MCD

1. September 2026 1 entry
   Sep 29, 2026

   Substack · MRKTNG Unfiltered · Ryan Thompson

   McDonald's Can Afford Every Campaign on Earth. It Just Cut Most of Them.

   At its first investor day in three years, one of the world's biggest advertisers admitted its own marketing calendar was hurting the business. Yours is probably doing the same thing, with fewer zeroes and less slack.

   MCD1,260 words

   Since publication +7.2% α +7.1 pp vs S&P 500 · USD

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