$MCD

MCD

McDonald's Corporation

本窗口内的全部观点与内容

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09-30
The Acquirers Podcast发布 2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
$MCD看涨
MCD估值便宜、正在复苏,股息率为3-3.5%,并因低资本餐厅收购而具备积极催化剂。

麦当劳也是一家估值便宜的公司,最近股价见底,目前正处于复苏的早期阶段,这也是我们略微更青睐快餐连锁店的原因。它的估值也略便宜一些。在等待期间,你能获得3%或3.5%的回报,甚至可能略高一些。

他们还收购了大量低资本投入的餐厅,但其中一个加盟商遇到了问题。他们收购了Carol's的餐厅,大约有一千家门店,未来两年这些门店的加盟权将陆续续约,届时它们都会变成低资本投入依赖型。所以,这个故事有很多值得看好的地方。

McDonald's, which is also a cheap company, recently closed and is now in the early stages of recovery, which is why we prefer fast-food restaurants a little. It's also slightly cheaper.

You will receive a return of 3%, or 3.5%, and possibly a little more during the waiting period. They also bought a large number of low-capital restaurants, but one of the franchisees encountered a problem.

They bought Carol's restaurants. There were about a thousand branches, and over the next two years, the franchise for these branches will be renewed , and they will all become low-capital dependent. So , there is a lot to like about this story.

09-29
Parkev Tatevosian, CFA发布 2026-09-29
《Forever Stocks: 4 Undervalued Dividend Stocks Investors Can Buy Now and Hold Forever》
$MCD看涨
MCD 被低估,12-18 个月内存在超过 26% 的上行空间;尽管近期自由现金流下滑且面临健康趋势风险,AI 创新仍支撑长期逻辑。

我们直接从麦当劳开始,这是我首先要重点介绍的第一只派息股票。麦当劳对我来说无疑是最令我乐观的派息股票。我对麦当劳乐观的主要原因是创新。我相信,在未来三年、五年和十年里,这家公司将受益于创新方面的重大进展。推动这一创新的主要动力将是人工智能。

Let's start directly with McDonald's as the first dividend-paying stock I will highlight. McDonald's is undoubtedly the most optimistic dividend stock for me. The main reason for my optimism about McDonald's is innovation.

I believe this company will benefit from significant progress in innovation over the next three, five, and ten years. The primary driver of this innovation will be artificial intelligence.

更早的记录
09-28
Everything Money发布 2026-09-28
《I Can’t Believe How Cheap These Mega Cap Stocks Are Right Now (Near a 52 week low)》
$MCD未站边
MCD拥有强劲的质量指标(高ROIC、品牌),但面临高负债和低增长的挑战;当前估值意味着约8.5%的中等回报,限制了上行吸引力。

麦当劳股价已较其最高水平下跌超过27%。我们先从最著名的麦当劳说起,来看一下这个。它目前接近52周以来的最低水平,较峰值下跌27%,尽管业务仍在增长。

McDonald's stock has fallen by more than 27 % from its highest levels. Let's start with the most famous, McDonald's, and take a look at this. It is near its lowest level in 52 weeks, down 27% from its peak, although business is still growing.

其去年销售额达到277亿美元,增长超过6%,并实现了近90亿美元的利润。真正的原因是市场对过度劳累的美国消费者的担忧。

Its sales last year reached $27.7 billion , an increase of more than 6%, and it achieved profits of nearly $9 billion. Well, the real reason is the market's fear of the overworked American consumer.

09-24
Schwab Network发布 2026-09-24
《The Big 3: MCD, COF, PG》
$MCD看跌
MCD 因销售放缓及低收入消费者收缩而面临技术面与基本面双重疲软,对该股持看空观点。

我们有麦当劳,它正因餐厅消费者需求下滑而受困。这个领域竞争非常激烈。他们现在拿出了未来十年的战略,昨天这一战略反响不佳,但今天在投资者日的带动下股价正在上涨。

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.

