McDonald's Slumps After Q2 Miss, Tigress Financial Sees $390

EarningsAnalyst

โดย Yahoo Finance·

Summary · why it matters

McDonald's shares have fallen 15% from their February peak after a weak second quarter, but Tigress Financial analyst Ivan Feinseth maintains a $390 price target, the highest on Wall Street. Global comparable sales decelerated to 1.3% from 3.8% a year earlier, U.S. comparable guest counts turned negative, and comps in China and France went red, with revenue of $7.10 billion missing the $7.13 billion consensus. CEO Chris Kempczinski blamed roughly two-thirds of the U.S. traffic miss on a botched rollout of the 10 items for under $3 EDAP menu, calling it an execution failure rather than a strategy problem. Feinseth's bullish case rests on the Accelerating the Arches strategy, 220 million loyalty users driving over $40 billion in systemwide sales, and AI-driven personalization, while peers Starbucks and Yum Brands posted comps in the 7 to 8 percent range. The stock trades at $272.83 against a consensus target of $316.06, implying 15.85% upside, and ratings split 4 Strong Buy, 14 Buy, 15 Hold, and 1 Sell.

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