How Schwab Network’s view on $MCD changed

Channel profile →This channel has 17 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, Bird (analyst firm), CEO, Citigroup, Citizens, Goldman Sachs, JP Morgan Chase, JPMorgan, Jefferies, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal, Wells Fargo2 entries

2026-09-24Bearish

“The Big 3: MCD, COF, PG”

MCD faces technical and fundamental weakness from slowing sales and low-income consumer pullback; speaker holds a bearish view on the stock.

We have McDonald's, which is suffering from a decline in consumer demand for restaurants. There is a lot of competition in this field. They now have their strategy for the next ten years, which did not receive a good reception yesterday, but they are rising today in the wake of Investor Day.

Watch the source01:19

2026-09-24Bearish

“New MCD Strategy Leaves Investors Hungry for More, Stock Falls to 4-Year Low”

MCD investors reacted negatively to the 'McDonald's Next' plan details due to high capex burdens on franchisees, causing a significant stock decline.

McDonald's shares rose today after facing a tough day yesterday following its first investor day in nearly 3 years. It seems that despite setting strategic plans and financial targets, investors were not very impressed by their statements , especially regarding the macroeconomic outlook and the huge amount of money they would have to spend on franchises.

Watch the source00:11