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Recent Articles
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Dividend Increases/Decreases for the Week of August 15
Aug 15, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Valuentum's Best Ideas Newsletter Portfolio
Aug 14, 2025
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We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
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View Current and Archived Best Ideas Newsletters
Aug 14, 2025
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View previous editions of the Best Ideas Newsletter in this article.
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McDonald’s Returns to Positive Comparable Sales Growth
Aug 13, 2025
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Image Source: Valuentum.
Looking to all of 2025, McDonald’s is targeting a full year adjusted operating margin in the mid-to-high 40% range, above the 46.3% adjusted operating margin in 2024. McDonald’s remains on pace to open approximately 2,200 restaurants globally this year (1,800 net). We liked McDonald’s return to positive comp growth in the second quarter, but we no longer include the idea in any newsletter portfolios.
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