MCD (Outperform) – Raising PT to $205 from $190. Incremental work on remodels, shift to regional value and easing comps increase our confidence MCD can do the 3% consensus 2019 comps which we think should be enough for shares in the current challenging quick serve environment. Specifically, we increasingly think MCD may back off the aggressive remodel cadence that has been pressuring both franchisees and comps, alleviating some of the pressure we had feared in 2019.
Cowen_MCD.pdf#
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