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Your McDonald's Stock Thesis Has One Loose End
Trefis3h agoneutral
Your McDonald's Stock Thesis Has One Loose End

McDonald's (MCD) has a pricing problem in the United States, its second-largest business. Its value menu of 10 items for under $3 each has not delivered what management expected. The shares lost 19.3% over the past year (as of September 23, 2026), while the S&P 500 returned 13%. The fix is not settled, because it depends on franchisees charging the prices McDonald's recommends.

One Reason McDonald's Stock Looks Better Than Its Price
Trefis3h agoneutral
One Reason McDonald's Stock Looks Better Than Its Price

New restaurants give McDonald's (MCD) more growth than its weak U.S. results suggest. Value meals and slow visits are part of the story, but not all of it. McDonald's shares fell 4.8% on September 23, the day the company laid out a new plan at its Investor Day. The price appears to reflect the U.S. troubles and the plan's cost. So how much are the new restaurants actually adding.

People Can’t Afford McDonald’s
24/7 Wall St.9h agoneutral
People Can’t Afford McDonald’s

McDonald's is betting a menu overhaul can win back customers who are quietly disappearing, but forces far beyond the golden arches may already be deciding the outcome.

Why McDonald's stance on GLP-1s completely misses the mark
Yahoo Finance Video10h agobearishVIDEO
Why McDonald's stance on GLP-1s completely misses the mark

Yahoo Finance Executive Editor and Host of Sozzi Unleashed, Brian Sozzi, shares his unfiltered take on McDonald’s (MCD) comments about GLP-1 drugs at the company’s investor day. Sozzi examines McDonald’s strategy around the growing popularity of weight-loss medications and explains why he believes the company’s stance on the potential impact of GLP-1s on its business misses the bigger picture.