Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working against it could make the cure worse than the disease.

In recent months, McDonald’s has rolled out a series of U.S.-focused initiatives, including a Shell fuel-discount partnership for MyMcDonald’s Rewards members, new beverage offerings such as the Red Bull dragonberry energizer, and limited-time Hello Kitty & Friends x Godzilla Happy Meals, while also appointing Skye Anderson as President of McDonald’s USA. Taken together, these moves highlight McDonald’s emphasis on using loyalty, menu innovation, and leadership continuity to revive domestic...

Despite the conservative push to end diversity, equity, and inclusion (DEI) initiatives in corporate America, new research shows that companies that did not heed the “go woke, go broke” warning...

One restaurant chain is trading at a sky-high valuation while another has shed double digits this year, and the market's verdict defies everything a shaky consumer economy would predict about which business wins.

The reason for the pullback makes enough superficial sense. It's just not a permanent problem.

McDonald's U.S. value reset targets stronger traffic through sharper pricing, digital offers and better franchise execution.

CMG's 7,000-unit growth plan rests on disciplined openings, resilient new-store returns and efficiency gains that support store economics.

SALINAS, California, Aug 20 (Reuters) - Taylor Farms, the produce supplier at the center of the massive U.S. cyclosporiasis outbreak, changed the way that America eats after launching branded,

McDonald's, Starbucks and Yum! Brands are included in this Analyst Blog.

A new beverage platform running at or above plan in each market it has entered offers McDonald's stock its clearest evidenced path up from a base left by a year of underperformance.

Nelson Peltz is circling Wendy's with a take-private consortium even as the burger chain logs its sixth straight quarter of falling sales and shutters hundreds of restaurants. Whether deal fever or a genuine turnaround is driving this stock surge is the question every investor needs to answer before acting.

MCD's U.S. traffic weakness and execution issues weigh on the stock, but international growth, beverages and a recovery plan offer upside.

Can SBUX sustain its FY26 earnings momentum as strong comps, higher traffic and cost savings support further margin growth?

These stocks can be safe-haven investments to hide out in amid market turmoil.

Here’s what you have to do to claim the discount and how much you can save.

McDonald’s Corporation (NYSE:MCD) is just one dividend increase away from becoming a Dividend King. The company has raised its dividend for 49 straight years, and another increase in 2026 would take that record to 50 years. That is an impressive achievement, but the more important question for investors is whether McDonald’s can keep growing its dividend […]

Burgers are cheap, fast, and can cover the macros. What more could food delivery fiends want?

McDonald's (NYSE:MCD) has appointed Skye Anderson as President, McDonald's USA, as part of a planned leadership transition in its largest market. The company signals an emphasis on continuity in the U.S. business, with Anderson bringing experience across multiple segments of McDonald's global operations. Investors are watching how Anderson's leadership approach aligns with or adjusts McDonald's NEXT strategy in the United States. McDonald's is only one company exposed to this theme of...

MCD's lower valuation offers appeal, but weak U.S. traffic, value execution issues and cost pressure make patience key.

MCD's earnings beat highlights franchised strength, but weak U.S. traffic and margins keep investors focused on execution.

Uber is teaming with Zipline to bring drone delivery to millions via Uber Eats, targeting 1 million daily deliveries by 2029.

These companies have fairly stable businesses with minimal long-term risk, and their stocks pay above-average dividends.

A new app makes it easier for McDonald’s employees to get to their jobs.

After years of price hikes to offset inflation, McDonald's is now struggling to move traffic in the right direction.

While the market chases momentum trades and AI multiples, a small group of blue-chip dividend compounders has quietly raised its payouts for generations and continues doing so in 2026. These five names carry the streaks, the cash flow, and the brand moats to keep rewarding patient investors well into next year.

A new promotion gives the QSR chain’s loyalty members discounts at Shell-branded gas stations through mid-September.

The US fast food market isn't for the faint-hearted. The cost of beef and running stores is rising, and an ever-increasing number of burger chains...

