eating less Mcdonalds is a better metric than CPI, unemployment etc We are big fucked

abscando

I do on occasion pull into Wendy's drive thru instead of MCD for this very reason

Handsaretide

“It’s priced in” is so out of context as a reply to what I’m saying, but ok. Yes it’s priced in, that’s one of the reasons MCD is a mega blue chip dividend stock that’s a foundational block of many portfolios.

narwhal_breeder

And yet In-N-Out, Tacobell, and Chick-fil-a, hell, even Sonic sales keep increasing quarter over quarter. Its hubris of MCD management to blame this on macroeconomic factors. "We're McDonalds, if people aren't buying from us, they aren't buying from anywhere"

perfectdark89

We will see more luxury and exotics in MCD drive thru

NewAtmosphere2443

MCD is no longer a good gauge of an economic pullback

plannedgravy

MCD costs as much as Applebees now. They’re pricing themselves out.

pineapplekiwipen

How is that we're almost in a recession and PEP and MCD are still dumping

ZogemWho

Sorry McDonalds.. I don’t like you anyway, but my wife does🤷🏼‍♂️. But we got inflationary a few times since Covid, so you raised prices. Inflation eases, but prices didn’t come down.. net profit margins have grown (https://www.macrotrends.net/stocks/charts/MCD/mcdonalds/profit-margins). You priced yourself out of your own damn market. For us it’s now cheaper to get better food from a locally owned restaurant.

True-Pressure-8913

Negative GDP, bad ADP jobs, high jobless claims, and bad construction data. Bad consumer discretionary earnings like CMG, MCD, SBUX, PEP, and WMT. Tariffs still up, valuations elevated, and a POTUS acting like a dictator. Only goes up if we're climbing the wall of worry

Glider5491

I can get a great meal at Chili's (EAT) for $10. Tastier, healthier and filling. Compare MCD to EAT.

MdnightRmblr

I craved a Big Mac and thought I’d order ahead on the app…turns out my local MCD’s has been closed almost two years so this tracks.

crunchyturdeater

I own MCD. I believe in them as a company.... They'll still be here in 30 years.

majrBuzzkill

I wouldnt say it Wegovy would impact McDonald's to a large extent. Think about who is using Wegovy for weight loss (not diabetes, which is the intended use). These people are not particularly likely to go to McDonald's. It is more so McDonald's has lost its place in the market. It raised prices and is encroaching the fast casual space instead of fast food, without necessarily changing the quality of food. Too much competition within the fast casual space, and McDonald's fails to live up to the expectation that comes with the higher price tag, and it has priced out the people who are looking for a budget meal as well. MCD's is and always will be a volume based rental business. Lower foot traffic means fewer locations need to be opened up, which means fewer franchisees need to be opened, and with fewer people being able to afford the startup costs (equipment etc) revenue will fall.

spaceoutdotco

Yeah good luck with that. If Americans are not even eating at MCD anymore, I doubt they can afford any new Apple products.

noplanman_srslynone

Slowdown in March is my guess and bad guidance .. MCD back to 2020 levels. Guessing DASH got f'ed a little too.

Sotyka94

It was cheap, fast and okay food. Now it's expensive, for some reason pretty slow, and barely okay-ish. I'm from Europe, so it might be different, but at this point both in time and price you can go to a normal burger joint and get a much bigger and better burger. Not really any reason to to MCD unless you are starving and it's literally the only restaurant open

silver-orange

Pretty much.  $MCD is up 7% ytd and just a hair under its all time high.

Andreas1120

is eating at MCD cheaper than cooking at home?

BuyAndFold33

Good. Maybe they’ll think twice about raising them prices like 50% over a few years again. I’ve noticed a drop off in cars at my local MCD anytime I drive by. Makes no sense to go to MCD any more.

PhotographyBanzai

I go there quite often. I'm in Northern Illinois where they are headquartered, so maybe things are a bit different here. Can't think of a time when they didn't have a line of cars and people waiting inside. My guess is a big drop in foreign sales due to trade war, or maybe a regional thing. MCD is one of the few like Wendy's where I can get a meal for around $5. The reality is that fast food has shifted toward self ordering to lower staffing cost. If you expect a deal by having someone type in your order then you pay for that. It also depends on what you buy. Ice cream is expensive, promo items are expensive, set combos are, etc. For example, here's my heavily customized order lately: two McChicken sandwiches (I go pickle and mustard minus mayo), free any size fry (large, minus salt), and a large unsweetened iced tea. It's $4.77 after tax through the app. You'd have to pay for the fry if you use employee ordering. Though, through the kiosk I'm going to assume you can access your account based deals. A single patty cheeseburger at Culver's is ~$9 after tax in my area now. No deals through their app because I have it installed. Just got a 3 piece chicken strip Raising Cane's meal because they opened a location in my area. Nearly $11 and that was one of the cheaper meals. No deals through their app because I checked. The "I use employee ordering because it's fast" doesn't hold water a lot of the time in my experience, but it depends on the restaurant. MCD app ordering is the fastest for me by far because they don't have staff dedicated to the cashier counter. Culver's is mixed because they are not as technologically advanced. Wendy's app ordering is faster. BK app is faster. I could go in because I eat out a lot. 😅

