Kevin Harris (@harissss)September 24, 2026

$MCD's $8.5 Billion Capex Plan Wasn't the Problem at Investor Day, Says Brian Sozzi

Name: $MCD's $8.5 Billion Capex Plan Wasn't the Problem at Investor Day, Says Brian Sozzi
Uploaded: 2026-09-24T17:18:47.819984Z
Duration: 3 min 15 s
Description: McDonald's $MCD $8.5 billion capex plan wasn't the problem at the company's investor day, according to Brian Sozzi (). It was the company's insistence that G...

McDonald's $MCD $8.5 billion capex plan wasn't the problem at the company's investor day, according to Brian Sozzi ().
It was the company's insistence that GLP-1 users are an opportunity, not a threat.