$McDonald's(MCD)$ $Paramount Global(PARAP)$ $Top Wealth Group Holding Limited(TWG)$ 🚨🚨🚨 Wild collab: McDonald's $MCD x Paramount Caviar are launching a “McNugget Caviar Kit” featuring caviar, crème fraîche, spoon, and a $25 Arch Card for the nuggets. Giveaway-only drop on Feb. 10.
I’m seeing a clear sentiment shift in $MCD after BTIG upgraded the stock to Buy with a $360 price target, pointing to roughly +14% upside as traffic momentum rebuilds across the system.
🍟 Value strategy is working again
Franchise checks show the value reset is pulling customers back. Extra Value Meals combined with the $5 and $8 meal platforms are driving stronger guest counts and restoring McDonald’s position as the value leader, a critical advantage in today’s consumer environment.
🥤 Next catalyst, CosMc’s platform
I’m watching CosMc’s beverage platform expected to scale in 1H26, which could become the next transaction driver in the U.S. Beverage innovation continues to outperform across QSR, and this gives McDonald’s another growth lever beyond food promotions.
❄️ January weakness was weather, not demand
Severe snow and ice storms forced store closures and reduced operating hours across multiple regions, with some franchisees losing two to three full trading days. Traffic trends were healthy before disruption, and demand is expected to normalise as weather stabilises.
🎯 Promotions delivered results
Franchise feedback points to strong engagement from both the Monopoly promotion in October and the Grinch campaign in December, supporting traffic momentum into year end.
💰 February tailwinds building
Higher tax refunds and policy adjustments around tips and overtime should support consumer spending, creating a potential comp tailwind as value perception continues improving.
📈 Bigger picture
I’m seeing McDonald’s rotate from defensive positioning back toward earnings expansion. Value execution, promotional traction, traffic recovery and future beverage growth are starting to align again.
Momentum is rebuilding, perception is improving, and earnings leverage looks ready to return for $MCD.
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