McDonald's

McDonald's reported a disappointing Q2 with U.S. guest counts falling after a botched rollout of a value menu, dragging global comps to 1.3% and prompting management to call it an execution failure. Tigress Financial raised its price target to $390, arguing McDonald's 220 million loyalty users and digital initiatives could drive long-term growth via AI personalization and drive-thru optimization. The stock trades well below the $316 consensus target, and upside to Tigress's view depends on a clear snapback in U.S. traffic and improved restaurant execution. » Altro su finance.yahoo.com

Greg Creed, former Taco Bell CEO, said McDonald's new Red Bull 'Dragonberry Energizer' and recent refresher flavors lack a distinctively McDonald's identity and praised Taco Bell's Baja Blast as a stronger example of brand-specific beverage marketing. The Dragonberry Energizer debuts in US restaurants on August 17 as McDonald's expands its beverage lineup and rebrands McCafé to target younger customers. The company views beverages as a major growth opportunity, with drinks offering higher margins and the potential to boost customer frequency. » Altro su finance.yahoo.com

Chili's Big QP features an 85% larger, thicker and juicier beef patty with similar toppings and a softer brioche bun, delivering a richer eating experience than McDonald's Quarter Pounder. Individually the Big QP is pricier, but Chili's 3-For-Me meal at $10.99 (burger, fries, drink and appetizer) provides stronger overall value compared with McDonald's Quarter Pounder meal. Brinker reported sustained same-store sales growth and will release fiscal Q4 2026 results on August 12, underscoring the role of menu innovation and value offers in Chili's performance. » Altro su yahoo.com