MCD

McDonald's Corp

Consumer


Presented:04/15/2015
Price:$95.63
Cap:$91.70B
Current Price:$313.34
Cap:$224.77B

Presented

Date04/15/2015
Price$95.63
Market Cap$91.70B
Ent Value$104.64B
P/E Ratio19.8x
Book Value$13.35
Div Yield3.56%
Shares O/S0.00M
Ave Daily Vol7,500,000
Short Int1.70%

Current

Price$313.34
Market Cap$224.77B
McDonald's Corporation operates and franchises McDonald's restaurants in the United States, Europe, the Asia/Pacific, the Middle East, Africa, Canada, and Latin America. The company's restaurants offer various food products, soft drinks, coffee, and other beverages. As of December 31, 2014, it operated 36,258 restaurants, including 29,544 franchised restaurants comprising 20,774 franchised to conventional franchisees, 5,228 licensed to developmental licensees, and 3,542 licensed to foreign affiliates; and 6,714 company-operated restaurants. The company was founded in 1940 and is based in Oak Brook, Illinois.

Publicly traded companies mentioned herein: McDonald’s Corporation (MCD), Wendy’s Co (WEN), Restaurant Brands International Inc (QSR)

Highlights

McDonald’s Corp (MCD) is trading at a substantial discount to the peer group due to a variety of issues the presenter views as rectifiable, including: ~7,000 unprofitable company owned stores, bloated SG&A, menu issues, and negative comps. The presenter is long the stock, and believes new CEO Steve Easterbrook may be capable of executing a turnaround that can send shares up to $150 “even if comps don’t stabilize”. He outlined his bullish view as follows:

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Idea Discussion

Commentor 1 - 2 weeks ago

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