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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