If someone asked you to name a fast-food restaurant, I’d bet that out of all of the fast-food restaurants that exist today, one would stick out amongst the rest: McDonald's Corporation (NYSE: MCD). Today, McDonald's has grown to be one of the most recognizable brands in the world and generates seemingly endless profits.
I admit that a lot of this is speculation but I think it makes a lot of sense, especially considering the choice of words in the earnings transcript. Think of how your delivery from Dominos or other pizza chains is done and imagine if McDonald's emulated it. For me, this is the next logical step for the Golden Arches.
McDonald's currently has a market cap of $176bn (as of the time of this article) which is astronomical I’ll admit. But as this business optimizes on its new investments into digital and delivery and it continues to expand across the world and rolls out its new innovations – where could it go?
I know the argument exists that McDonald's earns most of its money from its franchisee payments and its lease payments to the franchisees but I think this part of the business is going to continue to grow as well. Real estate all across the world is booming with newly built houses popping up everywhere (especially in the UK) and what do new families need near their new homes? Amenities. And who wants to capitalize on this? McDonald's.
McDonald's is already huge, I’ll admit. But who knows what else McDonald's might move onto after they continue to grow?
I’d like to leave you with something that inspired me to write this piece - a comment I found on Reddit from 2 years ago. And I’ll tell you what, it reads like something straight from this year talking about the market of today.
DISCLOSURE: I MAY ENTER A LONG POSITION SOON
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