McDonald's shares dropped by as much as 1.7% after equity analysis firm Redburn Atlantic downgraded its stock rating from buy to sell. The downgrade was due to the potential impact of GLP-1 drugs on eating habits, which could result in a loss of up to 28 million customer visits and a revenue loss of $482 million per year. The drugs, which suppress appetite and regulate blood sugar, are expected to significantly affect lower-income consumers, a key demographic for McDonald's. This change in consumer behavior, combined with inflationary pressures and pricing fatigue, poses a significant threat to the company's earnings.
Source: https://www.cbsnews.com/news/mcdonalds-downgrade-weight-loss-drugs/
TPRM report: https://scoringcyber.rankiteo.com/company/mcdonald's-corporation
"id": "mcd453061725",
"linkid": "mcdonald's-corporation",
"type": "Breach",
"date": "6/2025",
"severity": "85",
"impact": "4",
"explanation": "Attack with significant impact with customers data leaks"{'affected_entities': [{'customers_affected': 'Up to 28 million customer '
'visits',
'industry': 'Food and Beverage',
'name': "McDonald's",
'type': 'Fast Food Chain'}],
'description': "McDonald's shares dropped as weight-loss drugs threaten to "
"significantly impact the fast food chain's earnings. Analysts "
'downgraded the stock due to potential loss of customer visits '
'and revenue. The appetite-suppressing drugs pose a risk to '
"lower-income consumer brands like McDonald's.",
'impact': {'financial_loss': ['Revenue loss of $482 million per year',
"Approximately 0.9% of the company's sales"],
'revenue_loss': ['Revenue loss of $482 million per year',
"Approximately 0.9% of the company's sales"]},
'references': [{'source': 'Redburn Atlantic'}],
'title': "McDonald's Shares Drop Amid Weight-Loss Drug Threat"}