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McDonald's shares retain hold rating amid sales impact concerns

EditorNatashya Angelica
Published 23/10/2024, 14:44
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On Wednesday, TD Cowen maintained a Hold rating on shares of McDonald's Corp (NYSE:MCD) with a steady price target of $300.00. The firm's analysis indicates that the fast-food giant is effectively managing a recent issue, which appears to be under control. The firm will continue to observe the situation due to the potential for a short-term impact on sales.

The analyst at TD Cowen conducted quick franchisee check-ins, which suggest that McDonald's is actively addressing the current issue. The firm believes that the situation is largely contained but acknowledges the possibility of a temporary sales downturn. The analyst's statement reflects a cautious approach to the company's near-term financial performance.

Drawing parallels with similar past events in the industry, TD Cowen referenced the Chipotle Mexican Grill (NYSE:CMG) incident in 2015 and a Jack in the Box (NASDAQ:JACK) scenario from 1993, to provide context for the potential impact on McDonald's earnings. These comparisons serve to estimate the financial repercussions of the current issue on the company's performance.

TD Cowen estimates that for McDonald's, every 1% annualized change in U.S. same-store sales (SSS) correlates to approximately a $0.09 impact on earnings per share (EPS). Based on this metric, the analyst projects a worst-case scenario where the fourth-quarter EPS could be affected by up to $0.37 due to the sales impact.

The firm remains vigilant, intending to monitor McDonald's performance closely as the situation unfolds. The current assessment by TD Cowen suggests that while McDonald's is managing the issue, there is an awareness of the potential for a negative effect on the company's financial results in the short term.

In other recent news, McDonald's has faced an E.coli outbreak linked to its Quarter Pounder hamburgers, resulting in hospitalizations and one fatality. The fast-food giant has responded by suspending the sale of the affected hamburgers and removing slivered onions from its restaurants in several states.

Amid these developments, Goldman Sachs (NYSE:GS), Evercore ISI, Raymond James, and BTIG have maintained a neutral stance on McDonald's, while Baird has downgraded its rating from Outperform to Neutral due to potential impacts on U.S. sales and consumer sentiment.

In a significant business shift, CITIC Ltd has divested its 19.23% stake in Fast Food Holdings, which operates McDonald's China and Hong Kong businesses, for $430.3 million. This move indicates a change in McDonald's business structure in these markets. Despite these developments, Loop Capital Markets has maintained a Buy rating on McDonald's shares, citing growth that exceeded expectations in the third quarter.

Analysts from BMO Capital Markets and J.P. Morgan expect McDonald's to recover quickly if no further incidents occur. However, Baird has noted that it would reconsider its stance once there is better visibility on sales outcomes. These recent developments underscore the evolving situation for McDonald's Corporation (NYSE:MCD).

InvestingPro Insights

To complement TD Cowen's analysis of McDonald's Corp (NYSE:MCD), InvestingPro data offers additional insights into the company's financial health and market position. Despite the potential short-term sales impact discussed in the article, McDonald's maintains a strong market presence with a substantial market capitalization of $225.74 billion.

The company's financial metrics reveal a robust performance, with a revenue of $25.76 billion over the last twelve months as of Q2 2024 and an impressive operating income margin of 45.67%. This high profitability aligns with the company's ability to manage challenges effectively, as noted in the TD Cowen report.

InvestingPro Tips highlight McDonald's resilience and shareholder value. The company has raised its dividend for 49 consecutive years, demonstrating a commitment to returning value to shareholders even in challenging times. This consistent dividend growth, coupled with a current dividend yield of 2.25%, may provide some reassurance to investors concerned about short-term fluctuations.

Moreover, McDonald's stock has shown strong performance, with a 24.59% total return over the past three months, trading near its 52-week high. This suggests that the market remains confident in the company's ability to navigate current issues.

For investors seeking a more comprehensive analysis, InvestingPro offers 13 additional tips for McDonald's, providing a deeper understanding of the company's market position and financial outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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