Quick Read – MCD stock is down 5.67% YTD while global comps grew 3.8% and quarterly loyalty sales topped $9 billion. – Wall Street’s $331 consensus underweights McDonald’s $38 billion loyalty flywheel spanning 70 markets and compounding systemwide sales. – Reaching $375 by 2028…
quires a 28x forward P/E, contingent on AI drive-thru margin gains, chicken share growth, and EPS near $15. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and McDonald’s didn’t make the cut. Grab the names FREE today
McDonald’s (NYSE:MCD) is the rare mega-cap where the business is accelerating while the stock sits still. Global comps grew 3.8% last quarter, loyalty sales topped $9 billion in 90 days, and revenue jumped 9.4% YoY. Yet shares are down 5.67% year to date.
I think the disconnect creates an opportunity. The question I want to answer here: can McDonald’s stock realistically hit $375 by 2028? That is the bold target.