A new menu strategy could unlock valuable afternoon traffic

Anduril billionaire co-founder and mullet-wearing Palmer Luckey fired back at his onetime neighbor, Yum! Brands CEO Greg Creed.

McDonald's has shed nearly 15% from its recent peak while a bold analyst just raised his target to levels most of Wall Street won't touch, and the question isn't whether the fundamentals support a recovery but whether the U.S. execution failure runs deeper than one bad quarter.

The burger’s overhaul, overseen by a corporate chef who had already worked magic at Popeyes, is helping propel a comeback.

McDonald's stock has delivered a 28.3% gain over the past five years, yet the valuation picture today is more nuanced. A Discounted Cash Flow (DCF) estimate points to a price that is roughly in line with its intrinsic value, while market multiples still screen the shares as modestly undervalued. Over five years, McDonald's has returned 28.3%, which suggests the stock has already rewarded patient holders even though the past year has been weaker. Recent news around slower U.S. same store...

Can Wendy's even survive?

“We’re seeing negative cash flows in the lower-income brackets where they’re dipping into savings.”

Some companies have handed investors a bigger paycheck every single year for more than six decades, surviving every recession and rate shock along the way. Five of them look particularly compelling right now, and one trades at a price not seen in over a year.

During the August 11 episode of CNBC’s Mad Money, host Jim Cramer discussed McDonald’s Corporation’s (NYSE:MCD) recent earnings report and said: Last week, we heard from both McDonald’s and Restaurant Brands International, the parent of Burger King… McDonald’s kicked things off last Tuesday morning, delivering a fairly tepid set of numbers. Their global same-store sales […]

The best stocks to give your grandchildren have certain qualities in common. Here, we let you know what those are.

It's a war of words in the fast food space.

Part of the company's growth strategy is to add interesting menu items while simplifying operations.

If Wendy's offers a $5 value meal that includes a sandwich, chicken nuggets, fries, and a soda, Burger King and McDonald's run the risk of losing value-based customers, even if those people prefer eating at the other two chains. Cash-strapped consumers are cutting back on spending, and that has ...

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

Arcos Dorados Holdings Inc. (NYSE:ARCO) shares climbed 7% after the Latin American McDonald’s franchisee delivered second-quarter earnings and revenue above Wall Street forecasts.

From a sidelined breakfast menu to a fizzling marketing strategy, Wendy’s’ downward trajectory has cost the chain its No. 2 spot in the burger market.

McDonald’s second quarter results landed in line with Wall Street’s revenue expectations, with earnings slightly above consensus. Management attributed the quarter’s muted U.S. performance to inconsistent execution of value menus and operational complexity at the restaurant level. CEO Chris Kempczinski stated, “We simply didn’t execute at the level we needed to in the second quarter,” highlighting that U.S. restaurant teams struggled with too many simultaneous deployments and underwhelming marke

Recent price target moves for McDonald's span from the high US$280s to the mid US$300s, reflecting a wide range of views on where the stock should trade. Analysts lifting targets toward the mid US$300s point to potential upside from U.S. same store sales catalysts, while those trimming targets into the high US$280s to low US$300s flag softer U.S. execution, mixed quarters, and questions around the new McDonald's NEXT strategy. As you read on, you will see how these shifting targets fit into...

The restaurant industry is in the middle of a strategic sorting that in many companies still feels like the gyrations of our macro environment, but increasingly, it is not that. What is happening increasingly in successful businesses across QSR, fast casual, and full service, is the market rewarding the brands that have made a clear choice […]

Brinker International (EAT) shares jumped Wednesday after the company provided an upbeat fiscal 2027

LW shares jump 13.1% in a month as North America volume gains and cost savings offset pricing pressure and International weakness.

Fast food chains are looking for an energized P&L.

Treasury Secretary Scott Bessent criticized Economist Robert Reich‘s analysis, arguing that McDonald’s Corporation issues are not due to structural inequality but rather competition from rivals like Burger King, whose parent company is Restaurant Brands International Inc.. Bessent’s post on X...