Parkev Tatevosian, CFA 对 $MCD 的判断变化

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麦当劳（MCD）是最受青睐的十大股票之一；公允价值为330美元，意味着12-18个月内有26%的上涨空间，这得益于技术驱动的成本削减和高利润率，尽管面临健康趋势和经济方面的不利因素。

麦当劳是我目前最喜欢的另一只股票，我将其排在前 10 名。我计算出麦当劳股票的公平价值为每股 330 美元。当前市场价格为 262 美元。这意味着未来 12 到 18 个月内将上涨 26%。

McDonald's is another of my favorite stocks at the moment. I ranked it among the top 10 stocks. I calculated a fair value for McDonald's stock at $330 per share. The current market price is $262.

This leaves it with a 26% rise over the next 12 to 18 months.

我最喜欢的麦当劳积极因素之一，我认为市场低估了它，是其在多个类别中的技术创新，这可能对麦当劳的短期和长期都有利。食品配送网络和这项技术的普及使麦当劳能够在更多场合触达更多消费者。

你不再需要离开家就能吃到麦当劳。此外，公司还受益于自动化和机器人技术的改进。我提到的食品配送网络不再需要人类来配送。在未来五年内，越来越多的配送将由机器人完成，这将降低服务这些客户的成本。

此外，麦当劳正在将其门店和地点整合自动售货亭。这减少了对收银员的需求，并降低了每个麦当劳门店的劳动力成本。总的来说，这些创新是麦当劳几十年来从未在其业务中见过的。我很兴奋地看到公司如何在运营中成功整合和使用这些新技术。

One of my favorite positive factors for McDonald's, which I think the market underestimates, is its technological innovation across multiple categories, which could benefit McDonald's in the short and long term.

Food delivery networks and the spread of this technology allow McDonald's to reach more consumers on more occasions. You no longer have to leave your home to eat McDonald's. In addition, the company benefits from improvements in automation and robotics.

The food delivery networks I mentioned no longer need humans to deliver them. Over the next five years, more and more of these deliveries will be carried out by robots, which will reduce the cost of servicing these customers.

In addition, McDonald's is integrating automated kiosks into its stores and locations. This reduces the need for cashiers and lowers labor costs at every McDonald's location. Collectively, these innovations are something McDonald's hasn't seen in its business for decades.

I am excited to see how the company will prove successful in integrating and using these new technologies in its operations.

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