Street View: McDonald's an 'umbrella' for ongoing consumer storm clouds

ReutersMay 2, 2025 12:50 PM

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McDonald's MCD.N posted surprise drop in first-quarter global comparable sales on Thursday, as demand from cash-strapped diners in U.S. and Europe faltered on uncertainty sparked by chaotic tariffs

Median PT of 39 brokerages covering stock is $340 - LSEG data

NOT IMMUNE TO MACRO, BUT WITH ENOUGH CATALYSTS

Bernstein ("market perform," PT: $300) says McDonald's is well-run company that manages market uncertainties to their best, but is 'not' immune from slowdown in consumer environment

Morgan Stanley ("overweight," PT: $329) thinks MCD has better control than most over other pieces of puzzle, including costs and unit growth, which were generally solid in 1Q

Citigroup ("buy," PT: $364) says increase in velocity of new product news along with prolonged value messaging must win back guests who have flipped to burgers at home/competitors

J.P.Morgan ("overweight," PT: $305) says MCD is largely fairly priced but remains relative safe haven in uncertain market

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