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McDonald's - eine Cash-Maschine

Begriffe und/oder Benutzer


war überrascht, daß es keinen aktuellen Thread gab -

man verdient munter so etwa 1 Mrd. $ pro Quartal und verwendet die nahezu komplett für einen 50:50 Mix von dividende und Aktienrückkäufen.

Auf dem Weg ist die EK-Rendite inziwschen bei fast 50% angekommen...
03.06.2009 09:41
McDonald's plans 7-yr bond up to 300 mln euros-IFR

LONDON, June 3 (Reuters) - McDonald's Corp plans to issue a seven-year bond with a maximum size of 300 million euros ($428.6 million), IFR reported on Wednesday.

Royal Bank of Scotland, SG CIB and UniCredit have been named to manage the issue, said IFR Markets, a Thomson Reuters online news and market analysis service.

McDonald's is rated A by Standard&Poor's and Fitch Ratings and A3 by Moody's Investors Service.
OAK BROOK, Ill. (MarketWatch) -- Economists claim they are seeing signs of a bottom to the worst recession in decades, but McDonald's Corp.'s chief executive, who is in the trenches with consumers, doesn't quite see it that way.

At Wednesday's annual meeting here, Jim Skinner told reporters that the green shoots of growth that will turn the economy around, albeit slowly, are not vegetating in his global backyard.

"There are sectors relative to the economy where one could argue we're not at a bottom," he said.

McDonald's /quotes/comstock/13*!mcd/quotes/nls/mcd (MCD 60.38, +0.53, +0.89%) , however, has weathered the storm well -- global same-store sales climbed 6.9% in April -- and Skinner said the company is on track to turn in strong results in 2009.

"We operate from a position of strength in this environment," he said, adding that the fast-food giant has taken five to six years to position itself. "But, yes, we operate better in a robust economy."

"Our momentum is continuing into 2009," he told shareholders.

Meanwhile, McDonald's two largest rivals Burger King and the Wendy's/Arby's Group /quotes/comstock/13*!wen/quotes/nls/wen (WEN 4.14, -0.24, -5.48%) saw their quarterly sales fall below expectations.

"The true test is when a company can perform well in tough times," he said.
Very very very well

Earlier this month, McDonald's rolled out its most expansive line of new beverages with the McCafe coffee line, which competes head-to-head with Starbucks Corp. /quotes/comstock/15*!sbux/quotes/nls/sbux (SBUX 14.82, -0.10, -0.67%) and other coffee shops, with hot and iced mochas, lattes and cappuccinos, as well as hot chocolate drinks.

The early coffee sales results "are going very, very, very well," said Don Thompson, president of McDonald's USA, "from the value and price aspect and the convenience aspect, as well as the taste aspect. The taste of the espresso-based coffee is really, really phenomenal.

While the company said it is confident it has gained market share from its coffee rivals, the numbers won't be available for at least another six months. So far, Thompson said, the results have exceeded expectations, with 55% of the coffee sales coming from what are considered customer trade-ups from regular coffee, and another 40% to 44% of sales generated from new customers.

McDonald's will introduce McCafes in about 1,100 stores in Europe and believes it can become the leading coffee seller on the continent. Its aggressive moves into Europe, mostly in the United Kingdom, come at a time when Starbucks is pulling back.

McDonald's will add frappes, frappuccinos and smoothies sometime next year, with new bottled drinks. The jury's still out, however, on energy and sports drinks, pending better testing results, Thompson said.

Eventually, McDonald's thinks it can add another $1 billion in sales from beverages, among the highest-margin products a restaurant can sell.

The company has plans to open another 1,100 new restaurants worldwide this year -- far below the more than 1,100 U.S. stores McDonald's opened annually in the mid 1990s.

The majority of stores, 140 to 145, will open in China. About 115 are slated in the U.S., while Europe's major countries will see 20 to 30 new locations.

In many cases, said President Ralph Alvarez, the company is taking advantage of properties that are available because of the decline in the global economy. Today, there are some 32,000 McDonald's restaurants on earth.

Shareholders embraced most proposals in this year's proxy, including an amendment on stock performance-based awards and a cash-incentive plan.

