McDonald's, oh man, seriously—recently looking at blue chips, I always stop to check out McDonald's🍔 when scanning through. Almost a trillion HKD in market cap, folks... this kind of elephant isn't something you can just move as you please. It's at 304-something now, down 0.1%, not much but not nothing either, since it's not exactly the fastest runner, honestly.
Speaking of McDonald's, I just got hooked on their new product last week—the hash brown breakfast. Ugh, this company, every year they come up with something new to mess with my stomach. By the way, I really think their ability to innovate with new products is stronger than some internet blue chips😂, at least you can see and touch it...
Anyway, their fundamentals are rock solid. I skimmed the earnings report—global store numbers still seem to be increasing, revenue's fine, and when the pandemic hit hard two years ago, they barely made a sound. Now the recovery speed is almost magical.
But have you noticed—prices in North America have gone crazy lately? A McDonald's combo is about to break $10, which is insane. Not to be dramatic, but the "McDonald's faith" is shattering into a price list. Sure, price hikes are good for profits, but consumer reactions, store traffic... *cough*, gotta watch the timeline, can't just look at numbers. Worried it might peak (you know what I mean).
Also, institutions haven't been too active lately, but dividends and buybacks are still as flashy as ever—stable payouts, buyback volumes haven't shrunk much. Honestly, the company's long-term health is undeniable, but the free cash flow part... well, opinions vary.
Oh, anyone got the tea on what McDonald's execs are up to lately? The news says they're pushing digital upgrades again—can they stop forcing self-ordering? Grabbing a snack feels like fighting a boss battle, exhausting. Anyone relate? Drop your rants😂$McDonald's(MCD.US)