Spy300

Algos pumping into apple and amazon earnings after massi e Qualcomm and MCD misses Amazon guide pull is literally in play

29InchWaistOrStarve

MCD worst quarter in 4 years, QCOM lowers guidance (large portion of its business in through AAPL), AAPL loses almost 8% market share in smart phone sales from Q4 2024 to Q1 2025 to Huawei, and they are forced to move most of their manufacturing out of China all in one Quarter. There is no way AAPL posts a massive beat right 

notyourregularninja

We are a consumer economy now. Someone made sure of it a few decades back. Those Chinese memes are not without merit, and China can have people starve under their communism and fake pride but US still cannot survive without MCD.

Tropicalfisher

People aren't buying MCD BECAUSE they are buying new phones bro

29InchWaistOrStarve

MCD has had its worst earnings quarter since COVID. There is surely no way people are buying brand new iPhones if they aren’t even shopping at McDonalds. That doesn’t even factor in all the foreign problems the stock is having like having to move their manufacturing and their substantial market share loss in China. AAPL might fuck around a post a revenue miss 

Comfortable-Rock-498

Interesting that from Q3'24 to Q4'24, the global sales growth improved YoY but american sales growth went down. From Q4'24 to Q1'25, both global and american sales growths went down.[ Chart here](https://www.signalbloom.ai/news/MCD/mcdonalds-q1-earnings-miss-estimates-as-us-sales-plunge-36-amid-traffic-declines) The biggest red flag to me is the quote from the CEO that came with earnings release: >"Consumers today are grappling with uncertainty, but they can always count on Mc Donald’s for both exciting new menu items and delicious favorites for exceptional value, from a brand they love.” - Chris Kempczinski, CEO This reads like such a low effort statement from someone so disconnected from reality. I would not invest

ZealousidealSector19

What is the profit margin on a potato pie, also known as MCD hash browns? Got to be gold in them spuds.

TheFranchize_AA

It’s the sourcing and procurement unfortunately. I tried some of the international menu items(if you go to MCD HQ in Chicago) you can try them and they were horrible. USDA standard lower compared to the world and McDonald’s UsA stays to those minimum standards. I worked at MCD Canada corporate years ago and we had fresh eggs and USA still had box eggs and folded pre made eggs . We upgraded our beef quality various times during my time I worked there. European and Asian is MCD is god tier, taste and quality is the best and offerings as well. They get creative with their menu offerings. UK, EMEA, and Australia were the leading markets when I was there. Canada was 4th USA was 5th.

LCLORD

Well it’s neither „fast“ nor „cheap“ food anymore, for the price of a standard menu I can easily grab a daily special in a decent restaurant that really „produces“ the meal. Eating out with kids at this prices and with this quality / quantity at MCD is out of the question.

EscapeHistorical178

dont get duped in buying puts bitch, this V is going up!!!!! MCD and RBLK is the play!

Metacog_Drivel

Funny how MCD has the biggest sales drop in 5 years and it's not even down 1%

frostywontons

🥭 needs to do another MCD photo op to boost sales

abscando

MCD might be down but MACD is bussin

pineapplekiwipen

This is the weirdest recession ever PLTR is mooning and PEP and MCD are dumping 

skynet345

Revenue peaked in 2013. [https://www.macrotrends.net/stocks/charts/MCD/mcdonalds/revenue](https://www.macrotrends.net/stocks/charts/MCD/mcdonalds/revenue)

skynet345

Revenue peaked in 2013. [https://www.macrotrends.net/stocks/charts/MCD/mcdonalds/revenue](https://www.macrotrends.net/stocks/charts/MCD/mcdonalds/revenue)

GargantuasGoose

MCD is about to go positive? Did I miss something or? I thought they shat the bed

KopOut

It's fantasyland all over the place in the market right now. MCD just reported a same store revenue drop this morning, and it's price and PE hasn't budged from 28.

OkConcentrate822

This is a discussion on MCD stock so I don’t see how that’s relevant

noplanman_srslynone

No toy no happy no buy MCD... Sure they are a holding company for real estate but ... no one can afford a 25$ fast food meal right now and haven't for 2 quarters now apparently

Ready2gambleboomer

*Nooooo......* *MCD calls = in shambles.* *LLY calls = incinerated.* *MA calls = torched.* *Ready = fukt.* 

poolasrt

!banbet MCD 300 7d

poolasrt

! banbet MCD $300 7 days

noplanman_srslynone

MCD is incredible. Worst since 2020... nahh dawg don't want your negative day let's just do this.

shadowromantic

In my area, MCD is about 10 per person. A sit-down restaurant is usually about 20 per person.

