The YouTuber believes McDonald's lacks significant growth potential, especially in the US market, as it's already globally saturated. He also notes declining quality in their mid-tier offerings and increasing meal prices, which could force price cuts, further squeezing their already thin margins. He suggests the company's valuation was previously inflated compared to its growth prospects.
“So, for me, McDonald's is definitely one I am out on.” — ▶ 4:00