The Acquirers Podcast 对 $MCD 的判断变化

2026-09-30看涨
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
MCD估值便宜、正在复苏,股息率为3-3.5%,并因低资本餐厅收购而具备积极催化剂。

麦当劳也是一家估值便宜的公司,最近股价见底,目前正处于复苏的早期阶段,这也是我们略微更青睐快餐连锁店的原因。它的估值也略便宜一些。在等待期间,你能获得3%或3.5%的回报,甚至可能略高一些。

他们还收购了大量低资本投入的餐厅,但其中一个加盟商遇到了问题。他们收购了Carol's的餐厅,大约有一千家门店,未来两年这些门店的加盟权将陆续续约,届时它们都会变成低资本投入依赖型。所以,这个故事有很多值得看好的地方。

McDonald's, which is also a cheap company, recently closed and is now in the early stages of recovery, which is why we prefer fast-food restaurants a little. It's also slightly cheaper.

You will receive a return of 3%, or 3.5%, and possibly a little more during the waiting period. They also bought a large number of low-capital restaurants, but one of the franchisees encountered a problem.

They bought Carol's restaurants. There were about a thousand branches, and over the next two years, the franchise for these branches will be renewed , and they will all become low-capital dependent. So , there is a lot to like about this story.