According-Ad7887

Well, if MCD's didn't sell an Egg McMuffin the size of an espresso cup, maybe they'd see more consumers wiling to spend money Its like they forgot the goods they peddle are elastic by nature

CYCLE_NYC

CAVA is the same price and way better. Plus MCD treats its employees like shit. I really try my best to spend money at local spots anyway as most people should if possible.

vichyswazz

Fast casual like what, Chipotle? Prices are up across the board. You can still feed an adult for $10 or less at MCD and that is in-line or less with what other "value" restaurants are offering.

Euphoric-Magazine300

What happened to clown shIt? MCD? Why were sales.down?

Vague_Disclosure

Outside of macro conditions MCD's food quality has not kept up with their prices, people would rather just spend the couple dollars more for something significantly better or skip it entirely. Add in the macro environment and yeah people are going to be buying less MCD.

ketgray

MCD wealth is not in the food it’s in the real estate.

Spy300

Going big time short MCD at open - global anti American sentiment from tariffs - dead US economy - 30x not priced for this

rockytrh

Oh we end green today for sure being propped up by META and MSFT. I did see that MCD met EPS but missed on revenue. This trend is going to continue where companies that do business with other companies will be posting great numbers but anything dealing with meat space will likely see revenue slip a bit this quarter.

Crazy_Donkies

How much of their problem is caused by real estate at this point?  Now that real estate is so expensive and rates are higher, is it getting harder and harder for them to cover those costs?  Thus needing to raise prices beyond reasonable levels. I'm reading that MCD franchise rents are 10-15% of sales, plus potential for variable rents based on sales (plus revenue share).  Where I'm reading other restaurants are 6%-8%.  Subway is about 9%    MCD is potentially 100% higher thanks to the need to buy real estate from MCD and not let the entrepreneur find an efficient alternative. Or is it shifting tastes and competition?  

defnotIW42

I have a MCD thats close. Next to it opened a Burger Kitchen by some dude that servers fresh burger with fresh meat and fries for the same price as a MCD. Pure heaven. And he calls me boss everytime

Backhandslap88

I don’t see how MCD can ever bounce back. I completely stopped eating there once their prices became the same as food from a real restaurant lol. It’s cheap if use the app, but if I have to do all that might as well online order for pick up from a real restaurant. 

Deadweight047

McDonald's (MCD) reported first quarter earnings that missed Wall Street expectations on Thursday, as a drop in sales and traffic in the US weighed on results at the fast food giant Bullish!

GargantuasGoose

Come on MCD tank, in the name of American health

Spy300

MCD big miss is a preview of the consumer. Apple and Amazon will get crushed tonight.

ebfeebfe

$MCD tanking on bad earnings. People prefer to eat steak-dinner every day on their $MSFT gains.

Spy300

MCD is a 120$ stock

coolhate18

MCD in red is not very American

m1santhrop1chuman1st

$MCD sales are down because all the fatties are taking their Ozempic.

GargantuasGoose

Oof, MCD misses on both EPS and revenue

Dire_Times

MCD calls just cuz

CreamyBehemoth

Is MCD in the MAG7? It should be 

illicit_FROG

Consumers were buying cars in panic mode not hamburgers, MCD gonna have a bad time.

Intrepid-Peace-2350

I agree with you boycott MCD. Their food is nothing but straight cancer goo 🐻

AbbreviationsOne7257

Yeah, MCD is a posh place to take your family if you go out, definitely people will cut MCD first

FirstAccGotStolen

Convince me MCD puts are a bad idea. Who is paying $20 for burgers and fries that taste like cardboard? Recession looming, people are gonna cut junk food and eating out from their budgets first. US fatties taking Ozempic gotta have a negative impact on sales as well. What's the bull thesis?

illicit_FROG

MCD is going to hard RED this earnings, and it is still near all time highs

greenpride32

Contact Computershare which is the transfer agent for MCD shares. One of the primary responsibilities of the transfer agent is to keep track of all stock ownership. Imagine in times past before computers were ubiquitous and people held paper stock certificates. If a fire, flood, or theft occurred impacting the certificates, do you think the stock holder loses ownership? No they don't because the transfer agent keeps a ledger.

CosmicCreeperz

Though I am looking at it again, apparently MCD started 1995 a lot lower and jumped. Could be anywhere between like $25-$88. So maybe triple my guess depending…

Spirit-of-investing

You can’t say MCD is cheap food.Not anymore

FrontBusiness4865

I am loaded on MCD puts

QanonQuinoa

Calls on Dominos and MCD. Cheap food is recession proof

Lazy_Sugar892

I still have ptsd from their last earnings. They crushed it but it still dumped so I’m sticking with $SNAP and $HOOD maybe $WEN also if $MCD beats expectations