QSR
R500#141 today
$74.01
+2.21% today · +4.74% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Outperforming without a clear catalyst yet
- QSR +2.21% on the last session vs SPY +0.04%: +2.2 pts of stock-specific move.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
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What Reddit is saying
Not enough discussion in the past week.
Hottest comment
McDonald's reportedly temporarily shuts its U.S. offices and prepares layoff notices
That hot take is about 15 years out of date. That's when they changed things radically to be a superior QSR operator. They massively changed menus and added sales like gangbusters. While people kept quoting the "they're just a landlord with no growth potential" story, they doubled sales, then doubled them again. They re-revolutionized drive through, they went 24x7, then made fast food breakfast into a thing. Their operations are the best in the galaxy, bar none. They've been sloughing off costs left and right. The debt is "good" debt …
Top comments
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