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MCD – Market expectations are for record-high Uniform ROA, and management is confident about their initiatives, international operations, and comps

May 21, 2018

 

      • McDonald’s Corporation (MCD:USA)currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 26.1x Uniform P/E, implying bullish expectations for the firm. Moreover, management is confident about their initiatives, international operations, and comps
      • Specifically, management is confident in their initiatives to enhance the customer experience and provide greater convenience, and in the positive feedback the fresh beef initiative has received from customers. Additionally, they are confident that their International Lead Markets are helping their U.S. operations from a learning perspective, and in the momentum of their U.K. operations. Furthermore, they are confident that U.S. comp sales increased 2.9% during the quarter, with a positive comp gap of 270 basis points versus QSR sandwich competitors, and that Germany delivered its best guest count performance since 2005

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