Reddit Posts
Looking to expand my stock picks...are AMZN, PEP and MCD good picks?
The next parabolic play with catalyst coming
Unfound robotics play with a float under 1M shares + no dilution
Alex Van Halen dropping knowledge on $SBUX and $MCD
The Great Dumpster Fire of 2026: $MCD vs $WEN vs $QSR
(soft hands warning) Sold my INTC runners to buy boomer burgers (MCD)
Stay classy Krispy - down 20% on newsless week
Convince me not to long short fast food chains
DD: McDonald's MCD - Burger Joint Is About to Print Money
Saw a 54k purchase of MCD calls last week and yolo’d some contracts today to follow, the McRib trade never fails
20% annual return is the ceiling for any long-term stock return
McDonald's (MCD) had a better return than Amazon(AMZN) over the past 5 years
McDonalds quality is cardboard with shredded paper and a hint of depression
$4 for a McChicken? McInflation got me questioning my portfolio
McDonalds quality has gone down the drain 🧐
NVIDIA Was Cooked in the $DENN — Now It’s Our Turn to Eat
[DD] Wendy’s ($WEN): Why WEN is a potential multi-bagger triple threat in this market
[DD] Wendy’s ($WEN): Why WEN is a potential multi-bagger + triple threat in this market
[DD] The Value Play Cycle Needs Its Third: Why I'm Betting on DNUT
Need your help buying MCD puts upon next earnings
Need your help buying MCD puts upon next earnings
Brazil will respond to Trump’s 50% tariff with ‘reciprocity,’ says da Silva
NYSE brazil exposure in the light of future 50% tariff rate
Big Earnings Alert for today🚨: Apple, Amazon, Eli Lily,..
If you will buy or hold MCD this morning 👇
Why isn’t anyone asking where the 90,000 factories are going to be built?
April 2nd came and went and we now know part of the equation
It's a sign from VisualMod. Call or Puts on MCD?
McDonald's Q3 Earnings Report: A Solid Performance Amid Macro Headwinds
List of publicly traded companies supporting illegal Israeli occupation?
$MCD in 1990, 3 things for 3dollars
Forbes - Walmart Says Ozempic Could Be Impacting Food Sales: ‘Slight Pullback In Overall Basket’
BUY $WMT AND $MCD IF YOU LIKE MONEY & FK WIT RUSSIA
Chipotle $CMG and McDonald $MCD Will Show Consumers’ Appetite for Spending:
Shareholders have started a Campaign to end child labor at McDonald's ($MCD)
Time to go ALL into McDonalds CALLS (MCD) for Grimace. Happy Birthday Grimace
Is McDonalds Stock (MCD) Going to the moon? The Grimace Shake is going viral so revenue prob gonna be up. Happy Birthday Grimace. Grimace <3
The best stocks to buy with $10,000 right now
Mentions
I bought some MCD. A little more than 5 though.
I am once again asking for MCD stock to hold support.
You’re a fucking douche, fuck you, die in a ditch with my MCD calls you son of a bitch. Totally kidding man, 🤣obligatory congratulations and 🖕!!! Well played sir.
MCD leaps have got to be a no brainer… ? MACD and RSI in the mud on the 5Y
oh shit they got to your post already. are they having an early bird offer at their local fast food joint? going all in, over-leveraged on MCD calls!
Eventually they will sell, big players will take profit, I think people will buy then other stocks that are now quite low. For example I have some MCD and Netflix, they are making a bottom, there is no liquifity to push them up neither a good new, but I expect them to go up once tech start to sell. Weeks, months? Idk but I am playing the patience game.
Time to study and not gamble. Long dated calls. Stop trading. Time in the market beats timing the market. And comebacks are possible. I was down 63k. Stopped for a bit, studied, changed my strategy. And now I'm a few dollars on MSFT or MCD from being in the green. And youre 25, this is nothing. It sucks but it's nothing https://preview.redd.it/cxp70liw2b3h1.png?width=1008&format=png&auto=webp&s=d8d0723e917f802e02976aff2e4a06ce441956a8
You are still young and full of human capital. MCD is hiring! https://preview.redd.it/ldr61h7ny83h1.jpeg?width=620&format=pjpg&auto=webp&s=9c26b579e9a83b230015d400a945433d187e1df5
Breaking News: Part of the new deal with Iran, McDonald’s (NYSE:MCD) is announcing the “The 4-Piece Peace Treaty” deal. For a limited time, at participating global locations every single U.S. citizen and all active IRGC members will receive a free 1 (one) 4 piece McNuggets. Trump responded, saying “Make America Dip Again! Go get the nuggets. They really are the best nuggets, nobody's ever seen anything like them, folks. And the stock? Up like you wouldn't believe. The greatest!”
My cat doesn’t fuck with any human food except for McDonald’s french fries. Calls on MCD
NU, WMT, HD, MCD, MSFT with leaps on most of them
i think the only burger spots there are BK, MCD and lotteria. maybe jollibee too. there's popeyes too
I bought 1 month and 6month puts 3 days ago. There was Samsung strike (may have been mostly chip production). High fuel costs in South Asia. Increased freight for foreign products. Weakening US consumer. I think they are going to bomb earnings and maybe even have to guide down. If they don't do that next week, they will on Q2 earnings. CAVA straight up said there was nothing wrong with their customer and everything was fine, but WMT and MCD said it was obvious consumers are struggling. Costco also noted trade downs from consumer.
Depends on what you mean by a "good opportunity". For example, if you're nearing retirement and want a reasonably safe and established blue chip, something like MCD is pretty good since it's down almost 20%, which is quite a decent drop for them. If you're just looking for a huge growth opportunity, then no-one knows.
Which non-tech company will pivot to AI/Quant? I need a 10x bagger. We've had a shoe company. We need something that'll call the top of this bubble Throwing some out there: * MCD/SBUX: Everyone uses Ozempic nowadays * CCL: When inevitably the next virus rolls around
I REALLY want MCD leaps. But can't accept losing money on Mcdonalds.
Is all CA MCD charging 10 cents per bag or just the 1 I'm in?
Bruh. I went to Mcdonalds yesterday. Got a $2.50 McDouble, 2 extra slices of beef, extra onions, extra pickles, and no salt. Used a coupon to get 6 chicken nuggets free with $2 minimum purchase. I was supposed to get 2 dips but they didn't put either in (typical MCD). $2.73 w/ tax. Not sure who pays those full listed prices but just know it ain't me.
Shocked he hasn’t made MCD do a special edition meal
Just applied to $MCD for work. Any tips?
MCD is the inverse of the YTD SPY chart.
So you put 10k and by the time it becomes millions you are already dead and your grandkids are millionaires in an ecnomy where everyone working in MCD is a millionaire already.
So I had to have 10k to invest in MCD in 1965 to be a multimillionaire today Meanwhile 10k is about 106k in today's money.... So I have to have a bunch of money to make a bunch more money
You just know his high-fructose corn syrup ass has MCD at #11
Even back then, most people weren't uninformed about the MCD case. It's undeniable that Liebeck spilled the coffee on herself, which was what the detractors had an issue with. MCD was still being sued for similar incidents decades later. At this point, just regulate the maximum temperature of coffee and be done with it instead of just offering a guideline.
MCD at a 2.5 year low. Feels like a safe bet fr 15/20% gain when at was 40% above current
thats correct. I think my MCD and con ed stock drop every time msft and Nvidia rise.. .and vice versa.. . only reason I can see that mcd has dropped is people have FOMO on the techs
I am not working at McDonald’s and I no longer eat at McDonald’s. Also, I’ve divested from MCD because they are not innovating. I’m not Warren Buffet, but I am the eccentric little old lady living next door in her 1970s ranch, driving a couple 20 year old paid off cars, weeding her perennial garden every day and making casserole for dinner with leftovers for 2 days.
Yeap getting my MCD’s application form today
How does this man not own MCD?
My "risky" stocks like MCD and DLTR are doing fine. My safe stock which I would use to rotate money after the crash is the one crashing. FML come on TLT
Headed to MCD to oil my arteries
MCD is the inverse of the SPY chart YTD
My biggest gain that March was on MCD.
Ban Bet. MCD to $300 by 1st July 2026
I have the strong urge to buy a crapload of MCD and make like 10% over the next 3 months. Even get a little dividend. I fear I am slowing becoming a boomer, i behave more like my father every day.
You must have bought $MCD
I am getting GLP1 and novo nordisk ads everywhere. Now that might mean I’m a fat fuck but it might also mean I should short the fuck out of MCD
TLT, MCD, DLTR, DAX. Mainly all DLTR though
Look at TSCO DG MCD
was hoping to see China to embarrass 🥭 for no taste in food by serving them MCD in state dinner 😆
Nah that’s it bro, taking large position & DCA into MCD, HD and DPZ. Enough is enough
Who bought 3000 MCD 350C 09/18 and why?
