McDonald's Corporation
$270.95
The Read: 1% after a Q4 2025 beat driven by strong US traffic from its value strategy, fell about 3.
MCD
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Scouting Reports
Cheaper Crude Buys the U.S. Consumer Breathing Room
Jun 16, 2026
The planned reopening of the Strait of Hormuz is acting as an immediate pressure release valve for the U.S. consumer. With West Texas Intermediate crude sliding back toward $80 a barrel following a pr
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Consumers Are Still Spending — but the Mix Is Narrowing
Apr 30, 2026
The core message in Consumer Spending Resilience With Emerging Cracks is not that the consumer has rolled over. It is that spending is still happening, but the mix is getting narrower: staples, value,
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