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McDonald's Likely to Highlight Strategy at Investor Event, UBS Says

McDonald's Likely to Highlight Strategy at Investor Event, UBS Says

MT newswireMT newswire2026/09/21 16:04
12:04 PM EDT, 09/21/2026 (MT Newswires) -- McDonald's (MCD) is expected to highlight its strategy to improve performance, including updated financial targets, at its investor day event Sept. 23, UBS said in a Monday note. The note said focus will be on plans to improve US performance, details on NEXT growth strategy, global unit growth forecasts, and a refreshed long-term financial framework. The report said investor expectations for the event are "reasonably" low, with sentiment on shares remaining more negative amid concerns around pressured sales trends and a challenging industry backdrop. Still, the report said risk/reward is attractive with shares at the lower end of historical valuation ranges, adding that plans to drive US sales growth and its defensive characteristics should provide earnings stability in a volatile environment. UBS kept its buy rating while lowering its price target to $320 from $340. Price: 248.01, Change: -0.23, Percent Change: -0.09
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