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030 Mcdonald’s expansion potential - Conservative, concentrated stock picking - Insights Podcast

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Written Post: http://stockpickinginsights.com/mcdonalds-expansion-potential

00:00 Intro

00:15 Summary

01:59 Mcdonald’s expansion due to volume

03:32 Mcdonald’s expansion sensitivity analysis

10:01 To sum it up

Summary
  • The U.S. is the benchmark of restaurants per 100K, with a value of ~4;
  • China is 1/3 to 1/2 of the potential restaurant count upside;
  • Almost all of the restaurant count growth comes from developing countries with low ARPU’s.
    • Action points
    • How is MCD’s china expansion working out?
    • What top line growth do I expect of MCD? Where will it come from?


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