MCD Ticker Curator

Quick MCD positioning as of Feb 26, 2026:

• Price: $334.34 (+$1.33, 0.40%) at 3:53 p.m. EST; day range 333.11-336.94
• Segments: U.S. (domestic ops),...

Fast-food marketing evolution: McDonald's Egg McMuffin Day deal stays ~$1, but pitch changed in 12 months.

• Last year: Nostalgia for 50th...

Dutch Bros achieved a 7.7% increase in same-store sales over the past year, maintaining strong performance despite tariff changes—a key peer comparison for McDonald's resilience.

McDonald's Q4 2025 delivered global comp sales +5.7% and positive guest counts, driven by value initiatives like McValue and Extra Value Meals.

• US...

• Harbour Trust reduced MCD stake by 0.91%, selling 490 shares to hold 53,454 shares worth $16.3M
• US Bancorp DE sold 19,786 MCD shares per recent...

• Hold rating from 31 analysts: 16 Buy, 13 Hold, 2 Sell
• Avg 12-month target $337.57 (+0.96% upside from $334.38); high $380, low $250
• Targets up...

• Nationwide Launch: Big Arch debuts March 3 as limited-time offer, stacking two quarter-pound patties, three cheese slices, onions, lettuce, pickles,...

Loyalty driving traffic amid inflation:

• MCD: U.S. visits doubled post-join; members up 40% to 210M globally, loyalty sales 25% of total; stock +9%...

Key growth drivers fueling MCD's long-term outlook:

• Beverage platform: Nationwide McCafé rollout spring 2026 after strong tests; $100B global...

Key metrics for income investors:

• Upcoming: $1.86/share, ex-date 3/3/26, payable 3/17/26
• Annual: $7.44/share, 2.23% yield
• Growth: 8.41% annualized (5 yrs), 5 increases
• Payout ratio: 61% of earnings

Headquarters Relocation Controversy

• 🔥 Chicago Mayor Furious Over Move: McDonald's is moving its corporate headquarters out of Chicago and the...

• Move triggers: Rising operational costs, economic pressures, safety concerns, tax environment, and changing conditions
• Mayor furious: Political...

Key contrasts in MCD's Q4 2025 earnings:

• $7.01B revenue at 46.11% operating margins drives beastly cash flows
• $68.27B debt and negative $1.79B...

MCD insider sale alert:

• Jonathan Banner, Executive Vice President & Chief Impact Officer, sold 6,201 shares for $2,066,596 on February 23, 2026
• Matching report: 6,200.66 shares worth $2.06M
• Key for investors monitoring executive transactions.

• JPMorgan hikes PT to $325 from $305, keeps Overweight on growth quality revaluation
• Urges buying shares on pullbacks post-earnings
• Contrasts...

McDonald's achieved a 31.9% net margin on US$26.9b revenue yielding US$8.6b net income over the last 12 months, edging up from 31.7% last year—questioning its premium valuation sustainability.

Key MCD estimates from analysts:

• Earnings: 30 analysts, current EPS 2.76 (history 2.67)
• Revenue: 24 analysts
• Clear upward EPS revisions signal positive trend for investors.