$MCD

McDonald’s: Supersized

2023-08-23T23:14:56+02:00

There are 40,800 McDonald’s restaurants in the world - that’s a lot of Big Macs! Every quarter, there are more golden arches in the world helping people forget their problems with a strong dose of calories. At group level, McDonald’s is a marketing and product design company, rolling out ideas and learnings to a footprint that is heavily skewed towards franchise stores. With a long-term share price performance that beats the S&P500, it’s a strategy that works... but is it worth a buy at current levels?

McDonald’s: Supersized2023-08-23T23:14:56+02:00

Starbucks: Triple Espresso

2022-06-21T19:22:30+02:00

Use the podcast player below to listen to our discussion on Starbucks and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 23 March 2022) Americans are really good at building global brands. There are coffee shops everywhere in the world, yet Starbucks is the only truly global coffee brand that is recognisable in all major countries. Thanks to deals with the likes of Nestle and PepsiCo, you'll also find the brand at your local grocery store. But it's not just the coffee that is brewing at Starbucks. There's a labour problem brewing as well, with the risk [...]

Starbucks: Triple Espresso2022-06-21T19:22:30+02:00

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