• 030 Mcdonald’s expansion potential - Conservative, concentrated stock picking - Insights Podcast

  • Sep 8 2021
  • Length: 12 mins
  • Podcast

030 Mcdonald’s expansion potential - Conservative, concentrated stock picking - Insights Podcast

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  • Summary

  • 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

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