McDonald's - eine Cash-Maschine (Seite 41)

[Mad Dargel]

Antwort auf Beitrag Nr.: 42.481.835 von Betterway am 14.12.11 19:20:13

MCD Meine Einschätzung:

Die haben Cash und sind ein Immobilienkonzern, der seines Gleichen sucht. Sie haben unglaublich viel Reserve. Das macht sie sicher. Sie können einige Krisen überleben.
Sie zeigen einfach, dass ein grosser Konzern nicht auf Schuldenbergen wachsen muss.

Negativ: Die Produkte sind ganz schön teuer geworden und oft scheinen sie einfach zuwenig Personal zu haben. Jeder kennt dreckige Tische und wehe, man geht zu Spitzenzeiten bei den Couponaktionen hin. Allerdings scheint dass die Kunden nicht zu interessieren.

Mc Cafe finde ich auch ganz lustig. Der Cafe ist gut und der teure Tiefkühlkuchen schlägt manchen Bäcker. Bäckerein scheinen grundsätzlich noch ganz andere Probleme zu haben als der Fastfood Riese.

Ich finde, dass MCD sehr gut das westliche Konsumverhalten widerspiegelt. Wir sind eine Fastfoodgeneration. Das erklärt auch die langen Schlangen bei Branchenriesen sehr gut.
Wir sind eine Fastfoodgeneration, etwas Ketchup drauf und bloss nicht nachhaltig, für 10 Minuten vom Fernseher weg ins Auto, zum Drive und dann den Müll aus den Fenster werfen.
Solange wir so bleiben, wird MCD sicher auch noch schön weiter leben. Und da sehe ich die eigentliche Gefahr. In den letzten Jahren habe ich welweit viele überraschende Veränderungen gesehen, die nicht nur unvorhersehbar waren , sondern auch noch sehr schnell ganze Massen mobilisierte. Und hier sehe ich die Gefahr für MCD:
Der Westen könnte plötzlich keinen Bock mehr auf den Fastfood und Wegwerf Konsum haben. Das könnte dann sehr schnell gehen. Aber auch dann hat MCD noch genug Reserven , um zu reagieren.

[Dinino]

Antwort auf Beitrag Nr.: 42.481.835 von Betterway am 14.12.11 19:20:13

denke der Kurs haelt sich ganz gut, wenn wir das Umfeld so anschauen

[Betterway]

.. Vielleicht kann ja mal wer n' paar Arumente liefern ??

[Betterway]

...hahaha, na dann muss ich ja gleich mal was von der Opposition einstellen. Motley Fool, ein Analyst der Contra - Seite. Wir wollen ja nicht puschen, oder so ! Ich bleib erstmal drin, auch, weil dieser hohe Kurs - wenn ich dies recht verstanden habe, bereits einmal erreicht wurde. ????? I don't no what to do !! Gruß B.


McDonald's (NYSE: MCD )
Yes, I'm going to be bashing the golden arches again, so now would be the time to turn away if you're a McDonald's bull.

I'm aware that outperformance comes with a price, but the price is simply more than I'm willing to pay. I simply don't see how McDonald's is going to be able to keep up its torrid growth in Europe, which comprises roughly 40% of its total revenue, with nearly every country in the European Union putting the clamps down on spending. That trickle-down effect and the subsequent possibility of the euro devaluing could put a serious hamper on McDonald's earnings -- at least in Europe. There's simply too much risk built in at its current valuation to merit going long on the stock here. My eyes are on those January 2013 puts, which appear to be a cheap way to play my bearish call on McDonald's in 2012.

[Dinino]

Antwort auf Beitrag Nr.: 42.481.071 von Betterway am 14.12.11 17:35:25

Liest sowieso niemand

stimmt nicht

[Betterway]

.. jaja, ich weiß es, es wäre gar nicht nötig dies alles hier zu posten, ich mag es aber trotzdem. Liest sowieso niemand - except me ! Gruß B. Mir scheint, McDonalds polarisiert - zumindest zur Zeit, wie kein zweites Unternehmen. Die einen lieben sie, für die anderen ist sie zu teuer. Was soll's, ich bleib drin.


Here are ten strategies that are keeping McDonald's barreling forward:

Focusing heavily on emerging markets

McDonald's may seem like it's already everywhere, but it hasn't quite saturated the world yet. Over the past few years, McDonald's has made a heavy push toward emerging markets. And not just trendy markets like China and India, but places previously devoid of the Golden Arches, like some African nations. Sales are up 8.1% from last year in Asia/Pacific, Africa and the Middle East.

