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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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5 Insightful Analyst Questions From McDonald's’s Q2 Earnings Call
StockStory3h agoneutral
5 Insightful Analyst Questions From McDonald's’s Q2 Earnings Call

McDonald’s second quarter results landed in line with Wall Street’s revenue expectations, with earnings slightly above consensus. Management attributed the quarter’s muted U.S. performance to inconsistent execution of value menus and operational complexity at the restaurant level. CEO Chris Kempczinski stated, “We simply didn’t execute at the level we needed to in the second quarter,” highlighting that U.S. restaurant teams struggled with too many simultaneous deployments and underwhelming marke

McDonald's (MCD) Stock Gets Fair Value Trim As Analysts Split On US Execution
Simply Wall St.10h agoneutral
McDonald's (MCD) Stock Gets Fair Value Trim As Analysts Split On US Execution

Recent price target moves for McDonald's span from the high US$280s to the mid US$300s, reflecting a wide range of views on where the stock should trade. Analysts lifting targets toward the mid US$300s point to potential upside from U.S. same store sales catalysts, while those trimming targets into the high US$280s to low US$300s flag softer U.S. execution, mixed quarters, and questions around the new McDonald's NEXT strategy. As you read on, you will see how these shifting targets fit into...

The End of ‘The Middle’ in the Restaurant Industry
FSR12h agoneutral
The End of ‘The Middle’ in the Restaurant Industry

The restaurant industry is in the middle of a strategic sorting that in many companies still feels like the gyrations of our macro environment, but increasingly, it is not that. What is happening increasingly in successful businesses across QSR, fast casual, and full service, is the market rewarding the brands that have made a clear choice […]

McDonald's still a tasty pick for investors, market expert says
Reuters Videos1d agoneutralVIDEO
McDonald's still a tasty pick for investors, market expert says

<body><p>STORY: McDonald's last week missed U.S. sales growth expectations for the second quarter, blaming execution lapses that blunted its value push aimed at lower-income consumers who have been cutting back restaurant spending.</p><p>The fast-food chain's shares are down more than 10% in 2026.</p><p>Still, Miller has faith that the burger giant will always find a way to bounce back.</p><p>"When you think about McDonald's and you look at the history, it's a company that actually has quietly and regularly innovated," she said. "I liken it a little bit to the arc we're going through with AI. We're asking, 'Can traditional software pivot, embrace new technology, new tastes, and move forward?' McDonald's has proven time and time again, while its reputation is for the value meal, they keep adjusting their menu to America's tastes. And I'm very confident they will continue to do that."</p></body>

McDonald's (MCD) Faces Fresh US Growth Questions As Valuation Debate Heats Up
Simply Wall St.1d agoneutral
McDonald's (MCD) Faces Fresh US Growth Questions As Valuation Debate Heats Up

McDonald's (MCD) just reported second quarter results that kept revenue and earnings growing, while also revealing slower US comparable sales and rising competitive pressure from Burger King. At the same time, management is reshaping leadership and execution. See our latest analysis for McDonald's. Against that backdrop, McDonald's share price has softened, with the year to date share price return down 9.7% even though the stock has seen a 27.4% total shareholder return over five years. This...

McDonald's making some big changes to its menu
TheStreet3d agoneutral
McDonald's making some big changes to its menu

McDonald's has seen its United States growth slow and has made significant changes, including replacing the long-time president of its home country. CEO Christopher Kempczinski talked about the company's shortfalls during its second-quarter earnings call. "Turning to the U.S. After a solid start to ...

Does McDonald's (MCD) Have A US Menu Problem After Weak Same Store Sales?
Simply Wall St.4d agoneutral
Does McDonald's (MCD) Have A US Menu Problem After Weak Same Store Sales?

McDonald's (NYSE:MCD) is facing fresh questions in its core US market after Burger King's US business significantly outpaced it in same-store sales growth. Burger King's focus on quality and marketing produced much stronger US sales growth than McDonald's recent value menus and specialty items. McDonald's newer menu efforts did not produce the traffic lift many investors expected, in contrast to Burger King's US results. The gap in US performance is drawing attention to McDonald's execution,...

McDonald's says it alienated its most loyal customers
TheStreet4d agoneutral
McDonald's says it alienated its most loyal customers

Earlier this year, I reported on McDonald’s launch of a $3 or less meal deal in an effort to win back its value status, targeting budget-conscious customers. McDonald’s new “McValue 2.0” meals included: The $4 meal deal: Consumers can order breakfast options with a McMuffin, hash browns ...

MCD Stock Forecast: Here’s Where It’ll End The Year
24/7 Wall St.5d agoneutral
MCD Stock Forecast: Here’s Where It’ll End The Year

McDonald's has lost ground all year, and the bear case carries real teeth, but a combination of loyalty scale, a new U.S. president, and a beverage platform rolling out ahead of plan may tell a different story by December.

McDonald (MCD): A Consistent Dividend Payer Since 1976
Insider Monkey5d agoneutral
McDonald (MCD): A Consistent Dividend Payer Since 1976

Matrix Asset Advisors, an asset management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The stock market rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% in the quarter and 10.2% year-to-date. Investors overlooked inflation concerns exceeding 4% and geopolitical tensions, focusing instead on […]

ConocoPhillips CFO to Ascend to Top Role; Fast-Food Burger Battle; Plus, New Layoff Data
The Wall Street Journal5d agoneutral
ConocoPhillips CFO to Ascend to Top Role; Fast-Food Burger Battle; Plus, New Layoff Data

ConocoPhillips CFO Andy O’Brien is the latest finance chief to step into the top job, with current CEO Ryan Lance retiring next month after 14 years. The leadership change comes as U.S. oil giant ConocoPhillips reported its best quarterly results in four years, with profits of $3.9 billion, boosted by higher oil and fuel prices amid the Iran war, our WSJ colleague Benoît Morenne reports. CFO background and cred: O’Brien joined the company in 1997 and has held several finance, planning and strategy roles throughout his time.

Krispy Kreme Posts 43% EBITDA Growth as Turnaround Gains Momentum
Exec Edge6d agoneutral
Krispy Kreme Posts 43% EBITDA Growth as Turnaround Gains Momentum

By Karen Roman Krispy Kreme, Inc. (Nasdaq: DNUT) said second quarter adjusted EBITDA grew 43.2% to $28.8 million, and net revenue decreased 12.8% to $331.0 million due to its refranchising strategy and the closure of underperforming stores. System-wide sales increased 1.1% in constant currency terms to reach $497.3 million, and rose 2.6% excluding sales attributable […] The post Krispy Kreme Posts 43% EBITDA Growth as Turnaround Gains Momentum appeared first on ExecEdge.