BIRD also makes semiconductors now. Heard MCD is going to pivot to semis and ai too.
Don't forget MCD and LMT
is MSFT the new MCD? goes up in a recession because people can't afford a better lifestyle
MCD YTD chart is the inverse of SPY
Damn what happened to MCD DPZ and WING absolute blood bath
$MCD new multi yr lows $DPZ new multi yr lows $CMG near new multi yr lows People have shifted from burgers and pizza to semis
MCD employees and managers have the same thing. Every step and phase of every order is timed, including the lobby orders. What MCD doesn’t do is completely ignore people in the lobby just because the drive through is open. There’s a formulaic way to address the attention split that gets applied by management. At some Wendy’s, I’ve seen people walk out, get in their cars, and go through the drive through. Or just leave. And it’s the same problem after you order. Every burger made goes out the window.
(Edit: part of what I meant by keeping it old school was not using screens above the cashier for menus) No, not at all. The opposite, but they also have more customer volume. At least for MCD. I know Taco Bell also uses kiosks, but I’m not sure how they compare in lobby traffic. With that said, I do sometimes see a cashier with no line at kiosk equipped joints. And I don’t know how much order flow comes from apps. Cashiers have side tasks during low traffic periods, like cleaning or whatever. I’m just saying the cost savings of kiosks is dynamic, not fixed.
MCD AI data centers wen?
Chipotle and MCD can reach ATH if they make chips instead of burgers
I’m sorry but “a McDonald’s (MCD) handing out aggressive new deals to diners” is probably the funniest thing I’ve read all week. Are these aggressive new deals in the room with us?
Keeping it old-school should improve margins, if customer traffic is relatively low. On the rare occasions I eat fast food, there’s usually a cashier in addition to the kiosks anyways. I have noticed that some Wendys excessively prioritize drive through orders to the point that would-be lobby orders just walk out. MCD has a formula for this that franchisees are supposed to follow, IIRC. I’d bet it’s automated into the order display screens in the back, by now.
Yeah, it’s crazy small compared to MCD.
I’m gonna look into call options on MCD Good luck You do you
MCD took it literally when they changed to sandwiches under $3.00 and drilled below 300.
McDonald’s MCD. 52 week lows. I’m super sizing my order.
Lmao they want to replace us with AI. Too bad it's shit. MCD has been desperate for years to replace their labor and they still can't even fully automate making a simple cheeseburger.
Look, all I’m doing is objecting to your point that “do you think MCD is going anywhere” is misleading. Intel didn’t go anywhere but it was a bad investment. MCD has earned a 3.4% return the past 5 years. Ozempic is a big issue for fast food and if it gets fully covered by insurance then it will get even worse. Will McDonald’s disappear? No, will they make you money? Maybe. Does a company existing for a long time means it makes big gains in the market? Absolutely not.
They got lucky with INTC. Administrative changes, government investing and now the Apple deal. INTC is currently cash-flow negative with a negative P/E. The stock is tragically over valued and in my opinion the share price does not reflect anything remotely close to reality. But hey - that’s investing, doesn’t always follow fundamentals or make sense logically. And that’s ok. Please do not compare INTC with MCD they are totally different companies in different sectors with different margins, customer base, moat, financials, business model, integration, etc, etc, etc
A lot of the recent move in MCD makes more sense when you look at the fundamentals + valuation + technicals together rather than in isolation. The business itself is still extremely strong and the stock is what’s weak.” **Fundamentals:** • Operating margin \~46% and net margin \~32% are among the highest in the entire consumer sector • ROIC has been consistently above 17% for years • FCF margin \~27% with \~$7B+ in annual free cash flow • Dividend is well‑covered (payout \~60%) • Comparable sales still growing globally So the *business* is fine. **Where the pressure comes from is elsewhere:** **1. Valuation compression** MCD was trading at 25–30× earnings for a low‑growth defensive name. Even now it’s still around 21–22× forward earnings and \~28× FCF. When growth slows even slightly, the multiple compresses, that alone can explain a 15–20% drop without any change in fundamentals. **2. High leverage + negative equity** Debt/EBITDA is \~3.7× and equity is negative due to years of buybacks. It’s not a crisis, but in a higher‑rate environment, leveraged defensives get discounted more aggressively. **3. Consumer pressure in the US** Lower‑income consumers are pulling back. Management even mentioned this. MCD raised prices a lot from 2021–2023, and some customers are trading down or reducing frequency. **4. GLP‑1 sentiment** Even if the real impact is small today, the narrative weighs on the whole “fast food / sugary drinks” bucket. **5. Technical breakdown** The stock is well below its 50‑day and 200‑day SMAs, down \~19% from its highs. It broke a long consolidation range around $300–315, and until it reclaims the 200‑day, momentum stays bearish. So the drop isn’t irrational, it’s a repricing of a high‑quality business that was priced for perfection in a tougher macro backdrop. The fundamentals are still excellent, but the stock needs to find a technical bottom. Not financial advice, just the framework I use to understand the move.
