(Kitco News) - Financial markets are about to witness one of the most epic migrations of capital in history as investors rush into hard assets, warned Larry McDonald, Founder of The Bear Traps Report and New York Times bestselling author of 'How to Listen when Markets Speak' and 'Colossal Failure of Common Sense.'With the national debt approaching $35 trillion, there are only two ways out of the situation — defaults or printing more money, McDonald told Michelle Makori, Lead Anchor and Editor-in-Chief at Ki ...

文章核心观点 - 麦当劳将要求美国特许经营商从明年开始向数字营销基金缴费,以推动其蓬勃发展的数字业务 [1][2] - 这一变化旨在使公司的营销策略现代化,并扩大其竞争优势 [2] - 麦当劳计划在未来几年内投资数亿美元,以改善其忠诚度计划并增加订购渠道,包括无需下载应用程序即可下网上订单,这也应该会增强其数字业务 [2][3] 根据相关目录分别进行总结 数字营销基金 - 明年,美国运营商将不得不缴纳预计数字销售额的1.2%作为缴费 [5] - 该费率将根据每年年初制定的预测而每年变化 [5] - 这一变化将使每家美国餐厅从2025年开始现金流增加约2,600美元,因为数字投资成本将从特许经营商的损益表转移到营销缴费中 [6] - 英国、加拿大、澳大利亚和德国的特许经营商也将缴纳全球数字营销基金 [6] 数字业务发展 - 忠诚度计划成员在麦当劳第一季度创造了超过60亿美元的全球系统销售额 [3] - 麦当劳在美国拥有3400万活跃数字客户,而Chipotle有4000万忠诚度会员,Starbucks有3280万 [3] - 麦当劳计划到2027年达到1亿忠诚度计划会员 [3]

Investors want stability as much as prosperity in the constantly shifting stock market. The investment philosophy of renowned investor Ray Dalio is highly respected. Because of his emphasis on stability, his method is especially applicable in market turbulence. Three enduring companies stand below.The first one leads in the consumer staple market. Due to its recession-proof business model, the company aligns with legendary investors’ principles and fits the all-weather portfolio. The second one demonstrates ...

财务表现 - 2024年第一季度，麦当劳公司的营收为61.69亿美元，较2023年同期的58.98亿美元增长4.6%[4] - 2024年第一季度，麦当劳公司的净利润为19.29亿美元，较2023年同期的18.02亿美元增长7%[5] - 2024年第一季度，麦当劳公司的每股基本收益为2.67美元，较2023年同期的2.47美元增长8%[5] - 公司在2024年第一季度加速组织战略方面支出了4400万美元[16] - 公司在2024年第一季度的有效所得税率为19.9%[19] - 公司的特许经营餐厅收入主要包括租金、特许费和初始费用[29] - 公司在2024年第一季度全球可比销售增长1.9%，美国和国际经营市场部门的可比销售均呈正增长[55] - 美国可比销售增长2.5%，受益于战略性菜单价格上涨带来的平均支票增长，有效的营销活动以及数字化和外卖增长[55] - 国际经营市场的业绩增长了2.7%。主要受英国和德国的正向可比销售推动，部分抵消了法国的负可比销售[56] - 公司的营收增长了5%（在恒定货币下为4%）[58] - 稀释每股收益为2.66美元，增长了9%（在恒定货币下为9%）[59] - 系统总销售额增长了3%（在恒定货币下为3%）[58] - 美国市场的可比销售增长了2.5%[77] - 国际经营市场的可比销售增长了2.7%[77] - 国际发展特许经营市场的可比销售下降了0.2%[77] - 公司在2024年第一季度支付了每股1.67美元的季度股息，或者12亿美元[71] - 公司回购了价值9.21亿美元的320万股股票[71] - 美国特许经营市场餐厅利润为14.05亿美元，同比增长3%[80] - 国际经营市场餐厅利润为12.87亿美元，同比增长6%[80] - 公司拥有和经营的美国餐厅利润为1.07亿美元，同比下降2%[80] - 公司拥有和经营的国际经营市场餐厅利润为2.03亿美元，同比增长6%[80] 风险和挑战 - 公司在全球100多个国家经营，面临不同文化、监管、地缘政治和经济环境的风险[110] - 公司的竞争主要集中在IEO领域，市场竞争激烈[108] - 公司依赖商标、版权、专利等知识产权保护品牌和产品[109] - 公司面临劳动力方面的挑战，包括招聘、培训、留住员工等[114] - 公司依赖技术系统支持业务运营，系统故障或网络安全漏洞可能影响业务[115] - 公司的供应链中断可能增加成本或减少收入[111] - 公司的特许经营模式存在一些风险，依赖于特许经营商的财务成功和合作[112] - 公司需要有效的继任计划来确保长期成功[114] - 公司的食品安全问题可能对业务产生不利影响[114] - 公司面临信息技术系统故障、网络安全漏洞等风险，可能影响运营或造成声誉损害[117] - 公司面临着不断增加的法规和法律复杂性，可能会对业务和财务结果产生不利影响[118] - 公司可能受到诸如诉讼、政府调查等法律诉讼的影响，这可能会增加经营成本并分散管理层的注意力[119] - 公司的财务状况或业绩可能会受到税法变化、未预期的税务责任等因素的不利影响[122] - 公司可能受到隐私和数据保护法律的约束，违反可能导致法律诉讼和罚款，从而对财务结果或品牌形象产生负面影响[124]

