To The Moon

Major Fast-Food Stocks by Market Capitalisation

Approximate market values in billions of USD during 2026.

What Each Company Owns

McDonald's

• Single global brand

• Massive franchise network

• Generates significant cash flow from franchise royalties and real estate

• Often viewed as the safest fast-food stock

Yum! Brands

• Owns Taco Bell, KFC, Pizza Hut, and Habit Burger

• Highly franchised model

• Strong international exposure

• Taco Bell is currently its strongest growth engine

Restaurant Brands International

• Owns Burger King, Tim Hortons, Popeyes, Firehouse Subs

• Large international expansion opportunity

• Higher dividend than many peers

Chipotle Mexican Grill

• Single-brand company

• No dividend

• Focused on store growth and share buybacks

• Often considered the growth stock of the sector

Domino's Pizza

• Industry leader in pizza delivery technology

• Strong international footprint

• Consistent share repurchases

Fast Food "ETF-Style" Portfolio (2026)

This portfolio aims to balance:

• Dividend income

• Long-term growth

• Brand diversification

• Global exposure

Suggested Allocation

MCD 35% Core defensive holding

YUM 25% Global franchise growth

QSR 15% Dividend + turnaround potential

CMG 15% High-growth component

DPZ 10% Tech-enabled growth

What I Like Most Right Now

1. $Yum(YUM)$

• Owns KFC, Taco Bell, Pizza Hut, Habit Burger

• Strong international expansion

• Reasonable combination of growth and dividends

2. $McDonald's(MCD)$

• Industry leader

• Exceptional franchise model

• Consistent dividend growth

• Usually holds up better during economic slowdowns

3. $Chipotle Mexican Grill(CMG)$

• Fastest growth among major fast-food names

• No dividend, but significant expansion potential