他说在等
美国同店销售增长
持续低于预期或继续放缓
下一份财报财报
若增长未能加速,则削弱看涨逻辑并支持看跌论点
更早的记录
Schwab Network发布 2026-09-24
《New MCD Strategy Leaves Investors Hungry for More, Stock Falls to 4-Year Low》
$MCD看跌
由于「McDonald's Next」计划给加盟商带来高额资本开支负担,MCD 投资者对该计划细节反应负面,导致股价大幅下跌。

麦当劳股价今天上涨,而昨天在近三年来首次投资者日之后经历了一个艰难的日子。尽管他们制定了战略计划和财务目标,但投资者似乎对他们的表态并不十分买账,尤其是在宏观经济前景以及他们不得不在加盟业务上投入巨额资金这两方面。

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.

Dividend Data发布 2026-09-24
《5 Dividend Stocks at 52 Week Lows. Here's My Take.》
$MCD未站边
对于长期股息投资者而言,MCD因低市盈率和高股息率而被低估,但鉴于增长放缓,并不适合追求跑赢市场。

但首先,我想从 McDonald's 说起。其股价下跌了 4.81%,过去一年累计下跌了 21%。除去昨天的盘中波动,该股目前处于 52 周低点。

But to begin with, I want to start with McDonald's. Their stock is down 4.81% and has lost 21% in the past year. Excluding yesterday's intraday fluctuations , the stock is now at a 52-week low.

而如果看 5 年,McDonald's 股价在过去 5 年下跌了 3%。那么,近期的这轮下跌是买入机会吗?我们来研究一下这个问题。

And if we look at 5 years, McDonald's stock has fallen 3% in the last 5 years. So, is this recent price drop a buying opportunity? Let's look into this matter.

Verified Investing发布 2026-09-24
《Yields Ripping, Markets Panic But Bull Technical Signals Say Upside, Gold, Bitcoin》
$MCD看涨
因极度悲观情绪与超卖状况,在主要技术支撑位买入MCD;若出现任何利好消息,预计将迎来反弹。

现在,有一个名字与人工智能的故事几乎毫无关系,至少目前还没有,那就是麦当劳。麦当劳已经被打压得很惨。基本上,他们正在尝试,他们已经看到自己在快餐市场的份额下滑,正试图做出重大改变。

改变会带来许多成本,这也等于承认利润不会达到他们原本期望的水平。但在这条消息之前,该股已处于严重的超卖状态,而昨天的消息使其下跌了5%。我们实际上已经触及一个重要的技术位。

Now, there is one name that has very little to do with the story of artificial intelligence, at least not yet, and that is "McDonald's". Now , McDonald's has been crushed . Basically, they're trying, you know, they've seen their share of the fast-food market decline, and they're trying to make big changes.

With changes come many costs, and it is also an admission that profits will not be as they had hoped. But the stock was in a major oversold condition before this news, which yesterday reduced it by 5%.

We have actually reached a major technical level.

更早的记录
09-23
Financial Education发布 2026-09-23
《Legendary Stock Just entered BUY territory‼️》
$MCD未站边
MCD 是优质的长期持有标的,但短期面临通胀带来的利润率压力;当前估值指标尚不明确,因此不建议立即买入。

这个箭头是什么?麦当劳。麦当劳。天哪,没错。如你所知,这不是我们频道经常谈论的股票,但你知道我们今天为什么谈论它吗?该股自3月以来已暴跌超过30%。那么,这段时间有多长?大约6个月?

该股已下跌超过30%。对于麦当劳这样的股票来说,这是一次巨大的崩盘。

What is this arrow? McDonald's. McDonald's. Oh my God, yes. As you know, this is n't a stock we talk about much on the channel, but do you know why we're talking about it today?

The stock has plummeted by more than 30% since March. So, how long is that period? About 6 months? The stock has fallen by more than 30%. This is a huge crash for a stock like McDonald's.

他说在等
利润率和同店销售额
因无法转嫁成本而导致利润率或销售额下滑
未来六到十二个月财报
若利润率进一步压缩,则削弱看涨逻辑;若在通胀下仍能企稳,则支撑看涨逻辑
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