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Video · ▼ Bearish · 1 source confirmed · 2026-09-22 15:32 UTC

It's been an 'awful years for McDonald's'

Why now

Thesis: Weak year for McDonald's pressures value and operations plan

Catalyst to watch: Investor day value and operations plan

Main risk: Plan fails to reverse weak performance

Why it matters

Commentary flags a weak year for McDonald's and pressure for a value/operations plan ahead of investor day.

Details

It's been a rough year for McDonald's stock, and now the company's got to face investors in its own Chicago backyard. No word yet on whether CEO Chris Kempczinski will finally nail how to eat a burger, but Brian Sozzi says Kempczinski does need a real plan for value, simpler operations, and better

Related assets & topics

ConsumerRetail

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