Big Call Screening: RWE, McDonald’s, RTX, Mondelez

Heavyweights from the fast-food segment are feeling the current sluggish consumer sentiment particularly strongly. In light of rising living costs and record-high fuel prices, many consumers are skipping regular visits to fast-food restaurants. Consequently, consensus expectations are also declining for industry leaders such as Chipotle Mexican Grill, Wendy’s, and our model portfolio stock McDonald’s (MCD) . As McDonald’s leverages AI and standardized processes to control costs and responds to the inflationary environment with new, affordable...