McDonald’s Corporation


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SKU: MCD Category:


Fast food titan, McDonald’s delivered a solid set of results for the second quarter surpassing Wall Street expectations and is poised for a strong year ahead. The company saw its global comparable sales grow by a staggering 40% and around 7% on a two-year basis which is truly exceptional. It has had a particularly remarkable performance in its international operated market segment where its comparable sales were up 75%, or nearly 3% on a two-year basis. The management has focused on drive-thru, delivery & take-aways in order to drive the comparable sales growth. It is continuing its series of experiments and new launches in international markets especially vegan products in the European markets and of course, the McPlant in the U.K. and Ireland, a plant-based sandwich made in partnership with Beyond Meat. It is this constant menu innovation that has resulted in the company being a formidable force in the quick service restaurants industry. McDonald’s operating margins improved significantly in the second quarter in the IOM segment, as sales have recovered to pre-pandemic levels. Its launch of the MyMcDonald’s Rewards loyalty program in the U.S. could also become a major growth driver. We are optimistic about McDonald’s and maintain our ‘Outperform’ rating on the stock with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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