Michael Halen

Senior Restaurant Analyst, Bloomberg Intelligence
@mikehalen · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
MCD long -15.7%
Most Mentioned
MCD ×1
Recent Calls
MCD long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -15.7% Long Return -15.7% Short Return -
Average Return
7d +0.5%
30d -0.3%
90d -16.1%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MCD McDonald... McDonald's Corporation
Long
Feb 13
$327.58
-15.7%
McDonald's is "killing it" on marketing and has re-established itself as the value player in the US, avoiding the headwinds hitting peers like QSR (Burger King/Tim Hortons). In a consumer environment focused on value, MCD's scale allows it to win market share through aggressive pricing ($5 meal deals) and marketing execution (Grinch meal), while competitors struggle with deceleration. LONG MCD as the winner in the fast-food value wars. Broader consumer spending slowdown impacting all dining out.
McDonald's is "killing it" on marketing and has re-established itself as the value player in the US, avoiding the headwinds hitting peers like QSR (Burger King/Tim Hortons). In a consumer environment focused on value, MCD's scale allows it to win market share through aggressive pricing ($5 meal deals) and marketing execution (Grinch meal), while competitors struggle with deceleration. LONG MCD as the winner in the fast-food value wars. Broader consumer spending slowdown impacting all dining out.
Consumer
YOUTUBE
Showing 1 of 1 picks ยท sorted by mentions