Management is conservative and has a slow-and-steady approach that will not let the core business suffer at the seduction of hyper-expansion. |
McDonald's has introduced healthier menu items to broaden their appeal, particularly to women and specifically to moms, and this is just an extension of that. |
The market has a high expectation for comparable sales going forward but it may be difficult for the company to keep this kind of momentum going forward. |
There's no reason for McDonald's to sell real estate. |
This is a good long-term buy. |
We're concerned that McDonald's may not be able to sustain these levels of comparable sales gains over the next 8 to 9 months. We expect sales growth going forward to be in the mid single-digits of between 4 to 6 percent as the company enters a period of tougher comparisons from a year ago. |
We're glad to see that sales in Europe have turned around. McDonald's said nothing about Asia so that could mean that they're still sucking wind there. |
You get the customer, the primary customer, which is the child, in the door, and then the adult will also typically buy something else, adding to revenues and profits. |