Still, China is McDonald's most important international front, where it's battling Yum! Brands wholeheartedly. It plans to have a whopping 2,000 stores there by 2013 -- that's 1,000 new stores in just four years.

It's going to need to keep it up, because the Colonel still reigns supreme in the world's biggest market, and Yum! has no intention of letting up.

McCaf é has been a big win

The McCaf é has been demolishing expectations ever since the company started revving up its marketing machine for it in 2002.

Now, there are 1,300 McCaf é 's worldwide in dozens of countries, and it just keeps growing. Its latest moves have been to Ukraine, along with a national rollout in Canada. The McCaf é menu has been growing as well, adding non-coffee items like smoothies over the past couple years.

Offering a wider variety of food to attract more segments

It's not just snack foods and desserts that it's expanding into -- there's a whole lot more. McDonald's is trying to get more consumer segments to chomp up its offerings by expanding non-traditional menu items, while keeping its core base of burgers-and-fries eaters.

Many of the new items help combat McDonald's ever-present negative image of unhealthiness, though it will likely never shake it fully. For instance, oatmeal has been a big hit for McDonald's, serving as a replacement for high-calorie breakfast sandwiches. Additional types of salads have worked too, for people looking for a somewhat healthier option.

Delivering food to customers in places that demand it

Though not traditional in the US, McDonald's delivers in many markets around the world, and the company cites it as one of the reasons it has been so successful in those markets.

Why? Delivery is a common practice, even for fancy restaurants, in many Asian and Middle Eastern cities, so McDonald's is just meeting the cultural norms of its surroundings. Yum! Brands' KFC does it too, with equal success.

A select few places in the US deliver too -- there are 10 stores in Manhattan that will bring a burger and fries to your building -- but there are no plans to roll it out nationally.

Making its stores more attractive to get customers in

McDonald's is improving its physical locations to make them more appealing to customers, and it seems to be working. In China, it's trying out a "Less is More" concept design, which goes with softer colors and cushioned seats.

Also, over 95% of McDonald's locations have extended their hours now, and it has several thousand stores that are open 24/7.

Free wi-fi is now available in McDonald's restaurants across the world, and lately it has made a big push to get flatscreen TVs in the stores. It's even starting up its own TV channel with original programming, called McTV.

Increasing its offering of snack items

Americans love to snack on stuff, and McDonald's has recognized that demand and answered a plethora of new products.

Smaller items like wraps, along with an expansion into desserts (which it plans to amp up soon), have made their way onto the menu and have done well.

Shortening its menu cycle

The most prominent example of this is the McRib, making an unprecedented second national appearance in two years. It took front and center this fall and was incredibly successful, driving a 4.9% gain in same store sales. Special edition McFlurries have been in and out of menus too, along with limited time smoothies.

This sort of menu cycle is a move toward a more European model, which swaps out new menu items every six-to-eight weeks, reports Nation's Restaurant News.

Importing more of its successful niche products internationally

McDonald's has an incredible variety of culture-specific food items across the planet, and most wouldn't stand a chance internationally.

But some are winners, and the company has started to test them out in other markets. One example is Australia's Chicken McBites (think popcorn chicken), which are now being tested in Detroit, Michigan. Then there's full-size wraps, common in Europe, which are being tested in new markets like the UK.

They have so many of these products that some are bound to be hits, it just has to find the correct area to expand them to.

Expanding its dollar menu to breakfast

McDonald's fired up a breakfast dollar menu in 2010 as the economy continued to slump, which supplemented its existing dollar menu for its usual fare. It has been working well thus far, capitalizing on Americans' attraction to the super-cheap in times like these.

But even before that, its breakfast business was growing, just at a lower rate than normal. Competitors like Burger King and Dunkin' Donuts have made their own types of dollar menu, but nobody has had the widespread success that McDonald's has enjoyed.

And it hasn't been scared to take on anybody

Many of these expansions drew looks from brand new competitors, because McDonald's was encroaching on their territory. In most cases, McDonald's leveraged its size and brand to attack head on.

McCaf é is the most obvious example, and it has performed admirably against Starbucks and Dunkin' Donuts. Its upcoming expansion into desserts is likely to concern Dunkin' even more, along with niche dessert chains like Dairy Queen.

But there's plenty of risk in doing this. As it opens itself to more fronts than ever, it has more big, powerful brands breathing down its neck, and even more complexity to worry about in its internal operations.
NOW SEE: 12 McDonald's Menu Items That Failed Spectacularly >

[Betterway]

... muss es einfach mal einstellen, it sounds so good !!!

