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

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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