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030 Mcdonald’s expansion potential - Conservative, concentrated stock picking - Insights Podcast
Manage episode 301870664 series 2927024
Written Post: http://stockpickinginsights.com/mcdonalds-expansion-potential
00:00 Intro
00:15 Summary
01:59 Mcdonald’s expansion due to volume
03:32 Mcdonald’s expansion sensitivity analysis
10:01 To sum it up
Summary
- The U.S. is the benchmark of restaurants per 100K, with a value of ~4;
- China is 1/3 to 1/2 of the potential restaurant count upside;
- Almost all of the restaurant count growth comes from developing countries with low ARPU’s.
Action points
- How is MCD’s china expansion working out?
- What top line growth do I expect of MCD? Where will it come from?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 에피소드
030 Mcdonald’s expansion potential - Conservative, concentrated stock picking - Insights Podcast
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Manage episode 301870664 series 2927024
Written Post: http://stockpickinginsights.com/mcdonalds-expansion-potential
00:00 Intro
00:15 Summary
01:59 Mcdonald’s expansion due to volume
03:32 Mcdonald’s expansion sensitivity analysis
10:01 To sum it up
Summary
- The U.S. is the benchmark of restaurants per 100K, with a value of ~4;
- China is 1/3 to 1/2 of the potential restaurant count upside;
- Almost all of the restaurant count growth comes from developing countries with low ARPU’s.
Action points
- How is MCD’s china expansion working out?
- What top line growth do I expect of MCD? Where will it come from?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 에피소드
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