MCD McDonald's Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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20:00
Aug 31
Aug 31
McDonald's is launching a highly anticipated SpongeBob x One Piece collaboration. Anime and pop-culture collaborations historically drive massive foot traffic and viral social media marketing. Buy short-term calls to play the consumer hype and potential earnings beat from the promotion. The promotion may not move the needle enough for a mega-cap stock like MCD.
LOW
02:47
Aug 29
Aug 29
The author simply replies with the ticker MCD to a parent post about buying exceptional.
The author simply replies with the ticker MCD to a parent post about buying exceptional companies below their 200-week moving average, without stating any position or forward-looking view.
LOW
20:47
Aug 28
Aug 28
Value-seeking consumers benefit Walmart and McDonald's
Scarlet Fu states that consumers are feeling lousy about affordability and are seeking value, and Walmart and McDonald's have benefited from that trade-down and value-seeking consumer behavior.
LOW
13:17
Aug 28
Aug 28
MCD cheap at 20x with franchise cash flow
Buy MCD as an American staple trading at 20x NTM with franchise-model cash flow and a strong income statement; the speaker rejects GLP-1/health bear cases as unsupported by fundamentals.
HIGH
10:50
Aug 25
Aug 25
Author contrasts McDonald's potential bottoming with Burger King's strong turnaround.
Author contrasts McDonald's potential bottoming with Burger King's strong turnaround and breakout potential, explicitly calling QSR a breakout candidate while only noting MCD may find a low soon.
LOW
22:08
Aug 24
Aug 24
Buy negative beta stocks for diversification.
Negative beta stocks such as McDonald's and PepsiCo are attractive because they correlate inversely to the S&P, can provide index-like returns, and diversify portfolios where everything looks like the AI trade; index hedges have often lost money and been abandoned.
HIGH
16:09
Aug 24
Aug 24
The author jokingly credits Pepsi and McDonald's for supporting their portfolio.
The author jokingly credits Pepsi and McDonald's for supporting their portfolio, but the tone is sarcastic and lacks a clear directional position.
LOW
15:27
Aug 24
Aug 24
The author states they hold PepsiCo and McDonald's as defensive staples in response.
The author states they hold PepsiCo and McDonald's as defensive staples in response to a diversification critique, but provides no forward-looking trade thesis.
LOW
20:00
Aug 23
Aug 23
Users are heavily complaining about McDonald's pricing, noting meals cost $14 and rival sit-down restaurants. Extreme consumer pushback on fast-food pricing indicates potential demand destruction and lower future earnings. Avoid MCD as inflation-weary consumers rotate away from overpriced fast food. MCD could introduce aggressive value menus to win back lower-income consumers.
LOW
22:25
Aug 22
Aug 22
Add MCD/PEP as defensive staples.
Accumulate MCD and PEP as defensive consumer staples; the GFC comparison cites MCD rising 20% while SPY fell.
MED
20:00
Aug 21
Aug 21
A standard McDonald's meal in Canada is now costing upwards of $31 CAD. Extreme price hikes are reaching a breaking point where consumers will simply refuse to buy ("ya that ain't gona fly yo"). Short MCD on the basis of demand destruction due to unsustainable menu inflation. Fast food demand is historically inelastic, and international pricing may not reflect US revenues.
LOW
00:19
Aug 20
Aug 20
MCD lost value focus, prefers Burger King.
Criticizes MCD for losing its value positioning, calls it a defensive slower grower, and prefers Burger King’s turnaround.
MED
15:38
Aug 18
Aug 18
Buying as defensive cash-like portfolio redeployment
Author is buying the stock as a defensive, cash-like redeployment after trimming other positions into a recent run-up.
MED
15:15
Aug 18
Aug 18
Author discloses profitable existing MCD position
Author discloses a profitable existing long position in MCD.
MED
12:40
Aug 17
Aug 17
Burger King sales beat McDonald's; Wendy's declines
Quotes WSJ same-store sales results: Burger King +8.5%, Wendy's -7%, and Burger King beat McDonald's; no directional view from speaker.
LOW
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
23:11
Aug 13
Aug 13
McDonald's at 200-week MA discount buy
Buy McDonald's at its 200-weekly moving average, a long-term support level the author frames as a discounted entry into a blue-chip consumer franchise.
MED
18:49
Aug 12
Aug 12
The author avoids McDonald's without stating a position or directional view.
The author avoids McDonald's without stating a position or directional view, so it is indexed as watch.
LOW
23:57
Aug 11
Aug 11
McDonald's is a cheap but unproven turnaround.
McDonald's has become a 'show me' story due to poor execution and weak US comps, though its cheaper valuation of 21 times earnings makes it somewhat defensible.
MED
21:10
Aug 11
Aug 11
McDonald's missed US sales growth expectations in the second quarter due to an execution issue.
McDonald's missed US sales growth expectations in the second quarter due to an execution issue after reducing app discounts and focusing on a $3 value menu.
20:00
Aug 07
Aug 07
McDonald's is facing headwinds from GLP-1 drugs, high prices matching premium restaurants, and high interest rates. These combined macroeconomic and consumer behavior shifts erode MCD's core value proposition and real estate model. The stock is likely to remain suppressed as it loses its competitive edge in the current regime. Inflation cools down or MCD successfully pivots back to a strong value menu.
LOW
13:25
Aug 07
Aug 07
Walmart and McDonald's are among consumer companies that have publicly highlighted everyday.
Walmart and McDonald's are among consumer companies that have publicly highlighted everyday operational challenges affecting their businesses.
12:00
Aug 06
Aug 06
The licensed McCafe K-Cup business with McDonald's is growing, expanding market share in the single-serve coffee pod category through strong commercial execution.
HIGH
01:40
Aug 05
Aug 05
Reports new U.S. boss to improve service
Reports appointment of a new U.S. boss aimed at improving service and food, no directional view.
LOW
15:48
Aug 04
Aug 04
McDonald's CEO reports improved base pricing and value scores but admits the McValue 2.0.
McDonald's CEO reports improved base pricing and value scores but admits the McValue 2.0 eat-out menu underperformed, causing a quarter miss.
14:40
Aug 04
Aug 04
McDonald's reports slowing growth for a second consecutive quarter according to the company's.
McDonald's reports slowing growth for a second consecutive quarter according to the company's latest earnings release.
12:33
Aug 04
Aug 04
Earnings show pressure on lower-income consumers.
Observes earnings highlight economic divergence, showing pressure on lower-income consumers.
LOW
11:13
Aug 04
Aug 04
McDonald's Q2 2026 earnings beat adjusted EPS estimates but missed revenue and same-store sales.
McDonald's Q2 2026 earnings beat adjusted EPS estimates but missed revenue and same-store sales expectations across all regions.
11:08
Aug 04
Aug 04
McDonald's reports mixed Q2 results with adjusted EPS beating estimates while revenue.
McDonald's reports mixed Q2 results with adjusted EPS beating estimates while revenue and comparable sales slightly missed consensus expectations.
11:01
Aug 04
Aug 04
McDonald's second quarter earnings missed estimates on both EPS and revenue while comparable.
McDonald's second quarter earnings missed estimates on both EPS and revenue while comparable sales growth slowed, signaling weaker US consumer demand.
About MCD Analyst Coverage
Buzzberg tracks MCD (McDonald's Corporation) across 33 sources. 26 bullish vs 4 bearish calls from 50 analysts. Sentiment: predominantly bullish (25%). 88 total trade ideas tracked. Past 7 days: 3 bullish, 1 watch. Latest voices: r/wallstreetbets community, accounting_ds, Scarlet Fu.