MC MCD McDonald's Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Beef supply chain disruptions (packer cutbacks, Mexican cattle import halt, Brazilian tariffs) are causing a spike in costs; Darden sees only 25% coverage and expects demand destruction at retail, suggesting current prices are unsustainable. — If beef costs retreat as demand falls, major burger chains (MCD, WEN) could see margin relief; if costs persist, pricing pressure intensifies across the industry.