Taking money off the table they will keep doing everything they can to keep pumping up stock, cutting G&A, cutting services, charging franchisees for everything, selling assets, and demanding more out of suppliers. Once all that is done leadership will be gone along mckenzie & associates consulting.
Don't kid yourself there is one leg of the stool left and they have shoved the other two up....
SIXTEEN insiders have sold MCD Stock in the past year, and only ONE has purchased any McD stock. Vote of NO CONFIDENCE, or lack of optimism about McDs future?
What you're seeing is the difference in generations. The founders of McDonald's looked at the company in the long term. This current crop looks at McDonald's as a whistle-stop to be added to their LinkedIn profile. Along the way, they'll build a mansion or two. .
Joe has sold 22,435 shares and purchased none. Clearly a lack of confidence in McDonalds. Why else would he dump over $6,000,000.00 in stock in just one year?
Over the past 15 years, Mcdonald's Senior Leadership has fired its best and brightest, outsourced everything they possibly could, and alienated their so-called "partners". With their short-term attitudes, guided by McKinsey, they have paved the way to irrelevance and long-term failure.
Are you tired of bending over and taking it? #Join&supportThe NOA
I'll put a little different Mcspin on that - When McDonald's is run by a CEO who lacks deep operational experience, that CEO attempts to eliminate those with that experience and knowledge. In other words, if you know anything about running a McDonald's store, you've got to go. That's why the company has no bench. .
Over the past year, Chris Kempczinski has sold a total of 5,606 shares and purchased 0 shares. This trend of insider selling is reflected in the company's overall insider transaction history. Over the past year, there have been 1 insider buys and 16 insider sells at McDonald's Corp.
The red flag for McDonald's Specifically, McDonald's has said there are four significant headwinds impacting the business heading into late 2023. "Costs remain elevated, consumer discretionary spending is limited, and industry traffic is pressured," CFO Ian Borden noted. "And as inflation begins to normalize later in the year, we expect top-line growth to moderate."
In other words, starting in the second half of 2023, price increases won't provide the sales lift that they have in recent quarters. And that pressure will be amplified by weakening consumer demand. This downbeat outlook helps explain why McDonald's, along with peers like Starbucks, underperformed the market in recent months, and it's a potential red flag to consider.
Shares are trading at about 7.5 times sales, down from a peak of 9 times sales last year. The price-to-earnings ratio has declined even more, falling to 23 today from about 33 in late March.
This valuation drop reflects real concerns that McDonald's will report weaker sales trends over the next year or so.
The sell-side analyst's consensus for the 3rd Qtr '23 (to be revealed on Monday) is +7.5 for the USA. That still reflects a lot of menu price increases, but Owners say they are starting to lap their inflation-driven menu price increases so comps might soften. .
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Pres. McDonald's USA sold his fifth block of MCD stock in the past six months total = 22,435 shares sold.
10 comments:
Taking money off the table they will keep doing everything they can to keep pumping up stock, cutting G&A, cutting services, charging franchisees for everything, selling assets, and demanding more out of suppliers. Once all that is done leadership will be gone along mckenzie & associates consulting.
Don't kid yourself there is one leg of the stool left and they have shoved the other two up....
SIXTEEN insiders have sold MCD Stock in the past year, and only ONE has purchased any McD stock. Vote of NO CONFIDENCE, or lack of optimism about McDs future?
The rats may be abandoning ship......
What you're seeing is the difference in generations. The founders of McDonald's looked at the company in the long term. This current crop looks at McDonald's as a whistle-stop to be added to their LinkedIn profile. Along the way, they'll build a mansion or two.
.
Joe has sold 22,435 shares and purchased none. Clearly a lack of confidence in McDonalds. Why else would he dump over $6,000,000.00 in stock in just one year?
Over the past 15 years, Mcdonald's Senior Leadership has fired its best and brightest, outsourced everything they possibly could, and alienated their so-called "partners". With their short-term attitudes, guided by McKinsey, they have paved the way to irrelevance and long-term failure.
Are you tired of bending over and taking it?
#Join&supportThe NOA
I'll put a little different Mcspin on that - When McDonald's is run by a CEO who lacks deep operational experience, that CEO attempts to eliminate those with that experience and knowledge. In other words, if you know anything about running a McDonald's store, you've got to go. That's why the company has no bench.
.
Over the past year, Chris Kempczinski has sold a total of 5,606 shares and purchased 0 shares. This trend of insider selling is reflected in the company's overall insider transaction history. Over the past year, there have been 1 insider buys and 16 insider sells at McDonald's Corp.
The red flag for McDonald's
Specifically, McDonald's has said there are four significant headwinds impacting the business heading into late 2023. "Costs remain elevated, consumer discretionary spending is limited, and industry traffic is pressured," CFO Ian Borden noted. "And as inflation begins to normalize later in the year, we expect top-line growth to moderate."
In other words, starting in the second half of 2023, price increases won't provide the sales lift that they have in recent quarters. And that pressure will be amplified by weakening consumer demand. This downbeat outlook helps explain why McDonald's, along with peers like Starbucks, underperformed the market in recent months, and it's a potential red flag to consider.
Shares are trading at about 7.5 times sales, down from a peak of 9 times sales last year. The price-to-earnings ratio has declined even more, falling to 23 today from about 33 in late March.
This valuation drop reflects real concerns that McDonald's will report weaker sales trends over the next year or so.
The sell-side analyst's consensus for the 3rd Qtr '23 (to be revealed on Monday) is +7.5 for the USA. That still reflects a lot of menu price increases, but Owners say they are starting to lap their inflation-driven menu price increases so comps might soften.
.
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