On Aug. 4, McDonald's (NYSE: MCD) reported that U.S. same-store sales growth slowed to just 0.8% as "business slowed significantly" in the second quarter. CEO Chris Kempczinski pinned the shortfall on the company's own execution, and U.S. chief Joe Erlinger was replaced the same day in what the company called a "planned transition."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
For a brand built on consistency, the results since last year have been anything but. That's when traffic patterns within the restaurant industry began to change as diners became more value-conscious.
At roughly 20.5 times forward earnings, the stock trades below its five-year average, pricing in modest earnings growth from here. So, is this an opportunity now for investors?
McDonald's spent years raising prices to offset inflation. By last fall, Kempczinski acknowledged that lower-income diners had been pulling back for a couple of years. The company responded by relaunching Extra Value Meals, which drove a recovery, with U.S. same-store sales growing 3.9% in the first quarter of 2026. In April, management expanded the value platform with a new under-$3 menu and a $4 breakfast meal deal.
#same #NVIDIA #company #kempczinski
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
For a brand built on consistency, the results since last year have been anything but. That's when traffic patterns within the restaurant industry began to change as diners became more value-conscious.
At roughly 20.5 times forward earnings, the stock trades below its five-year average, pricing in modest earnings growth from here. So, is this an opportunity now for investors?
McDonald's spent years raising prices to offset inflation. By last fall, Kempczinski acknowledged that lower-income diners had been pulling back for a couple of years. The company responded by relaunching Extra Value Meals, which drove a recovery, with U.S. same-store sales growing 3.9% in the first quarter of 2026. In April, management expanded the value platform with a new under-$3 menu and a $4 breakfast meal deal.
#same #NVIDIA #company #kempczinski
22 days ago
