Hints and tips:
Related Special Reports
...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....
...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....
...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....
...Send me your sob stories: robert.armstrong@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....
...So that explains why poorer consumers are pulling back and you might see bad results at McDonald’s....
...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....
...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?”...
...” was also a factor....
...McDonald’s reported a “more promotional environment” in China as consumer sentiment remained weak there....
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...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....
...Meanwhile, email me your thoughts: robert.armstrong@ft.com....
...Lucy FisherAnd Robert Shrimsley. Robert ShrimsleyHi, Lucy....
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
...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...
...A bulletin following the MSC Orion attack from EOS Risk, a UK-based consultancy, warned customers that Houthi drones had a range of up to 2,000km from the group’s bases in cities such as Hodeida, on Yemen...
...robert.shrimsley@ft.com...
...Slovakia’s nationalist prime minister, Robert Fico, is moving ahead with a law targeting non-governmental organisations that critics say is inspired by Hungary’s crackdown on civil rights groups....
...Director Robert Lorenz briefly sets Finbar to horticulture. But the simple joys of tending to broad beans are derailed by the need to mete out rough justice to a richly deserving stranger in town....
International Edition