Barclays analyst Jeff Bernstein maintains $McDonald's (MCD.US)$ with a buy rating, and adjusts the target price from $300 to $325.
According to TipRanks data, the analyst has a success rate of 59.1% and a total average return of 5.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $McDonald's (MCD.US)$'s main analysts recently are as follows:
The analyst notes that comparable sales for McDonald's softened at the onset of Q3 but later stabilized at subdued levels. It was mentioned that despite the vulnerability to the spending power of lower-income consumers, the quick service segment's emphasis on value has proved to be efficacious. Moreover, the general trend of easing inflation and pricing pressures was also highlighted.
As the restaurant industry approaches the release of its Q3 earnings reports, the focus of discussions has primarily been on aligning expectations and positions ahead of these announcements. The market's multiple expansion has been a contributing factor to the revised valuation expectations for McDonald's.
Expectations for McDonald's U.S. comparable sales are positive, surpassing the general consensus, supported by evidence suggesting a return to market share gains in the third quarter through a strategic shift towards value offerings and successful limited-time offerings. There is potential for further acceleration in the fourth quarter as comparisons become more favorable and the company continues to introduce new products. Although the overall market is challenging, McDonald's is perceived to be leading in the burger segment. Its unit growth is deemed to be underestimated, and there is optimism for earnings per share growth in the latter half of the year and into fiscal year 2025, with the current earnings multiple still considered reasonable.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Jeff Bernstein維持$麥當勞 (MCD.US)$買入評級，並將目標價從300美元上調至325美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.1%，總平均回報率為5.8%。
此外，綜合報道，$麥當勞 (MCD.US)$近期主要分析師觀點如下：
分析師指出，麥當勞的可比銷售額在第三季度初有所疲軟，但後來穩定在疲軟的水平。有人提到，儘管容易受到低收入消費者的消費能力的影響，但事實證明，快捷服務部門對價值的強調是有效的。此外，還強調了緩解通貨膨脹和定價壓力的總體趨勢。
隨着餐飲業即將發佈第三季度業績，討論的重點主要是在這些公告之前調整預期和立場。市場的多次擴張是麥當勞估值預期修正的一個促成因素。
對麥當勞美國可比銷售額的預期是積極的，超過了普遍的共識。有證據表明，通過向價值發行和成功的限時發售的戰略轉變，第三季度將恢復市場份額的增長。隨着比較變得更加有利以及該公司繼續推出新產品，第四季度有可能進一步加速。儘管整個市場充滿挑戰，但麥當勞被認爲在漢堡領域處於領先地位。其單位增長被認爲被低估了，人們對下半年和2025財年的每股收益增長持樂觀態度，目前的收益倍數仍被認爲是合理的。
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