McDonald's May Focus On Menu Innovation, Remodels In Focus In Medium Term, Say Analysts
McDonald’s Corp (NYSE: MCD ) is set to host an Investor Day on Sept. 23 to outline its medium-term strategy and targets. Here are some key analyst takeaways ahead of the event: BTIG analyst Peter Saleh maintained a Buy rating and price target of $350. Seaport Research Partners analyst Eric Gonzalez initiated coverage with a Neutral rating. Check out other analyst stock ratings. BTIG: The fast food company’s new "Under $3 Value Menu" failed to resonate with consumers in the second quarter. About 90% of the consumers who reduced frequency during the quarter had purchased a BOGO (Buy One, Get One) item or used a digital offer. McDonald’s is likely to moderate the pace of limited-time offers (LTOs) going ahead, Saleh said in a noted. McDonald’s tried several variations of chicken and strips with "little success.” Expect hand-breaded chicken in the medium-term, despite operational challenges, the analyst stated. McDonald’s also wants to mirror Walmart Inc’s (NASDAQ: WMT ) strategy of moving up-market, "shifting its focus to higher-income consumers over time," he further wrote. Seaport Research Partners: McDonald’s execution in 2026 has fallen short of expectations, Gonzalez said. The op
McDonald’s Corp (NYSE: MCD ) is set to host an Investor Day on Sept. 23 to outline its medium-term strategy and targets. Here are some key analyst takeaways ahead of the event: BTIG analyst Peter Saleh maintained a Buy rating and price target of $350. Seaport Research Partners analyst Eric Gonzalez initiated coverage with a Neutral rating.
Check out other analyst stock ratings. BTIG: The fast food company’s new "Under $3 Value Menu" failed to resonate with consumers in the second quarter. About 90% of the consumers who reduced frequency during the quarter had purchased a BOGO (Buy One, Get One) item or used a digital offer. McDonald’s is likely to moderate the pace of limited-time offers (LTOs) going ahead, Saleh said in a noted.
” Expect hand-breaded chicken in the medium-term, despite operational challenges, the analyst stated. McDonald’s also wants to mirror Walmart Inc’s (NASDAQ: WMT ) strategy of moving up-market, "shifting its focus to higher-income consumers over time," he further wrote. Seaport Research Partners: McDonald’s execution in 2026 has fallen short of expectations, Gonzalez said. The operating environment faces several challenges: Rising interest rates Economic pressure Higher beef costs Stiff competition "We believe McDonald’s has the right strategy and tools to jumpstart momentum over time, but material improvement is unlikely until mid-2027, the analyst wrote.
" Whether it could step up its capex from 2028 remains to be seen. 67 at the time of publication on Wednesday. Read Also: Trump's Surgeon General Pick Has Tobacco, Cola Stocks In Portfolio Even as Robert Kennedy Jr. Wages War On Sugary Drinks, Processed Food Image: Shutterstock