However, a proposal that would have given shareholders a right to vote on executive compensation attracted only 44% support.

A proposal requiring the company to use only cage-free hens -- those not held in small pens called "battery cages" -- got only 5% of the vote. McDonald's said earlier this month that it will study the issue, as did one of its biggest rivals, Wendy's.

McDonald's shares ended Wednesday's session at $57.82, off 1.7%.
Generell eine tolle Aktie - PROBLEM: Währungsrisiko!!

Entweder absichern...darauf hätte ich keine Lust...oder warten bis der Greenback noch 25% gefallen ist!
Und der DOW bei 5000 steht...dann STRONG BUY!
Antwort auf Beitrag Nr.: 37.311.185 von joeynator am 03.06.09 15:35:51richtig; allerdings ist ein erheblicher Teil der Erlöse auch von außerhalb der USA und insoweit wenigstens teilweise gehedgt.
03.06.2009 17:55
New Issue-McDonalds prices 300 mln euro 2016 bond

June 3 (Reuters) - Following are terms and conditions of a

bond priced on Wednesday.

Borrower McDonalds Corporation

Issue Amount 300 million euro

Maturity Date June 10, 2016

Coupon 4.25 pct

Issue price 99.242

Reoffer price 99.242

Spread 110 basis points

Underlying Govt bond Over Mid-swaps, equivalent to 118.5

bp over the July 2016 DBR

Payment Date June 10, 2009

Lead Manager(s) RBS, SG CIB&Unicredito

Ratings A3 (Moody's), A (S&P),

A (Fitch)

Full fees Undisclosed
Antwort auf Beitrag Nr.: 37.311.185 von joeynator am 03.06.09 15:35:51Währungsrisiko?

MCD macht Umsatz in der ganzen Welt, so schlimm ist das Risiko nicht.
Antwort auf Beitrag Nr.: 37.313.942 von Goldwalla am 03.06.09 20:12:58warum?
McDonald's für konservative Anleger
12:21 - Der Aktionär

Kulmbach, 4 Juni (newratings.de) - Gemäß den Experten vom Anlegermagazin "Der Aktionär" ist die Aktie von McDonald’s (ISIN US5801351017 / WKN 856958) der Top-Tipp konservativ.

Auf der Jahreshauptversammlung in der vergangenen Woche habe McDonald’s-USA-Chef Don Thompson die Umsätze des Unternehmens mit dem Kaffeegeschäft als "very, very, very well" bezeichnet. Konkrete Zahlen sei er schuldig geblieben, habe aber durchblicken lassen, dass die Erwartungen des Konzerns übertroffen worden seien. Generell sei das Geschäft mit dem McCafé-Konzept ein gutes Beispiel für die Strategie, die der Konzern in den letzten Jahren verfolgt habe. In dieser Zeit sei das Angebotsspektrum kontinuierlich erweitert worden um Zielgruppen außerhalb der typischen Hamburger/Fritten-Fraktion anzusprechen.

Mit einem großen Angebot an Sparmenüs habe McDonald’s auf die weltweite Wirtschaftskrise und das dadurch entstandene neue Kostenbewusstsein der Verbraucher reagiert. Vorstandschef Jim Skinner habe auf der Hauptversammlung von einer "Position der Stärke in diesem Umfeld" gesprochen. Dies könne man auch an der Kursentwicklung erkennen: In den letzten zwei Jahren sei der Kurs der McDonald’s-Aktie um 20% gestiegen, während das Papier des Erzfeindes Burger King 30% eingebüßt habe.

Mit einem KGV von 15 sei der Anteilsschein zwar kein Schnäppchen, aber dieser Umstand dürfte neben dem Marktführerstatus auch der guten Strategie des Unternehmens in den vergangenen Jahren geschuldet sein.

Die Aktie von McDonald’s ist eine gute Wahl für konservative Anleger, so die Experten vom Anlegermagazin "Der Aktionär". Das Kursziel werde bei 50,00 EUR gesehen, ein Stoppkurs sollte bei 32,00 EUR platziert werden.

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