Open:FactSet Forum

McDonald's: Positive move on beef policy portending larger changes to come?

equities
sentiment
alternative-data
fundamentals
truvalue
esg

(Eliot Caroom) #1

Fast food giant vows to begin measuring antibiotic usage in its top 10 sourcing markets (~85% of supply), set reduction targets, and require suppliers to produce progress reports, raising its timely ESG Pulse score on the Truvalue platform.

  • Despite these positive steps, MCD’s core business model is risky in the long-term
  • Risks remain until the carbon price of beef is fully accounted for, amongst other key ESG issues that must be addressed
  • Continued improving ESG performance is necessary to maintain valuation premium

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