Asian Appetite For Burgers Boosts McDonald's Sales

By KEVIN HARLIN, INVESTOR'S BUSINESS DAILY Posted 12:49 PM ET
Featured Stocks

The world's largest burger joint posted a better-than-expected bump in November sales, with China and Japan leading the way. Diversified menus helped McDonald's (MCD) in the U.S. But sales also grew in the tough European market.

Sales climbed 7.4% globally at restaurants open at least a year, with analysts expecting 4.6%. The U.S. and Europe both reported 6.5% gains, with the Asia, Pacific, Middle East and Africa division posting 8.1% hike.

Shares gapped up on the news and traded around 97.60 early in the session.

"We're listening to our customers and delivering what they expect from McDonald's by optimizing our menu, modernizing the customer experience and broadening accessibility to our brand," the chain's CEO, Jim Skinner, said in a statement.

Fast-food chains, such as Burger King and Wendy's (WEN), have seen growth muted by the "better burger" segment of the market, including shops such as Smashburger and Five Guys that offer a slightly more expensive, higher-quality burger, said Darren Tristano, executive vice president of restaurant consulting firm Technomic.

"But I think McDonald's has done a great job of broadening their menu and diversifying away from the burger," Tristano said.

The company has added chicken sandwiches, higher-margin smoothies and other items in recent years that help it compete outside of the burger category, against chains such as Dunkin' Brands (DNKN) and Starbucks (SBUX).

McDonald's in October posted a 14% hike in third-quarter sales, and a 12% rise in EPS. It plans to release fourth-quarter results on Jan. 24. Analysts now call for an 8% rise in revenue, and a 9% gain in earnings.

[Betterway]

Eine Einschätzung eines Analysten - positiv, wie so viele in USA, vom Freitag. Die Frage ist, ob sein "bounce back" tatsächlich - oder auf höherem Niveau eintritt ??? I don't now. Das ist der Grund, warum ich nachkaufe!! Gruß B.


On Friday, he focused on McDonald’s [MCD 95.70 0.20 (+0.21%) ].

“This is a superbly managed company with terrific execution, and it’s poised to have a great 2012 and a truly fantastic 2013, which is why the stock makes so much sense here,” Cramer said.

While 38 percent of the company’s sales come from Europe, he’s not worried about its exposure. He thinks it’s the kind of business that can survive just about anything. Plus, the stock held up incredibly well versus the rest of the market in 2008.

The company has been posting excellent numbers, with global same-store sales up 5 percent, Cramer said. McDonalds is also a consistent dividend raiser, recently giving investors a 15 percent dividend boost in October.

Most importantly, though, McDonald’s is ramping up its next leg of international growth in Asia Pacific, the Middle East and Africa. It is also accelerating its roll-out of new stores.

However, Cramer wouldn’t buy the stock right here, where it’s flirting with its 52-week high. He would wait for it to pull back first.

“Almost invariably, usually once a quarter, McDonald’s will have a month where they’re same-store sales numbers are weaker than expected and the stock will get pounded,” he said. “That’s when you have to buy, because it always bounces back."

[Betterway]

Antwort auf Beitrag Nr.: 42.427.690 von provinzler am 01.12.11 21:32:15

.. Danke, so habe ich das noch nicht gesehen, gelesen. Muss Homepage und Infos nochmal nach vollziehen ! Bin öfter auf yahoo Finance. Dort ständig positives zu lesen. Super Langzeitinvestment, vor allem auch zukünftig noch. Einer schrieb, sinngemäß:" ne Aktie für's Leben!" Die Story ist- sofern man den Ausführungen dort trauen kann, noch lange nicht zu Ende. Dachte erst.. " das kann doch nicht ewig so weiter gehen," aber anscheinend ist in Asien, Osteuropa und in den Entwicklungsländern noch sehr viel Potential ?? Auch der "grüne Touch" der ja umgesetzt wird birgt noch Potential, auch für neue Kunden ?? Naja, wenn ich das immer so genau wüsste. Danke für's posten. Gruß B.

[provinzler]

Damit meine ich, dass es McDonald's schafft bei der Auswahl seiner Immobilien hohe Renditen aus Mietzahlungen der Franchisenehmer zu zahlen.

2010:

Mieteinnahmen: 5.198 Mio.$
Immobilienanschaffungswert: 34.482 Mio.$

Das sind 15%!

Das muss erstmal jemand nachmachen!