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McDonald’s downgraded to Neutral from Buy at Northcoast

Northcoast downgraded McDonald’s (MCD) to Neutral from Buy without a price target The firm is concerned that McDonald’s converting sales to earnings “will stall” as consumers seek value while costs remain a headwind. Based on the company’s lowered outlook for 2025, the shares are trading slightly below fair value, assuming modest earnings gains over the next year, the analyst tells investors in a research note. As such, Northcoast is taking a “less aggressive posture” on McDonald’s, saying margin pressures erode the upside potential.

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