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McDonald's

MCD
$270.95
-11%since Benson's first pick

Market price data through August 21, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$212$259$305$351Aug 2021Nov 2022Feb 2024May 2025Aug 2026Benson picked · $304.23
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.4 / 5
Benson's overall conviction in this stock right now.
Risk
High risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
-11%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$303
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
August 2025
The month this stock first became a Benson pick.
Tracking duration
12 months
How long Benson has been tracking this pick.

About McDonald's

McDonald's is the world's biggest restaurant company, with more than 45,000 locations in over 100 countries. But here's the secret: it's really a real estate empire that happens to sell burgers. About 95% of its restaurants are run by independent owners who pay McDonald's rent plus a cut of every sale, so the company collects steady cash no matter what the economy is doing.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Real Estate Cash Machine

    McDonald's gets paid rent plus a royalty on franchisee sales before those owners cover a single cost. In the second quarter of 2026 that model turned 7.1 billion dollars of revenue into 2.4 billion dollars of profit, net margins near 32%, the kind of profitability most tech companies would envy.

  • Loyalty Flywheel

    Sales to loyalty members jumped over 20% to 40 billion dollars over the past year, and active app users climbed 13% to nearly 220 million. That is a huge, growing pool of customers McDonald's can reach directly with an offer, and it helped push total systemwide sales up 5% to 37 billion dollars in the quarter.

Bear case
  • Fewer Feet

    U.S. sales at existing restaurants grew just 0.8%, and that came from people spending more per visit while actual customer counts fell. McDonald's just named a new president of its U.S. business to fix this, which tells you management knows the home market is stumbling.

  • Slow Lane

    Global sales at existing restaurants grew only 1.3%, way down from 3.8% a year earlier, and China went negative. Revenue rose 4% but just 2% once currency moves are stripped out, so this is a steady compounder, not a fast grower.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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