Buy McDonald's Stock, Analyst Says. Its Traffic Is Sizzling. -- Barrons.com
Buy McDonald's Stock, Analyst Says. Its Traffic Is Sizzling. -- Barrons.com
DJ Buy McDonald's Stock, Analyst Says. Its Traffic Is Sizzling. -- Barrons.com
分析師稱，DJ買入麥當勞股票。它的交通非常繁忙。--Barrons.com
By Teresa Rivas
特蕾莎·裏瓦斯(Teresa Rivas)著
McDonald's saw plenty of initial success from its collaboration with rapper Travis Scott, but Gordon Haskett argues that the partnership appears to be driving a lasting lift for the fast food giant.
麥當勞與説唱歌手特拉維斯·斯科特的合作取得了很大的初步成功，但戈登·哈斯克特認為，這種合作似乎正在推動這家快餐巨頭的持久發展。
Analyst Jeff Farmer reiterated a Buy rating and $234 price target on McDonald's (ticker: MCD) Friday. The company's same-store sales increase midmonth, which coincided with the launch of the Travis Scott meal deal, hasn't gone unnoticed by the Street, but he argues that it's more than a one-time blip.
分析師傑夫·法默(Jeff Farmer)週五重申了麥當勞(股票代碼：MCD)的買入評級和234美元的目標價。該公司本月中旬同店銷售額的增長恰逢特拉維斯·斯科特(Travis Scott)餐飲交易的啟動，華爾街並沒有忽視這一點，但他辯稱，這不僅僅是一次性的。
Farmer's data shows that daily domestic foot traffic for McDonald's is up week over week for 12 of the 14 days since the meal's September 8 debut (which also coincided with the launch of spicy McNuggets, also available for a limited time only). For September 21 (the most recent date of available geolocation data), McDonald's seven-day average traffic is up 13%, compared with the period before the Travis Scott meal. This bump also includes weekends, which had lagged behind weekdays in terms of recovering from Covid-19-related weakness.
Farmer‘s的數據顯示，麥當勞自9月8日首次亮相以來的14天中，有12天的國內日客流量每週都在增長(這也與辛辣麥樂雞的推出時間不謀而合，麥樂雞的供應時間也是有限的)。9月21日(可獲得地理位置數據的最新日期)，與特拉維斯·斯科特就餐前相比，麥當勞7天平均客流量增長了13%。這一漲幅還包括週末，就從新冠肺炎相關的疲軟中恢復而言，週末的表現一直落後於工作日。
Daily average downloads of the McDonald's mobile app is another positive point, rising 25%. Farmer notes that in the weeklong period ending September 21, app downloads jumped to the highest level in two years -- when the company offered free french fries with all mobile orders over $1.
麥當勞手機應用程序的日均下載量是另一個利好因素，增長了25%。法默指出，在截至9月21日的一週內，應用程序下載量躍升至兩年來的最高水平--當時該公司提供免費炸薯條，所有手機訂單都超過1美元。
"U.S. same-store sales momentum and the multiple expansion that has historically followed trumps rising Covid case counts in key international operated markets (France, UK, Spain) for now -- but we will continue to closely monitor these countries for potential restaurant closure mandates," he concludes.
他總結説：“目前，美國同店銷售勢頭和歷史上隨之而來的多重擴張超過了主要國際運營市場(法國、英國、西班牙)Covid案件數量的上升，但我們將繼續密切關注這些國家是否有可能關閉餐廳的要求。”
McDonald's is edging down 0.4% to $215.25, although it has gained more than 9% year to date, easily ahead of the S&P 500. The company has seen its fair share of headwinds in 2020, but that hasn't stopped the stock from bumping up against fresh highs as sales rebounded from lows this spring.
麥當勞股價小幅下跌0.4%，至215.25美元，不過今年到目前為止，它已經上漲了9%以上，輕鬆領先於標準普爾500指數。該公司在2020年遇到了相當一部分的逆風，但這並沒有阻止該股隨着今年春季銷售額從低點反彈而創下新高。
Write to Teresa Rivas at teresa.rivas@barrons.com
寫信給Teresa Rivas，電子郵件：teresa.rivas@Barrons.com
(END) Dow Jones Newswires
(完)道瓊斯通訊社
September 25, 2020 10:02 ET (14:02 GMT)
2020年9月25日美國東部時間10：02(格林尼治標準時間14：02)
Copyright (c) 2020 Dow Jones & Company, Inc.
版權所有(C)2020道瓊斯公司。
譯文內容由第三人軟體翻譯。