Oh yah brother. I loaded up today, and will buy another chunk it falls below $270. I mean look around, do you think MCD is going anywhere? Give it time.
Regarding NVDA - same issue with that one as AAPL. Exchange Funds aren't usually taking more of it, so you've got limited options for hedging. Options like a protective put are more like a "hedge" than a "bet," and it's not necessarily even something the client would want to execute even if the stock hits the strike price. The way people trade options speculatively these days is...interesting. There are other tax-related reasons that buying protective puts can help. There's also tax-lot approaches that slowly chip away at the position over time. Some people buy into a direct indexing strategy (i.e. buy all the shares that would be in a VOO, for example) over time. Some people write covered calls against their large stock for income kind of like a second dividend, but, this wouldn't necessarily make sense on a growth tilt like NVDA or AAPL and would be more likely to be used on a more stable but somewhat limited growth potential like MCD or VZ. Concentrated stock risk is largely viewed as a problem by financial planners. Folks who are used to executive comp structure are less than common among advisors overall.
If MCD keeps dropping I’ll be raising something else out the back Wendy’s soon
I have quite a bit of tech exposure tbh. have some alphabet bought around tariff times may 2025 when everything was cheap and some way back To be honest I missed the Jan- March fall there in GOOG AMZN had a drop just before earnings - like what McDonald’s is doing now early February. The drop there was fear over massive AI capex essentially, I was watching and buying it tbh I thought MCD might do the same Only realising now (from comments on this and other subs) how severe gas price rises in USA have been - according to Google it’s up 60/65%??? Is that really accurate? If so makes lot of sense the squeeze on finances in USA - which is 40% MCD revenue Fuel hasn’t risen like that in eu/uk - we’ve had maybe a 20% rise Jan to peak early April - and has fallen again to be around 10% up
All the fat people who usually invest in MCD are selling to buy AI and Quantum stocks 😉
Bcuz capex isn’t slowing down, AI continues while MCD report shows consumer spending slow down
I'm waiting to see MCD cut in half with a 5% dividend, then im buying. Along with Buffett.
MCD down almost 18% since start of Iran tug-n-tickle…🚀
SNDK is bigger than MCD now bro just put the fries in the bag
At some point in your adult life I thought your hands stop growing but every time I go to MCD and pull my burger out of the bag my hands look so much bigger than last time.
Are they owned by MCD and they force franchisees to use them? Because otherwise I don't see why they wouldn't have switched, disregarding the repairs that franchises pay, it must also hurt sales.
*Take a look at the WEN chart. They're no MCD. They're closing stores fast, If Nelson Peltz or some other vulture doesn't swoop in for them soon they're gonna go tits up.*
Maybe MCD is hammered because the food is trash.
If you bought MCD end of 2021 you'd only be up about 6%. Hard to believe
guys i ordered a mcdonalds quarter pounder and the beef literally smelled like a las vegas escort's breath. i asked them to remake it but it smelled like that again. MCD cheaping out on its supplies? Puts?
I sold 5 MCD 290 and 10 295 5MAY calls before close. Pray for me.
I swear to God, if MCD dumps, I'm buying.
MCD is still a profitable business right?
Calls on NOW, MCD, and SOUN
MCD really went from $1 menu for so long to Under $3 Meal inflation is wild
MCD puts because we’re all rich now
MCD puts because we’re all rich now
Thought on MCD. I’m leaning more into puts
Adding MCD McDonald’s down here
How about MCD earnings Golden Arches or dumpster diving?
# my port, sorted by largest holding to smallest: LVMH, MSFT, META, MCD, RACE # WHY ME?????
SNDK bigger than the good ol’ MCD’s (big arch!)
MCD 300$ calls for a small bounce? Seems oversold
MCD can use ebt card, so they’re fine I suppose. Also hard to find anywhere cheaper than MCD if you don’t cook. I do cook myself. But I drive around seeing MCD so packed in drive through