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McDonald's Has A New Trick Up Its Sleeve For Loyalty Growth: How Monopoly Will Reward Consumers And The Company
Benzinga· 2025-10-01 03:03
Beginning Oct. 6, one lucky customer at McDonald's (NYSE:MCD) restaurants could win $1 million. Here's a look at how the restaurant company could also win big from bringing back the popular store promotion.MCD is trading in a tight range. Check out the latest moves here.McDonald's Brings Back MonopolyThe popular board game Monopoly from Hasbro Inc (NASDAQ:HAS) was an annual tradition at McDonald's restaurants for many years before its end in 2014.The restaurant company recently announced it is bringing back ...
Chipotle's Loyalty Base Reaches 20M: Will It Drive Sales Recovery?
ZACKS· 2025-08-22 02:06
公司业绩表现 - 2025年上半年同店销售额下降2.3%,而去年同期增长9.1%,主要受交易量下滑3.7%拖累 [1] - 尽管平均客单价提升和菜单涨价试图抵消负面影响,但效果不足 [2] - 过去三个月股价累计下跌15.7%,表现逊于餐饮行业指数和标普500指数 [8][9] 忠诚度计划进展 - 截至2025年6月30日忠诚会员达2000万,较2019年推出后持续增长 [2] - 夏季推出的"Summer of Extras"活动使数字注册量同比增长14%,通过游戏化设计提升互动 [3] - 计划针对大学生群体推出秋季促销,旨在提高用户粘性和消费频次 [3] 行业竞争格局 - 麦当劳MyMcDonald's Rewards计划覆盖超60个市场,注册量突破1200万,依靠全球品牌力和APP专属优惠 [5][6] - 星巴克Rewards拥有3400万90天活跃用户,贡献美国市场60%交易额,通过数字化生态提升客单价2% [7] 财务估值指标 - 当前远期市销率(P/S)达4.41倍,显著高于行业平均水平 [11] - 2025-2026年每股收益预估维持1.21美元和1.42美元不变,对应同比增长8%和17.6% [12][13]