Company
McDonald's
- Episodes
- 12
- Share
- 1.1%
- Shows
- 12
- Net sentiment
- −0.58
Up from 1.0% of episodes in the weeks before; net sentiment was −0.50.
Bullish 1Mixed 3Neutral 0Bearish 8
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on McDonald's. Longest episodes first.
Bearish 8
- Stock down about 30% from peak, seen as a live read on strained working-class spending.$2 Trillion AI IPO Mania, Death Penalty Debates, and America.gov’s Bold Play | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Sep 30
- Comparable sales are struggling as consumers find its value proposition less compelling.The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis · The Canadian Investor · Oct 3
- Same-store sales barely rose while traffic fell and costs climb; shares lagging badly.DHUnplugged #820: Gullible Markets · DHUnplugged Podcast · Sep 30
- Shares down over 24% year to date, with traffic declines and no valuation discount.October 2nd, 2026| AI Credit Card Spending, Office Real Estate Opportunities, The Fed’s Tough Decision, Huawei vs Nvidia, Nasdaq’s Hidden Market Weakness, Municipal Bonds Aren’t Tax-Free & More · Smart Investing with Brent & Chase Wilsey · Oct 2
- AI pricing engine faces criticism and possible antitrust issues over varying franchise prices.Dots Not Bots | Bitcoin News · Bitcoin And | Bitcoin & Economic News · Sep 30
- Largest beef buyer that sued packers alleging price fixing.689. Here’s Why Your Hamburger Just Got So Pricey · Freakonomics Radio · Oct 2
Show 2 moreShow fewer
- Shares have sold off sharply, illustrating weakness in non-AI names.Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild · RiskReversal Pod · Oct 2
- Stock down on structural issues, GLP-1 impact and unpopular dynamic pricing.Sozzi weighs in on Micron's blowout quarter &chats with Meta's former CTO · Sozzi Unleashed · Oct 1
Mixed 3
- Franchisee tool reportedly shows price sensitivity by local willingness to pay.McDonald’s & Walmart: Dynamic Pricing? | Best Buy x TikTok Shop | Braze Sues Frost Buddy · Ecomm Cowboy · Sep 30
- Piloting a media network across 450 restaurants, with worries about slowing service.Amazon vs. Meta: Who Controls the AI Shopper? · RETHINK RETAIL · Oct 2
- Algorithmic pricing tool draws antitrust concern and franchisee pressure, though marketed as optional.Daily Digest Sep 30: Trump Unveils America.gov Chatbot as Europe Attempts to Ease Pump Prices - Is X Money After the Banks? · Peak Prosperity · Sep 30
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial