u/Powerful-Plum-6473

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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3d1100%+1.5%+1.5%
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MCDr/ValueInvestingDiscussionbearish
u/Powerful-Plum-6473 · 6d agono track record yet

Monopoly is back at McDonalds. What part of the cycle is this?

McDonald's reintroduction of Monopoly in 2025–26 signals eroding pricing power and consumer trade-down pressure in late-cycle conditions, not near-term recession. Rising comparable sales driven by price rather than traffic suggests consumers have exhausted their capacity to absorb further price hikes.

At post $242.67Now $248.46+2.4% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.5%
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original post →

End of results.