On Oct 23, major Wall Street analysts update their ratings for $McDonald's (MCD.US)$, with price targets ranging from $321 to $350.
Morgan Stanley analyst Brian Harbour maintains with a buy rating, and maintains the target price at $340.
BofA Securities analyst Sara Senatore maintains with a hold rating, and sets the target price at $321.
Barclays analyst Jeff Bernstein maintains with a buy rating, and maintains the target price at $325.
UBS analyst Dennis Geiger maintains with a buy rating, and maintains the target price at $345.
Wells Fargo analyst Zachary Fadem maintains with a buy rating, and maintains the target price at $350.
Furthermore, according to the comprehensive report, the opinions of $McDonald's (MCD.US)$'s main analysts recently are as follows:
The firm is modifying its valuation benchmarks for the restaurant industry, taking into account revisions in estimates and an escalation in market multiples, as it anticipates third-quarter disclosures from the sector.
The firm suggests that McDonald's preliminary third-quarter comparable sales began softening before finding stability at subdued levels. It was noted that, despite susceptibility to shifts in lower-income consumer behavior, the effectiveness of quick service sector's emphasis on value has been noteworthy. Furthermore, there is an indication that inflationary pressures and pricing are showing signs of moderation.
The recent reports of an E. coli outbreak associated with McDonald's restaurants across several U.S. states are raising concerns about potential impacts on consumer perceptions and U.S. comparable sales, a crucial factor for investor confidence. Additionally, there is growing risk for McDonald's in international markets due to the challenging global economic environment. Given these uncertainties affecting all segments, forecasting short-term growth for the stock is becoming challenging.
Expectations for McDonald's U.S. comparable sales are set higher than the consensus, bolstered by evidence suggesting a regain in market share during Q3 through a strategic shift towards value and effective limited-time offers. There's potential for further momentum in Q4 as comparative periods soften and continued product innovation. Despite a subdued overall environment, McDonald's is perceived to be leading in the burger segment, with its unit expansion being underestimated. There is optimism for earnings growth in the latter half of the year and looking into FY25, with valuation multiples remaining attractive.
Here are the latest investment ratings and price targets for $McDonald's (MCD.US)$ from 7 analysts:
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美东时间10月23日，多家华尔街大行更新了$麦当劳 (MCD.US)$的评级，目标价介于321美元至350美元。
摩根士丹利分析师Brian Harbour维持买入评级，维持目标价340美元。
美银证券分析师Sara Senatore维持持有评级，目标价321美元。
巴克莱银行分析师Jeff Bernstein维持买入评级，维持目标价325美元。
瑞士银行分析师Dennis Geiger维持买入评级，维持目标价345美元。
富国集团分析师Zachary Fadem维持买入评级，维持目标价350美元。
此外，综合报道，$麦当劳 (MCD.US)$近期主要分析师观点如下：
公司正在修改其餐厅行业的估值基准，考虑到估计的修订和市场倍数的上升，预计第三季度该板块的披露。
公司建议，麦当劳第三季度初步可比销售数据在趋于平稳之前有所放缓。尽管易受低收入消费者行为变化的影响，快餐板块对价值的强调的有效性引人注目。此外，通胀压力和定价显示出逐渐缓解的迹象。
最近关于麦当劳餐厅在美国多个州爆发E.coli病毒的报告引发了对消费者看法和美国可比销售的潜在影响的担忧，这是投资者信心的一个关键因素。此外，由于全球经济环境的挑战，麦当劳在国际市场面临越来越大的风险。鉴于这些影响所有板块的不确定性，预测股价的短期增长变得具有挑战性。
麦当劳美国可比销售的预期高于共识，据显示第三季度通过向价值转变和限时优惠的战略转变重新获得市场份额。随着比较时期的放缓和持续的产品创新，第四季度有进一步增长的潜力。尽管整体环境疲软，麦当劳被认为在汉堡片段处于领先地位，其单位扩张被低估了。对于年后半部分的盈利增长和对FY25内的展望持乐观态度，估值倍数仍然具备吸引力。
以下为今日7位分析师对$麦当劳 (MCD.US)$的最新投资评级及目标价：
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