Tag
mcd
2 articles
McDonald's GLP-1 Data: 84% Retention Kills the Bear Case
McDonald's internal research shows households with GLP-1 users remain loyal customers, directly contradicting investor fears of demand destruction from weight-loss drugs

McDonald's Franchisee Crisis Deepens: MCD Stock Faces Structural Headwinds
U.S. comparable sales of just 0.8 percent lag inflation as 95 percent of franchisees report declining profitability, forcing McDonald's to commit $5 billion in relief through 2030.