A Texas lawyer was shot and killed outside a McDonald's after trying to calm down an angry customer, police say.Jeffrey Limmer, 46, died after the incident in Houston on Saturday evening and his attacker fled the scene in a pickup truck. The customer was upset with employees over his order and demanded a refund. Mr Limmer tried to calm them down, according to local news outlet ABC13.Police say the fight went outside and Mr Limmer pushed the customer to the ground.The customer then went to his car and pulled ...

The topics include what an aging American population means for stocks and how natural gas companies benefit from a growing global middle class.Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.In this podcast, Motley Fool host Deidre Woollard caught up with McDonald for a conversation about:What an aging American population means for stocks.How natural ...

Or could the stock face the same fate as Starbucks in coming quarters?Shares of McDonald's (MCD -1.08%) bounced between positive and negative territory following its first-quarter earnings report as investors digested what the fast-food operator had to say. While the stock ultimately finished nearly unchanged the day of its report, down -0.2%, there was nonetheless a lot to unpack from the company's earnings report and conference call that could shape where the stock heads over the next few years.Let's look ...

A Starbucks logo is seen as members and supporters of Starbucks Workers United protest outside of a Starbucks store in Dupont Circle, Washington, D.C., on Nov. 16, 2023.It's finally here: the long-predicted consumer pullback.Starbucks announced a surprise drop in same-store sales in its latest quarter, sending its shares down 17% on Wednesday. Pizza Hut and KFC also reported shrinking same-store sales. And even stalwart McDonald's said has adopted a "street-fighting mentality" to compete for value-minded di ...

McDonald's CEO Chris Kempczinski said Tuesday that the company expects wage inflation to impact restaurants nationwide, which he largely attributed to the higher minimum wage legislation recently implemented in California. "There is certainly labor inflation. Much of that is coming out of what happened in California," Kempczinski told analysts on the company's earnings call. Nationally,"we're expecting high single digit labor inflation. Again, much of that [is] from the bleed over of what California introdu ...

Key TakeawaysMcDonald's reported first-quarter earnings that missed estimates as its results were hurt by the effects of inflation on consumers and continuing boycotts in the Middle East.CEO Chris Kempczinski said consumers were watching their spending because of high prices.McDonald's shares hit an all-time high in January, but they’ve stumbled since, losing close to 8% year to date. McDonald’s (MCD) reported first-quarter earnings that missed estimates as its results were hurt by the effects of inflation ...