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 $242.67·Now $248.46+2.4% since postedas of Oct 23, 4:45 PM ET
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Near 52-week low names you are accumulating or on your watchlist?
McDonald's has fallen, possibly due to rising treasury yields pushing investors toward guaranteed returns. The author is buying this defensive stock despite the sell-off.
At post $230.94·Now $248.46+7.6% since postedas of Oct 23, 4:45 PM ET
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It seems like McDonald's "Investor Day" did not go over well
McDonald's investor day reception was poor, and the fast food sector faces structural headwinds from elevated food and gas prices that will deter consumers. The company's future looks grim as pricing pressures conflict with consumer demand.
At post $238.32·Now $248.46+4.3% since postedas of Oct 23, 4:45 PM ET
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McDonald’s come back?
McDonald's is down 25% from highs but trades at undervalued levels at $250. Strong cash flows and a recent dividend increase signal financial strength, making it an attractive entry point for a steady, defensive large-cap with solid downside protection during uncertain times.
At post $248.48·Now $248.46-0.0% since postedas of Oct 23, 4:45 PM ET
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“long term McDonald's leaps; march 2027 220/300 spreads; Jan 2028 naked calls”
It's McDanks time
Building a long-term bullish position in McDonald's through accumulation of LEAPS calls and spreads, expecting multi-year upside to $220-$300 range by 2027-2028.
At post $263.13·Now $248.46-5.6% since postedas of Oct 23, 4:45 PM ET
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I'm going to get so much beef for this (MCD)
McDonald's exhibits a classic valuation reversion setup with low IV (~25%), depressed sentiment, and stable fundamentals suggesting 20%+ upside. Author advocates call options as a boring but historically solid trade on this capitulation-driven entry point.
At post $280.53·Now $248.46-11.4% since postedas of Oct 23, 4:45 PM ET
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$MCDr/ValueInvestingStock Analysisbullish u/raytoei · 161d ago25 prior · 60% at 3mo 10 Quality Stocks That Hit New Lows This Week—and Look Like Bargains - Barron’s
McDonald's is under pressure from lower-income consumer weakness driven by high gasoline prices, but the risk/reward is attractive given defensive characteristics and potential catalysts for market share gains. The stock trades at 20x earnings with a 3% yield.
At post $278.59·Now $248.46-10.8% since postedas of Oct 23, 4:45 PM ET
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