Brian Sozzi’s hot take: McDonald’s GLP-1 stat is ridiculous
🔥 Brian Sozzi’s hot take on McDonald’s GLP-1 comments: “Ridiculous.” GLP-1s are “going to be a major problem” for fast food companies over the next decade, Sozzi says.
McDonald’s is leaning on a stat that 84% of GLP-1 households still visit its restaurants to argue the weight-loss drug boom isn’t a threat.
The market’s not buying it either. McDonald’s stock is now trading at a 10-year low valuation after investor day. 📉
