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...Last quarter, McDonald’s said it did not expect to see meaningful improvement in its international franchising division until there is a resolution in the Middle East conflict....
...Carlyle earnings were buoyed by the $1.8bn sale of its stake in McDonald’s China and other asset sales that generated large performance fees for the group....
...Send me your sob stories: robert.armstrong@ft.com....
...Robert ArmstrongWell, in England, you have quaint pubs. In America, we have McDonald’s. And I am long McDonald’s. They reported earnings just recently. Results were a little bit disappointing....
...Also we go long McDonald’s and long the British pub. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer You can email Katie Martin at katie.martin@ft.com....
...The potato processor that supplies McDonald's with french fries slashed its financial guidance, as it grappled with softer restaurant demand for its products and a bigger than expected disruption to its...
...A slightly weaker ISM or consumer confidence reading here; bad news from McDonald's and Starbucks there....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...McDonald’s reported full-year earnings of $11.56 a share, up from $8.33 in 2022, but just below analysts’ expectations of $11.62....
...However in a sign of bifurcation, lower-income consumers are showing signs of real stress, said executives....
...Robert ArmstrongThis is a very interesting question....
...Gargiulo noted: “If boycotts were a concern for McDonald’s chief executive, investors are basically asking, why shouldn’t they be a concern for Starbucks?”...
...So that explains why poorer consumers are pulling back and you might see bad results at McDonald’s....
...Still, it tells you something about what happens when a tech stock with a high valuation comes up a little bit short. Email with better news: robert.armstrong@ft.com....
...(Robert laughs) Jokes aside, they were two giants. Robert ArmstrongYeah. And CBS was literally, it was a network TV company. It had a publishing . . . James Fontanella-KhanBroadcast....
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...” was also a factor....
...McDonald’s reported a “more promotional environment” in China as consumer sentiment remained weak there....
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
..., McDonald's, and Target, among others....
...A ratio of just two or three times AMP will still have a very tent-like feel, whereas a double-figure multiple probably means a proper bed, a gas hob, an indoor bathroom and something to sit on if it rains...
...The deal comes about six years after McDonald's sold 80 per cent of its China operations to a private equity consortium including Citic, a Chinese state-owned investment company, and Carlyle in a deal valued...
...Slightly lower long- term yields, a decent earnings season, and a just-right jobs report have all helped. Email me while the good times last: robert.armstrong@ft.com....
...It is a fight over blame and in that cause the right believe that our hapless premier has one last service to render. robert.shrimsley@ft.com...
...Today on the show, FT correspondents Katie Martin and Robert Armstrong talk about recent investments in energy stocks, Apple and the ultimate question: succession....
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